01
Daily Call Report (DCR)
- One-tap logging with GPS verification
- Joint-working capture (manager + exec)
- Inputs, samples & gifts per visit
- Photo proof & outside-plan reasons
- End-of-day lock with audit trail
Built-in AI Copilot · Multi-tenant · Mobile-first
The AI-Native Field Staff Management Platform
Run your field force on autopilot. End-to-end FSM — from daily call reports to monthly tour plans, expenses, leave, and approvals — with a built-in AI Copilot that turns your field data into decisions.
No credit card · Sandbox tenant available · Talk to sales anytime
Built for any distributed field sales force
Pharma & Life Sciences
Medical Reps, Area & Regional Sales Managers — Rx tracking, joint working, samples.
Consumer Goods / FMCG
Sales executives, distributors and retailers — secondary sales & coverage.
Specialty Chemicals
Field engineers and channel partners across industrial B2B sales.
Any field force
Per-tenant terminology adapts the product to your industry — no code changes.
Product Modules
One platform. Every field workflow.
Ten deeply-built modules covering the full field lifecycle — from the morning plan to the reimbursed expense.
02
Tour Plan (MTP + STP)
- Monthly tour calendar, planned in advance
- 11 work-type modes incl. review & training
- Minimum-customer rules enforced
- Reusable STP route templates
- Deviation requests with photo justification
03
Order Booking (POB)
- Capture purchase orders during the visit
- Catalogue with PTR, schemes, discounts
- Repeat-order suggestions per customer
- Draft → submitted → fulfilled lifecycle
- Integrates with stockist & ERP feeds
04
Expense Management
- TA/DA auto-generated from tour plan
- Travel, food, lodging, fuel, toll & more
- Bill photos with policy validation
- Two-step approval with audit trail
- Per-role, per-grade policy matrices
05
Leave Management
- Configurable leave types & rules
- Carry-forward & max accumulation
- Multi-level approval with HR escalation
- Holiday calendar per state & HQ
- Live balance for exec & manager
06
Approvals (Universal)
- Configurable ABM → RSM → NSM → Admin chain
- Used across MTP, expenses, leave, masters
- Bulk approve with payload preview
- Withdraw, escalate, delegate, audit
- Full activity ledger for compliance
07
Master Data Management
- Doctors / Retailers / Chemists / Stockists
- Bulk Excel import + per-row validation
- Add/edit/delete gated by approval
- Bulk territory reassignment & splits
- Product catalogue with brands & SKUs
08
Field Operations
- Start-day / end-day checklists
- Battery-friendly live GPS tracking
- Multi-leg trip planner & distance matrix
- Daily activity stream
- Block / unblock field staff
09
Sample & Gift Distribution
- Allocate per role / territory / month
- Track consumption per executive
- Top-up requests with manager approval
- Stock audit & reconciliation
Flagship · AI Copilot
Ask anything. Get answers, insights, and the next action.
A built-in Copilot that understands your business. Natural-language questions in, role-scoped answers out — with the "why it matters" and what to do next.
Natural-language queries
"Top 5 doctors by Rx this month", "why is North zone down?"
Smart entity resolution
Understands "my team", "last quarter", "the new brand".
25-step pipeline
Pattern match → SQL gen → role-scoped run → insights.
Forecasting built-in
Linear + seasonal, weather-adjusted, MAPE-tracked.
Role-aware & PII-safe
Scoped to your hierarchy via RLS; masks sensitive names.
Learns over time
Successful queries become reusable patterns.
Show me top 5 doctors by Rx this month
Here are the top prescribers in your region this month:
1. Dr. A•••• — 142 Rx · 2. Dr. R•••• — 128 · 3. Dr. M•••• — 119 · 4. Dr. S•••• — 104 · 5. Dr. K•••• — 97
▸ Why it matters: 3 of 5 are below last month — CardioMax slipped 11%.
▸ Next action: Schedule joint-working calls with Dr. R & Dr. M this week.
Why is North down?
Forecast Q3
⚖ vs last quarter
Not-met list
Dashboards & Reporting
Role-aware dashboards. Reports that respect who can see what.
-
Sales Executive view
My plan, my KPIs, today's customers, last 3 visits, pending POBs.
-
Manager scorecards
Team leaderboard, focus products, customers-not-met, weekly call pattern.
-
Admin & Finance
System health, approval queues, policy audit, leave utilisation.
-
Drag-and-drop report builder
Pick columns, filters, group-by. One-click Excel export. Save & share.
+18%
YoY growth
92%
Achievement
86%
Call coverage
-4%
Focus mix
Platform Capabilities
Multi-tenant by design. Configurable, not custom.
White-label multi-tenancy
Same product, your brand and your words.
- Logo, product name, colour, templates
- Per-tenant terminology (Doctors / Retailers / Engineers)
- Per-tenant policies & approval chains
- Row-Level Security on every table
Roles & hierarchy
Model your org exactly as it is.
- Configurable role tree (SE → ABM → RSM → NSM)
- Custom permission matrices
- Hierarchical scoping on every report
- "Who can see what" enforced
Mobile-first
Native Expo app for iOS & Android.
- Offline-capable DCR entry
- Push notifications for approvals
- Low-bandwidth photo upload
- Web admin console for desktop
Why MiXie AI FSM
AI built-in, not bolted on
01
AI built-in
Every workflow is Copilot-aware. Ask a question, get an answer scoped to your role.
02
Configurable, not custom
Terminology, branding, policies, hierarchies & chains — all editable, no code changes.
03
Pharma-grade depth
Born from a pharma Copilot; works equally well for FMCG, industrial & consumer brands.
04
End-to-end
One platform from morning brief to expense reimbursement. No point-solutions to stitch.
Run your field force on autopilot
Book a 30-minute demo and see your own data answer questions in plain English.