Will the agent make mistakes with pricing or contracts?

The agent follows your prompts and uses your data—review everything before sending, just like you would with a human assistant.

Can the agent handle custom contract terms?

Yes, just specify the terms you need and the agent will include them in the documents it prepares.

Is my customer and sales data secure?

Your data stays private and is only used to fulfill your requests. We don’t store or share your information.

Will this replace my role?

No—the agent handles repetitive admin so you can focus on building relationships and closing deals.

How long does setup take?

You can connect your tools and start using your agent in under 10 minutes.

Stop Drowning in Sales Admin Tasks

Automate your wholesale sales workload—focus on selling, not paperwork.

Manual order tracking, endless customer questions, and tedious contract prep eat up your day. You’re stuck juggling spreadsheets instead of building relationships and closing deals.

Get Early Access→

The hidden cost

What this is really costing you

Wholesale Sales Reps spend hours each week checking stock, preparing contracts, and answering repetitive customer questions. The constant admin work means less time for actual selling and relationship building. Missed follow-ups and slow responses can cost you deals and hurt your reputation.

Time wasted

8-12 hours/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$36,250/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Keep doing it manually and you’ll lose sales to faster competitors, miss key reorders, and burn out from endless admin work.

Return on investment

The math speaks for itself

Today — without agent

25 hrs/week

of manual work

$36,250/year/ year

With your AI agent

5.0 hrs/week

agent-handled

$7,250/year/ year

You save

$29,000/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Rapid Stock and Reorder Checks

You ask your agent to check current stock levels and generate a reorder list for your top-selling items.

Instant Customer Product Answers

You ask your agent to answer a customer’s questions about pricing, availability, and product features while you’re in a meeting.

Personalized Quote Generation

You ask your agent to prepare a detailed quote and contract for a new client, including custom terms and delivery dates.

Market Update Summaries

You ask your agent to summarize the latest competitor pricing and product launches before your next sales pitch.

How to hire your agent

Connect your tools

Link your CRM, sales tracking spreadsheets, and email platform so the agent can access the info you use daily.

Tell your agent what you need

Type: 'Generate a quote and contract for Acme Corp for 500 units of product X, net 30 terms.'

Agent gets it done

The agent creates a ready-to-send quote and contract, complete with pricing, terms, and delivery details.

You doing it vs. your agent doing it

You doing it

Your agent doing it

You get back

Log into inventory system, review stock, create reorder list, email supplier.

Ask agent for a reorder list—done instantly.

2 hrs/week

Search product info, check pricing, write email responses.

Agent drafts answers to customer questions on demand.

1.5 hrs/week

Manually fill out forms, check pricing, copy details into documents.

Agent generates quotes and contracts from your prompts.

2 hrs/week

Browse websites, read reports, compile notes.

Agent summarizes competitor updates when you ask.

1 hr/week

Agent skill set

What this agent knows how to do

Instant Stock Checks & Reorders

Quickly checks inventory levels and prepares reorder requests when you ask.

Customer Q&A Automation

Answers product, pricing, availability, and credit questions instantly, so you don’t have to repeat yourself.

Personalized Product Recommendations

Suggests the right products for each customer based on their needs and interests.

Quote & Contract Preparation

Drafts estimates, quotes, contracts, and order forms on demand, tailored to your requirements.

Follow-up & Ongoing Support

Prepares post-sale follow-up messages and support responses to keep clients happy.

Market & Competitor Monitoring

Summarizes market trends and competitor activity when you ask, so you stay informed.

AI Agent FAQ

Browse more

← All AI Agents for Sales Agents

Automatable tasks

Consult with clients after sales or contract signings to resolve problems and to provide ongoing support. →Obtain credit information about prospective customers. →Contact regular and prospective customers to demonstrate products, explain product features, and solicit orders. →Answer customers' questions about products, prices, availability, product uses, and credit terms. →Prepare drawings, estimates, and bids that meet specific customer needs. →Forward orders to manufacturers. →Monitor market conditions, product innovations, and competitors' products, prices, and sales. →Estimate or quote prices, credit or contract terms, warranties, and delivery dates. →Recommend products to customers, based on customers' needs and interests. →Provide customers with product samples and catalogs. →Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences. →Perform administrative duties, such as preparing sales budgets and reports, keeping sales records, and filing expense account reports. →Prepare sales contracts and order forms. →Check stock levels and reorder merchandise as necessary. →

Hire your AI agent

Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.

Free to join. No credit card required.