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 ›Manager Action Planner · part of Lumina AI
Managers ask Lumina about team performance and bottlenecks in plain language. Lumina finds the reps who need attention, explains why, recommends the intervention and sends the email or notification from the same screen.
Built natively on Salesforce · by Cloud Ingenious, a Salesforce Summit Partner
In short
The F1 Agent Manager Action Planner is a Lumina AI capability for sales and field managers. Managers ask about field agent performance, operational bottlenecks, users requiring attention and execution issues, and Lumina answers from live F1 Agent and Salesforce data.
It then supports taking action from the same interaction, such as sending an email or notification to the relevant employee. The workflow is identify the problem, understand the reason, recommend an intervention and take the intervention. It suits field sales managers in FMCG, distribution and service organizations running large mobile teams.
The real problem
A manager with 30 reps cannot watch 30 dots on a map. Dashboards show what happened, but they don't say which three people need a call right now, or why. By the time a weekly review spots a pattern, the beats are missed and the month is half gone.
And ten incomplete visits look the same in a report whether they were ten customer cancellations or one rep who stopped working at noon.
The intervention window
Why dashboards are not enough
Good field management has always followed the same loop. Experienced managers do it in their heads. The issue is that the loop breaks at scale, because each step takes time a manager doesn't have.
With reports alone
Identify: scan several dashboards.
Understand: open each rep's visits, cancellations and location trail.
Decide: work out the right response from memory.
Act: switch to email or WhatsApp and type it out.
Four tools, about 20 minutes per rep. It rarely happens mid-day.
With the Manager Action Planner
Identify: ask one question.
Understand: Lumina shows the reason, with cancellation types and stagnation.
Recommend: it drafts the intervention per person.
Intervene: send the email or notification in one tap.
One conversation, under two minutes. It happens while it still matters.
Attendance status
Present, absent or disconnected, and why.
Stagnation
Unusually long time at one location.
Cancellation reasons
Customer-cancelled vs salesperson-cancelled vs missed.
Outcomes, not only visits
Orders, tasks and audits completed per visit.
Territory coverage
Important customers not visited recently.
Expense exceptions
Soft limit breaches awaiting approval.
Bring last month's field data. We'll show you the interventions Lumina would have flagged, and when.
Get a team bottleneck reviewHow it works
The four steps happen in one Lumina conversation, on top of the data F1 Agent already captures from your field team.
Identify
Lumina surfaces the reps, territories or visits that need attention.
3 reps below 40% of planned visits at midday
Understand
It explains the reason using attendance, location, cancellation and outcome data.
Neha: stationary 95 min. Ravi: 4 salesperson-cancelled visits.
Recommend
It proposes a specific intervention for each person.
Call Neha. Ask Ravi for reasons. Reassign 2 key outlets.
Intervene
The manager sends the email or notification from the same conversation.
Notifications sent to 3 reps at 12:42 PM
Capabilities
| Area | The manager asks | Lumina finds | Action from the same screen |
|---|---|---|---|
| Performance | “Who are my bottom five reps on orders this month?” | Ranked reps with visits, orders per visit and trend. | Email each rep with their numbers and a coaching note. |
| Bottlenecks | “Why is coverage down in Noida this week?” | Customer-cancelled visits up, one rep absent two days. | Notify the backup rep to cover priority outlets. |
| Attention | “Who is disconnected or stuck right now?” | Disconnected and stagnant users with duration and last location. | Send an alert asking them to go live again. |
| Execution | “Which reps skipped shelf audits on their beat?” | Visits completed without the assigned visit task. | Remind reps that audits are required before check out. |
| Expenses | “Any soft limit breaches waiting on me?” | Expense exceptions pending approval, by rep and category. | Open the approvals or request changes with a comment. |
The Manager Action Planner builds on F1 Agent's attendance and live tracking, visit and cancellation data and expense approvals, so answers reflect what actually happened in the field.
Use cases
FMCG · Area sales manager
Problem
Coverage drops mid-week and nobody notices until the review.
Lumina
Flags three reps behind at noon with reasons and drafts a nudge for each.
Outcome
Most of the missed visits recovered the same afternoon.
Distribution · Regional head
Problem
Ten incomplete visits look like a performance issue.
Lumina
Shows eight were customer-cancelled and two salesperson-cancelled.
Outcome
One targeted conversation instead of a team-wide warning.
Field service · Service manager
Problem
One technician carries twice the open work orders of peers.
Lumina
Identifies the overload and SLA risk, recommends a reassignment.
Outcome
Dispatcher notified and jobs rebalanced the same day.
[Indicative figures, to be replaced with verified customer results]
Why F1 Agent
| What matters | Manager Action Planner | Excel reports and WhatsApp groups | GPS tracking app outside Salesforce | Salesforce dashboards built in-house |
|---|---|---|---|---|
| Finds who needs attention | Ask in plain language | Manual, end of day | Location only | If you know which report to open |
| Explains the reason | Cancellation types, stagnation, outcomes | Ask the rep | No business context | Partly, with drill-down |
| Takes the action | Email or notification from the same screen | Separate message | Sometimes an alert | No |
| Record of interventions | In Salesforce | Lost in chats | In a separate tool | Not captured |
Start with one region
Pilot with one region's managers on your existing Salesforce org. Lumina recommends, your managers decide what to send, and messages follow your configured channels. Expand to more regions once you see the difference in coverage and cancellations.
Plan a regional pilot"We used to find out on Friday what went wrong on Monday. Now I see the whole team live, and Lumina tells me who needs help before the day is over."
FAQ
It is a Lumina AI capability in F1 Agent for managers. You ask about field agent performance, bottlenecks, users requiring attention or execution issues, and Lumina answers from your field data, recommends an intervention and lets you send an email or notification to the employee from the same interaction.
It uses the data F1 Agent captures in Salesforce: attendance, live location status, stagnation, visits and cancellation reasons, visit tasks and orders, territory coverage, expenses and approvals.
The manager reviews and sends the intervention. Lumina recommends and drafts it; the manager decides.
Sending an email or a notification to the relevant employee are core actions. Other supported communications and actions depend on your configuration.
Dashboards show metrics. The Manager Action Planner answers a question in plain language, explains the reason behind the numbers and lets the manager act on it in the same place.
Yes. Service managers can ask about technician productivity, open work orders and SLA risk, and notify the relevant technician or dispatcher.
Yes, because F1 Agent captures a reason for every cancellation or reschedule, such as missed, cancelled by customer or cancelled by salesperson.
Lumina supports multilingual interaction. Enabled languages are confirmed during configuration.
Most organizations start with one region’s managers, review the interventions for a month, and expand in phases. It runs on your existing Salesforce org.
