OptiFlow Merchant
Losing sales, buried in billing queries, and running on knowledge locked in people’s heads. Otis fixes all three.
OptiFlow Merchant puts three advanced agentic AI agents on your website and trade counter: a sales agent that quotes and closes, a billing query agent that clears the inbox, and an internal assistant that answers from your own product knowledge.
The Sales Agent
Your website gets traffic. Most of it leaves without making contact. The Sales Agent engages every visitor in real time, answers product and availability questions, captures the lead, updates your CRM, and follows up automatically. You get the sale. Your team gets their time back.
The Billing Query Agent
Every disputed order ties up your team for hours, cross referencing invoices, chasing delivery records, managing frustrated customers. The Billing Query Agent handles it automatically, for both your staff and your trade customers. Disputes get resolved faster. Escalations drop. Your team focuses on work that actually moves the business forward.
The Internal Assistant
How much time does your team spend every day asking questions they should already have the answer to? Stock levels, pricing structures, supplier terms, delivery schedules. The Internal Assistant knows your business and answers in seconds, so your people stop searching and start doing.
Built for the Building Materials Trade
Optiflow Merchant is not a generic AI tool with a builders merchant logo on it. Every agent is built around the specific workflows, pricing structures, trade account relationships, and operational patterns of building materials distribution. It understands your business because it was designed for it.
Live in 30 Days. No Disruption.
Optiflow connects directly to your existing CRM, ERP, and trade account infrastructure. There is nothing to rip out and replace. Your team keeps working the way they work now, just faster, with fewer errors, and with three AI agents doing the heavy lifting.
Three Agents. One Platform. Built to Pay for Itself.
The average Optiflow Merchant client recovers the annual subscription fee many times over, through sales that would have been lost, hours that would have been wasted, and queries that would have gone unresolved. This is not a cost. It is an investment with a measurable return.
Real results from a working merchant
A UK builders merchant put OptiFlow’s AI agent, Otis, on their trade counter. Here’s what it delivered in a year, automatically, day and night:
18,332 sessions engaged · 13,732 product queries handled · 3,142 carts built · 247 trade enquiries captured.
As featured in Builders Merchants Journal · Professional Builders Merchant · Timber Trades Journal · Roofing Today · Timber Media · Pro Landscaper , read the coverage
One clear view
Every quote, order and billing query, measured in one place
Otis does the work on your website and trade counter, then reports it straight back. See revenue influenced, enquiries handled and where customers drop off, live.
See Otis working on your own products and prices
Book a short call and we will show you the three agents, the dashboard and the numbers from a live merchant deployment.
Built for builders merchants across the UK and Ireland
OptiFlow is an intelligent automation layer for builders merchants and builders providers. It sits on top of the ERP you already run, Kerridge K8, Intact iQ, Ibcos Gold or another trade platform, and takes over the repetitive, revenue critical work that eats your team’s day. There’s no rip and replace and no 18 month migration: your staff keep the system they know, and OptiFlow works quietly in the background, protecting revenue and lowering operating cost around the clock.
If you’re weighing up a new system, it’s worth reading our builders merchant ERP comparison first. For most merchants, the smarter move isn’t replacing the ERP, it’s keeping what you have and making it work harder.
Already running Kerridge K8, Intact iQ or Ibcos Gold?
You don’t need to replace your ERP to get the benefit. OptiFlow integrates on top of the system you already use, no rip and replace. See how it works with yours: OptiFlow for Kerridge K8, OptiFlow for Intact iQ, or OptiFlow for Ibcos Gold.
Running Salesforce, HubSpot, Dynamics, Zoho, Pipedrive or Sage?
OptiFlow integrates with your CRM too, acting on the customer data it already holds, without replacing it. See how it works with yours: Salesforce, HubSpot, Microsoft Dynamics, Zoho CRM, Pipedrive, or Sage.
Frequently asked questions
Does OptiFlow replace my existing merchant ERP?
No. OptiFlow is a layer that sits on top of your current system, Kerridge K8, Intact iQ, Ibcos Gold or another. Your team keeps the software they already use; OptiFlow automates the work around it.
Which builders merchant systems does OptiFlow work with?
OptiFlow is designed to integrate with the ERP and trade platforms common across UK and Irish merchants, including Kerridge K8, Intact iQ and Ibcos Gold. If you’re unsure about your setup, we’ll confirm compatibility on a short call.
How long does it take to get OptiFlow running?
Because there’s no core system migration, most merchants are live in weeks, not the 12 to 18 months a full ERP replacement takes.
What does OptiFlow actually do day to day?
It automates credit control chasing, flags pricing and margin errors, handles out of hours trade enquiries, and spots accounts at risk of churning, the repetitive work that protects revenue and lowers operating cost.
Does OptiFlow work for builders providers in Ireland?
Yes. OptiFlow supports merchants and builders providers across both the UK and Ireland, and works alongside Irish market systems such as Intact iQ.
Free trade tools for merchants
The same product and quantity questions OptiFlow automates for your customers, as free calculators.
Sectors we serve
OptiFlow works across the merchant and wholesale trade, the same AI layer, tuned to your sector:
Operational challenges we solve
Buying guides & benchmarks
Self service in the depot
More sectors we serve
- AI for roofing merchants
- AI for landscaping and aggregate suppliers
- AI for agricultural and rural merchants
- AI for kitchen and bathroom merchants