Part of our Sales agents
AI agents for sales teams in wholesale distribution
Actionist is an AI automation tool whose agents operate the apps your wholesale sales team already uses, from retyping emailed POs to takeoff quotes drafted for your approval.
Reps get back the hours lost to PO retyping, stock lookups and quote rework between customer visits.
AI Employees for Wholesale Distribution Sales in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
A wholesale rep is judged on accounts, not keystrokes, yet the day fills with PDF purchase orders, takeoff lists, tier prices and one more question about whether the 2-inch fitting is on the shelf in the east branch.
Actionist agents operate the ERP, the CRM, the mailbox and the price sheets the way your inside team does, so reps and counter staff spend their hours on buyers, contractors and the accounts that are drifting.
- Orders keyed before the truck rollsAn emailed PO sitting unkeyed past mid-morning is a missed same-day pick and a buyer who phones to ask.
- Stock and ETA answers readyA rep who can quote the branch count and the inbound PO date wins the job over one who says call you back.
- Takeoffs priced to the right tierContractor lists priced from the wrong tier or an old cost leak margin on every line.
- Territory notes that existVisit notes and next steps logged the same day mean the next rep covering the account knows what was promised.
- Vendor programs reaching the right buyersA promotion or rebate tier only pays off if the accounts that can hit it hear about it before month-end.
- Time for the accounts that matterSpend the hours on the buyers, bids and lapsed accounts only a person can win back.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Wholesale Distribution Sales team's day.
Where the hours go
PDF purchase orders land all morning and each one is keyed by hand, so the counter team falls behind before the first truck is loaded.
An agent reads each emailed PO, matches every line to your item master and customer part numbers, and stages the order in the ERP for a rep to release.
Reps answer 'is it in stock and when is more coming' by hopping between the ERP, a branch sheet and a vendor email, then call back late.
An agent keeps branch counts and inbound PO dates in one digest, so the rep sees the answer, the substitute and the lead time before the buyer asks.
Takeoff lists from contractors get priced from the wrong tier or an old cost, so margin quietly leaks on the biggest jobs.
An agent drafts the quote from the takeoff using the buyer's price level and current cost, flags lines under the margin floor, and holds it for approval.
Outside reps drive between accounts with no brief and type visit notes at night, so buyers who have gone quiet go unnoticed until the quarter ends.
An agent builds each day's account briefs, logs visit notes into the CRM, and flags the accounts running past their usual reorder date.
Actionist Will Automate
What one automation looks like
A week with your Wholesale Distribution Sales agents
Some of the apps for your Wholesale Distribution Sales team
Some of the sales apps your wholesale agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When a purchase order arrives in the orders mailbox, the agent picks it up within about a minute, reads the PO number, ship-to and each line, matches the buyer's own part numbers to your SKUs, and stages the sales order in the ERP. Anything it cannot match is listed for a rep rather than guessed.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Order capture330 min / weekKeying orders from PDFs and notes
Reps and counter staff retype each emailed PO, decode shorthand call notes and chase unclear part numbers, so orders reach the ERP after the first pick wave.
Order capture Agent0 minAgent stages the order for releaseAn agent reads the PO or call note, matches lines to your item master and queues the staged order, listing the unmatched lines for a person.
- Stock and ETA answers240 min / weekAnswering 'is it in, and when'
Reps open the ERP, a branch sheet and a vendor email thread to answer a stock question, then call back an hour later.
Stock and ETA answers Agent0 minAgent posts a digest with ETAsAn agent checks stock on every open quote each morning and posts stockouts with the next inbound date and a ranked substitute.
- Quotes and pricing420 min / weekPricing a contractor takeoff
An estimator looks up each line, works out the tier and cost, and checks the margin by eye, so big jobs take an afternoon and sometimes leak margin.
Quotes and pricing Agent0 minAgent drafts the priced quoteAn agent builds the quote from the takeoff at the buyer's price level, flags lines under the margin floor, and holds it for the rep to approve.
- Territory coverage360 min / weekVisit prep and notes
Outside reps assemble account history before each stop and type notes at night, so quiet accounts are only noticed at quarter end.
Territory coverage Agent0 minAgent briefs and logs the visitAn agent builds a one-page brief for each stop, writes the visit notes into the CRM, and flags accounts past their reorder gap.
- Vendor programs240 min / weekMatching deals and rebates to buyers
A manager reads each vendor flyer, guesses who might want it, and adds up rebate progress in a spreadsheet at month-end.
Vendor programs Agent0 minAgent matches deals to accountsAn agent matches each promotion to accounts that bought the line, totals rebate progress weekly, and drafts the notes for reps to approve.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
A sales agent in a distributor touches orders, price levels and customer messages, so you stay in control of every move. Actionist drafts, you decide, and each step is logged.
By default the agent drafts quotes, follow-ups and vendor-deal notes and queues them for the rep. Nothing reaches a buyer without approval unless you widen autonomy.
The agent flags lines under the margin floor and accounts on hold. A person decides on discounts, credit and anything that changes terms.
The agent reads call logs and voicemail transcripts that your phone app produced. It never answers, makes or listens to calls.
Each run is logged with the screens it opened and what it changed, so a manager can see exactly how an order or quote was prepared.
More Wholesale Distribution teams
More use cases for Wholesale Distribution Sales teams
Frequently asked questions
Will it send quotes or emails to buyers without my reps seeing them?
We run an older ERP with no API. Can an agent still key orders?
Does my sales team need to be technical to use this?
How do we get started with a wholesale sales agent?
Can we build a custom agent for how our counter and outside reps actually work?
How quickly can we set Actionist up for the sales team?
How does the agent know the right price for each buyer?
Is my customer pricing and account data safe?
Is this replacing my reps or the counter team?
See an agent price a contractor takeoff from your inbox
Book a free demo and watch an Actionist agent read a takeoff, check stock and tier prices, and draft the quote for your approval.