Terri is an AI agent designed to assist territorial salespeople by turning spoken words into organized sales notes, providing mental clarity on the road.

Key Features:

Voice-first approach for easy note-taking

Designed for territory sales with verbal communication preference

Automatic email summaries for faster follow-ups

Use Cases:

Creating post-meeting sales notes

Generating action items and reminders

Improving workflow efficiency on the road

Benefits:

Increases active selling-time by reducing documentation tasks

Enhances employee satisfaction by simplifying CRM usage

Offers a voice-first assistant for faster note-taking and task delegation