Use casesWholesalers and distributors
Keep trade customers out of your sales reps' personal inboxes
Trade customers write about order status, stock, invoices and account terms, often to a named rep. Flatdesk collects those in one queue and answers the routine ones from your help center, at $49 per agent per month, or $39 billed yearly.
What it does for this
Answers for order and delivery rules
Publish minimum orders, delivery days and returns rules. The AI replies from them.
Saved replies for invoices and statements
Save your invoice copy and statement replies as macros.
Assign by account
Route messages to the account owner and keep the history on the ticket, so cover works when they are away.
An out-of-hours auto-reply
Tell trade customers when the desk reopens and how to reach someone urgent.
One queue for the whole desk
Email and chat arrive in the same inbox, with an owner on every message.
Where it falls short
If you need these today, another help desk fits better.
- No order entry, stock or invoicing. Keep those in your ERP.
- No customer-specific price lists.
Questions
Can it answer from our price list?
Only if you publish the answers in your help center. Keep customer-specific prices in your ERP.
Can several reps share the inbox?
Yes. Assign each message to the account owner and anyone can cover.
Does it integrate with our ERP?
No. It answers questions and links to your portal.