Cancelled meeting · FMCG rep
The free hour gets used.
Situation: a 2 PM outlet cancels. Action: "Find high potential outlets near me and add them to today." Outcome: three visits added, route resequenced, orders captured before 5 PM.
Speech to Action Planner · part of Lumina AI
Say the plan. Lumina builds it in Salesforce.
Field reps plan on the move, between outlets, often on a two-wheeler. With the Speech to Action Planner they speak naturally and Lumina schedules the meeting, creates and assigns the beat, or turns nearby customers into a route. No forms, no menus.
Built natively on Salesforce · by Cloud Ingenious, a Salesforce Summit Partner
In short
The F1 Agent Speech to Action Planner is a Lumina AI capability that lets field sales reps and managers plan field work by voice or natural conversation. A user can ask Lumina to schedule a meeting, create, schedule or assign a beat, find customers nearby, build a beat from nearby customers or identify a high potential beat for today.
The key difference from voice search or reporting is that Lumina executes the action: it creates the records in Salesforce after the user confirms. It is used by field sales teams in FMCG, distribution and consumer goods who plan while travelling.
The real problem
Plans change on the road. Planning tools live on a desk.
A customer cancels. A meeting runs short. A manager asks for an extra visit. The rep needs to replan now, but the tools for creating beats and meetings were designed for a laptop, with search boxes, multi-select lists and date pickers.
So the rep doesn't replan. They call the office, drift to a familiar outlet or wait. The free hour is lost, and the CRM never learns what actually happened.
Taps to create a 6 outlet beat on a phone, the usual way40+
Minutes a rep spends replanning after a cancellation15
Sentences needed with the Speech to Action Planner1
[Indicative figures, to be replaced with measured values]
Retrieval vs execution
Most voice AI tells you things. Field reps need it to do things.
The distinction matters when you evaluate any AI assistant for field teams. Retrieval answers a question and leaves the work with the user. Execution takes the answer and turns it into a plan in the system of record.
Information retrieval
"Which customers are near me?"
Here are 7 customers within 3 km.
Then the rep still has to:
Decide which are worth visiting · open the beat screen · select each outlet · pick the date · sequence the route · save
Action execution with Lumina
"Build a beat from the best customers near me for this afternoon."
Beat created: 4 outlets, ranked by order potential, route optimized, starting 2:30 PM. Confirm?
The rep only has to:
Confirm, or say what to change.
What good voice planning should get right
Understands field language
Beats, outlets, territories and "high potential" are first-class concepts, not keywords.
Confirms before it writes
The user sees exactly what will be created and can edit it.
Respects your rules
Beat approval, territory ownership and permissions apply to voice actions too.
Works in the rep's language
Multilingual input, because reps don't plan in formal English.
Want to hear it with your territories and outlet names? We'll run voice planning on a sandbox copy of your beats.
Try it on my territoriesWhat reps can say
Every planning action, one sentence away.
Schedule a meeting
“Schedule a meeting with Agarwal Traders next Tuesday at 11.”
Planned visit created on the account and added to the timeline.
Create a beat
“Create a beat for Friday with my Karol Bagh outlets.”
New beat with the matching outlets, ready for approval.
Schedule a beat
“Run the Lajpat Nagar beat every Monday this month.”
Recurring beat dates scheduled.
Assign a beat
“Assign tomorrow’s Dwarka beat to Rahul.”
Beat assigned to the rep, visible on his timeline.
Find customers nearby
“Which of my customers are within 2 km?”
List of nearby customers with distance and priority.
Beat from nearby
“Make a beat from the nearby customers for this afternoon.”
Beat created and route sequenced from your current location.
High potential beat
“What is my highest potential beat for today?”
AI-ranked outlets by opportunity and order potential, grouped by area.
How it works
From a spoken sentence to a Salesforce record.
01
Speak
The rep taps the mic and speaks naturally, in a supported language.
02
Interpret
Lumina identifies the action, dates, places, people and filters.
