How do I set up a B2B wholesale platform?

Add your latest price lists, product sheets, minimum order quantities, and wholesale terms through Chatref’s onboarding flow. Point the agent at your trade portal URLs, upload PDF catalogs, or paste wholesale documentation directly. The agent learns from your content instantly, not from the open web, so every response matches your real wholesale setup. No extra per-document cost, no 14-day deletion - your data stays as long as you need it.

Move beyond FAQs by building wholesale-specific custom actions that complete jobs inside the chat. Let buyers request a formal quote, apply for a trade account, check bulk stock availability, or submit a purchase order without leaving the conversation. Each custom action can collect structured information and trigger your existing tools, keeping your wholesale configuration fast and accurate. Build as many actions as you need on any account.

After onboarding and action setup, Chatref generates a single embed snippet. Drop it into your B2B storefront, wholesale login area, or trade member dashboard. Test the agent by simulating common buyer questions: "What's the price in 500 units?" or "Send me a trade account form." Run through your custom actions to confirm they capture order details and route them correctly. Adjust agent behavior right in the dashboard, with no deployment freeze.

Invite your wholesale customers to start using the agent by sharing the portal link. The Chatref conversation inbox shows every chat live, so your team can watch as the agent handles routine queries and jump in with context when a human touch is needed. Buyer sessions show you what questions are asked most, helping you refine your wholesale platform configuration over time.

How to configure wholesale platform

You configure your wholesale platform inside your Chatref dashboard. Upload your wholesale documents - price tables, product catalogs, terms - to train the agent. Then build custom actions for the tasks your buyers do repeatedly (quote requests, account lookups, order forms). Customize the widget’s look to match your brand, embed the snippet on your wholesale portal, and you are live. No monthly plans, no per-feature add-ons - all configuration sits on your pay-as-you-go account.

Steps to set up b2b platform

1. Create a Chatref account (you get $50 in free credit, no card needed).
2. Use the onboarding flow to add your wholesale content: upload PDF price lists, sitemaps of your trade site, or paste raw text.
3. Design custom actions for core wholesale workflows such as "Request a quote" and "Check order status".
4. Embed the generated widget snippet on your wholesale login area or B2B store.
5. Test the agent thoroughly with common buyer questions and action flows.
6. Go live, then invite your wholesale buyers and use the shared inbox to monitor and step in when needed.

Wholesale platform setup checklist

• Upload all current product catalogues, pricing tiers, and trade terms via the onboarding tool.
• Create a "Request a Quote" custom action that captures product SKU, quantity, and contact details.
• Add a "Check Account" custom action to let buyers view order history or credit status.
• Run test conversations to verify the agent gives grounded answers and actions complete as expected.
• Customize the widget branding (primary colour and logo) to match your wholesale site.
• Place the embed code on your wholesale portal, member dashboard, or order page.
• Announce the agent to your wholesale customers with a short guide on what the agent can do.