Distribution & Trading

WhatsApp concierge for the order desk

Order-status questions, dispatch and delivery updates, outstanding-balance requests, price lists, stock-at-godown checks and new orders land on WhatsApp all day, handled slowly by hand or dropped, so leads go cold and the team burns its day repeating replies. A free-text or photo order from a retailer is re-typed into the accounting/ERP system by hand.

Who has it

Across all segments the order desk in this trade already lives on WhatsApp, with the highest value where inbound retailer, chemist and dealer traffic is heaviest: FMCG distributors, pharma distributors, industrial and B2B distributors, and general wholesalers.

What we build

A WhatsApp concierge that answers the repetitive front-desk traffic straight from the firm's own live data (order and dispatch status, the day's approved price list, stock-at-godown, ledger balance) and captures a new order into a clean, checked draft that drops into the system after a person confirms.

What is automated, where AI helps, who signs off

Automation for the routine. A person on every decision that matters.

The reliable spine

The concierge answers from live, connected data so it never guesses; routine, reversible replies go out on their own.

Where AI helps

AI is limited to bounded reading, extraction, matching, clustering or drafting from the firm's own data for WhatsApp concierge for the order desk; it never owns the number, the approval, the promise or the decision.

Who signs off

A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.

What changes day to day

No enquiry slips through; order-to-bill drops from hours to minutes; the team gets its day back; orders land clean into the system.

Illustrative outcome

Same-day response on the bulk of routine order-desk traffic; fewer dropped enquiries; faster order-to-bill. Illustrative; final numbers come from your own data.

Illustrative; final numbers come from your own data.

Path to the build

How this one gets built.

Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.

Find the one build worth funding first.

A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.