How do I manage multiple wholesale customers?

Every wholesale customer gets a dedicated workspace inside Chatref. A workspace is a self-contained environment that holds that customer’s specific documents, agent settings, and chat history. When a buyer from Customer A asks about bulk pricing, the agent only pulls from Customer A’s uploaded price list, not Customer B’s. This keeps answers accurate and prevents sensitive information from crossing between accounts.

Set up a workspace for each wholesale account in under a minute. Upload their contract, product catalog, and any special terms. The agent is immediately grounded in that material. You can switch between workspaces in the dashboard to review conversations or tweak agent behavior without affecting other customers.

Use conversation tags to sort and find chats by customer, order status, or issue type. Tags are flexible labels you apply manually or let Chatref suggest automatically based on the content of the message. For wholesale accounts, common tags might include “pricing inquiry,” “bulk order,” “return request,” or the customer’s company name.

Tagging turns your inbox into a filterable customer management tool. Click a tag like “Acme Corp” to see every conversation tied to that account. Combine tags to drill down further, such as “Acme Corp” plus “urgent.” This helps you prioritize responses and spot patterns across multiple customer handling workflows.

Handling several wholesale accounts means juggling different catalogs, discount tiers, and shipping rules. Chatref’s AI agent resolves routine questions automatically within each workspace, so your team only steps in for complex requests. The agent can answer “What’s my price per unit?” or “When will my order ship?” by pulling directly from the documents you uploaded for that customer.

When a human needs to take over, the shared inbox shows the full conversation history and the workspace context. Your team sees exactly which customer they are helping and what documents the agent referenced. This eliminates the back-and-forth of “Which account is this?” and lets you handle multiple customers without dropping context.

What is the best way to manage wholesale accounts?

The best way is to isolate each account in its own workspace with dedicated documents and agent settings. This prevents cross-account confusion and ensures every answer is grounded in the right pricing, terms, and catalog. Pair workspaces with conversation tags to quickly filter and review chats by customer.

How do I organize multiple customers?

Create a workspace per customer and use tags to label conversations by company, order status, or issue type. This structure lets you switch between accounts instantly and filter your inbox to see only what matters right now. It scales from a handful of accounts to dozens without losing organization.

What tools help with customer management?

Chatref’s workspaces and conversation tags are built for this exact workflow. Workspaces keep each customer’s data separate and secure. Tags make your inbox searchable and sortable. Together, they turn a busy support queue into an organized customer management system that grows with your wholesale business.