Lumina AI · the intelligence and action layer of F1 Agent
AI that doesn't stop at the answer. It takes the next step.
Lumina reads your Salesforce data, field activity and location context, then recommends what should happen next and does it: builds the beat, briefs the rep, flags the shelf gap, notifies the person who needs help. In the language your team speaks.
Built natively on Salesforce · by Cloud Ingenious, a Salesforce Summit Partner
Lumina
AskUnderstandRecommendAct
My 3 PM meeting got cancelled. I'm in Lajpat Nagar. Who should I see instead?
Three high potential outlets are within 2 km. Sharma General Store has not been visited in 21 days and ordered ₹48,200 last quarter.
Sharma General Store0.6 km · High
New Delhi Provisions1.1 km · High
Gupta Mart, Defence Colony1.8 km · Medium
Build a beat from these 3Brief me on Sharma
Beat created in Salesforce · 3 visits · route optimized to 4.2 km · first stop 3:10 PM
In short
Lumina AI is the AI assistant built into F1 Agent, the Salesforce-native field sales and field service platform. It works as an intelligence and action layer: users ask in natural language or by voice, Lumina understands the customer, team and location context in Salesforce, recommends the next best step and, where supported, carries it out.
Lumina includes an AI Sales Coach, a Speech to Action Planner, AI Shelf Audit, a Manager Action Planner and multilingual interaction, and it powers AI beat recommendations, multi-day route planning and AI dispatch. It is built for field sales reps, technicians, dispatchers and managers in FMCG, distribution, equipment, appliance and medical equipment businesses.
The real problem
Your CRM already knows the answer. Nobody in the field has time to find it.
The order history, the outstanding amount, the outlet nobody has visited in three weeks, the rep who has been stationary for ninety minutes. It is all somewhere in Salesforce. But a rep standing outside a store is not going to open six records, and a manager with forty people in the field is not going to read fourteen reports before lunch.
So the insight arrives late, as a dashboard at the end of the week, long after anyone could act on it.
A normal Tuesday, without Lumina
10:15
Rep walks into a key account blind
Doesn't know ₹62,000 is outstanding or that last month's complaint was never closed.
13:40
A meeting cancels. The afternoon empties out
Four high potential outlets sit within 2 km. Nobody tells the rep.
16:00
A shelf loses two SKUs to a competitor
The photo is taken and stored. Nobody analyses it.
18:30
The manager finds out what went wrong
Three reps missed half their beat. The day is already over.
What most field AI gets wrong
An answer is not an outcome. The last step is the one that matters.
Most AI added to field software is a chatbot sitting on top of reports. It can tell a rep which customers are nearby. It cannot turn them into a plan. The value of AI in field work is measured by how short the distance is between insight and execution. Here is how field AI matures.
Level 1
Records
Dashboards report what happened yesterday. Useful for reviews, too late for the day.
Level 2
Answers
A chatbot retrieves data on request. Faster than reports, but the user still does all the work.
Level 3
Recommends
AI suggests who to visit, what to pitch, which technician to send, using business context.
Where Lumina worksLevel 4
Acts
AI creates the beat, schedules the meeting, assigns the job or sends the notification, inside Salesforce.
Five questions to ask any field AI vendor
Use these whether or not you choose F1 Agent. They separate a demo that impresses from a tool your team will still use in six months.
1Does it read our real Salesforce data, or a copy that is a day old?
2Can it take an action, or does every answer end with "now go and do it yourself"?
3Who stays in control? Can we choose between AI recommends and AI acts, per use case?
4Does it work on a phone, by voice, on the move, in the language our reps actually use?
5Does it serve managers too, turning a performance question into an intervention?
Not sure where your team sits on this curve? We'll map your current reports and field data to the Lumina use cases that would pay back first.
Understand service requirementsRecommend or assign the technicianAI Dispatch ›
What Lumina can do
One AI layer, mapped to the people who use it.
Lumina is not a separate app. Each capability lives inside the workflow of the person it helps, on mobile for the field and in Salesforce for managers and dispatchers.
Lumina also powers smaller AI moments across F1 Agent: AI bill capture that reads the date and amount from an expense receipt, and visiting card scanning that creates the right Salesforce record from a business card.
Lumina across the field lifecycle
AI at the moments where a decision is made.
F1 Agent covers the full journey from planning to analysis. Lumina sits at the decision points, highlighted below, where a better next step changes the outcome of the day.
