Wholesale Inquiry Agent
Qualifies inbound wholesale and partnership requests, captures the details, and books the ones that fit.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Inbound wholesale and partnership requests are qualified, details captured, and the right ones booked — tire-kickers filtered before they reach sales.
Wholesale inquiries land in the general inbox mixed with consumer support. Sales spends time on unqualified leads while genuine B2B opportunities wait days for a response.
How it works
The agent reads every wholesale inquiry, asks the qualifying questions from your playbook, scores fit against your criteria, captures the details in your CRM, and books meetings for qualified leads — or sends a polite decline.
- Inquiry received — Email · form · helpdesk
- Qualify against criteria — Volume · market · fit score
- Capture details in CRM — Company · contact · requirements
- Book or decline — Calendar link · polite pass
- Strategic partnership — Routed to leadership
What it can deliver
- CRM records
- Meeting bookings
- Qualification scores
- Decline responses
Potential integrations
Gorgias · HubSpot · Salesforce · Calendly · Shopify
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset