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The demo uses a sample conversation to show the full flow consistently.

My day

Tuesday · Loading date...

Hi, Carlos

👤
Carlos Mendez
Sales rep · North Austin Route
7.4
Weekly score
2/7
Visits today
↑ 0.6
vs last week
2
Pending modules
⚠️ Type A account coverage: 58% (7/12) — 5 unvisited this month
Today's schedule
8:30
Patricia Gomez
Wheatfield Grocery · Downtown Austin
✓ 8.2
9:15
Ricardo Ospina
Independent grocery · Lakeshore Distribution
✓ 6.8
11:45
Jorge Ramirez
Independent grocery · Shopping Center District
Type A
→
14:00
Hill Country Coop
Purchasing Committee · South Side
→
15:30
Andrea Bermudez
Independent grocery · Local Chain HQ
Type A
→
16:45
Lina Restrepo
Family Corner Store · East Austin
→
Pre-Visit

Step 1 of 4

Pre-visit brief

Your AI coach is preparing you for today's visit.

Marcela Reyes
Store owner · Sunrise Market · Last visit: Feb 18, 2026
High potentialCrisp Zero · 12ozOpportunity: zone analysis
RepCoach AI
Good morning. You have a visit with Marcela Reyes at Sunrise Market in 15 minutes. Type A account, high order frequency, owner makes purchasing decisions directly.

In your last visit she asked for zone sales data to understand the potential of Crisp Zero — you didn't bring it. Today you have the opportunity to close that gap.

What's your main objective for today?
Boost Crisp Zero placement
Close placement commitment
Close zone sales data gap
Live
Listening 00:00
Starting live transcription...
Debrief
Analyzing your visit with AI...
How to handle the return?
What was the compliance issue?
What to prioritize next time?

Customer follow-up

Post-visit follow-up

Auto-generated. Review and edit before sending.

Manager
🔒 Manager-only view — the sales rep does not have access to this section.

Manager view

Weekly Report

Week of Feb 24 — Mar 2, 2026 · Carlos Mendez · North Austin Route

Generating manager report...
Training
🤖 AI-generated weekly plan — At the end of each week, RepCoach AI automatically generates this personalized training plan based on the patterns detected across all the rep's visits. No manual assignment from the manager.

Your weekly plan

Development Plan

Week of Feb 24 — Mar 2, 2026 · Generated by RepCoach AI

Generating your personalized plan...