Skip to content
Kanesh

Use case · B2B & wholesale

Wholesale inquiries, out of support, into a pipeline.

Email and WhatsApp land in one inbox. Wholesale inquiries go to your B2B team, who reply with saved replies and track each in a pipeline.

Book a demoSee the setup

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.

200 units 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.

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.

  1. 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.

  2. 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.

  3. Set up

    Step 3: Upload your wholesale FAQ

    Minimums, lead times, how to open an account. The AI answers these general questions from it.

  4. 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.

  5. 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.

  6. 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.

  7. 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.

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 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.

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.

The pieces behind this setup.

Product

Other use cases

B2B and wholesale questions

Does Kanesh handle wholesale pricing or Shopify B2B?
No. Kanesh doesn't hold B2B price lists or wholesale catalogues, doesn't connect to Shopify B2B and doesn't create quotes or invoices. Share your terms as a document and keep pricing in your own tools.
Can the AI answer wholesale inquiries?
It can answer general questions from your wholesale FAQ, such as minimums or lead times. Add wholesale to the situations for a person, and it hands those conversations to your team with the reason.
Is the pipeline a CRM?
It's a sales pipeline tied to each conversation, with stages you define. It isn't a full CRM.
Do email and WhatsApp land in the same place?
Yes, in one shared inbox. If the same buyer writes on both, you can merge the duplicate contacts; it doesn't happen automatically.
Can I follow up automatically?
Yes. Automatic follow-ups (up to three) go out when a buyer stops replying, respecting your quiet hours. On WhatsApp, outside the 24-hour window, only approved templates can be sent.

See what your conversations are missing.

See how your channels, team and AI work together. Let’s talk about your operation and your plan.

Book a demoSee pricing

Necessary storage and cookieless counts. Google Analytics measures visits and contact requests only if you allow it. Cookie policy