Identify the account and channel
Identify the distributor and authorized commercial context. Define which catalog, materials and terms each account may access.
WHAT YOU GETAn inquiry with commercial context
End-to-end coordination
Consumer goods
Distributors, buyers and sales teams need consistent information about products, orders and terms. We propose workflows that organize demand and surface exceptions before they get lost between departments.
From a distributor’s message to a clear order.
We propose a workflow that turns references, pack formats and quantities into an order draft ready for review. Distributors receive current commercial information, and teams handle exceptions with the account, product and context already assembled.
THE CONNECTED WORKFLOWEvery step connected.
Every step connected.
Through to the outcome.
Follow the information, decisions and actions. Each stage prepares the next.
ATIENDE / 01
Clarify references and quantities
Match product names to catalog references and pack formats. Clarify ambiguous cases, units or sizes before preparing the order.
WHAT YOU GETProducts identified unambiguously
Check current terms
Prices, promotions and commercial terms come from the agreed source for that account. Unverifiable terms are checked with the assigned account manager.
WHAT YOU GETTerms ready for review
Hand over the order draft
Gather products, quantities and notes for the sales team or system. Confirm the order according to sales validation and recording procedures.
WHAT YOU GETAn order prepared for recording
Follow up on exceptions
Commercial questions go to the account manager; product reports gather the batch, date, description and evidence for quality. Each case retains a follow-up path.
WHAT YOU GETThe right team receives the file
TALK TO ATIENDEA natural voice.
A natural voice.
Your business context.
Try the agent by voice or chat. Or hear how it guides a conversation from start to finish.
Qualification and follow-up
Call example · Spanish
WHAT CHANGES FOR YOUR TEAMLess repetitive work.
Less repetitive work.
More work completed.
The draft distinguishes item references, pack formats and quantities.
Terms retain their account, source and effective period.
Quality receives a report linked to the product and batch.
Explicit pack formats and units
Order preparation distinguishes cases, units and catalog references. Equivalents are validated with the business before use in distributor conversations.
Commercial information by account
The design separates terms by authorized channel and segment. Negotiations and exceptions retain the responsible account manager and full context.
Product reports ready for quality review
A dedicated path collects the product, batch, date and permitted evidence. Quality assessment and responses remain with the responsible team.
Distributor order preparation
A proposed workflow normalizes a request against the agreed catalog and presents differences for review. It does not confirm credit, stock or terms without an authorized source.
- Match references, formats and quantities.
- Flag ambiguous products or unverified terms.
- Deliver an order draft to the responsible team or system.
- Clearer requests before committing inventory or delivery.
Trade information support
Support can organize product sheets, distribution policies and approved materials. Access is bounded by customer, territory and role to avoid sharing inappropriate terms.
- Identify the requester’s commercial context.
- Retrieve current materials for the relevant product.
- Escalate negotiations or exceptions to the assigned account manager.
- The channel receives useful information and sales retains opportunity context.
Product report intake
For a complaint or incident, the process gathers details required by quality teams. Conclusions about safety, recall or compensation belong to authorized owners.
- Collect product, batch, date and report description.
- Request evidence through an approved channel.
- Route the file and communicate a follow-up pathway.
- Comparable, documented cases for timely evaluation.
RELATED SOLUTIONS
A next step for every need.
A little more clarity
Before we begin.
Can it take orders through messaging?
Request capture and normalization can be designed. Order acceptance depends on implemented commercial and technical validation.
How are incorrect prices avoided?
Source, validity and commercial segment must be explicit. If a term cannot be verified, confirmation is requested instead of inventing an offer.
Does it suit brands with many distributors?
The design can segment access and rules by account or channel. A representative sample of orders and exceptions is validated before expanding.
Your next stepLess friction.
Less friction.
More possibilities.
Let’s start with a process that matters. Discover what your team could do with more time.
Book a demoOr write to us about the process you want to improve