AI chatbot for Wholesale Suite: order forms, lead capture, pricing
SleekAI maps Wholesale Suite roles, the Wholesale Lead Capture form's submission data, and Wholesale Order Form rules into the bot's prompt so each wholesaler gets the right price and the right next step. Bring your own OpenAI, Anthropic, Google, or OpenRouter key and keep usage on your account.
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A chatbot that knows your wholesale journey
Wholesale Suite is the Rymera bundle of WooCommerce Wholesale Prices, Wholesale Order Form, and Wholesale Lead Capture. Together they add wholesale roles, per-role price postmeta on products, a fast wholesale order form, and a lead capture form that creates new wholesale applications. SleekAI's data-source wizard maps the price postmeta, the visitor's role, and the lead capture form schema into named variables the system message can reference at request time.
That means a logged-out visitor on the wholesale application page can ask the bot what information the form needs, and the bot quotes the field list the form actually uses. A logged-in wholesale customer on a product page sees the wholesale price for their role, the per-product minimum, and any tier breaks the configured rules apply. Display conditions and multibot mode keep prospect, applicant, and active-wholesaler chats separate on one install.
For long order histories, push older orders into an OpenAI Files vector store of up to one gigabyte per file so the model retrieves only what matches the question. Every conversation is logged inside WordPress with model, tokens, and originating page URL so a sales manager can audit what the bot told a lead at each stage of the wholesale journey.
Workflow
How SleekAI plugs into Wholesale Suite
Map prices and form schema
Scope prospect and customer bots
Wire up lead creation
Review and tighten
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A typical Wholesale Suite conversation
Comparison
Generic chatbot vs SleekAI for Wholesale Suite
Generic chatbot
- Cannot read Wholesale Suite roles or per-role product price postmeta
- Has no view of the Lead Capture form schema or required fields
- Quotes retail to a wholesaler and undercuts the negotiated rate
- Cannot guide a prospect through the wholesale application flow
- Needs a custom integration to even know the order form exists
SleekAI chatbot
- Reads Wholesale Suite role overrides and per-product minimums
- Knows the Wholesale Lead Capture form's required field list
- Quotes the visitor's actual wholesale price at request time
- Scopes prospect, applicant, and customer bots independently
- Logs every chat with model, tokens, and originating page URL
Features
What SleekAI gives you for Wholesale Suite
Lead-capture fluency
The bot reads the Wholesale Lead Capture form schema and walks a prospect through the required fields in chat, so the lead arrives at the form already prepared instead of bouncing on a missing resale certificate or VAT field.
Role-aware pricing
Once a wholesaler is approved and logged in, the bot reads their Wholesale Suite role and quotes the wholesale price the plugin will apply at checkout, with per-product minimum and any tier break the rules configure.
Order form support
Map the Wholesale Order Form's columns into the prompt and the bot can explain how to enter SKUs by code, copy a previous order, or apply a quick discount code, so first-time wholesalers do not get stuck on the grid layout.
Use cases
Where Wholesale Suite stores use SleekAI
Prospect qualification
Visitors who land on the wholesale page can ask whether they qualify, what documents the form needs, and how long approval takes, with answers drawn from the actual Wholesale Lead Capture schema and the merchant's published timelines.
Approved wholesaler self-service
Logged-in wholesalers can ask about per-SKU prices, minimum-order quantities, and tier breaks in plain language, then jump to the Wholesale Order Form to enter the order without waiting for a sales email.
Order form coaching
First-time users of the order form can ask how to copy a previous order, how to apply a discount code, or what the totals mean. The bot reads the active row count and totals so the answer is specific rather than generic.
The bigger picture
Why a Suite-aware bot beats a generic widget
A wholesale journey has three distinct stages. A prospect arrives looking for terms. They convert into an applicant by filling in the Lead Capture form.
They become an active wholesaler with role-based prices and access to the order form. Each stage has a different question shape and a different answer shape. A generic chatbot bolted on the storefront sees none of that.
It does not know whether the visitor is a prospect, an applicant, or an approved buyer, and it cannot read the Wholesale Suite postmeta that distinguishes them. SleekAI changes the journey. A prospect on the wholesale landing page hears about the application fields, the approval timeline, and the resale certificate requirement, and arrives at the Lead Capture form already prepared.
An applicant who has just submitted hears what to expect next. An approved wholesaler logging in for the first time gets a tour of the Wholesale Order Form and quotes from the wholesale price postmeta on the products they ask about. The bot is one tool, but the conversation matches the stage.
Operationally that compresses the sales cycle. Fewer prospects drop off at the form because a missing resale certificate stops them mid-fill. Fewer approved wholesalers email support to ask how to apply a discount on the order form.
Fewer sales reps spend their day on questions that the plugin's own documentation answers anyway, just in a format buyers do not actually read. Cost stays controlled too. SleekAI is a one-time plugin licence with no per-message markup.
The AI calls run on the merchant's own provider key. Wholesale Suite licensing stays separate and the bot does not add markup on the underlying wholesale prices. The chatbot is part of the same WordPress install everyone already opens to manage the catalog.
Questions
Common questions about SleekAI for Wholesale Suite
Yes. Wholesale Suite is the Rymera bundle of Wholesale Prices, Wholesale Order Form, and Wholesale Lead Capture. SleekAI's data-source wizard maps the price postmeta from Wholesale Prices, the form schema from Lead Capture, and the order form configuration into named variables the system message uses at request time.
 Not directly through the form, for safety. The bot can collect the same fields conversationally and either suggest the prospect copy the answers into the form, or expose a small PHP function bound through the SleekAI JS API that creates a draft Lead Capture submission for the sales team to review.
 Without a wholesale role the bot answers application questions (form fields, approval window, eligibility criteria) and pricing questions with the public price plus a polite suggestion to apply for a wholesale account. The system prompt steers prospects toward the Lead Capture form rather than dead-ending on confidential rates.
 SleekAI is a one-time WordPress plugin licence with no per-message markup. The AI calls run on a provider key you bring (OpenAI, Anthropic, Google, or OpenRouter). Wholesale Suite licensing stays separate and the bot does not add markup on the underlying wholesale prices it quotes.
 Yes. The Wholesale Order Form's columns (SKU, name, price, minimum, quantity, subtotal) are exposed to the data-source wizard. The bot can explain how to enter SKUs by code, copy a previous order, or apply a discount, so first-time users do not give up on the grid layout.
 
Yes. As long as a WordPress role exists and Wholesale Prices has a price override mapped to it, the data-source wizard can read both. Custom roles like wholesaler_gold or distributor_emea work the same way the built-in Wholesale Customer role does.
Yes. SleekAI reads from postmeta, taxonomies, and custom post types, so a store running Wholesale Suite alongside a separate tax-exemption plugin or a custom invoice generator can map all of their data into the bot's prompt as separate variables without any conflict.
 Yes. Conversation logs live inside WordPress with user messages, assistant replies, model name, token usage, and originating page URL. That is useful for tracking prospect-to-approval conversion and for tightening the system prompt where prospects keep dropping off on a particular form field.
 Pricing
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