Prepare
CommCheck
Turns outlet, contract, promotion and payment signals into a 90-second pre-visit brief.
Act today · Opportunity · Escalate
Built for CPG field execution
Turn every outlet visit into the next best commercial move.
FieldIQ brings fragmented outlet signals into one mobile workflow—so reps prepare faster, sell with context and keep every recommendation under human review.
Mobile-first Review before action Built around CPG workflows
Tuesday · NJ Metro North
Good morning, Sarah
Illustrative product view
Today’s route4 visits
08:30
Woodbridge
Act today
10:15
Secaucus
Opportunity
12:00
North Bergen
Escalate
14:30
Jersey City
On track
ACT TODAY
Route 9 Woodbridge is behind pace
Volume is 30% behind target, the visit is overdue and the approved display moved.
Recommended conversation
Lead with the Q3 volume bridge, then recover the display position.
Designed for 15–20 visits a day
Revenue actions stay rep-reviewed
Complements existing systems
Less system hunting. More prepared conversations.
See how the same field day changes when scattered signals become one reviewable flow.
7:05 AM
Start with a prioritized territory and the reason each visit matters.
8:40 AM
Read a concise brief: act today, pursue an opportunity, or escalate.
11:15 AM
Review an order draft grounded in velocity, gaps and eligible SKUs.
2:30 PM
Carry an unclosed opportunity into the next visit and order.
5:45 PM
Close the day with a clear record of actions, risks and follow-ups.
FieldIQ is designed to compress preparation and follow-up while keeping the rep in control of every commercial decision.
Illustrative workflow based on the product design and field-sales research; not a measured customer outcome.
Five focused workflows. One connected commercial loop.
Four AI agents handle synthesis. OnboardIQ is in progress and uses deterministic rules because its stages and thresholds do not need a model.
Sell
Draft Order Agent
Builds a reviewable next-order draft from contract gaps, velocity, promotions and whitespace.
Every line includes visible reasoning
Prioritize
Territory Pulse
Synthesizes signals across outlets so reps and leaders can see where attention is needed now.
Territory-level patterns, outlet-level evidence
Recover
Loss Loop
Finds opportunities that were discussed but never closed, then carries them into the next action.
A missed opportunity becomes a tracked recovery
In progress
OnboardIQ
Tracks credit, contract, catalog and loyalty setup—using rules where AI would add no value.
One bottleneck · One owner · One next action
See the field through actions, not activity counts.
FieldIQ is designed to connect territory-level priorities to the exact outlet evidence a rep can verify and act on.
Prioritize the territory
Surface contract shortfalls, unactivated promotions, payment risks and whitespace in one view.
Standardize preparation
Give every rep a consistent brief without scripting the customer conversation.
Close the learning loop
Carry missed opportunities and shrinking orders forward instead of losing them in notes.
Territory Pulse
NJ Metro North
3
Act today
2
Escalations
5
Opportunities
Route 9 Woodbridge
Contract volume behind pace
Target Hoboken
Shelf position at risk
Herald Square
Protein powder whitespace
The intelligence layer—not another system of record.
FieldIQ is designed to work alongside CRM, SFA, ERP and contract systems, translating their signals into field-ready decisions.
Human judgment stays in control
Recommendations are reviewable. Revenue-affecting actions are never silently executed.
Evidence travels with the action
The signal, reasoning and source context stay close to every recommendation.
Use AI only where it earns its keep
Structured synthesis uses models; deterministic stage logic remains rules-based.
A sharper pilot conversation.
Mobile-first rep workflow
Structured output controls
Read-only external access
Evaluation against critical rules
Bring the next best action into every field visit.
Request a walkthrough or help shape the product with a real CPG field workflow.