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AI CUSTOMER SERVICE · B2B & WHOLESALE ECOMMERCE

AI customer service for B2B & wholesale ecommerce — the buyer who needs a quote, not a chatbot.

Quotes and RFQs, net-terms, bulk reorders, PO status, account-pricing questions — Lumi captures and resolves the wholesale queue end to end inside your store, so you're the first solid answer, not the Monday-morning one.

  • Goal-driven AI agents — convert & retain every customer
  • Security & trust built in — every caller verified, every action logged
  • 270+ platforms, 70+ languages — Shopify, WooCommerce, Square & more

One demo line · every ecommerce workflow

(520) 464-4491

Try:Where's my order #10432?

  • looks it up
  • resolves it
  • logs it

No signup, no sales rep — just call it.

CHANNEL
WORKFLOWWrong Item, Right by Saturday

Take an inbound wrong-item call, verify the customer, trace the warehouse label swap across Shopify and fulfillment records, reship the correct item priority the same day against a Saturday gift deadline, and close the loop with a prepaid return label, a shipping refund, and a goodwill code.

1 / 6
↓ INBOUND
LIVE CALLHD
LumiTalk AI

Thank you for calling Nutty Designs — this is Zoe. How can I help you today?

WORKFLOW STEPS
1
Customer verified with order email and masked order number

In progress

2
Saturday delivery confirmed before it was promised

Queued

3
Priority reshipment created with inventory reserved

Queued

4
Shipping charge refunded and 15% goodwill code applied

Queued

5
Case summary logged with tracking notification scheduled

Queued

RESOLVED

Workflow completed successfully

↓ INBOUND — customer reaches inISSUE RESOLUTION AGENT · LIVE AVATAR

Wrong Item, Right by Saturday

Take an inbound wrong-item call, verify the customer, trace the warehouse label swap across Shopify and fulfillment records, reship the correct item priority the same day against a Saturday gift deadline, and close the loop with a prepaid return label, a shipping refund, and a goodwill code.

Customer verified withAnswers the call and owns the mistake instead of routing it to a ticket queueSaturday delivery confirmedVerifies the customer with the order email and masked order number before opening any detailsPriority reshipment createdCross-checks the Shopify order against warehouse scan history to find the real cause
Works inShopifyGmailTwilioZendeskStripe+270 more
98%

Resolution rate

24/7

Always available

70+

Languages

< 5 min

Avg. handle time

270+

Platform integrations

Keep your stack. Lumi works on top of it.

No rip-and-replace — Lumi layers onto your B2B storefront, ERP & CRM. 270+ integrations.

Shopify B2B logoShopify B2BBigCommerce logoBigCommerceAdobe Commerce logoAdobe CommerceSalesforce B2B CommerceNetSuiteQuickBooks logoQuickBooksHubSpot logoHubSpotSalesforce logoSalesforceStripe logoStripeGorgiasZendesk logoZendeskDEAR / Cin7 CoreCin7BrightpearlPipedrive logoPipedriveDocusignGoogle Business Profile

The account queue

Watch a trade buyer’s inbox. It’s the same five requests on a loop.

None of them are consumer WISMO. Every one needs someone to open the account, read the pricing tier or the order history, and actually respond — and a buyer who waits places the PO with whoever answered first.

  1. 01
    Can I get a quote on 500 units, our account pricing?

    An RFQ with real quantities and SKUs — captured with the tier and routed to the rep, not lost in an inbox until Thursday.

    RFQ / quote
  2. 02
    Same order as last month — can we run it again?

    A bulk reorder against order history that should take one message, not a callback and a re-keyed PO.

    reorder
  3. 03
    Do you take net 30? We'd need to open a trade account.

    A credit-application and terms question that belongs with finance — captured cleanly, never approved on the spot.

    net terms
  4. 04
    Where's PO 4471? Our receiving needs a date.

    Order status on a large PO, pulled live — not an email chain across three people.

    PO status
  5. 05
    Is the 55-gallon SKU in stock, and what's the MOQ?

