Introducing BeatRoute Scheduling AI Agent: Intelligent Visit Prioritization

In retail and distribution, managers and reps often decide where to go based on instinct, which leads to visits that do not move the needle. BeatRoute Scheduling AI Agent fixes that by turning scattered signals into a clear, prioritized plan that you can act on today.

Who is it for

• Dealer-led businesses and pharma
  For teams and managers who do not follow a fixed plan and instead create their own schedules based on business priorities and instinct. This approach often leads to inefficiency because decisions rely on human judgment and on-ground execution is inconsistent. The Scheduling AI Agent generates intelligent routes and visit plans based on business priorities that improve efficiency.
  
• Area Sales Managers in FMCG
  Field reps may work on fixed routes, but area managers typically do not. They choose where to go based on shifting priorities. The Scheduling AI Agent recommends which route to visit and in what sequence so managers can align their day with the most critical business needs.

What The Scheduling AI Agent Does

With a single tap on “Help Me Plan” inside the BeatRoute, the agent analyzes customer data, spots anomalies and opportunities, then recommends the most critical routes and outlets to prioritize. It also tells you why a customer is flagged as Red or Amber and suggests the exact agenda to drive in that visit.

The agent can pull context from the Customer Insights Agent so reps walk in prepared with relevant conversation points. This is real, working AI that is live inside BeatRoute.

Cómo funciona

• My Schedule guidance
  Managers and sales officers see their plans in My Schedule with the Help Me Plan option right below. Triggering it produces a ranked list of recommended routes.
• Route-level prioritization
  The agent assembles and ranks routes for the day based on priority signals. You can preview a recommended route, then drill into the suggested stops before adding it to your plan.
• Outlet-level reasons and actions
  Within a recommended route, the agent highlights high-priority customers and shows an Info icon with recommended actions like “make a visit” or “collect order,” plus the reason, for example “no order this month” and the last order date. You can add selected customers to your schedule with remarks.
• Customer Profile insights
  You will see flags like “no visit in 10 days,” “payment pending,” or “no order this month” with the last order date. Open the profile to view the full context and recommend next actions. Completed items clear automatically, so the view always reflects what is still pending.
• Simple configuration
  The Scheduling AI Agent is ready to deploy and can be switched on through configuration.
  

Por qué es importante

Teams get clarity on three execution questions: where to go, when to go, and what to do. The agent steers users toward the right route and outlet, aligns plans with company visit targets, and recommends the task to drive at each stop.

Proven Impact

Customers using BeatRoute’s AI agents report results such as a rise in productive visits from 45% to 78%, an increase in average ticket size from 1,200 to 1,900, and improved payment collection efficiency from 72% to 91%. These outcomes have been highlighted publicly in the context of our agent suite, with Scheduling AI playing a key role in planning and visit quality.

Trusted By Leading Brands

Brands such as Valvoline Global, Hero MotoCorp, JSW Paints, Marcas Aava, and Dangote Cement rely on BeatRoute’s AI platform to lift sales and scale growth.

Industry recognition

• Reconocida por NASSCOM NIPP 10000 Startups Challenge
• SoftwareSuggest Líder de categoría en invierno de 2025
• Premios anteriores de SoftwareSuggest a la "Usabilidad más sencilla", la "Implantación más rápida" y el "Mejor software".

Ready To Plan Smarter

See how Scheduling AI can prioritize your day and lift the quality of every visit.

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