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Retail & Ecommerce · Sales

Wholesale & Dealer Enquiry

Prepare a trade enquiry with product categories, quantities and delivery area.

For retail & ecommerce teams handling sales conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Prepare a trade enquiry with product categories, quantities and delivery area.
  • Clarify product categories before the team follows up.
  • Organise estimated quantity, delivery area, business name into a readable enquiry brief.
  • Explain what happens next and route exceptions to a person.
ILLUSTRATIVE CONVERSATION

A conversation with a next step

Hello, I have a question about wholesale & dealer enquiry.
Which product categories do you need?
I’m enquiring about product categories. Could your team help me understand the options and process?
What quantities and delivery area should the trade team consider? You can skip anything you would rather discuss with a colleague.
I’d prefer to discuss the details with someone.
Of course. With your permission, I can pass your enquiry and preferred contact method to our team. They’ll confirm the next step.

Illustration only. Questions and replies must be adapted to the business’s approved process.

How the workflow works

  1. 01

    Customer enquiry

    Identify sales intent and explain the scope.

  2. 02

    Relevant questions

    Which product categories do you need?

  3. 03

    Captured details

    Product categories · Estimated quantity · Delivery area · Business name

  4. 04

    Next action

    Share the request with the responsible team for review and confirmation.

Information captured

Suggested fields to review during configuration. They are not automatically required.

  • Product categories
  • Estimated quantity
  • Delivery area
  • Business name

Explain why a detail is needed, let the visitor correct it, and use the minimum information necessary. Ask permission before arranging a follow-up.

Knowledge to provide

  • Product catalogue and approved specifications
  • Delivery, returns and warranty policies
  • Customer service escalation routes
  • Approved answers to “Which product categories do you need?” and “What quantities and delivery area should the trade team consider?”
  • A named team responsible for wholesale & dealer enquiry enquiries

Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.

Integrations and limits

Trade pricing, credit and dealership approval require authorised staff.

Without that connection, the assistant can explain the approved process and collect a request for staff. It should state what is known, what is requested and what still needs confirmation.

When staff takes over

Credit terms, exclusivity or negotiated contracts.

Also hand over when the visitor asks for a person, information is missing or the same question remains unresolved. Pass the enquiry summary with the handoff so the visitor does not have to start again.

Set up with your team

  1. Discuss the workflow. Share your sales process and review the fields above with WhatsOS.
  2. Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
  3. Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
  4. Test before enabling. Try normal enquiries, missing details, a request for a person and credit terms, exclusivity or negotiated contracts.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about wholesale & dealer enquiry

What does the team need from the first conversation?

Start with product categories and estimated quantity. Collect the other suggested details only if they help the next action. What quantities and delivery area should the trade team consider?

Can it complete this request automatically?

Trade pricing, credit and dealership approval require authorised staff. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Credit terms, exclusivity or negotiated contracts. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your retail & ecommerce process. Which product categories do you need? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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