    A spec and availability question from a trade buyer, answered from your catalog, not guessed.

    spec / stock

The RFQ is worth the most and goes to whoever quotes first. A system should capture it, route it to the rep, and answer the terms and status questions before a human opens the thread. See the AI email agent work the inbox

What is AI customer service for B2B & wholesale ecommerce?

It captures the quote and routes it to the rep — it doesn’t invent your pricing.

AI customer service for B2B & wholesale ecommerce verifies the trade account, then handles the requests that run a wholesale desk: it captures RFQs with quantities and SKUs and routes them to the right account manager, answers account-specific pricing, tiered pricing, and terms only from approved data, takes bulk reorders against the account’s order history, and pulls live PO status. It never quotes a final price or a discount without rep approval, never approves net terms or a credit application — those route to finance — and never sees card or bank details. Your commerce platform and ERP stay the system of record; it acts inside them, 24/7, in 70+ languages.

The difference a trade buyer feels

A chatbot reads out a list price. Lumi captures the quote.

A generic chatbot

  • Answers with a generic list price, ignoring the account
  • Can't read order history to repeat a reorder
  • Sends every RFQ to one shared inbox to age
  • Guesses at net terms it has no business approving
  • Goes dark after 5 PM, when buyers in other time zones order

Lumi

  • Captures the RFQ with quantities & SKUs, routed to the right rep
  • Repeats a bulk reorder against the account’s order history
  • Answers approved account pricing & terms, escalates the rest
  • Routes credit & net-terms questions straight to finance
  • Pulls live PO status and confirms the delivery date, 24/7

A list price to a wholesale buyer is the wrong answer. A captured RFQ, routed to their rep with the account attached, is the one that wins the PO — on responsiveness, before price is even on the table.

The RFQ is just the front door

One agent for the whole account motion — quote to reorder and beyond.

Capturing the quote is where Lumi starts. It keeps going — reorders, terms, PO status, follow-up, and the ERP and CRM you already run.

Every channel a buyer uses

Phone, web chat, email, WhatsApp, and the RFQ form on your site — the buyer who calls for a quote and emails a revised SKU list stays one thread, routed to one rep.

Captures the RFQ, routes it right

Quantities, SKUs, ship-to, requested date — captured in a real conversation and routed to the account manager who owns the relationship, before a competing distributor answers.

Reorders against order history

A repeat buyer says “same as last time.” Lumi reads the account’s order history, confirms the SKUs and quantities, and stages the reorder — no re-keying, no waiting on a rep.

Your pricing & terms, never invented

It answers account-specific pricing and terms only from what you’ve approved. Anything past the guardrail — a special discount, a credit decision — is captured and routed to a human, never guessed.

Outbound that grows the account

Reorder reminders on the buyer’s real cadence, restock pings on a watched SKU, quote follow-ups before an RFQ goes cold — outbound on a schedule, not on a rep’s memory.

Human handoff with the whole file

A credit application, a contract-pricing negotiation, a strategic account — escalated to the right rep or to finance with the account, the history, and the request already attached.

70+ languages, around the clock

The overseas buyer placing a PO at 3 AM your time and the domestic account calling on a holiday both get a real answer — no after-hours void where an order used to fall.

Rides on top of your commerce & ERP stack

Shopify B2B, BigCommerce, Adobe Commerce, NetSuite, your ERP and CRM — quotes, reorders, and PO questions land where your operation already runs. 270+ tools in all.

The quote goes to whoever answers first

An RFQ is a race — and a next-day quote is a lost PO.

Wholesale buyers send the same RFQ to you and your competitors. The order goes to the first solid answer. Lumi captures it in the minute and routes it to the rep; a next-day callback quotes an order that already shipped elsewhere.

