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Retail and e-commerce

One customer history across the store, chat and sales team

Online and store customers ask the same product questions on chat, WhatsApp and phone, and bulk buyers need quotes the store cannot produce. IbixOS connects your Shopify store, answers product questions with AI and runs B2B quotes from the same catalog.

Day one dashboard

Ready at go live
  • Online orders by channel

  • B2B quotes and conversion

  • Top questions asked of the AI

  • Repeat purchase rate

  • Campaign revenue

The problem

What gets in the way today

  • Repeated product questions

    Chat, WhatsApp and phone ask the same questions about specs and stock.

  • B2B buyers need quotes

    Bulk and business buyers need a formal quote the store cannot produce.

  • Split customer history

    Orders live in the shop and conversations live somewhere else.

How IbixOS solves it

Workflows that are ready at go live

  1. 1

    Shopify synced to Customer 360

    Orders and customers sync from Shopify onto the customer record and timeline.

    Customer 360

  2. 2

    Website assist panel

    Searches the catalog, compares products and passes the conversation to your team with context.

    AI agentsProduct knowledge

  3. 3

    Bulk and B2B quotes

    Quotes from the same catalog, with approvals for volume discounts.

    Quotes and orders

  4. 4

    Audiences from purchase history

    WhatsApp and email campaigns to customers grouped by what they bought.

    Marketing engine

Modules used

The parts of IbixOS this runs on

  • Customer 360 with group hierarchy

    Every call, message, quote and invoice on one timeline. Parent and child companies roll up so you see the whole group.

  • AI voice and chat agents

    Agents that answer calls and chats around the clock in English and Arabic, using your live catalog and prices.

  • Product and price knowledge

    Your catalog, datasheets, stock and price lists in one searchable place for reps and AI agents alike.

  • Quotes, approvals and orders

    Build quotes from live price lists, route discounts and terms for approval, and track every revision until the PO arrives.

  • Marketing engine

    Campaigns, forms, audiences and website tracking that feed qualified leads straight into the sales pipeline.

See all eight modules

Book a demo

See IbixOS run on your own catalog

Tell us a little about your team. A product specialist will reply within one working day to set up a 45-minute session.

  • A live walkthrough with your own products and a sample customer journey
  • A four-week rollout plan for your team and systems
  • Pricing: a monthly fee per user plus AI usage, sent as a written proposal

Or email crm@ibixos.com

Request a demo

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