A04

Wholesale B2B Sales Agent

High Priority

Retailer and rep copilot

DashboardCEODraft actionQueueLegal/PrivacyAutonomous low-risk actionConversation / CopilotLegal/PrivacyAutonomous low-risk actionRecommendation EngineEcommerce LeadRead onlyApprovalsCEORecommendAudit TrailLegal/PrivacyRead only

KPIs & Targets

Wholesale GMV
Monthly · Ecom Lead
84.4/ 48.2
x

Source: Shopify

reorder rate
Weekly · Owner
55.8%/ 69.4%
x

Source: Klaviyo

quote-to-order
Monthly · Ecom Lead
13.1/ 8.7
x

Source: Klaviyo

rep productivity
Monthly · Sales Lead
81.6/ 69.2
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