CPG Field Sales Agent

The operational problem

CPG field teams still prepare visits by stitching together ERP exports, CRM notes, planogram photos, promo calendars, and spreadsheet forecasts. The rep arrives with fragments instead of a single operating view.

Generic copilots can summarise notes, but they do not understand the field-sales boundary: a suggested order is commercially useful only if it remains a recommendation until the rep explicitly approves it.

The operational risk is not just slow prep. It is invisible decision-making: no record of which data was used, why a SKU was recommended, whether promo compliance was checked, or who approved the final action.

Governed workflow

1. Load account context from commerce, CRM, and visit-history sources.
2. Analyse SKU velocity, stock risk, and account-specific sales patterns.
3. Check promo compliance, planogram adherence, and active campaign constraints.
4. Build a proposed order and next-best-action list as READ_ONLY recommendations.
5. Hold the workflow at a FINANCIAL human approval gate before any CRM update or order submission.

HARNEXA Harness controls

• PHANTOM has a persistent agent identity and scoped tool allowlist before the first account read.
• Account, velocity, and promo reads are READ_ONLY and written to the append-only audit trail.
• Order recommendations are proposals only; no financial write happens before rep approval.
• The approval state remains visible as PENDING_REP_REVIEW, APPROVED, REJECTED, or TIMEOUT.
• CLEAR scoring records cost, latency, efficiency, accuracy, and reliability for every run.