Field Sales
Attendance and Live TrackingPunch in, live location and stagnation alerts Visits and Beat PlanningPlanned, unplanned and multi day beats Route OptimizationAI picks the day and the sequence Orders and ReturnsCapture revenue during the visit Expense ManagementPolicy aware claims with AI bill scan Nearby ProspectingFind new businesses and create leadsField Service
Cases and Work OrdersFrom request to work type in minutes AI DispatchRecommend or auto assign the right technician Service InventoryWarehouse, van stock and transfers Technician AppPrepare, check in, consume, check out InvoicingBill from products actually consumed Maintenance PlansPreventive work orders on scheduleLumina AI
AI Sales CoachKnow the customer before you walk in Speech to Action PlannerPlan beats and meetings by voice AI Shelf AuditPlanogram and missing SKU detection Manager Action PlannerSpot bottlenecks, notify in one step Multilingual AIWork in the language your team speaksMeet Lumina, the AI that acts.
Ask, understand, recommend and act across every visit, beat and work order.
By industry
FMCG and Consumer GoodsOutlet coverage, orders and shelf audits DistributionDealer visits, collections context, returns Equipment and MachineryAsset history, dispatch and spare parts Appliances and ElectronicsFast repairs with SLA tracking Medical EquipmentSkilled technicians and preventive plansBy role
Field Sales RepsA planned day and an AI coach in your pocket Sales ManagersLive team view and one click intervention DispatchersAI matches skill, slot and territory TechniciansThe right job, the right parts, every time Operations and AdminConfigure rules without codeCustomer story
How a consumer goods distributor covered 40% more outlets with the same field team.
[Placeholder story, replace with a real client]
Read the story ›Learn
Product TourA two minute walk through a field day Customer StoriesResults from teams on F1 Agent BlogField sales and service playbooksSupport
Help CenterGuides for admins and field users Release NotesWhat is new in F1 Agent Contact SupportTalk to our product team
The F1 Agent product brochure
Every module for field sales and field service, in 16 pages.
Download PDF ›Company
About F1 AgentWhy we built it and where it is going Cloud IngeniousThe Salesforce Summit Partner behind F1 Agent PartnersImplementation and reseller partners CareersBuild the future of field work ContactSales, support and mediaBuilt by Cloud Ingenious
F1 Agent is designed and built by a Salesforce Summit Partner that has spent years closing the gap between CRM and the field.
Our story ›AI Shelf Audit · part of Lumina AI
Your rep captures the shelf. Lumina checks it against your planogram, flags missing SKUs, poor visibility and arrangement problems, and tells the rep what to fix, while they are still standing in front of it.
Built natively on Salesforce · by Cloud Ingenious, a Salesforce Summit Partner
Gupta Mart, Defence Colony · Aisle 3
Shelf audit · Snacks bay
Planogram match
78%
Missing SKUs
2
Share of shelf
41%
Recommend: restock Masala 52g in slot 2B, move competitor facings out of eye level, add an order for 3 cartons.
In short
F1 Agent AI Shelf Audit is a Lumina AI capability for retail execution. A field rep captures a photo of a store shelf during a visit, and AI analyses it using a model configured and trained for your products to identify missing SKUs, poor visibility, shelf arrangement problems and planogram deviations.
Lumina then recommends corrective action, and the audit is saved against the visit and outlet in Salesforce. It is built for FMCG, consumer goods, retail-oriented distribution and similar field sales teams that sell through physical shelves.
The real problem
Trade schemes, display fees and merchandising effort all assume the product is on the shelf, in the right place, facing out. In reality, a rep visiting 30 outlets a day has a few minutes per store. Shelf checks become a photo uploaded to a folder that nobody opens.
Retail execution, done properly
Most retail execution programmes stall at photo capture. The value appears only when the image is analysed in time for someone to fix the shelf, and when results are comparable across outlets and weeks.
No checks
Merchandising is assumed. Problems surface as falling sales.
Photo capture
Reps upload images. A small sample is reviewed weeks later.
Automated scoring
Images are scored for compliance, but in a separate tool, after the visit.
Audit with action
AI analyses in the visit, recommends the fix and links it to the order and outlet.
Send us five shelf photos and your planogram. We'll show you what Lumina finds and the fixes it would recommend.
Get a sample shelf auditHow it works
AI Shelf Audit is configured as a visit task, alongside order capture, returns and competitor analysis. It happens inside the visit the rep is already doing.
Check in
Rep arrives at the outlet on the planned beat.
Capture shelf
Photo taken as an assigned visit task.
