Agent pipeline: HubSpot sync → Snowflake Cortex (presence scoring, briefings, territory Q&A) → confirmation agent (SMS/WhatsApp) → calendar sync. Every answer below is an agent output, not a report.

AI Visit Briefing

The CRM knows everything about this account. Nobody reads 40 timeline entries in a parking lot. This is the 30 seconds before you walk in.

You are 4 min away · Presidio

While you are in the area

Richmond Print Co is 8 min away, 21 days since last visit. Discovery deal, $32K.

Who you will meet

Dana Reyes · VP Operations

91% on site now

On site the last 3 Tuesday visits, 8 to 4.