No report is left undone
90 seconds of speaking instead of 20 minutes of typing. The report is created right after the meeting, while the details are still fresh, not from memory on Friday evening.
AI agent for field sales
From customer visit to CRM before you leave the parking lot
The Visit Capture Agent turns a short voice note after the meeting into a complete visit report in Salesforce: including contact updates, opportunities and follow-up tasks. You talk, the AI structures, your team approves.
Test free for 4 weeks: if you don’t like it, you pay nothing.
Aviando Agent
Recording 1:24 min
Visit Report Created
Visit at NORDWERK Maschinenbau documented
Contact Awaiting approval
Peter K.: new role “Head of Sales”, new email
Task Proposal
Call scheduled for next week
Analysing visit …
How it works
From voice note to a well-kept CRM
The agent transcribes the recording in Salesforce, pulls out the relevant facts and presents finished records for approval. Reviewing and approving happens in the back office; nothing lands in the CRM unchecked.
New visit capture
Restart Recording
0:08
Speak freely. You can review the transcript before it is submitted.
Stop recording Discard
Review proposals
Back office · Jannika B. Visit report Create Created NORDWERK Maschinenbau
Analysed transcript Read only
“I visited the customer today and met Ms Müller, Head of Purchasing. She wants to firm up the annual order for 2027 with us. Volumes are currently around 15 percent above last year, but nothing has been decided yet. It was important to her that delivery times stay stable because they are rebuilding two lines over the summer. We haven’t talked about prices yet, that comes at the next meeting. And there’s a follow-up call in 2 months.”
Summary
Visit at the customer. Met Ms Müller from purchasing. The topic was firming up the annual order for 2027.
Next steps
Follow-up call in two months to firm up the 2027 annual order.
Opportunity Update Existing record: Annual Order 27
Current close date
12.09.2026
Proposal
17.09.2026
Current next step
Send final prices to the customer.
Proposal
Follow-up call in two months to firm up the 2027 annual order.
Proposal accepted
Visit Report
VR-000005
Details Related
Information
Report number
VR-000005
Owner
Thorsten Winkels
Account
NORDWERK Maschinenbau
Reviewed by
Jannika Beckmann · Back office
Visit date
12.08.2026
Reviewed on
12.08.2026, 17:04
Visit Capture
VC-000023
Report content
Summary
Short meeting on the further planning of Annual Order 27. It was agreed that the project will be pursued and the final prices are now requested. Internal next step: Anna will provide the final prices by 15.08.2026.
Customer view
In yesterday’s meeting the further planning for Annual Order 27 was discussed. They would now like to receive our final prices. Anna will take care of this by 15.08.2026.
Next steps
Anna will provide the final prices by 15.08.2026.
Capture speed
Speaking is about four times faster than typing
Four times the content in the same amount of time. That is why the report is created in the parking lot and done before the next meeting starts.
What the agent recognises
One visit, all relevant records
The Visit Capture Agent pulls everything that belongs in the CRM out of a spoken report. Which objects and fields the AI may write is something you define in the Admin Center: per object, per field. The table shows the standard scope; we tailor the mapping individually to your sales process.
Record typeWhat the agent recognises & creates
Visit reports Summary, customer view, competitive intel, next steps and visit date as a structured visit report.
Contacts New contacts as well as changes to role, department, email or phone, with a notice on conflicts with existing data.
Opportunities Buying intent, project volume, close date and next steps as a new or updated opportunity.
Accounts Additions and corrections to the customer record, such as addresses, industry details or conversation context.
Tasks Promised follow-ups with subject, due date, priority and owner as a task on the right record.
Custom objects Any object from your org: service visits, machine fleet, contract data or whatever else your process needs.
What you get
Reports that no longer pile up
AI proposes, the back office decides
The proposals land in the back-office review and are approved or rejected there one by one. The agent shows changes in a direct old/new comparison. Nothing writes to the CRM unchecked.
CRM data that stays current
Job changes, new email addresses, buying signals and commitments from the conversation land as updates on contact, opportunity and task, not in a text field nobody ever reads again.
Full control over the AI
In the Admin Center you decide which objects and fields the agent may write. Routine cases can be waved through via auto-accept; everything else stays review-mandatory.
100 % in Salesforce
Recording, transcription and AI analysis run natively on the Salesforce platform. No data flowing to third-party tools, no shadow IT, one permission model.
Measurable from day one
Captures per user, top accounts, recording durations and review status: the included dashboard shows adoption and value without extra reporting.
No duplicates
If your team mentions a contact that already exists in the CRM, the agent links the existing record. This is based on your org’s duplicate rules plus a search across name and email.
Correctable after the fact
Saved on the wrong customer? The visit can be moved to the right account and re-analysed, and you decide what happens to the records on the old one. Anything already saved can be pulled back into review with one click.
In your team’s language
The interface is available in 14 languages, German throughout. The AI writes summaries, reasoning and free-text fields in the language that was spoken.
In Salesforce
Dashboard, review status and full transparency
All captures, their processing status and usage per field rep at a glance. You see open reviews immediately, including a direct jump to the record.
Captures
128
captured visits, total
Last 7 days
31
new captures this week
Visit Reports
97
visit reports created
Ready for Review
12
proposals awaiting approval
Ø recording
1:47
average recording duration, last 30 days
Captures by User
Captures of the last 30 days
Top Accounts
Most-visited customers
NORDWERK Maschinenbau9
BioLaden Kontor GmbH7
Hansa Baustoffe AG6
Visits of the last 30 days
Status pipeline
Processing status
Review
Approve proposal
Contact · Peter K.: role “Head of Sales”, new email address detected
Current
Sales rep
p.k@nordwerk.de
p.k@nordwerk.de
Proposal
Head of Sales
peter.k@nordwerk.de
peter.k@nordwerk.de
Accept Reject
The agent documents every approval traceably on the record
Does it pay off?
Your ROI, honestly calculated
Saved reporting time per field rep and the value of complete CRM data stand against the package price: follow-ups that are no longer forgotten and contacts that are correct. We are finalising the prices right now.
In preparation
The calculator arrives as soon as the prices are set
We are finalising the package prices right now. After that you calculate here with your own numbers: time per visit report, visits per week, size of the field sales team. Until then you get the calculation in the intro call, worked out for your case.
Your result
?.?× Available soon
Value per euro spent, per month
Reporting time savedopen
Value of complete CRM dataopen
Package priceopen
Your first 4 weeks are free, regardless of the later package.
Technology & data protection
Consulting with responsibility, in operation too
Native on the Salesforce platform
Transcription and AI analysis run inside your Salesforce org. No additional infrastructure and no additional data processor.
Human-in-the-loop by design
The AI never writes unchecked: every proposal goes through approval, and auto-accept is something you enable deliberately per object. Every configuration change lands in the audit trail.
Data-minimal & GDPR-compliant
Recordings and transcripts are deleted automatically after configurable retention periods. You decide which fields the AI may read and write in the first place.
Roles, permissions, visibility
Ready-made permission sets for field sales, reporting and administration, managed in the Admin Center. Per capture profile you decide who gets to see it: everyone, or only specific groups, roles or countries.
Intro call
Want to capture your first visit by voice?
In 30 minutes we show you the Visit Capture Agent live: from the recording to the approved record, tailored to your objects and fields. After that you test free for 4 weeks.
Chris Uhrig
CTO & Co-Founder
Request sent.
We’ll get back to you shortly and set up your trial period.