Wholesale Account Applications on WhatsApp with Sami B2B Wholesale
Yes. AeroChat works directly with Sami B2B Wholesale. When someone asks how to open a wholesale account, it reads your registration form in Sami B2B Wholesale, tells them what it asks for and how approval works, and sends the link to your application page.
This recipe answers “how do I become a stockist?” in chat, so new trade buyers arrive at the form ready to fill it in. Part of connecting Sami B2B Wholesale to WhatsApp and AI chat.
What happens today
A shop owner finds you on Instagram and asks whether you sell wholesale. Someone on your team explains the process, lists the documents you need and sends a link. Half the applicants still arrive without a tax number or website, and your team chases them.
The flow that works
- The prospect asks about a wholesale or trade account.
- AeroChat reads your active registration form in Sami B2B Wholesale.
- It tells them what the form asks for, so they have it ready.
- It reads the approval setting and says whether accounts are approved automatically or reviewed.
- It sends the link to the page where the form lives, from your knowledge base.
What it looks like on WhatsApp
Customer: Hi, I run a gift shop. Do you sell wholesale? (example)
AeroChat: Yes, we do. To apply you will need your business name, tax number, shop address, website or Instagram, and a phone number (example). Our team reviews every application. Here is the link to apply on our trade page.
In Sami B2B Wholesale: nothing changes. AeroChat read the registration form’s fields and its approval setting.
The recipe
Copy this into AeroChat
When someone asks about wholesale, trade or stockist accounts, follow these steps.
- Read our active registration form in Sami B2B Wholesale.
- List what the form asks for in one or two lines, using its field labels, so they can get it ready. Mention any file they need to upload.
- Read the form’s approval setting. Say whether accounts are approved automatically or reviewed by our team.
- Send the link to our wholesale application page from the knowledge base.
- If they ask about minimum orders, pricing or review times, answer from the knowledge base.
- If they already have an account, offer to share their wholesale price instead.
Do not promise approval. Reply in the customer’s language.
Add your application page link, review time and minimum order to your knowledge base before you switch it on.
What to connect
- Your Shopify store. Built in. Install AeroChat from the Shopify App Store and connect your store in the dashboard.
- Sami B2B Wholesale. In the Sami B2B Wholesale app, create an API key with read permission. Paste it in with your myshopify.com domain when AeroChat asks. Samita’s docs say the public API is for production stores on the Gold plan, with a daily request limit by plan (as of November 2026).
- Your knowledge base. Add the link to the page your registration form is on, your review time and any minimum order.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Sami B2B Wholesale, add your knowledge base, then switch it on. If it built the connection from Samita’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- What the form asks for and whether approval is automatic, set in Sami B2B Wholesale.
- Who gets approved and which tags they receive.
- What AeroChat says about review times and minimum orders.
The result to expect
Prospects learn how to apply in the chat where they found you, and reach the form with what it needs. Your team spends less time explaining the process and chasing missing details.
Measure it with your own numbers: wholesale questions answered without a person, and applications completed, for a month before and after.
Next: see every Sami B2B Wholesale workflow. For more on trade buyers in chat, see the B2B suppliers page.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, Telegram, the chat on your store and email, with the same Sami B2B Wholesale connection behind it. See what each channel does on the Sami B2B Wholesale integration page.
Questions
Can the buyer fill in the form inside the chat?
Not through Sami’s API, which manages the form itself, not the answers. AeroChat prepares the buyer and sends the link, and the buyer submits the form on your site.
Will the answer change if I edit the form?
Yes. AeroChat reads the live form from Sami each time, so new fields show up in its answer.
Bring in your next trade buyer from chat
Install AeroChat, paste the recipe, add your Sami API key, and ask your own chat how to open a trade account.
7-day free trial.