Badger AI

The busy work ends here. Field reps lose hours every week to planning and admin that has nothing to do with selling. Badger AI takes it all off their plate — building routes, prepping meetings, and logging activity automatically — so your team can focus on what actually drives revenue.

AI Route Planner

Your optimal week,
built automatically

Stop deciding who to see and when. Badger AI analyzes your accounts and builds your entire week automatically — prioritizing your stops by last visit date, follow-up status, and opportunity size, all built around the existing meetings in your calendar.

Schedule your route planning to run once a week so you can start every day with a clear plan of who you need to see and how to get there.

See how it works
Badger AI route planner showing an optimized route with AI-generated annotations
Voice-to-CRM Coming soon!

Update your CRM as
fast as you can talk.

The moment a meeting ends, drop a voice note and Badger does the rest. It captures the details, populates the right fields in your CRM, and logs the visit — automatically, accurately, and instantly. No end-of-day catch-up or manual data entry.

Date06-04-2026
Log TypeCustomer Meeting
ContactSean Dalton
OpportunityYes
Opportunity TypeZ100
Deal ForecastSeptember
Pre-Meeting Briefs

Walk into every meeting prepared and ready to close

Badger automatically builds a brief before every customer meeting — pulling the latest from your CRM, recent news, account history, support tickets, whatever matters to your team. No more scrambling to remember the last conversation or missing a key update that could've changed the pitch. Walk into every meeting with the context you need to close.

See how it works
Badger AI meeting brief showing account details, opportunity insights, and CRM data pulled automatically
Automated Follow-Up Emails

Automate follow-ups

Deals die in the silence between meetings. Badger AI reads your meeting notes and automatically drafts and sends personalized follow-up emails to every customer — so the right message goes to the right person at the right time, without you lifting a finger.

See how it works

Sean Dalton

Sean Dalton

Last follow-up: 10 days ago

Automated Scheduling Emails

Scheduling, without
the back and forth

Before you even leave for the field, Badger AI analyzes your routes and sends targeted email blasts to prospects in the areas you're visiting. By the time you're on the road, meetings are already being set up around your existing schedule.

See how it works
iOS calendar showing a meeting automatically scheduled for March 17

The old way of field sales is over.

Reps planning routes by hand. Hours of admin after a long day in the field. Follow-ups that fall through the cracks. Badger AI eliminates all of it — so your team can focus on what actually moves the needle.

Traditional Field Sales

  • Manually deciding which accounts to visit and when
  • Building routes by hand every morning
  • Digging through notes, news, and old emails to remember what matters
  • Typing meeting notes into the CRM after a long day
  • Follow-ups falling through the cracks
  • Manually emailing prospects to set up meetings

Badger AI way

  • AI builds your optimal route automatically, every day
  • Your week planned around the accounts that matter most
  • Walk in with a complete brief, built automatically
  • Drop a voice note — your CRM updates itself instantly
  • Follow-ups sent automatically, based on your notes
  • AI email blasts set up meetings around your calendar
Get Started

How to set-up Badger AI

Here's a video showing how to connect Badger to Claude. You can also use Chat GPT or your preferred AI tool.

Get step-by-step instructions

FAQs

Connect your AI assistant — Claude, ChatGPT, or your preferred tool — to the Badger MCP server using these setup instructions. Once connected, you can start asking your assistant to plan routes, pull account data, and more.
The MCP server only has access to the data and actions you explicitly authorize during setup — your routes, accounts, and calendar. You control what it can read and do at any time.
You can ask your AI assistant to build routes, pull account and visit history, draft follow-up emails, and summarize meeting notes — all using natural language.
Yes. Just describe the accounts or region you want to visit, and your AI assistant will use the MCP server to generate an optimized route in Badger.
The MCP server can help you draft emails, but sending still requires your review and approval — nothing goes out without you confirming it.
Your data is not shared with third parties. It's used only to power the requests you make through your connected AI assistant.
Badger remains responsible for the security and compliance of your data, in line with our existing privacy and data-handling policies.
Yes — native AI features are already rolling out inside the Badger app, with more automation planned alongside the MCP server integration.