Question 1

Who is FieldIntel for?

Accepted Answer

Field reps who manage a territory and ongoing customer relationships, and the managers who support them. Your company controls account assignments and team access.

Question 2

Do I need AI to use FieldIntel?

Accepted Answer

No. Core account records, check-ins, follow-ups, stop scores and activity reports work without AI reviews. AI account intelligence is available with AI Pro and its shared company credit allowance.

Question 3

Can FieldIntel connect with our AI or other business software?

Accepted Answer

Yes. FieldIntel supports secure API access for approved integrations. Access is tied to the authorized user and permissions you grant. Available workflows include account, follow-up and route data, with supported write actions and route optimization. Specific third-party integrations may require additional setup.

Question 4

Can I use it on my phone and computer?

Accepted Answer

Yes. FieldIntel works in your web browser on phones and computers. Sign in to your account to open your workspace.

Question 5

How do I access my company account?

Accepted Answer

Use Log in at the top of this page. If your company is already using FieldIntel, ask your company administrator to set up your team access.