  1. RFQ arrives

    A buyer needs a quote on quantities and SKUs. They’ve emailed you and two competitors — the first solid answer usually wins the PO.

    still winnable
  2. Answered in the minute

    Lumi captures the RFQ in full and routes it to the right rep with the account attached. You’re first, with the details already gathered.

    still winnable
  3. Same day

    Still winnable if the quote goes back today — but every hour the buyer is comparing whoever replied, and a warm account cools.

    still winnable
  4. Tomorrow’s callback

    The buyer already placed it with the distributor that answered. Your quote arrives to an order that’s already shipping elsewhere.

    placed elsewhere

No rip-and-replace

Keep the stack you already run — Lumi works on top of it.

Your B2B storefront, your ERP, your CRM — Lumi works inside them, not instead of them. Lumi works on top of the B2B commerce, ERP, and CRM stack wholesalers actually run — Shopify B2B, BigCommerce, Adobe Commerce, NetSuite, and more. Quotes, reorders, and PO questions read and write where the work actually lives — across commerce, ERP, and CRM, 270+ tools in all.

Shopify B2B logoShopify B2BBigCommerce logoBigCommerceAdobe Commerce logoAdobe CommerceSalesforce B2B CommerceNetSuiteQuickBooks logoQuickBooksHubSpot logoHubSpotSalesforce logoSalesforceCin7Docusign

Switched on from day one

The five plays a wholesale desk runs — prewired.

Live against your B2B storefront, your account pricing, and your ERP from day one. Tighten the routing rules, set which questions escalate, or stack plays of your own on top.

INRFQ Capture & RoutingWeb form · CRM
INBulk Reorder from HistoryERP · Web chat
INPO Status & AvailabilityERP · Catalog data
INNet-Terms & Credit RoutingFinance · Docusign
OUTReorder & Quote Follow-UpEmail · SMS
+ Build a play for your desk

Your desk, your math

What is slow quote response costing you?

Three sliders. No email gate. This is the wholesale revenue leaking out of RFQs and reorders that hit an after-hours void and got placed with whoever answered first.

Revenue recovered by instant capture & routing

$155,520/year

Roughly 86 orders a year won back, at a conservative 20% of the slow or after-hours requests that instant capture and fast routing turn into placed orders.

And that’s your number, not ours — slide it to your own RFQ volume, response gap, and average order value. It counts only recovered orders, before the reorder cadence and larger baskets a responsive account motion adds.

Built for a wholesale desk you can trust

Hard boundaries for a desk that runs on account pricing and credit.

An agent that touches quotes, terms, and trade accounts needs walls, not vibes. These four are set before the first RFQ lands.

It never invents final pricing

Lumi answers account and tiered pricing only from what you've approved. A special discount, a one-off deal, a price it can't confirm — captured as an RFQ and routed to the rep. It never quotes a final price or a discount off its own authority.

It never approves credit or net terms

Net-30, net-60, a new credit application — Lumi captures the request, sends your credit-application link, and routes it to finance with the account attached. It never grants terms, never extends credit, and never makes the finance decision itself.

It verifies the account before it acts

No pricing, no order history, and no reorder happens until the buyer is matched to their trade account. A prospect gets onboarding and capture; only a verified account sees account-specific pricing and can place a reorder.

Card and bank details never touch a chat

Payment and banking stay where they belong — a secure link or your existing terms process. Lumi will not ask a buyer to type card or bank details into a chat, an email, or a form, and it stays PCI-clean by design.

Case file · regional wholesale distributor

One distributor. One quarter. The quote queue stopped leaking.

~120 RFQs & reorders/day · Shopify B2B + NetSuite + email · before: next-day quotes, RFQs aging in a shared inbox

Minutesto first quote response

RFQs captured and routed the moment they land — day, night, and weekends

100%of RFQs & reorders captured

no more quote requests aging in a shared inbox

−60%of reorders needing a rep

repeat orders staged from order history in one message

Hoursa week back for the sales desk

reps off status-and-reorder duty and onto real selling

Our RFQs used to land in a shared inbox and sit there overnight — and half the time the order went to whoever quoted first. I was terrified of an AI throwing list prices at accounts that have their own pricing, but it doesn't do that. It verifies the account, captures the RFQ with the quantities and SKUs, and hands it to the right rep. Reorders it just stages from history. It never quotes a special discount and never touches a credit decision — that's still us — it just makes sure we're the first solid answer instead of the Monday-morning one.
Marcus D. · VP of Sales, regional wholesale distributor

Illustrative composite from typical first-quarter results — names and figures are illustrative until our first public B2B ecommerce case study lands.

