Demonstration environment — synthetic Paddywax operating data. No production data is displayed.

A04

Wholesale B2B Sales Agent

High Priority

Retailer and rep copilot

DashboardVP SalesRead onlyQueueVP SalesRecommendConversation / CopilotVP SalesDraft actionRecommendation EngineVP SalesRecommendApprovalsVP SalesHuman approvalAudit TrailCFORead only

KPIs & Targets

Wholesale reorder rate (%)
Monthly · VP Sales
55.8%/ 68.0%
x

Source: CRM

Quote-to-order conversion (%)
Monthly · VP Sales
31.5%/ 40.0%
x

Source: CRM

Avg reorder gap (days)
Monthly · VP Sales
94/ 75
x

Source: CRM

At-risk account coverage (%)
Weekly · VP Sales
62.0%/ 90.0%
x

Source: CRM

Charts

T12M revenue by region
Accounts by tier
Days since last order — top risk accounts

Agent Details

Primary Tasks

Retailer onboarding, reorder recommendation, quote/draft order, show follow-up, account intelligence

Primary Inputs

Wholesale portal, Shopify B2B/companies, CRM, ERP, inventory, rep assignments

Primary Outputs

Draft order, quote summary, account notes, follow-up email, reorder risk list

Success Metrics

Wholesale GMV, reorder rate, quote-to-order, rep productivity