Visit reports
What happened, what matters and what needs to happen next, organized for the relevant use case.
Sales & operations / Voice-based field reporting & intelligence
Neo
Your field.
Reported by voice.
Turn a short debrief after a visit into an organized report, shared understanding and the context for the next move.
M
MyraB2B sales debrief · one Neo use case
IllustrativeWHAT SOMEONE SHARES
“They like the proposal, but procurement wants a lower price.”
THE AGENT EXPLORES
“What needs to happen before the next discussion?”
WHAT COMES INTO VIEWCommercial interest, with a pricing concern to resolve.
Give the account team the context for its next customer conversation.
THE INFORMATION THAT MATTERS
The field sees it first.
People in the field see customer needs, competitor moves and operational issues first. Neo captures that understanding through a guided debrief, reducing the manual work needed to prepare a report.
PURPOSE-BUILT, CONTEXT-AWARE AGENTS
Meet the Neo agents.
Neo uses agents configured for each team and use case: Myra for B2B sales, Nina for pharma field teams, Alina for market intelligence and Zara for property maintenance.
Purpose-built agents guide a short debrief after a customer meeting, doctor visit, store visit or maintenance job. They explore the visit and ask about missing context.
WHAT NEO BRINGS INTO VIEW
Information with context.
Intelligence with a purpose.
Account and site context
Customer needs, work completed, questions, objections or issues connected to the visit.
Patterns across the field
Recurring themes across accounts, territories, stores or properties for management review.
Follow-up visibility
Commitments and unresolved matters that help teams prepare their next action or visit.
THE NEO LOOP
Keep the understanding moving.
- 01
A field visit takes place
- 02
The team member speaks with an agent
- 03
Follow-ups clarify the account
- 04
An organized report is prepared
- 05
Patterns and next steps inform teams
- 06
The next visit starts with context
FOR THE PEOPLE WHO ACT ON IT
A useful view.
For each team.
Myra · B2B sales
Customer needs, objections, decision makers, competitors and next steps.
Nina · Pharma field force
Doctor questions, feedback, materials requested and follow-ups.
Alina · Market intelligence
Shelf, stock, pricing, competitor activity and retailer feedback.
Zara · Property maintenance
Work completed, issues found, parts needed and follow-up jobs.
ABOUT THE SOLUTION
A little more detail.
Is Neo only for sales?
No. The supplied offering also covers pharma field reporting, market intelligence and property maintenance, each with an agent configured for that use case.
How does Neo relate to Compass?
Neo captures what field teams learn on their visits. Compass engages consumers and trade partners directly about products and markets. They address different routes to understanding.
NEO · A SOLUTION FROM PULZ
From understanding
to your next step.
Sales, medical, marketing and service teams can decide where support is needed and prepare the next visit with better context.