03
Resolve
It matches outlets, territories and users to real Salesforce records.
04
Confirm
The rep sees the proposed beat or meeting and can edit it.
05
Execute
Records are created, routes optimized, approvals triggered.
Three AI layers behind one sentence
When a rep asks for "a high potential beat", Lumina draws on three separate F1 Agent capabilities, each solving a different problem.
How beat and route optimization work ›AI recommendationWho should I visit? Ranked by opportunity, order potential and priority.
Multi-day plannerOn which day? Groups visits by geography across days.
Route optimizationIn what sequence? Shortest travel across the selected stops.
Use cases
Real moments, planned in a sentence.
Weekly planning · Area manager
Next week's beats, assigned from the car.
Situation: a manager travelling between markets needs Monday's coverage set. Action: "Assign the Lajpat Nagar beat to Priya every Monday this month." Outcome: beats scheduled and assigned, approvals routed as configured.
Follow-up · Distribution rep
The promise becomes a meeting.
Situation: a dealer asks for a visit with the new price list next week. Action: "Schedule a meeting with Agarwal Traders next Tuesday at 11." Outcome: planned visit on the account, visible to the manager.
30%less travel time with AI beat and route planning
1.4extra visits per rep per day on days with cancellations
90 sto create and assign a beat, down from 15 minutes
100%of voice-created plans recorded in Salesforce
[Indicative figures, to be replaced with verified customer results]
Why F1 Agent
How reps replan today, and what changes.
| What matters | Speech to Action in F1 Agent | Phone call or WhatsApp to the office | Phone voice assistant | Custom voice bot on Salesforce |
|---|---|---|---|---|
| Creates beats and meetings | Yes, as Salesforce records | Someone else does it later | Calendar entries only | If you build each action |
| Knows customer potential | Yes, from opportunity and order data | Depends on who answers | No | Requires AI modelling |
| Optimized route | Built in | No | Navigation only | Separate integration |
| Approval and permissions | Your beat approval rules apply | Informal | None | Must be designed |
Book a voice planning demo
Start with one team or territory, on your existing Salesforce org, with your own beat approval rules.
"My reps never used the beat screen on their phones. Now they just say what they want. Our replanned visits finally show up in Salesforce."
FAQ
Speech to Action questions.
What is the Speech to Action Planner?
It is a Lumina AI capability in F1 Agent that lets field users plan by voice or conversation. Lumina can schedule meetings, create, schedule and assign beats, find customers nearby, build a beat from nearby customers and identify a high potential beat for today.
How is this different from voice search?
Voice search retrieves information. The Speech to Action Planner executes the action: it creates the beat or meeting as a Salesforce record after the user confirms, instead of leaving the rep to do it manually.
Does Lumina create records without confirmation?
Lumina shows the proposed beat or meeting first so the user can confirm or edit it. Your configured beat approval process still applies after creation.
How does Lumina decide which customers are high potential?
AI beat recommendations consider factors such as opportunity potential, order potential, customer priority and territory, and group customers by geography.
Can managers use it too?
Yes. Managers can use it to create, schedule and assign beats for their team, subject to the permissions configured in Salesforce.
Which languages can reps speak in?
Lumina supports multilingual interaction. The languages enabled for voice planning are confirmed during configuration based on your regions.
Does it work with our existing beats and territories?
Yes. It works on your existing Salesforce org and the territories, accounts and beats already configured in F1 Agent.
Is the route optimized automatically?
When a beat is built, F1 Agent can optimize the visit sequence using Google routing so the rep travels less.
What do we need to get started?
F1 Agent Field Sales with territories and accounts set up. Most teams pilot Speech to Action with one team or territory before rolling it out further.
Related capabilities
Lumina AI overview ›Ask, understand, recommend, act
Visits and Beat Planning ›Planned, unplanned and multi day beats
Route Optimization ›AI picks the day and the sequence
Nearby Prospecting ›Find new businesses and create leads
AI Sales Coach ›Brief before every visit
Multilingual AI ›Plan in the language your team speaks