Trusted by the world's most sophisticated wholesale distributors and suppliers.

Monitors Your Systems for Triggers
Proactive Outreach continuously watches your ERP and inventory for signals — new product arrivals, back-in-stock items, promotions, reorder windows, stalled orders, and shipment exceptions.
Step 1
Identifies the Right Accounts
For each trigger, Copilot identifies the accounts most likely to act — based on purchase history, product affinity, account tier, and territory — so outreach is targeted, not blasted.
Step 2
NT
Nicholas Turner
20 Aug
Pricing or Inventory Update
Proactive Outreach
MJ
Maria Johnson
22 Aug
New Product Launch Announcement
Proactive Outreach
CR
Carlos Rivera
23 Aug
Customer Feedback Follow-up
Proactive Outreach
LC
Liam Carter
20 Aug
Back in Stock
Proactive Outreach

Draco Rodrigo
20 Aug
Buyer Inactive
Proactive Outreach
Identifying


Send
Drafts Personalized Outreach
Copilot drafts a personalized message for each account — referencing the specific product, their buying history, and their account terms. Every message feels like it came from a rep who knows the account, not a mass email tool.
Step 3
Routes to the Right Owner
Each draft is routed to the account owner for review and send — or sent automatically based on your rules, for low-risk outreach like reorder reminders and back-in-stock pings.
Step 4

Jane Xander
Today
Drop in Purchasing Activity
Proactive Outreach
Copilot automatically handles order exceptions and personalized outreach to keep your long-tail accounts warm. Your team focuses on the top 20% of buyers—Copilot manages the rest.

Customers
46 Customers
Search anything

Bright Ideas Carpet

CarpetStark Company

Draco Rodrigo
dracorodrigo@carpetstark.com

Jane Xander
janexander@carpetstark.com

Sophie Caldwell
shopie.caldwell@creativehub.com
ET
Emily Thompson
shopie.caldwell@creativehub.com
MA
Michael Anderson
shopie.caldwell@creativehub.com

Design Works Carpet
S
Soundwave

Jane Xander
janexander@carpetstark.com
Overview
Threads
Quotes & Orders
Pricing & Product


AI Agent delivered Tier 2 inventory and pricing sheets for dental and Korean skincare to Alex, confirmed MAP for the HydraGlow serum, and applied a 5% promotional allowance per request.
Frequently asked questions
Does this replace our outbound sales motion?
No — it supplements it. Proactive Outreach handles the systematic, data-driven outreach that reps don't have time to do manually, freeing them to focus on high-value conversations.
Can we control what gets sent automatically vs. reviewed first?
How does it personalize messages?
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