Distributors, wholesalers & importers
Spidev builds and operates AI agents for distributors, wholesalers and importers across Mexico. They answer price and stock questions on WhatsApp, turn messages and emails into orders in your ERP and follow up on collections. Your sales reps stop typing orders and get back to selling.
In a distribution business, AI means nobody has to retype into the ERP what arrives by WhatsApp and email. An AI agent answers price and stock questions using each customer’s price list, builds quotes, enters the orders that come in by WhatsApp or email into your ERP, reports the status of every delivery and follows up on collections with the account statement in hand. Your sales reps, counter staff and credit team get whatever needs judgment, with full context.
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These are agents we can build and operate for your distribution business. Each one works inside your ERP, your WhatsApp and your spreadsheets, and hands a person whatever needs judgment.
Customers and sales reps ask “how much is it and how many do you have?” at all hours. The agent checks the ERP, replies with the price list assigned to that customer and, if something is out of stock, offers an equivalent or the expected arrival date when there is one. Your counter staff stop being a call center for your own sales reps.
The customer sends their list by WhatsApp or email: typed out, in Excel or as a photo. The agent matches each item to your catalog, asks about anything unclear, applies that customer’s prices and sends the quote as a PDF. If there’s no reply, it follows up a few days later; special prices and discounts are approved by your team.
It reads the order — a message, the customer’s purchase order PDF or a spreadsheet —, validates item codes, quantities and stock, and creates it in your ERP without anyone retyping it. It confirms to the customer what will ship and, when they ask “has my order left yet?”, replies with the status, the invoice and the delivery note.
It sends account statements and reminders before and after the due date and logs every promise to pay. When a payment receipt arrives, it matches it against the bank statement and open invoices, applies the payment and tells billing which invoices need a payment complement (complemento de pago). Anything that doesn’t match and overdue accounts go to your credit team with the full history.
It reviews sales history and spots customers who used to order regularly and have gone quiet for weeks. It reaches out with something concrete — a product that’s back in stock, something new in their line —, using approved WhatsApp templates and respecting anyone who opted out. Those who reply go to their sales rep, already logged in your CRM.
After each visit, the rep sends a voice note or a WhatsApp message. The agent turns it into a clean CRM record — customer, what they ordered, what they said about the competition, next step — and every Monday the sales manager gets the weekly sales report by rep, customer and product line, without anyone building the spreadsheet.
It sends suppliers the purchase orders your buying team approved, asks for confirmation and chases them if it doesn’t arrive. It tracks the expected arrival date of each shipment, alerts purchasing when something is delayed and asks the customs broker for the pedimento (customs entry) and other import documents to file them with the purchase order. So when a customer asks about something out of stock, the answer comes with a date.
When a supplier sends a new price list, the agent compares it with yours and flags what went up, what went down and which products would fall below the margin you set. A person approves the new prices; the agent then updates them in the ERP and sends the new list to your sales reps and customers.
A normal day at a distributor: one WhatsApp after another asking for prices and stock, sales reps calling the counter to check availability, orders arriving as photos, PDFs and voice notes that someone retypes into the ERP, and collections that depend on someone remembering to send the account statement. Meanwhile, payment receipts get lost in chats and the weekly sales report is built by hand on Monday.
An AI agent doesn’t replace your sales reps or your credit team: it does the data entry, lookups and follow-ups that eat up their day. It answers with your data, logs everything in your ERP and CRM and hands a person whatever needs judgment.
Here is what an order handled by a Spidev agent can look like:
The agent works in WhatsApp Business, in your ERP — SAP or the one you already use, if it has an API or can import and export data —, in Excel or Google Sheets for price lists and reports, in Gmail or Outlook for orders and purchase orders, and in your CRM, such as HubSpot or Salesforce. For reconciliation, it uses the statement you already download from your bank. We connect 128+ integrations, so you don’t have to switch systems. More in WhatsApp AI agents and AI agents for finance & operations.
Credit lines, releasing orders with overdue balances, discounts and special prices, changes to your price lists and supplier negotiations stay with your team, as do invoicing and any tax matter. The agent works with the information you give it, gets only the permissions it needs and, when something is out of the ordinary, escalates to the right person with full context. Every message and every action is logged for review.
How we work
01
We analyze your processes and data to find where AI generates the highest return — you leave with a clear, prioritized diagnosis.
02
We map your flows and design the solution — architecture, agents and integrations — before writing a single line of code.
03
We build, integrate and ship to production in short cycles. You see real results, not slide decks.
04
We measure, tune and expand. Your agents improve with every interaction and scale with your business.
Mostly to answer price and stock questions on WhatsApp, build quotes and enter the orders that arrive by WhatsApp and email into the ERP. It also follows up on collections, reconciles payments, re-engages customers who stopped buying, organizes field sales reports and tracks purchase orders and imports with your suppliers.
No. The agent does the repetitive work — answering, quoting, entering orders, sending reminders — so your sales reps can spend their time visiting customers and closing sales, and your credit team can focus on the accounts that really need attention. Anything that needs judgment goes to a person. More in AI agents for sales.
Yes. With SAP, or any ERP that has an API or can import orders, the agent creates the order without anyone retyping it. If you prefer, it can start by saving orders as drafts for someone to review before release, and when a product or quantity isn’t clear, it asks the customer or hands it to your team.
Yes. It quotes with the price list assigned to each customer in your ERP and checks their balance before entering an order. If the customer has overdue invoices or is over their credit line, the agent doesn’t decide: it alerts your credit team with the history so they can release the order or not.
It depends on what you need. If you want a standard chatbot with no integrations, there are simpler tools. If you want AI agents that answer price and stock questions, enter orders in your ERP and follow up on collections — and someone who runs and improves them after delivery —, that is exactly what we do at Spidev, based in Monterrey and working with companies across Mexico. Compare options in our guide to AI companies in Mexico.
It depends on the number of agents and the systems to integrate. As a reference, industry guides place a basic automation project between MXN $80,000 and $250,000 and a mid-complexity one between MXN $300,000 and $1,200,000, plus AI model and WhatsApp usage; we break it down in how much AI implementation costs. We start with a free consultation and deliver a fixed-scope, fixed-price proposal before charging anything. The first agents reach production in weeks.
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