Voice AI to plan your visits

Say who’s due. Workd plans the week.

Ask for your week and Workd builds it around the accounts you need to see, then puts it on the map. When the day changes, say so and the plan moves with you.

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Today

Monday morning goes to a spreadsheet and a map. By 10:00 a stop has canceled, and the plan is in your head.

With Workd

You ask for the week from the driveway. When a stop cancels, you ask who else is close.

Things people say

Say it the way you’d say it to a colleague.

“Plan my week around who’s due for a visit.”
Your week is planned and on the map.
✓11 stops over 3 days
“Who’s near my 2:00 stop?”
Three accounts close by. One is due for a visit.
✓Lakeview Electric, 6 minutes away
“My 10:00 canceled. Who else can I see?”
Lakeview is six minutes away and due for a visit.
✓Stop added, route updated
“Move Henderson to Thursday.”
Done. Henderson is on Thursday.
✓Week updated
“Who haven’t I seen in 60 days?”
Four accounts. Lakeview is the closest.
✓Sorted by distance
“Show me the accounts around my route we’ve never called on.”
Here’s the map. Fourteen are near your route.
✓Territory map opens
See everything your team can say

Your plan and your map, in one place

Every account around you, colored by what they buy, with the planned stops marked.

Built around who’s dueChanges by voiceAccounts you’ve never called on
Workd's plan for three days of visits, with stops and drive times Close-up of the territory map with planned stops ringed in green

This works because it sits on the whole platform

CRM and salesEvery customer and conversation, linked to orders, calls and routes.Mobile appsOne app for reps, one for drivers, one for your customers.Customer reactivationWorkd shows each rep which accounts are going quiet.Your ERP and CRMAnswers come from the systems you already run, and the work goes back into them.

Questions we hear

Does the plan come from my accounts?

Yes. Workd plans from the accounts in your system, each rep’s territory and how often each account should be seen.

Can I change it once I’m on the road?

Yes. Say what changed. Workd moves the stop and updates the route.

Can it show accounts we don’t sell to yet?

Yes. Reps see the coverage around a branch or a route, so they can decide who to call on next.

Next: Voice AI to know your accounts

Try it right now: call our AI

Give everyone on your team their own AI agent.

Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.

Get a Demo Talk to our AI: (248) 522-9680