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WIZai – AI Sales Copilot
Ask ChatGPT-like questions across your customers, orders, and sales activity.
Give your reps a ChatGPT-like way to understand and act on sales data. Ask questions across your sales data, identify the right next steps, and handle follow-ups, quotes, catalogs and orders with speed and confidence.
A new way for reps to work with sales data
What slows your Reps today
Entering customer meetings without full context
Not having order or delivery status answers on the spot
Not knowing who to follow up with or when
Struggling to create quotes or catalogs on the road
Finding alternatives or upsells manually across thousands of SKUs
Missing important changes across orders, inventory, or payments
The New Way Forward
The AI Sales Copilot has transformed how our team sells. Reps no longer dig through dashboards or reports - they just ask a question and get exactly what they need. It feels like the system finally understands wholesale and does the thinking for you.
- Kimberley Lamber
- digital marketing, tremont floral
Use AI To Be Fully Prepared For Every Customer Interaction
Get a complete customer summary before meetings
- “Give me a quick summary of New Atlanta Beauty Homes before my meeting.”
- “Show recent orders, pricing, and activity for this customer (CS5577) in the last 60 days.”
- “Summarize all interactions with this account - Luxury Art - since my last visit.”
See open quotes, pending orders, and next actions instantly
- Show me all pending quotes from this month
- Show all open quotes for Tipper’s Point above $5,000.
- Show me all orders with pending payments for this quarter
Understand which products the customer is most interested in
- What products has this customer added to wishlists recently?
- Show me the top product categories Fireside Lights buys
- What are the most frequently ordered SKU’s by Antique Furnishings.
Check order and delivery status instantly
- What’s the delivery status of order OH1234?
- Show shipment updates for Lighting Innovations’ recent orders.
- Any delayed orders for this account - Modern Gifting, in the last 30 days?
Know exactly who to focus on-and when
Identify customers who need follow-ups today
- Which customers in the West region need follow-ups today?
- Show highvalue accounts that haven’t ordered in the last 45 days.
- Who should I follow up with today in the home décor category?
Surface customers affected by recent inventory changes
- Which customers have out-of-stock items in their wishlists?
- Which customers have orders affected by stock issues?
Prioritize accounts with open or expiring quotes
- Prioritize expiring quotes for accounts in the Northeast region.
- Show me Quotes pending for more than 14 days.
See customer website activity in real time
- Show accounts with repeated product views in the lighting category.
- Show accounts with repeated product views in the lighting category.
Move deals forward instantly—without admin work
Create quotes & orders during live conversations
- Convert Beauty Homes’ cart into a quote and email it to the buyer.
- Create an order for Lovenest Lights with 3 units of product SC66655 using their default price list.
- Start a new order for Brownside Furniture with items from their Christmas Collection wishlist.
Build and share catalogs on the road
- Create a holiday catalog for Midwest customers featuring top-selling gift items.
- Create a product catalog for Beauty Homes with best-selling lighting products
- Create a catalog with new arrivals in the furniture category
Find in-stock alternatives for out-of-stock items
- Show in-stock alternatives to this sofa product - SOF12345
- Find similar products for Opal Pendants in the same price range
Discover upsells and complementary products
- Show complementary products for Table Chairs
- What do customers also buy along with Kitchen Aprons?
- Recommend add-ons for these SKU’s SC3332 SC5556 SC6665
Frequently Asked Questions
1. What is WizCommerce’s AI Sales Copilot?
WizCommerce’s AI Sales Copilot is an AI-powered assistant designed to help wholesale sales reps understand and act on their sales data through simple, chat-based questions. Reps can ask natural-language questions across customers, orders, quotes, inventory, and activity, and instantly get answers, insights, and recommended next actions — without digging through dashboards or reports.
2. How does the AI Sales Copilot help wholesalers automate sales workflows?
The AI Sales Copilot automates key sales workflows by surfacing what matters most at the right time. It helps reps identify who to follow up with, understand order and delivery status instantly, prepare for meetings with full customer context, prioritize open or expiring quotes, and spot accounts impacted by inventory changes — all in one conversational interface.
3. Can the AI Sales Copilot recommend products based on customer behavior?
Yes. The AI Sales Copilot analyzes customer order history, browsing activity, wishlists, and buying patterns to recommend relevant products. It can surface in-stock alternatives, identify complementary items, suggest upsells, and help reps guide buyers toward better-fitting products during live conversations.
4. How secure is the data used by the AI Sales Copilot?
All data used by the AI Sales Copilot stays within the WizCommerce platform and follows strict security and access controls. Customer, order, and pricing data are protected using industry-standard security practices, ensuring sensitive wholesale information remains private, compliant, and secure.
5. How should wholesalers use AI in their sales process?
Wholesalers should use AI to reduce manual work and improve decision-making across the sales cycle. This includes preparing for meetings faster, identifying high-priority follow-ups, responding to customer questions instantly, recommending the right products, and moving deals forward without switching between systems or spreadsheets.
6. What is an AI sales copilot?
An AI sales copilot is a conversational system that works alongside sales reps, helping them interpret data and take action in real time. Instead of replacing reps, it removes friction by answering questions, surfacing insights, and handling repetitive tasks so reps can focus on selling and customer relationships.
7. How can small wholesale businesses use an AI sales copilot?
Small wholesale businesses can use an AI sales copilot to operate like a much larger team. It helps reps stay organized, follow up consistently, respond to customers faster, and uncover sales opportunities without additional admin effort. This allows smaller teams to scale sales activity without increasing headcount or complexity.