AI analysis
Configured model checks SKUs, placement and planogram.
Recommend
Lumina lists what to correct and why.
Act
Rep fixes the shelf and adds missing items to the order.
Check out
Audit saved to the visit and outlet in Salesforce.
What Lumina detects
What it finds
Products in the planogram that are absent from the shelf.
Why it matters
An empty slot is a sale handed to a competitor.
Recommended fix
Restock from the store’s inventory or add to today’s order.
What it finds
Your products placed low, hidden or with too few facings.
Why it matters
Visibility drives impulse purchase in most FMCG categories.
Recommended fix
Move to the agreed shelf level and restore facings.
What it finds
Products grouped or sequenced incorrectly.
Why it matters
Broken blocks make the range harder to shop and look incomplete.
Recommended fix
Rearrange to the configured sequence.
What it finds
Any difference between the agreed planogram and what is on the shelf, including competitor encroachment.
Why it matters
Deviations erode the value of display schemes you pay for.
Recommended fix
Correct with the store and record the issue for follow-up.
For managers
Because every audit is stored against the visit, outlet and territory in Salesforce, managers can compare compliance across territories and reps, spot recurring gaps and use the Manager Action Planner to nudge the right person.
Planogram compliance by territory · this week
1,284 auditsUse cases
FMCG · New launch
Problem: a new flavour shows strong sell-in but weak sell-out. Situation: outlets accepted stock but kept it in the back. Solution: shelf audits in week one flag the missing facing in 38% of outlets, and reps restock on the spot. Outcome: sell-out matches sell-in within three weeks.
Consumer goods · Paid display
Audits confirm eye-level placement in outlets on a visibility scheme, and flag where a competitor has moved in, so the scheme is renegotiated with evidence.
Distribution · Retail-facing reps
A missing SKU detected during the visit becomes a suggested line on the order the rep is about to capture, closing the loop between audit and revenue.
Industries
High outlet counts and frequent visits make shelf audits the most scalable way to measure merchandising execution.
Distributors serving retail can prove availability to principals and turn gaps into orders.
Display and demo-unit placement in multi-brand stores can be audited the same way when the model is configured for it.
[Indicative figures, to be replaced with verified customer results]
Why F1 Agent
| What matters | AI Shelf Audit in F1 Agent | Photos on WhatsApp, manual review | Standalone image recognition tool | Custom build in Salesforce |
|---|---|---|---|---|
| Result during the visit | Yes, with recommended fixes | Days later, if at all | Often, in a separate app | Depends on build |
| Linked to visit, outlet and order | Native in Salesforce | No | Needs integration | Yes |
| One app for the rep | Same app as orders and visits | Chat plus CRM | Two apps | Yes |
| Effort to set up | Model configured to your SKUs and planogram | None, but no analysis | Model setup plus integration | Computer vision project from scratch |
Start focused
Begin with a single product category and a pilot territory. The model is configured for those SKUs and your planogram, audits run as a visit task in your existing Salesforce org, and you expand to more categories and regions in phases once the results are clear.
Scope a shelf audit pilot"We had a million shelf photos and no idea what was in them. Now every photo comes back with a fix, and the fix usually comes with an order."
FAQ
AI Shelf Audit is a Lumina AI capability in F1 Agent. A field rep photographs a store shelf during a visit, and AI analyses the image to identify missing SKUs, poor visibility, shelf arrangement problems and planogram deviations, then recommends what to correct.
The analysis is based on a model configured and trained for your use case, including your SKUs and planogram. The scope of detection is agreed during setup.
The shelf audit is configured as a visit task. During the visit, the rep captures the shelf photo in the F1 Agent mobile app and receives the analysis and recommendations in the same flow.
Results are stored against the visit and outlet in your Salesforce org, so they are available in customer visit history, reports and dashboards.
Yes. Because audits are linked to outlets, reps and territories, managers can report on merchandising execution across the field team and act on recurring gaps.
Shelf audit sits in the same visit as order capture, so a rep who finds a missing SKU can add it to the order before checking out.
Shelf audits can flag competitor encroachment where configured, and F1 Agent also supports structured competitor analysis as a separate visit task.
It is most relevant for FMCG, consumer goods, retail-oriented distribution and other businesses whose products are sold from physical shelves.
Most teams pilot with one category and one territory. We configure the model for those products and your planogram, then expand in phases.
AI Shelf Audit is part of Lumina in F1 Agent. Pricing depends on modules, users and audit scope, typically [₹ per user / month]. Ask for a quote.
