Sample data · WhatsApp, email and text, Shopify B2B, Cin7

Wholesale orders

Cafés message their orders. HQ drafts the Shopify order and a person checks it.

Sample data

6Orders this week from messagesHQ order log

3 minAverage time to check a draftSample target · about 15 min to key in by hand

0Sent or created without a personHQ order log

Inbox

4 messages · Mon 2 Nov

Harbor & Pine Cafés09:12

hi! same as last time but 2 more of the big café bags…

Draft ready

Bluegate Kitchen08:40

Subject: next order. Could you send the usual plus…

Needs a question

Kettle & CraneSun 17:55

Can I get 3 whisk sets and 2 of the 1kg please

Created in Shopify

Willow & AshFri 31 Oct

Order for the new site: 8 x Café Grade 1kg, delivery by 12 Nov

Draft ready

Messages are copied in from the shared order inbox, WhatsApp Business and the order phone line.

Harbor & Pine Cafés

WhatsApp · today 09:12

hi! same as last time but 2 more of the big café bags, and can we get the hojicha too? need by friday 🙏
thanks! Priya

WhatsApp · saved as receivedO · pseudonymised

What the AI sees

hi! same as last time but 2 more of the big café bags, and can we get the hojicha too? need by friday
thanks! Contact A at Harbor & Pine

The contact’s name and phone number are Orange data. HQ swaps them for a label before the AI reads the message, and puts the real name back on the draft afterwards.

GProduct names, sizes and quantities go to the AI as they are. RCard and bank details never reach HQ or the AI.

Draft order for Shopify

AI draft

Customer

Harbor & Pine Cafés

Matched to the Shopify B2B company

Shopify B2B

Price list

Café tier

Payment terms: Net 30, from the company profile

Shopify B2B

Product	Qty	Stock
Café Grade 1kg SKU CG-1KG “the big café bags” = Café Grade 1kg. “Same as last time” = 4 on 19 Oct, plus 2 more.	6	In stock
Ceremonial No.1 30g SKU CM1-30 “Same as last time”: 12 on the 19 Oct order.	12	In stock
Whisk set SKU WS-01 “Same as last time”: 2 on the 19 Oct order.	2	In stock
Hojicha 30g SKU HJ-30 “the hojicha”: no size given. Only 30g is on their B2B catalog, so HQ assumed 30g x 6.	6	In stock Please check

Stock checked in Cin7 · all lines available

Hojicha: which size? Only 30g is on their B2B catalog, so HQ assumed 30g x 6. Please check with the café, or change the line.

Needed by Friday 6 Nov Earliest ship fits

Earliest ship from the US warehouse: Tue 3 Nov. Ground delivery takes 2 to 3 days, so Friday works.

Packiyo (US) ship datesShopify shipping rules

Reply draft · a person sends it

Hi Priya, thanks! We’ve added 2 more Café Grade bags, so 6 in total, plus the hojicha. Quick check: is 30g what you’d like for the hojicha? It should reach you by Friday. Talk soon!

The AI only drafts. Nothing is created in Shopify and no reply is sent until a person clicks. Names above are filled back in by HQ after the AI step.