B2B Account Onboarding Agent
Takes a new wholesale account from application to first order — continuously, in your systems, in your tone.
B2B Account Onboarding Agent
Takes a new wholesale account from application to first order — credit check, price group assignment and welcome sequence included.
Ops & Reporting
The problem
What this agent takes off your plate
In e-commerce, takes a new wholesale account from application to first order — credit check, price group assignment and welcome sequence included — but doing it manually does not scale. B2B Account Onboarding is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
- Takes a new wholesale account from application to first order
- price group assignment and welcome sequence included.
- Wholesale handled automatically against your rules
- B2B handled automatically against your rules
How it works
From application to live account
B2B Account Onboarding connects to Wholesale, B2B, Shopify and your ops & reporting stack. It reads your rules, brand voice and live data — then takes a new wholesale account from application to first order — credit check, price group assignment and welcome sequence included. Exceptions land with your team; everything else runs without another dashboard to check.
Why this agent
Takes a new wholesale account from application to first order — credit check, price group assignment and welcome sequence included.
Outcomes
- B2B Account Onboarding runs without manual handoffs
- E-commerce and retail spends less time on repeat work
- Consistent output every time — not when someone gets to it
- Full trace in your existing systems
Connects to
Writes back
Turn tangled operations into clean, owned automation.
187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.
