Support the direct customer
Use your published product information and policies to answer routine questions. For a connected Shopify store, scope order-support workflows around the shopper’s order and the actions your setup permits.
Consumer packaged goods
Give shoppers and trade buyers a clear next step.
Handle product and order questions while collecting retailer and distributor inquiries for your commercial team.
Different buyers need different answers
A direct-to-consumer shopper may want a delivery update. A retailer may be asking about carrying your range. Chad helps separate those conversations, answer from approved product information and capture the details your team needs to respond to a trade inquiry.
Workflows for consumer packaged goods
Collect trade interest
Configure lead capture for company details, the product range of interest, market and contact information. Route the resulting inquiry to your commercial team through the agreed delivery workflow.
Route product concerns
Collect the information needed for staff to follow up on a product concern. Your team retains decisions about quality investigations, exceptions and commercial commitments.
Connect the tools behind the conversation
Shopify can connect the direct-to-consumer storefront. Monday.com supports configured lead delivery for trade inquiries, and email or WhatsApp can serve as customer contact channels. Wholesale inventory, retailer portals and ERP actions require separate confirmation of the relevant integration and scope.
Explore supported integrationsPlan your first workflow
Prepare approved product descriptions, customer-care policies and the fields your commercial team needs for a trade lead. Test shopper and retailer inquiries separately. Decide how product concerns are escalated and how staff distinguish an information request from an order or account commitment.
From retailer interest to a sales follow-up
A buyer asks about stocking a product range. Chad gathers the business and contact details selected for the lead form, then sends the inquiry to the configured destination. Your commercial team discusses distribution, availability and terms. This illustrates an intake workflow, not an automated wholesale agreement.
Questions from consumer packaged goods teams
Will Chad negotiate wholesale terms?
Trade pricing, credit, distribution rights and supply commitments should follow your commercial approval process. The lead workflow can gather information and route the conversation to the team responsible.
Can the same agent help shoppers and retailers?
You can scope different questions and handoffs for each audience. Test both paths against the product information, connected tools and lead fields your setup uses.
Does this include ERP or warehouse automation?
Those actions depend on the specific system and supported connection. Begin with verified storefront support and inquiry delivery, then assess additional requirements with our team.
Put the workflow into practice
- Evaluate distribution options for a brand
- Check direct-to-consumer store readiness
- Deliver leads to Monday.com
Order and return support for e-commerce or explore all industries.
Bring us a real customer conversation.
We’ll walk through the workflow, connected tools and handoffs with your team.