Agentic Tele-caller: The Future of Order Taking in CPG

Every Missed Store Visit, Still an Order.

When a sales rep can’t make it to a store, retailers shouldn’t be left waiting. Ivy Mobility’s Agentic Tele-caller steps in with the same knowledge and composure as a human seller. Purpose-built for DSD, it handles both outbound and inbound calls, speaking to retailers in their preferred language, and capturing orders instantly, even without a rep or truck on-site.

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How It Works

  • AI dials the retailer and initiates a natural conversation.
  • Retailer places an order in their preferred language.
  • Smart SKU & pack validation ensures accuracy.
  • Orders flow in real time into Ivy DMS, ERP, or SFA.
  • Instant dashboard updates with logs, transcripts, and insights.
  • Takes inbound calls on demand.
  • Sets reminders when retailers skip or delay orders.

Agentic Tele-caller

Agentic
Tele-caller

Beyond Order Taking

Cash Collection

Collect cash seamlessly as the AI Agent initiates or confirms payments, reminds retailers of pending dues, and updates records instantly.

Sales Return

Handles sales returns smoothly by logging retailer requests, validating SKUs, and syncing return data directly into your DMS or ERP.

Delivery Intimation

Keeps retailers informed with proactive delivery updates, ensuring they know exactly when to expect their stock.

Why It Matters for CPG Leaders 

Improves Coverage

Capture orders in stores your reps can’t reach

Beyond Human Limits

Consistent pitches, flawless promotions, zero fatigue.

Faster Cycles

Retailers place and confirm orders in minutes

Scalable Reach

Handle thousands of calls simultaneously

Data Visibility

Real-time tracking of order trends, calls, and fulfillment

Agentic AI, Built for CPG

Unlike scripted IVR bots, Ivy’s Agentic AI is autonomous, adaptive, and context-aware:

Conversational Intelligence

Trained on CPG SKUs, pack sizes, and promotions; understands mixed-language inputs like “2 cases softdrinks aur ek 500ml bottle.”

Recommendation Logic

Suggests must-sell and focused SKUs, recommends complementary products, or applies trade promotions automatically.

Inventory-Aware

Checks availability in Ivy DMS/ERP before confirming.

Learning Loops

Improves with every call by adapting to retailer preferences and buying history.

Enterprise-Grade Security & Compliance

  • Enterprise-grade Encryption
    TLS 1.3 voice + data pipelines
  • Global Standards
    GDPR, SOC 2, and ISO 27001 certified
  • Access Control
    Role-based authentication, audit trails, and governance

Designed for Global CPG Markets

  • Multilingual Conversations
    English, Hindi, Tamil, Spanish + 10 more languages
  • Code-Switch Support
    Handles mixed English + regional dialect seamlessly
  • Personalized Greetings
    Retailer-specific profiles for local engagement

Scalable Performance

  • 1,000+ concurrent calls tested, scalable to much more in real time.
  • <200ms latency for natural, human-like interactions
  • 95%+ accuracy in intent recognition and order confirmation
  • Seamless Integrations with ERP, CRM, and the Ivy iRTM Suite

Your Always-On Agentic Tele-caller Rep

Sales coverage should never stop at store visit limits.
With Ivy’s Agentic Tele-caller Agent, every retailer gets a call, every order is captured, and every opportunity translates into revenue.

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