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For wholesalers & distributors

Open trade accounts and take reorders without tying up inside sales.

Retailers, contractors and resellers want to know minimums, terms, availability and how to open an account. Samantha answers clearly, qualifies new buyers, takes reorders and frees your inside team for the accounts that need them.

Open new trade accounts and take reorders without tying up your inside sales team.

The challenge in wholesaling

Inside sales spends too much time on routine orders.

Distributors juggle new account applications, reorders, availability questions and pricing requests, usually with the same small team.

  1. Account applications sit

    New buyers wait for someone to review their application.

  2. Reorders by phone

    Repeat customers call to place standard orders that take minutes but interrupt bigger work.

  3. Availability questions

    Buyers want to know what’s in stock and when it ships.

  4. Minimums and terms confusion

    New buyers need the same explanations again and again.

Your front door

Samantha handles routine buying so your reps can grow accounts.

She learns your catalog, minimums, terms and account requirements. Buyers get fast answers and reps get time back.

  • Explains minimums, terms and account requirements
  • Qualifies new trade buyers and starts applications
  • Takes reorders and sends invoices
  • Routes large and custom orders to your reps

Use cases

Where Samantha helps in wholesaling

The conversations that matter most to your revenue, handled with the knowledge and care of your best person.

  • 01

    New trade accounts

    Samantha qualifies buyers and guides them through opening an account.

  • 02

    Reorders

    Repeat customers place standard orders quickly.

  • 03

    Product availability

    Buyers get answers about stock and lead times you provide.

  • 04

    Bulk and volume pricing

    Volume inquiries are qualified and routed for pricing.

  • 05

    Sales rep and broker tracking

    Leads from reps and brokers are attributed to them.

A day in the life

A day at a regional distributor

A trade show last week brought in a wave of new buyers.

  1. 7:00 a.m.

    A new retailer applies

    Samantha explains minimums and terms and starts the account application.

  2. 9:45 a.m.

    A reorder

    A contractor reorders his usual products and gets an invoice.

  3. 1:30 p.m.

    A volume inquiry

    A chain asks about large-volume pricing. Samantha qualifies and routes it to your rep.

  4. 4:10 p.m.

    Stock question

    A buyer asks when a product will be back. Samantha shares the expected date.

  5. Week end

    Trade-show leads tracked

    Every new account is tracked to the show that brought it in.

Outcomes

What changes when every inquiry gets an expert

  • Faster account openings

    New buyers get started quickly.

  • Easy reorders

    Repeat customers order without waiting.

  • Reps grow key accounts

    Inside sales focuses on bigger opportunities.

  • Measurable trade shows

    See which events produce accounts.

Every channel

Wherever your customers reach out, she’s there.

One expert, one memory of the conversation, on whichever channel suits the customer best.

  • Voice

    Callers reach a warm, natural voice that knows your offer inside out and answers on the first ring, day or night.

  • Chat

    Visitors on your site get real answers in the moment they’re deciding, with a clear next step.

  • Text

    Quick follow-ups, confirmations and answers land where people already are: their messages.

  • Email

    Detailed questions get thorough, well-organised replies, along with checkout links and invoices when it’s time to buy.

  • Video handoffs

    Paying customers meet the right team on a video call with Samantha there to introduce them, so nobody repeats their story.

Trust

You stay in control of every conversation.

Samantha represents your business, so you set the boundaries. These are the commitments behind every conversation she has.

  • You decide what she knows

    Samantha works from the website, documents and guidance you give her. Change them whenever you like.

  • People step in when it matters

    Questions outside her lane, sensitive moments and custom deals are handed to your team with the context already captured.

  • Every conversation is visible

    Review what was said, what happened next and where each lead came from, so you can refine her guidance with confidence.

  • Built with privacy and security in mind

    SME AI is designed with care for the information your customers share. We encourage you to review it against your own requirements.

  • Honest by design

    She’s guided to recommend your offer only where it fits, and to say so plainly when it doesn’t.

FAQ

Wholesaling questions, answered.

Can Samantha open trade accounts?

She qualifies buyers and guides them through your application steps.

Can she take orders?

Yes. She takes reorders and sends invoices or payment links.

Will she share our pricing?

She shares pricing you approve and routes custom pricing to your team.

Can she check stock?

She shares availability information you provide.

Does she credit sales reps?

Yes. Leads from reps and brokers are attributed to them.