Setup
How do I set up chat support for my B2B wholesale platform?
Setting up chat support for your B2B wholesale platform starts by training Chatref on your product catalog, pricing, and order policies. Embed the chat widget with one snippet, configure custom actions for account lookups and quote requests, and use the shared inbox so your team can step in when conversations need a human touch.
Embed the chat widget on your wholesale storefront
A chat widget for B2B platforms must work seamlessly across your product pages, bulk ordering screens, and account dashboards. Chatref’s website-widget is added with a single JavaScript snippet and is origin‑allowlisted, so it only loads where you need it.
- One snippet, everywhere: paste the embed code into your site’s
<head>or tag manager. It appears instantly on every page. - On‑brand appearance: set your primary color, widget label, and greeting message to match your wholesale portal’s identity.
- Mobile‑ready: the widget resizes for buyers checking stock or requesting quotes from a phone.
- No‑code deployment: no developer dependency after the initial snippet placement; your team manages everything from the Chatref dashboard.
Once the widget is live, your wholesale customers see a persistent help icon that invites them to ask questions right where they are, without leaving the page.
Set up custom actions for common wholesale tasks
Wholesale buyers often need to check order status, request a bulk discount, or update tax‑exempt certificates. Chatref’s custom‑actions let your AI agent handle these tasks inside the chat, using your backend tools.
- Order lookups: let the agent ask for a PO number and retrieve real‑time status from your order management system.
- Quote requests: collect item SKUs, quantities, and delivery zip code, then send a formatted request to your sales team or ERP.
- Account updates: gather new resale certificates or billing changes and route them to the right department.
- Zero‑touch resolution: many common requests are completed without ever reaching your support queue.
Custom actions turn the chat widget into a functional assistant that solves concrete wholesale customer service tasks, not just deflecting questions.
Use the shared inbox to triage and escalate conversations
Even the best AI agent will encounter complex discussions—negotiating a large contract or resolving a disputed shipment. Chatref’s shared‑inbox lets your team monitor live chats and take over with full context.
- Real‑time visibility: every agent sees the same conversation, including the action history and customer details.
- Seamless handoff: when the AI needs human help, a team member can jump into the same thread without the customer repeating anything.
- Team collaboration: assign conversations, leave internal notes, and resolve cases collaboratively—all from a single inbox.
- 24/7 coverage: the AI handles after‑hours inquiries; your team picks up the important ones during business hours, so wholesale customers never wait for a simple answer.
This blend of AI automation and human oversight ensures wholesale customer service remains personal and efficient, even as query volume grows.
FAQ
How to add chat support to my B2B platform?
First, upload your wholesale‑specific content (catalogs, pricing sheets, policies) into Chatref to ground the agent in your business knowledge. Next, embed the website‑widget using a single code snippet. Then, configure custom actions for tasks like order status checks or quote requests. Finally, set up your shared inbox so team members can monitor and jump into conversations when needed. No coding beyond the initial snippet is required, and every new account comes with $50 in free credit.
What is the best way to set up customer service for wholesale businesses?
The most effective approach combines an AI‑powered chat widget that answers from your own documentation, custom actions that resolve common account tasks, and a shared inbox for human escalation. This setup deflects repeat questions, speeds up order‑related inquiries, and lets your support team handle only the conversations that truly need their expertise. Because Chatref is pay‑as‑you‑go, costs scale with actual chat volume rather than per‑seat licensing, which aligns well with wholesale seasonal demand swings.
Can I integrate chat support with my existing B2B platform?
Yes. Chatref’s website‑widget works with any web‑based B2B platform, whether custom‑built, SaaS (like Shopify Plus or BigCommerce B2B), or a headless commerce setup. The widget is inserted via a single JavaScript snippet, and custom actions can connect to your existing APIs—order management, ERP, or CRM—to automate tasks without disrupting your current tech stack. There are no platform‑specific dependencies; if your platform supports custom HTML and JavaScript, Chatref can be embedded and running the same day.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.