Field Meeting AI
The first AI agent that handles your CRM for you
Field Meeting AI (formerly known as Showpad Assist) captures meeting insights, updates your CRM, and drafts follow-ups instantly — so you can focus on selling, not data entry.
2,000+ sales organizations stay prepared with Showpad.
Walk into every meeting fully briefed
Stop wasting time digging through emails. The AI summarizes previous interactions and deal history moments before you step through the door.
Turn voice notes into structured CRM data instantly
Don’t wait until you’re back at the hotel. Dictate your notes immediately, and let the AI organize the data and sync it to Salesforce for you.
Send personalized follow-ups moments after the meeting ends
Keep deal momentum alive. The AI drafts specific, relevant follow-up emails based on your meeting context, ready for your approval.
Finally, teams back at HQ have full visibility into the field
No more guesswork or missed opportunities
Get a real-time view of field activity. Know exactly which deals are progressing and why, without hounding reps for updates.
No more content without proof of ROI
Understand exactly how sellers use materials in the field to help close deals, and optimize your strategy based on hard data.
No more wasted training effort
Identify skill gaps in real-time. Turn every meeting into a coaching opportunity by analyzing what top performers do differently.
