AI Meetings for Distributors. Line reviews and account reviews online, notes kept.
AI Meetings runs the online line review with a dealer, the annual account review with a contractor's owner and purchasing agent, or a supplier's price-change briefing for your branch managers. Front Office books it, up to 8 people join, files such as the line card or rebate sheet are shared, and the transcript and summary land on the account.
TRY AI MEETINGS FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Book annual account reviews online, one hour, with the territory rep and branch manager.”
Lisa“Done: annual account reviews now book online for one hour, with the territory rep and the branch manager invited. Should the price sheet be shared in each meeting?”
Any setting, in any module · applied only on your yes
How Distributors use it
A supplier rep presents next year's line changes to your five branch managers, and the summary lists every item being discontinued.
A chain's purchasing agent and two store managers join an account review, and the summary sits on the chain's record.
A contractor's owner reviews last season's backorders with your inside-sales lead, and the transcript stays on the account.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Meetings booked by Front Office, up to 8 people
- Files shared; transcript and summary on the record
- Regulated mode: no recording, when your sector requires it
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Meetings does, for every business ›
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Questions & answers
AI Meetings for Distributors: questions & answers
Can a distributor hold line reviews with dealers online?
Yes. Front Office books the meeting, up to 8 people join from their browser, and you share the line card, pictures or price sheet during the call. The transcript and summary are saved on the dealer's record.
Who writes the notes after an account review?
The AI does. A summary with the decisions and next steps is written to the account's record, so the rep does not type notes on the drive back to the branch.
Can a supplier's rep join our meeting?
Yes, as one of the up to 8 participants. A supplier presenting a new line or a price change to your branch managers joins by link, and the files they share stay with the meeting record.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Distributors ›
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Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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