AI Models
AI for Wholesaling

Quotes, catalogs and orders on autopilot.

Respond to buyers instantly, keep product data pristine and process orders from any format — so your team focuses on relationships.

Wholesaling assistant
Extract the line items from this customer email and draft a quote.
Found 7 line items with quantities. Quote drafted using the customer’s price tier; two items are low in stock, so I suggested alternatives.
Ask anything…
The challenge

What holds wholesaling teams back

  • Quote turnaround

    Buyers expect fast quotes; manual work slows you down.

  • Messy product data

    Inconsistent catalogs cost sales and time.

  • Orders in every format

    Emails, PDFs and spreadsheets all need re-keying.

Use cases

Six ways to put AI to work, today

Quotes, catalogs and orders on autopilot.

  • Quote drafting

    Accurate quotes from requests in minutes.

  • Order extraction

    Turn emails and PDFs into structured orders.

  • Catalog enrichment

    Clean, complete product data at scale.

  • Buyer assistant

    Answers on availability, specs and terms.

  • Account updates

    Proactive messages on stock and pricing changes.

  • Sales insights

    Spot trends across customers and SKUs.

How it works

From first prompt to everyday workflow

  1. 01

    Import catalog

    Products, pricing rules and terms.

  2. 02

    Automate intake

    Agents read requests and orders.

  3. 03

    Draft & approve

    Quotes reviewed by your team.

  4. 04

    Sync

    Push to your systems via API.

Agents & skills

Agents built for wholesaling

Give an agent a goal and it plans the steps, uses the skills you grant and reports back — with approvals wherever you want a human in the loop.

  • Quote drafting: Accurate quotes from requests in minutes.
  • Order extraction: Turn emails and PDFs into structured orders.
  • Catalog enrichment: Clean, complete product data at scale.
Explore agents
Agent run · live
  1. Understand

    Intent & context

    Done
  2. Plan

    Break into steps

    Done
  3. Act

    Run skills & tools

    Running
  4. Deliver

    Verified result

    Queued
Outcomes

What changes when you switch it on

  • Outcome 1

    Faster quotes

    Win more by responding first.

  • Outcome 2

    Cleaner data

    Catalogs buyers can trust.

  • Outcome 3

    Less re-keying

    Orders flow straight into your systems.

Under the hood

Foundational models, plus proprietary architecture

Every leading open model family, made sharper by the layer we built around them.

  • Routing

    The best model for each request, automatically.

  • Memory

    Your wholesaling context, remembered securely.

  • Skills

    Search, read, write and call your own tools.

  • Agents

    Goal-driven workers with guardrails.

Security posture

All controls healthy

Continuously monitored

  • Encryption in transit & at rest
  • SSO & scoped API keys
  • Audit logs for every action
  • Your data never trains shared models
Security & control

Enterprise-grade from day one

  • Your data is never used to train shared models
  • Encryption in transit and at rest
  • Roles, scoped API keys and approval steps
  • Audit logs, SSO and private deployment options on higher plans
FAQ

Wholesaling questions, answered

Can it apply our pricing rules?

Yes, using rules and data you provide through skills.

Will it send quotes automatically?

Only if you allow it. By default, quotes are drafted for approval.

Can it handle scanned PDFs?

Yes, document skills extract data from common formats.

Does it integrate with our ERP?

Yes, via the API and custom skills.

Bring AI to wholesaling — today

Start free with 2M tokens every month. Upgrade when you are ready.

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