How can I capture leads from wholesale customers?

Chatref’s lead-capture feature activates when a visitor engages with your AI agent. The agent can ask qualifying questions like business type, annual order volume, or product interest, then save those responses as a structured lead record. Because the agent is grounded in your own product catalog and wholesale terms, it answers pricing and minimum-order questions accurately while collecting the details your sales team needs to follow up.

Every captured lead appears in your Chatref conversation inbox with the full chat transcript attached. You can review the context, tag the conversation by product line or urgency, and export the data to your existing tools. No manual form-building is required - the capture flow is built into the agent’s conversation logic.

Custom actions let you go beyond basic contact collection. You can configure the agent to trigger specific workflows when a wholesale lead meets certain criteria. For example:

• If a visitor requests a bulk quote, the agent collects SKU quantities and sends a formatted request to your sales email or Slack channel.
• If a visitor asks about trade account eligibility, the agent verifies their business registration number against your criteria and either approves access or flags the lead for manual review.
• If a visitor abandons the chat mid-conversation, the agent saves the partial lead and can trigger a follow-up email sequence through your connected marketing tool.

These actions run inside the same chat thread, so the visitor never leaves the conversation. The agent handles the data collection and routing while maintaining a natural, helpful dialogue grounded in your wholesale policies.

1. Train your agent on wholesale content - Upload your product catalog, pricing tiers, MOQ (minimum order quantity) documents, and trade application forms. The agent will use these to answer questions and qualify leads accurately.
2. Configure lead-capture fields - Define which details matter for your wholesale pipeline: company name, tax ID, annual spend, product categories, or preferred shipping methods.
3. Build custom actions for routing - Connect the captured data to your CRM, email platform, or internal notification system so leads reach the right person instantly.
4. Test in the live playground - Simulate wholesale buyer conversations to verify the agent asks the right questions and triggers actions correctly before going live on your site.

Because Chatref is pay-as-you-go, you only pay for the conversations that happen. There is no per-bot fee, no feature gating, and no monthly subscription. Every account includes unlimited agents and full access to lead-capture and custom-actions from the start.

What are the best methods to capture wholesale leads?

The most effective methods combine automated qualification with instant routing. Use an AI agent that asks targeted questions about business type, order volume, and product needs during the chat. Pair that with custom actions that send qualified leads directly to your CRM or sales team. Avoid static forms that ask for too much upfront - wholesale buyers expect a conversation, not a questionnaire.

How do I generate leads from B2B customers?

Generate B2B leads by making your wholesale information easy to find and act on. An AI agent trained on your trade terms can answer pricing and MOQ questions instantly, then capture the visitor’s details when they show buying intent. The key is reducing friction: the agent qualifies and captures in one flow, so the lead is ready for follow-up without the visitor filling out a separate form.

What tools help with lead capture in wholesale?

Chatref’s lead-capture and custom-actions features are built specifically for this use case. The agent collects structured lead data during conversations, and custom actions route that data to your existing stack - whether that is a CRM, email platform, or team chat tool. Because the agent is grounded in your own wholesale documents, it qualifies leads accurately while answering product questions, all from a single embeddable widget on your site.