Use case · B2B & wholesale
Wholesale inquiries, out of the support queue and into a pipeline.
Email and WhatsApp inquiries land in one inbox. The ones about wholesale go to your B2B team, who answer with saved replies and track each one in a sales pipeline tied to the conversation.
Illustration: a café owner emails asking whether the brand sells its mugs wholesale, around 200 units. The AI hands the conversation to the wholesale team, a teammate leaves an internal note mentioning Leo, and Leo replies using a saved reply and attaches the brand's own wholesale terms. In the pipeline, the inquiry moves from New to Qualified.
Illustrative demo · synthetic data
The problem
A 200-unit order shouldn't wait behind “where's my parcel?”
Wholesale inquiries arrive in the same inboxes as everything else, and they need a different person, a different answer and a follow-up.
Lost in the support queue
A café or a shop asking about volume sits in line with order-status questions until someone notices.
The same intro, typed again
Terms, minimums and lead times get rewritten for every new inquiry, slightly differently each time.
No idea where each one stands
Without a pipeline, it's hard to tell which inquiries got an answer, which need a follow-up and which went quiet.
How it works in Kanesh
An inbox, a team and a pipeline.
Built with inbox, AI and flow features that exist now. Pricing and invoicing stay in your own tools.
Set up
Step 1: Bring email and WhatsApp into one inbox
Connect your sales mailbox (Google or Microsoft) and your WhatsApp number. Both land in the same shared inbox.
Set up
Step 2: Create a wholesale team and pipeline stages
Set up a team for B2B and stages that match how you sell, for example New, Qualified, Proposal and Won.
Set up
Step 3: Upload your wholesale FAQ
Minimums, lead times, how to open an account. The AI answers these general questions from it.
Handoff
Step 4: Route inquiries to the team
Add “wholesale or bulk purchase” to the situations for a person, and the AI hands those conversations over with the reason.
Your teamBeta
Step 5: Answer with saved replies and macros
Your intro, terms and next steps as saved replies, inserted with a “/” shortcut. Macros can also send the reply.
Your team
Step 6: Keep the deal next to the conversation
Move the inquiry through the pipeline tied to it. Internal notes and @mentions keep the team on the same page.
Wait
Step 7: Follow up when they go quiet
Automatic follow-ups (up to three) go out when a buyer stops replying, respecting your quiet hours.
Illustration of the Kanesh inbox: saved views and tags on the left, an email conversation in the middle with its first-reply target, assignment to the customer care team and to Marta, an internal note mentioning Marta and a saved reply, and on the right the customer's Shopify orders.
Illustrative demo · synthetic data
Kanesh doesn't hold B2B price lists or wholesale catalogues, and it doesn't create quotes or invoices. Share your terms as a document and keep pricing in your own tools.
What you need
What to have in place.
Your channels, a team that owns wholesale and stages that describe how you sell.
Connections and setup
Your sales mailbox
Google or Microsoft, connected so you can reply from the inbox.
WhatsApp Business Platform
Your number on the official platform, in the same inbox.
A team and a pipeline
A B2B team for assignment and pipeline stages for your process.
Macros that replyBeta
Macros can insert a saved reply and send it in one step.
Good to know
- Kanesh doesn't manage B2B pricing, wholesale catalogues or Shopify B2B, and doesn't create quotes or invoices.
- The pipeline is tied to each conversation. It isn't a full CRM.
- If the same buyer writes by email and WhatsApp, you can merge the duplicate contacts; it isn't automatic.
- On WhatsApp, a first message outside the 24-hour window needs an approved template.
- Assignment goes to the team or person you choose; there's no automatic load balancing within a team.
What to measure
See how inquiries move.
Dashboard names, not promised numbers. You see your own figures; we don't publish benchmarks.
Sales
How conversations and the orders that follow them move, day by day.
Funnel
Where conversations stop on the way from first message to order.
Support & operations
How fast your team replies, B2B included.
Custom dashboards
A view with the metrics your B2B lead follows.
Related
The pieces behind this setup.
Product
- Inbox & helpdeskTeams, notes, saved replies, macros and the pipeline.
- SalesHow sales teams use Kanesh to turn questions into orders.
- WhatsAppTemplates and the 24-hour window on the official platform.
Other use cases
B2B and wholesale questions
Does Kanesh handle wholesale pricing or Shopify B2B?
Can the AI answer wholesale inquiries?
Is the pipeline a CRM?
Do email and WhatsApp land in the same place?
Can I follow up automatically?
Free diagnosis
See what your conversations are leaving on the table.
We review up to 180 days of your WhatsApp history and send you a written diagnosis within 48 hours. Free, and nothing is connected until we've agreed in writing how your data is handled.