Field sales
Territory setupAttendanceAI customer prioritizationBeat planningRoute optimizationNavigationCheck inAI Sales CoachOrders and returnsAI Shelf AuditCheck outAI bill captureReportingManager action
A cancelled meeting becomes three productive visits.
Problem: afternoons collapse when a customer cancels, and reps drift back to familiar outlets. Situation: a rep in Lajpat Nagar loses a 3 PM slot. Solution: she asks Lumina by voice; it finds nearby high potential outlets, builds a beat and optimizes the route. Outcome: three extra visits and two orders on a day that would have ended early.
"Find high potential outlets near me and make a beat."
Lumina
Beat created · 3 outlets · 4.2 km · 2 orders captured
Distribution · Regional sales manager
From "who is struggling?" to a sent message in one step.
A manager with 36 reps asks Lumina which reps are behind on dealer coverage this week. Lumina lists four, shows that two have high salesperson-cancelled visits, and drafts a notification to each. The manager edits one line and sends. Intervention happens on Wednesday, not in Friday's review.
The right technician, with the right skill and a free slot.
A compressor failure comes in as a Case. The Work Type sets an electrical skill, two hours and three parts. Lumina recommends the technician in the territory with that skill and an open afternoon slot. The dispatcher confirms, or lets AI assign automatically for routine jobs.
Hundreds of outlets per rep and thin margins on time. Lumina prioritizes the outlets with order potential, audits shelves from a photo and flags missing SKUs while the rep is still in the store.
Start with AI that recommends. Let it act when you're ready.
You decide, use case by use case, whether Lumina suggests and a person confirms, or whether it acts on its own. Many teams begin with recommendations for one territory, review the results, then switch routine work like beat creation or standard dispatch to automatic.
01
Pilot one team or territory
Prove the value on a contained group before rolling out wider.
02
Works on your existing Salesforce org
No second database. Lumina reads and writes the records you already have.
03
Configured to your process
Territories, priorities, visit tasks and approval rules shape what Lumina recommends.
04
Phased rollout of AI skills
Turn on Sales Coach first, add Shelf Audit or Manager Action Planner when teams are ready.
"Our managers used to ask for reports. Now they ask Lumina a question and send the nudge from the same screen. The gap between knowing and doing has basically gone."
Lumina is the AI assistant built into F1 Agent. It works as an intelligence and action layer across field sales and field service: you ask a question by text or voice, Lumina understands the context in Salesforce, recommends a next step and, where supported, carries it out, for example by creating a beat or sending a notification.
How is Lumina different from a chatbot?
A chatbot retrieves information. Lumina is designed around action. It can turn nearby customers into a beat, turn customer history into a pitch recommendation, and turn a performance question into a message to the right employee, all inside the same interaction.
Does Lumina work with our existing Salesforce org?
Yes. F1 Agent is built natively on Salesforce, so Lumina reads and writes the accounts, visits, orders, beats, work orders and users already in your org. There is no separate database to sync.
Which Lumina capabilities are available?
Lumina includes the AI Sales Coach, Speech to Action Planner, AI Shelf Audit, Manager Action Planner and multilingual interaction. It also powers AI beat recommendations, multi-day route planning, AI dispatch and auto-dispatch, AI bill capture and visiting card scanning.
Can we control what Lumina is allowed to do automatically?
Yes. You can choose between AI recommends and a person decides, or AI acts automatically, depending on the use case. Dispatch, for example, can run as recommendation only or as auto-dispatch according to your configured logic.
Who uses Lumina, reps or managers?
Both. Field reps use it on mobile for meeting briefs, voice planning and shelf audits. Managers use it to understand team performance and bottlenecks and to act on them. Dispatchers use it to match technicians to service appointments.
Does Lumina support Indian and regional languages?
Lumina supports multilingual interaction so field teams can work in the language they are comfortable with. The languages enabled for your rollout are confirmed during configuration.
Which industries is Lumina best suited for?
Lumina is most used in FMCG and consumer goods, distribution, equipment and machinery service, appliance and electronics service, and medical equipment service, wherever field teams make many decisions a day with limited time.
How do we start with Lumina?
Most teams start with one territory or team and one or two capabilities, such as the AI Sales Coach and Speech to Action Planner. After reviewing results, they add more skills and expand to other regions in phases.
How is Lumina priced?
Lumina is part of F1 Agent. Pricing depends on the modules and number of users in your rollout, typically [₹ per user / month]. Talk to our team for a quote based on your field team size.
Bring one territory. We'll show the beats Lumina would build, the briefs it would give your reps and the interventions it would flag for your managers.
