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Traders and distributors

WhatsApp for traders and distributors: from enquiry to payment

Retailer enquiries in one team inbox, quotations and bills from your own number, and reminders until each bill is paid. All on Basic, with the Business app still on your phone.

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How it works

The workflow, step by step

Each piece is a Fliok feature, with the plan it needs.

Template drafts

Messages you could submit to Meta

Drafts, not pre-approved: adapt and submit them. The category sets Meta’s charge.

More template examples
  • order_receivedUtility

    Hi {{1}}, we have received your order {{2}} for {{3}}. We will share the dispatch details here.

    It confirms an order the retailer placed, so it is utility.

  • order_dispatchedUtility

    Hi {{1}}, your order {{2}} left our warehouse on {{3}} with {{4}}. Reply here if anything is missing.

    An update about the retailer’s own order is utility.

  • new_price_listMarketing

    Hi {{1}}, our new price list for {{2}} is ready. Reply YES and we will send it here.

    Promoting your range is marketing, even to a regular buyer.

A price list PDF goes free-form only within 24 hours of the retailer’s last message; after that, send a template with the PDF as its header.

Broadcast only to retailers who agreed to hear from you. Meta can restrict a number that messages people who never asked, so a list of new people needs your word that they agreed and goes out slowly.

Got questions?

WhatsApp for traders and distributors: questions

Anything else, ask us.

Can my whole sales team reply from one WhatsApp number?

Yes. Basic includes 6 seats and Pro 15, owner included, all on one number. Routing rules give each new enquiry one owner, and a retailer who writes again is matched by phone and stays one lead.

Can I send bills and payment reminders to retailers on WhatsApp?

Yes, on Basic and above. The bill goes as a PDF from your own number and by email, with a UPI QR and your bank details; connect your own Razorpay account and it gets a Pay online button too. A part payment gets its own receipt, TDS the retailer deducted comes off the balance, and reminders stop when the bill is paid. Who owes you lists every retailer with money unpaid, and for how long, and sends a statement of account. From a lead, you can also send a Razorpay payment link.

Will the AI quote my prices?

Only prices in its brief; it is built not to invent one. It answers routine questions like delivery areas and payment terms, and hands the chat to your team when a retailer asks for a person. The AI agent is on Basic and above, paid per reply from a prepaid wallet.

Can I keep using the WhatsApp Business app on my phone?

Yes. With coexistence, on every plan, you keep replying from the WhatsApp Business app while your team answers the same chats in Fliok, on the same number.

Keep exploring

Related

Try it on your own number

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