AI-powered operations for wholesale distribution
Automatriq automates the full B2B ops cycle — inquiry triage, order processing, fulfillment tracking, invoicing, exception management, and reporting — built for teams running Gmail, WhatsApp, web chat, CRM, and spreadsheets.
Built for wholesale & distribution operations
See Automatriq handle a real B2B inquiry — end to end
Watch how an inbound email is automatically triaged, drafted, approved, and dispatched — with full audit trail and zero manual triage. Under 10 minutes total.
- 1Email Triage — live nowGmail → AI classify → approval gate → reply dispatched automatically
- 2Web Chat — coming soonAI multi-turn pricing → human takeover → seamless handoff
End-to-end B2B operations automation — from first inquiry to final invoice
From the first customer inquiry to the final invoice — every workflow is automated, every decision is traceable, and your team stays in full control.
AI-powered intake & triage
Every inbound inquiry — email, WhatsApp, or web chat — is AI-classified and routed to the right workflow in seconds. Multi-language support included. No manual review, no missed messages.
AutomatedWorkflow orchestration with human gates
Role-based approval routing keeps the right people in the loop for every critical decision. Nothing proceeds without proper authorization — every step is audited and fully traceable.
Role-BasedFull audit trail & daily intelligence
Every action logged. Every exception surfaced in your operations portal. Every workflow run traceable end to end. Your owner receives a consolidated ops brief before 8 AM — automatically.
Always On16 pre-built workflows for wholesale and distribution operations
Every operational scenario your team faces has a purpose-built workflow — from first inquiry to fulfillment, invoicing, and daily reporting. Explore the full library below.
Every inbound message — email, WhatsApp, chat, or form — is automatically classified, assigned to the right rep, and routed for action. No manual triage.
Email / WhatsApp / Chat received
Gmail, WhatsApp, or Web Chat
AI classifies intent
quote_request detected
Owner assigned
account_rep → sales_manager fallback
Rep approval gate
Awaiting decision in /ops
Response dispatched
Telegram + email
Ready to automate your operations?
Request early access →One AI intake engine for every B2B sales channel
Gmail, WhatsApp, Web Chat, and spreadsheet uploads all feed into the same AI triage engine. No more siloed inboxes or missed messages. Smart thread tracking ensures follow-up messages in the same conversation never create duplicate workflow runs.
- ✓Gmail inbound with automatic duplicate prevention
- ✓Web Chat with conversation thread continuity
- ✓CSV/spreadsheet upload for bulk order intake
- ✓Language-aware classification (EN / Filipino / Chinese)
Quote #Q-2024-089 — 14 days no reply
stale_quote
Invoice #INV-445 — 31 days overdue
invoice_overdue
Order #ORD-812 — delivery delayed 5d
fulfillment_overdue
Automated exception management — stale quotes, overdue invoices, delayed orders
Stale quotes, overdue invoices, delayed deliveries, dormant accounts — all automatically detected, flagged as exceptions, and surfaced in the /ops portal for your team to action.
- ✓Automated exception detection across all workflow families
- ✓Idempotent scanning — same exception never raised twice
- ✓Owner daily brief aggregates all open exceptions
- ✓One-click acknowledge and resolve from /ops
Integrates with your existing B2B tools and channels
No new tools to learn. Plug in what you already use.
B2B inquiries via WhatsApp Business
Gmail
Inbound email intake
Web Chat
Website chat messages
Telegram
Daily brief delivery
Spreadsheet
CSV / Google Sheets import
Temporal
Workflow orchestration engine
CRM
Account & customer data sync
Auth0
Enterprise identity
Enterprise-grade security — built in from day one
Security, compliance, and control — built into the platform from day one.
Tenant isolation
Every tenant's data is hard-isolated at the database level. No cross-tenant data access is possible — by design, not by convention.
Full audit trail
Every action is permanently logged — every workflow step, approval decision, and exception resolution. Nothing is ever overwritten.
Human-gated automation
Critical decisions require human approval before the workflow proceeds. Automation assists — it never overrides the operator.
Common questions
Everything you need to know before requesting access.
Getting started
Does it replace our existing tools?
No. Automatriq connects to what your team already uses — Gmail, WhatsApp, Google Sheets, your CRM. Nothing new to learn, no migration required. Your team keeps working the same way; the platform handles everything in the background.
How long does onboarding take?
Most teams are live within 1–2 business days: connect Gmail, upload your product catalog, configure team roles. No developer required. We guide you through every step during onboarding.
What channels are supported?
Currently: Gmail, Web Chat, WhatsApp, CSV / Google Sheets, and CRM. All channels feed into the same AI triage engine — no siloed inboxes, no missed messages regardless of where the inquiry came from.
Do we need a developer to set it up?
No developer required. Gmail is an OAuth click. Catalog upload is a CSV or Google Sheet. Workflows are pre-configured for wholesale and distribution out of the box. Everything is managed from your /ops portal.
AI & Automation
Can the AI send replies without human review?
By default, no. Every outbound response passes through a human approval gate before dispatch. You control how much automation you enable — starting with visibility-only if preferred, increasing autonomy as trust builds over time.
How does the AI know our pricing and products?
You upload your product catalog (CSV or Google Sheet). The AI retrieves pricing and specs directly from your catalog — it never guesses or uses generic knowledge for pricing decisions. If a product isn't in the catalog, the AI escalates to a rep.
What if the AI makes a mistake?
Every step is logged and recoverable. Failures surface as exceptions in your /ops portal with full context and one-click resolution. Nothing reaches a customer without rep review — AI assists, humans decide.
Does it support Filipino or Chinese inquiries?
Yes. The triage engine supports English, Filipino, and Chinese out of the box. Inquiries in any supported language are classified and routed correctly without any manual pre-processing.
Security & Data
Is our data isolated from other businesses?
Yes. Tenant isolation is enforced at the database level — not by convention. Your data, workflows, and approvals are never accessible to or mixed with another business's data, regardless of how many teams share the platform.
Is there a full audit trail?
Every action is permanently logged — every workflow step, approval decision, exception resolution, and rep action. Nothing is ever overwritten. Your owner can query the full audit history from the /ops portal at any time.
Ready to automate your operations?
We're onboarding a small number of wholesale and distribution businesses. Request access and we'll reach out within 2 business days.
Onboarding 5 teams this quarter — spots are limited.