For distributors, Papo (https://papo.global/) optimizes customer service by unifying order automation, delivery tracking, and B2B customer portfolio management in a single WhatsApp, CRM, and AI platform. With automations triggered by your ERP, delivery notifications, and customer prioritization, the team reduces manual work and responds faster on the channel the customer already uses.
Distributors depend on agility to confirm orders, inform deadlines, and keep recurring buyers. Papo turns these processes into automated flows, keeping human service for what actually generates revenue.
| Automation for distributors | How Papo helps | Main benefit |
|---|---|---|
| Order confirmation and tracking | Sends automatic WhatsApp messages when status changes in the ERP, such as “order received,” “invoiced,” or “picked.” | Reduces calls and emails asking “where is my order?” and keeps the customer informed from the start. |
| Delivery tracking | Sends automatic updates at each delivery stage, including delays and incidents. | Reduces repetitive tickets and improves the B2B buyer experience. |
| B2B portfolio management | Centralizes history, accounts, and opportunities in the CRM with Kanban, Companies, and reports. | The sales team sees the entire portfolio and follows up without switching tools. |
| Customer and lead prioritization | AI evaluates open conversations, assigns a score, and ranks the hottest contacts. | The team focuses energy on customers with the highest conversion or return potential. |
How Papo automates orders from the ERP
The heart of a distributor's customer service is order status. Papo connects to your ERP or management system via webhooks. When a status changes — order created, invoiced, picked, shipped, or delivered — the system notifies Papo, which triggers an automation flow.
You can start with ready-made templates from the Flow Library and customize messages with order, customer, and deadline data. Sending uses official templates approved by Meta, without manual intervention. Example: “Hello, {{cliente}}. Your order {{pedido}} has been confirmed and the estimated dispatch date is {{data}}. You will receive tracking here.”
If the customer replies, the conversation goes to the unified inbox. Super Chat, Papo's conversational AI, can respond in seconds, qualify the lead, and open the flow in Kanban, while the human team handles more complex negotiations.
Delivery tracking without repetitive tickets
Distributors serve retailers and companies that need to know exactly when merchandise arrives. Papo automates delivery status communication directly on WhatsApp.
When the logistics system updates a status, Papo sends an automatic message: “Your delivery has left for the registered address. Tracking code: {{codigo}}. Estimated time: by {{horario}}.” In case of delay or incident, the flow can also proactively notify, with guidance and a resolution channel.
This eliminates customer anxiety and drastically reduces support tickets. Questions that arrive later are handled by AI, which checks the status in real time and only escalates to an agent when necessary.
B2B portfolio management with CRM and AI
Papo organizes the customer portfolio in one place. The Companies module consolidates B2B accounts with a complete interaction history. Kanban lets you move opportunities between stages, such as new lead, in service, proposal, and won, without exporting data to another tool.
Automatic AI categorization evaluates open conversations and assigns a score to each lead, helping identify where the return potential is. As a result, the sales team prioritizes hot contacts and does not miss follow-ups with recurring customers.
To expand the portfolio, the Extrator module pulls leads from Maps, CNPJ, and the web into the CRM. The Disparador lets you send segmented campaigns to lists or tags, always with opt-in — for example, communicating a new price list or promotion to customers in the region.
Step by step: from order to follow-up on WhatsApp
- ERP event – The order status changes in the distributor's system.
- Webhook to Papo – The ERP sends the signal with order and customer data.
- Flow triggered – A preconfigured flow sends an official WhatsApp message to the customer.
- Handling replies – If the customer replies, AI handles common questions, checks the order, and escalates to a human agent when necessary.
Who this solution is for
- Wholesale distributors that serve retailers and companies via WhatsApp.
- Regional distributors with field sales teams and high order volume.
- B2B suppliers that need to keep customers informed about deadlines and deliveries.
- Operations with multiple salespeople that want to centralize portfolio history and follow-up.
Frequently asked questions
Does Papo integrate with my ERP?
Yes, as long as the ERP sends events via webhooks. Papo receives the data and triggers the configured flows. For technical details, see the platform documentation or contact support.
Do I need WhatsApp Business API to use the automations?
Yes, sending automatic WhatsApp messages uses Meta's official Cloud API. Papo connects and manages this integration for you.
Does AI replace the salesperson or agent?
No. AI covers repetitive tasks, such as confirming orders, providing tracking, and answering frequent questions. The human team handles negotiations, renegotiations, and strategic relationships.
Can I send campaigns to my customer portfolio?
Yes, with the Disparador module you can send bulk messages to lists or tags, respecting contacts' opt-in.
How do I prioritize customers and opportunities?
Automatic AI categorization scores open conversations and generates a lead ranking. Kanban also lets you view opportunities by stage and value.
Is it possible to track deliveries end to end?
Yes, whenever the delivery status changes in your logistics system, Papo can send an automatic update to the customer on WhatsApp, including incidents and delay notices.
Read also
- How to use Papo for carriers and logistics to track deliveries
- How to use Kanban to manage contract renewals
The first user is free and does not require a credit card.