Objections, welcome

What wholesale operators ask before they put Lumi on the desk.

Which B2B and wholesale systems does LumiTalk work with?

It works on top of the commerce, ERP, and CRM stack wholesalers actually run — Shopify B2B, BigCommerce, Adobe Commerce, and Salesforce B2B Commerce on the storefront side; NetSuite, Cin7, Brightpearl, DEAR, and QuickBooks on the ERP and inventory side; and HubSpot, Salesforce, and Pipedrive for CRM, with Stripe, Docusign, Gorgias, and Zendesk alongside. It captures the RFQ, stages the reorder, and writes the record; your commerce platform and ERP stay the system of record. Running something else? Ask — the list keeps growing.

Will it quote prices to my accounts?

Only the ones you've approved. Lumi verifies the trade account first, then answers account-specific and tiered pricing from approved data — never a generic list price to an account with negotiated pricing. Anything it can't confirm — a special discount, a one-off deal, contract pricing — is captured as an RFQ and routed to the rep. It never invents a final price or a discount off its own authority.

Can it approve net terms or a credit application?

No — and it's built not to. Net-30, net-60, or a new credit application is captured cleanly, sent your credit-application link, and routed to finance with the account attached. Lumi never grants terms, never extends credit, and never makes the finance decision itself. A human always approves credit.

How does it handle bulk reorders?

It reads the account's order history. When a verified buyer says 'run the same order again' or wants to repeat a past PO, Lumi confirms the SKUs and quantities against the history and stages the reorder against the account in your commerce platform or ERP — so a standing reorder takes one message instead of a callback and a re-keyed PO. A rep still approves pricing where your process requires it.

Isn't B2B too complex for AI — every account is different?

That's exactly why the account comes first. Lumi doesn't answer generically; it verifies the trade account and works from your approved pricing, that account's tier, and its order history. The complex, judgment-heavy parts — special pricing, credit, contract negotiation — are the parts it routes to a human, with the account and request already gathered. It handles the repetitive capture-and-route work so your reps spend their time on the deals that need them.

What about buyers in other time zones and languages?

Lumi answers 24/7 in 70+ languages. The overseas account placing a PO at 3 AM your time, the buyer who needs a quote over a holiday weekend, the receiving desk checking a delivery date — all get a real answer instead of an after-hours void, with everything captured and routed for your team in the morning.

How is this different from your DTC ecommerce support?

The DTC page is about the post-purchase queue — WISMO, order edits, and returns for consumers. This is about the wholesale desk: RFQs and account pricing, bulk reorders, net terms and credit routing, and PO status for trade buyers who have a rep and negotiated pricing. Many operators run both, but the B2B job is a quote-and-account motion, not a returns queue.

How fast can we go live, and what does it cost?

Days, not months. You give us your B2B storefront, your approved pricing rules, your account structure, and your routing; Lumi starts with the plays most wholesale desks run — RFQ capture and routing, reorder from history, PO status, net-terms routing, and quote follow-up. Pricing is a flat monthly rate sized to your volume and channels, not per-minute metering. Book a demo, tell us your setup, and we'll put a number in front of you.

Guides & case studies

Read before you switch it on.

Explore the B2B ecommerce resource center

Give her the after-hours RFQ you keep losing.

Call in like a trade buyer. Ask for a quote on 500 units at your account pricing. Watch where she captures and where she draws the line.

Call the demo line like a trade buyer — ask for a quote on 500 units at your account pricing, push for a discount she shouldn't give, ask about net 30. Watch her capture the RFQ, stage a reorder from history, and route the credit question to finance without ever inventing a number. Then bring your RFQ volume and your ERP to a walkthrough and see what the after-hours void is costing you.

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