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Visits Agent

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

The Visits Agent is your dedicated specialist for all visit-related tasks and inquiries, providing seamless support throughout every stage of the visit lifecycle. From scheduling and rescheduling to managing visit details, this agent is designed to simplify and optimise how teams plan and execute their fieldwork.

Like all other agents, the Visits Agent can operate independently or in combination with other agents---such as Sales and Accounts---to achieve the task at hand. This flexibility allows Ava to draw on cross-agent intelligence when needed, ensuring that even complex requests, such as visits tied to specific sales activities or account histories, are handled with precision and speed.

With the Visits Agent, users can effortlessly create, reschedule, or cancel visits, assign them to other team members, or add important notes before or after the visit. Whether you’re in the field or at your desk, simply interacting with Ava is all it takes. By recognising when visit-related assistance is needed, Ava activates the Visits Agent to execute tasks efficiently, keeping your fieldwork organised and productive.