Shore Point CountPilot
AI Field-Sales Copilot

Today

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Good morning.

Loading today’s route…

AI / local parser extracts count language · catalog owns SKUs · rep approves before VIP.

Manager view · this week, demo data

Stops Scheduled — today’s routes Accounts Visited — count session opened AI Draft Orders — engine-generated Ready for VIP — rep-approved orders

Active Count Sessions 0

Open counts with lines captured. Continue the account workflow from here.

    Route Progress

    Count → draft → approve → VIP export

    Open route →
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    Not Started
    No count yet
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    Counting
    Capture in progress
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    Draft Generated
    Engine drafted
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    Approved
    Rep signed off
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    Ready for VIP
    Exported stub

    Recent account activity

    All accounts →

      Alias Review

      Unmatched fragments. Add to the alias table — the next route reads them cleanly.

      0

        AI Copilot Guardrails

        ✓

        LLM extracts count language only.

        ✓

        Catalog matcher owns SKU identity.

        ✓

        Order engine owns quantities.

        ✓

        Rep approval required before VIP export.

        Parser: — Voice: — Vision: — VIP: Stub Data: Demo SKU Guardrails: active No invented SKU policy: active Rep approval required: active

        AI Route Intelligence

        Today’s priority call-outs

        Loading route brief…

          Open full route briefing →

          AI Quality

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          Count lines parsed
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          Needs review
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          Acceptance rate
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          Aliases to fix

          Matcher owns SKU identity; ambiguous fragments stay in review until a rep confirms a real SKU.

          VIP Readiness

          • Approved · ready to export —
          • Exported stubs —
          • Missing VIP account code —
          • Accounts without par —

          Export refuses while a VIP account code is missing — the gate is the system working, not a bug.

          Top Reps · Pilot

          drafted · approved · exported
            Open pilot leaderboard →