WhatsApp assistant for shop owners
An AI agent that answers shop owners on WhatsApp from your product list.
What it does
Answers shop owners on WhatsApp: an AI agent checks your product list (a table in My data), answers about products and prices, remembers each shop and replies in the same chat.
In one sentence: When new Incoming Message in WhatsApp Business, let the AI agent answer, then reply to the sender.
Why it is useful
Shop owners order on WhatsApp at all hours. The agent answers product and price questions instantly and remembers each shop.
Who it is for
FMCG & distribution field sales. Distributors and consumer brands whose reps cover outlets: new shops, routes, channels and stock. Every use case for fmcg & distribution
Best use cases
- A wholesaler taking WhatsApp orders
- A brand with a B2B line
- A distributor's order desk
What each run gives you
- Replies in WhatsApp
The time it saves
Whenever a WhatsApp Business event event happens. Doing the same work by hand takes about 5 minutes each time, so it saves about 40 hours a month (an estimate). It is easy: 3 blocks and 1 tool.
The flow, block by block
- WhatsApp messageTrigger · WhatsApp Business eventStarts the flow when something happens in WhatsApp Business: a new record, a message, a change.
- Order assistantxMap AI · AI agentAn AI agent: for each incoming message it thinks, uses the blocks you link to its Tools port (data, xMap AI, lookups, your tables, other flows, apps), remembers the conversation and writes an answer in {{reply}}.
- Our productsYour data · My dataA tool the AI agent uses when it needs itBrings in a table you uploaded or a list you saved on the My data page: your stores, customers, target accounts or sites.
- ReplyAction · ReplyAnswers whoever started the flow, on the same channel: the app or system that called its Webhook / API gets the answer back, and a message from Slack, WhatsApp, Telegram, Teams, SMS, Outlook or Discord gets a reply in the same chat, through the account of the block that received it.
Every block can be changed after you use the template: the city, the type of place, the score, where the results go.
Use it now
Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.
How to set it up
- AI agents with tools and memory: An agent that answers questions using your blocks as tools.
- Answer on WhatsApp, Telegram or Slack: An assistant that replies in the same chat.
- Your own tables and lists (My data): Upload a CSV, save lists of results, and use them in flows.
- A chat page for your flow: Let anyone talk to a flow on a page or on your website.
- Location intelligence: Using where things are, and what is around them, to make business decisions.
- POI data (points of interest): Records of places such as shops, clinics and offices, with their category, position and details.
- Territory planning: Dividing a market into areas for reps or teams.
More for FMCG & distribution field sales
- New outlets, graded and routed to each rep: New outlets graded, researched and routed to the nearest rep, with what to pitch at each.
- Hotels and restaurants to supply, researched: Hotels, restaurants and caterers matched to your products, with the buyer, in HubSpot.
- New outlets to CRM: New restaurants and cafes as leads in your CRM every morning, with a brief for the reps.
- Neighbourhoods without a grocery store: Blocks where people live with almost no grocery store, biggest gaps first.
- New outlets on my routes, prioritised, to the nearest rep: New grocery outlets on your routes, each assigned to the nearest rep, every weekday.
- Monthly outlet census of my city: Every food outlet in your city, by channel, the ones not in your CRM, every month.