BeatRoute just got better (Release 7.5.1)

The updates and capabilities mentioned below are available by next week.

With this release, we’re introducing BeatRoute Copilot, our third AI Agent, joining the Order AI Agent and Scheduling AI Agent already delivering results for our customers.

Alongside this, we’ve also made meaningful upgrades to user tracking, return workflows, and app usability, ensuring our platform continues to evolve in sync with your real-world execution needs.

1. Launch of BeatRoute Copilot: 

BeatRoute Copilot will be available to all customers now. Using copilot sales teams can ask questions, find insights on their data, use it to discover problem areas & act on them faster, all within the Sales Team App.

For example, users can ask:

• “Which SKUs are dropping in my territory?”
• “Which outlets are declining in sales this year, compared to last year?”
• “Who are the bottom-performing reps this month?”

Copilot instantly responds with graphs, tables and natural language summaries, and allows the users to ask follow up questions, reducing delays and enabling proactive problem solving.

How to use Copilot?

Please reach out to your customer success manager to try Copilot for your organization.

2. User Attendance & Real-Time Tracking: 

2.1 Start Day & End Day for attendance can now be set up as separate activities

Previously, attendance was tied to tour visits, limiting flexibility. Now, “Start Day” and “End Day” can be configured as standalone activities.

This provides finer control, especially for organizations needing to capture specific attendance details. Custom fields (like notes or odometer reading) can also be added to both Start and End activities, which wasn’t possible within the earlier tour-based workflow.

This feature can be enabled for selected users, while others can continue using activity-based attendance as before.

2.2 Real-time tracking can be set up for Sales Team App users

Along with activity-based user tracking, we have now introduced an option to enable real-time tracking of users. This will provide managers with greater visibility into their team’s movements and enhance the accuracy of the Distance Travelled report, as it now includes more tracking points to plot the user's path.

The Distance Travelled report will have visibility on both metrics: distance calculated based on activity check-ins and distance calculated using real-time tracking data.

3. Improved Return & Credit Note Visibility in Sales Team App:

Previously, the return detail page did not display the linked return invoice and credit note, making it difficult for field users to confirm both documents during the return process.

This update will help field users provide both a return invoice and proof of the corresponding credit note on the spot, which is crucial for building customer trust during on-the-go returns.

4. Additional Improvements:

4.1 Additional language support
BeatRoute is now available in Thai, German, Persian, and Arabic on the Sales Team App, helping teams in new regions adopt the platform with ease.

4.2 Permission to edit route with Sales Team
Route editing is no longer tied to customer creation rights. If a user has “edit customer” permission enabled, they will now be able to edit routes. This allows more controlled access and avoids unnecessary permissions for frontline users.

4.3 Customer creation user journey improvement
The workflow for creating a new customer has been improved. Users can now navigate between different sections of the form without being forced to exit or reset the flow. This enhances user experience for the team onboarding new customers.