Dealer ordering assistant
When a dealer writes “20 cases of this product” on WhatsApp, the assistant checks stock and dealer pricing and opens a draft order in the B2B system.
Overview
It works on both sides. Facing the customer, it responds within seconds, understands the need, recommends the right product and pulls price and stock from your system. Facing your team, it summarises call notes, fills in the CRM, drafts the quote, reminds who to call and when, and flags deals going cold. The goal is not to replace people but to give reps their day back for selling instead of data entry.
How it works
Scope
Every enquiry gets an answer, even out of hours and at peak times — nobody is left waiting.
Leads are scored by budget, urgency and fit, so the team works the right opportunity first.
Generates cross-sell and up-sell suggestions from order history and catalogue knowledge.
Builds a quote from your price list, discount rules and stock — final approval stays with the rep.
Summarises the call, extracts action items and updates the CRM record automatically.
Reminds you of unanswered quotes and stalled deals so the pipeline keeps moving.
Industry Use Cases
Sales processes differ by industry, and so does the work the assistant takes over. Examples from the field:
When a dealer writes “20 cases of this product” on WhatsApp, the assistant checks stock and dealer pricing and opens a draft order in the B2B system.
Recommends the right model for the customer’s need, answers size and compatibility questions and guides them to checkout.
Collects dates, party size and budget, presents suitable packages and prepares a quote and draft booking for the chosen one.
Qualifies leads from listings and ads by budget, financing and location preference, then routes them to the right consultant.
Matches technical requirements against the catalogue, finds the right spare-part code and produces a quote ready for engineering approval.
Classifies the request by service type, books an appointment against team availability and sends reminders.
Typical Gains
Figures show typical ranges from comparable projects; actual results depend on your data quality and processes.
Integration
FAQ
Let’s map where leads are lost and plan concretely which step the assistant should take over.