Guide to Field Seller Agent

Streamline your post-meeting workflow with Field Seller Agent, the intelligent assistant designed for busy sellers. Capture unstructured notes easily via voice, text, or even a photo of a whiteboard. Field Seller Agent then organizes these notes into clear, AI-powered summaries. Unlike standalone AI tools, Field Seller Agent is built directly into Showpad. This enables it to leverage your secure company content and CRM data to provide superior context, enabling instant follow-up actions, such as email drafts and CRM updates. Field Seller Agent supports connections with Salesforce, Microsoft Dynamics, SAP C4C, and Hubspot.

Record notes in your language

When you add notes in your native language, your AI-powered summaries, CRM updates, and follow-up emails will automatically be in that language.

Please note:

• When multiple languages are detected, the output will be in English.
• The language you choose for Showpad isn't used for the user interface text in the meetings and notes pages yet.
• Supported languages are:

Note: We are committed to providing you with high-quality, secure AI-generated content. See our Generative-AI FAQ to learn about the data privacy and quality controls we use with our AI features.

Key features

• Capture notes on the go using voice, images, or text.
• Automatically structure your thoughts into AI-powered overviews.
• Link notes to meetings for a comprehensive record.
• Instantly draft CRM updates and follow-up emails.
• Seamlessly integrate with your calendar to speed up meeting creation.

You need this to succeed

• Access to the Showpad Web App or iOS App
• Field Seller Agent enabled by your administrator
• For CRM features, an active Salesforce, Microsoft Dynamics, SAP C4C, or Hubspot integration with Showpad

What's on the menu

Learn how to use Field Seller Agent to capture notes, log meetings, generate AI-powered overviews, and simplify your follow-up tasks. Click on the links below to see how to use each aspect of Field Seller Agent:

• Capture a note and view a structured AI overview
  Learn to capture your thoughts via voice, image, or text and let Field Seller Agent transform them into structured overviews.
• Log a meeting in Showpad
  See how to log your customer meetings in Showpad, either manually or by connecting your calendar to sync appointments automatically.
• Prep for upcoming meetings with the Briefing tab
  Field Seller Agent generates a Briefing for every upcoming meeting, so you have AI-powered discussion points, highlights from previous meetings with the same account, and recommended content, all in one place.
• Use the AI meeting overview generated from your notes
  Discover how Field Seller Agent creates a single, AI-powered overview by consolidating all notes linked to a meeting, giving you a complete record of your engagement.
• Take follow-up actions with Field Seller Agent
  Find out how to use the Field Seller Agent sidebar to perform follow-up actions, such as sending updates to your CRM or sending AI-drafted follow-up emails.