Wholesale collection launch
Stockist launch packs. Keep the source details and outstanding dependencies together.
DESIGN / OCCASION / REORDER
AI agent for independent greeting-card publishers
Your cards start conversations. Your AI agent keeps stockists buying.
Run the collection launch and follow the orders through.
A specialised AI agent you can ask for more. Chat here on the site.
$99.00/month, including $40.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
The stockist correspondenceCOLLECTION / 055
YOUR SPECIALISED AI AGENT
One place for wholesale collection launch, stockist order reconciliation, seasonal reorder follow-through.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Use my records to prepare stockist launch packs. Reconcile the details, save the working files and show me what needs following up.”
- Stockist launch packs
- Reconciled wholesale orders
- Seasonal follow-up schedule
A useful first result
Stockist launch packs, with supporting references and outstanding details kept together.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Run the collection launch and follow the orders through.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with the new catalogue, trade terms, stockist history, availability, order records and business email.
- Stockist launch packs
- Reconciled wholesale orders
- Seasonal follow-up schedule
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- Greeting-card publisher
Launch our spring collection to the 80 stockists on this list. Tailor the selections to their previous orders, send the trade packs, process replies and follow through on dispatch and reorders.
- Your AI agent · AI Agent Store
I’m matching occasion preferences and pack quantities to each stockist. Several older order codes have replacements, so I’m including the current references in their order sheets.
Work in progress - Greeting-card publisher
Give our long-standing shops the first dispatch window and keep the usual carriage-paid threshold.
- Your AI agent · AI Agent Store
The tailored packs are sent and received orders are reconciled to current design codes. Priority dispatches follow the recorded terms. I sent the shortage updates and saved a follow-up schedule based on each shop’s actual order and seasonal window.
Later · delivery and saved results
DESIGN / OCCASION / REORDER
A working brief for your AI agent.
Bring the collection and stockist into one working record. Your specialist uses your specifications and follows changes through picked and dispatched and reorder followed.
AI
Your AI agentPrepared for independent greeting-card publishers
Spring collection / trade sheetEXAMPLE, NOT LIVE ACTIVITY
An example record for collection, stockist, dispatch window, card units.
0124 designs02Packs of 60380 stockists
The useful next step
Wholesale collection launch
Prepare stockist launch packs from the available records. Save the supporting references and mark any missing details so the next step stays clear.
A small tool for a real job
Cards in a complete collection pack. Before the back-and-forth.
Review stockist replies, design-code changes, pack multiples, dispatch records and seasonal reorder opportunities.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Collection
- Stockist
- Dispatch window
- Card units
Try your own numbers
Cards in a complete collection pack
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
The details your specialist follows
The design code is the beginning of a repeat order.
Follow each collection through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: review stockist replies, design-code changes, pack multiples, dispatch records and seasonal reorder opportunities.
Illustrative working document · your records start empty
| Stockist order | Catalogue detail | Sales action |
|---|---|---|
| Garden shop | Botanical collection | Send relevant selection |
| Bookshop | Old design reference | Map current replacement |
| Gift shop | Seasonal reorder | Check dispatch window |
Active collection order ledger24
Card units144 cards
Picked and dispatched8
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
Built around the details that matter
Wholesale collection launch. With the right questions already in mind.
Turn the catalogue launch into an ongoing stockist conversation. Build stockist-specific order sheets with the correct pack multiples and dispatch window.
Stockist order reconciliation
Reconciled wholesale orders. Track changes against the same job reference.
Seasonal reorder follow-through
Seasonal follow-up schedule. Save the outcome and carry the next steps into your working records.
From enquiry to a useful next step
Collection order ledger. Your way of working.
01
Collection prepared
Add a job reference and the details you already know.
02
Offer sent
Collection and Stockist, ready to check.
03
Order received
Give your specialist the outcome and let it carry the work forward.
04
Picked and dispatched
Keep working records in Files and Tasks.
05
Reorder followed
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
Prepared for your business
The numbers behind your stockist sales office.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded total · cards
Cards dispatched wholesale
What this measures
Actual individual cards dispatched from wholesale shipment records; convert confirmed pack contents explicitly and exclude envelopes as separate cards.
Recorded cases · stockists
New stockists with first orders
What this measures
Distinct retailers placing their first confirmed trade order, once per stockist; enquiries and mailing-list entries are excluded.
Recorded cases · orders
Repeat stockist orders
What this measures
Confirmed subsequent wholesale orders from an existing stockist, once per order ID; order amendments are not new orders.
Recorded cases · lines
Order-code discrepancies resolved
What this measures
Distinct wholesale order lines with a resolved design-code mismatch, once per line and discrepancy.
Average · days
Order-to-dispatch turnaround
What this measures
Elapsed days from confirmed complete wholesale order to full dispatch, once per order; pending orders are excluded.
Observed rate · %
Seasonal dispatch commitments met
What this measures
Orders fully dispatched by agreed seasonal cutoff divided by completed seasonal orders with known dispatch and cutoff.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match independent greeting-card publishers. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Prepare a trade-show follow-up campaign, organise a catalogue refresh or identify designs frequently reordered together. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for independent greeting-card publishers.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$99.00/month
Capacity for 1 running agent · 50 active hours per month
Start my AI agent →A clear starting total
$99.00 before tax today and monthly, including $40.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
Before the next stockist launch.
Can it work with stockists who still order by email?
Yes. It can reconcile emailed order lines against your catalogue and trade terms, resolve missing codes and keep the resulting order record current.
Is this only for the three tasks shown?
No. This is an AI agent specialised for independent greeting-card publishers, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for independent greeting-card publishers, its workflows and your collection order ledger dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Choosing for a different business?
Compare the working records and business types each specialist is prepared for.
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