3xRetention answers your enquiries, sends quotations, collects payment and spots the regular customer who has quietly gone quiet — before you lose them to someone else.
Official WhatsApp Business APILive in 24 hoursWorks with your existing number
3xRetention is an AI agent for B2B businesses that take orders on WhatsApp. It answers rate and stock enquiries from your own price list, issues quotations and proforma invoices, sends payment links and GST invoices, and chases payments that have not landed. It then tracks each account's ordering rhythm and tells you — or messages them itself — when a regular buyer is overdue.
The problem
Four places B2Bmoney leaks out
The enquiry that came at 9pm
A party messages asking for a rate. Your team sees it at 10am the next morning. By then he has asked two other suppliers and taken the first answer he got. You never find out you lost it.
The quotation nobody chased
You sent the rate. He said he would check. That was eleven days ago. Nobody followed up because nobody was tracking it, and it is now sitting in a WhatsApp thread nobody scrolls back to.
The payment link that went unpaid
The order was confirmed. The link was sent. The payment never came, and everybody assumed somebody else was chasing it. This is the fastest money in your business to recover and the most commonly lost.
The regular who went quiet
He ordered every six weeks for two years. He has not ordered in four months. Nobody has a system that watches for this, so nobody noticed until the annual sales review.
None of these are sales problems. They are attention problems — and attention is exactly what software is good at.
What it does
What it does, in your language
One enquiry, start to finish, in the same WhatsApp thread: the rate, the quotation, the payment and the GST invoice.
Sai Steel & Pipe Fittings3xRetention agent · onlineWhatsApp
Rate for 200 pcs SS 304 elbow 1 inch?
SS 304 elbow 1 inch — list ₹142 per piece. At 200 pcs your slab rate is ₹128. Total ₹25,600 + 18% GST = ₹30,208. Delivery Bengaluru 3–4 days. Shall I send the quotation?
Send
Quotation QT-2026-0312PDF · valid 7 days
200 × SS 304 elbow 1"₹128 / pc
Taxable value₹25,600
GST @ 18%₹4,608
Total₹30,208
Quotation PDF
Ok confirm
Payment linkFrom your own gateway
QuotationQT-2026-0312
Amount₹30,208
Pay ₹30,208
Payment received₹30,208 · 11:14 pm
Tax invoice INV-2026-0891GST invoice · PDF
Taxable value₹25,600
GST @ 18%₹4,608
Total paid₹30,208
Invoice PDF
WhatsApp conversation showing a B2B enquiry for 200 stainless steel elbows, with slab pricing, GST calculation, a quotation PDF, a payment link and a GST invoice
It knows your price list including slab rates, your minimum order quantity, your stock position and your delivery timelines. A party asks for the rate on 200 pieces at 11pm and gets the correct slab rate immediately — not a "we will get back to you".
Confirms the items and quantities, applies your rates, adds GST, and issues a formal quotation as a PDF with a validity period. Proforma invoice on request. Your letterhead, your numbering series.
Sends a payment link from your own gateway. When payment lands, the GST invoice goes out in the same chat within seconds. If payment does not land, it chases on a schedule — three hours, then a day, then three days.
"Same as last time?" A regular buyer can repeat an entire previous order in one message. And when an account passes its own usual gap, the agent reaches out before you have noticed anything is wrong.
A dashboard built for B2B, not adapted from ecommerce
Most tools show you average order value and cart abandonment. Neither means anything when your customer is a purchase manager placing a quarterly order against a rate contract.
Account lifetime value
₹ —
What a party is worth across every order they have ever placed — not what one order was worth.
Outstanding payment links
₹ —
Money already agreed and not yet collected. Usually the fastest cash in the business.
Reorder rate
— %
What share of accounts ordered again within their own normal window.
Quotation to order conversion
— %
How many quotations turn into orders, and how long it takes.
Dashboard metric — your figure goes here
01/04
These are the metrics on your dashboard, not results we are claiming. A real customer's figures replace them here once they agree to share them.
What you see
Six numbers, eachone tied to a party
What the B2B dashboard shows, and why each number matters
What you see
Why it matters
Account lifetime value
What a party is worth across every order they have ever placed — not what one order was worth.
Days since last order, per account
Sorted by overdue. This one view catches the leak that costs the most.
Reorder rate
What share of accounts ordered again within their own normal window.
Quotation to order conversion
How many quotations turn into orders, and how long it takes.
Outstanding payment links
Money already agreed and not yet collected. Usually the fastest cash in the business.
Enquiry response time
How fast enquiries got answered, including outside working hours.
Objections
What B2B owners ask uson every first call
They still will, for anything that matters. The agent handles the repetitive part — rates, stock, delivery timelines, order status — which is most of the message volume and none of the relationship. Anything above your order value threshold, any negotiation, and any complaint goes to a person immediately, with a summary of what has already been said.
That is normal in B2B and it is handled. You set a floor and the agent works within it — it can offer your published slab rates and a defined discount range. Anything below your floor stops and comes to you. It never invents a price, and it never undercuts you.
You are already doing the work. The question is whether anything is watching when an enquiry goes unanswered at 9pm, when a quotation goes cold for eleven days, when a payment link is never paid, or when a regular buyer stops ordering. Those four things are where the money leaks, and a shared phone cannot watch for them.
That is a real risk and worth naming. The answer is that everything stays in one shared inbox that your team can see and step into at any moment. Most businesses find their team spends less time on repetitive questions and more on the orders that are actually worth their time — but you should watch for it in the first month.
Setup
Quoting by tomorrow,not next quarter
Three steps, about seventy minutes of your time, and no developer at any point.
Connect your number
Connect your WhatsApp Business number through Meta's official signup. No developer, no code, no waiting for an API key. If the number is on the Business App today, we migrate it for you.
10 minutes01/03
Upload your price list
Upload your price list with slab rates, minimum order quantities and delivery timelines, then set the rules — your discount floor, what you never promise, which orders go to a person. That is the whole setup.
1 hour02/03
It starts quoting
The agent starts answering rate enquiries and sending quotations. Within a week it has sorted your parties into groups on its own and started the first follow-ups — unpaid links first.
24 hours03/03
Most businesses are answering live enquiries on day one. Moving a number off the WhatsApp Business App adds about a day.
Yes. If the number is currently on the WhatsApp Business App it needs migrating first, because a number cannot be on both at once. Migration takes about a day, your chat history stays intact, and we do it for you. If you would rather not risk your main number, start on a second one.
Yes. You can set customer-specific price lists, so a party on a rate contract sees their contracted price and a new enquiry sees your list price. The agent applies the right one automatically based on who is messaging.
Yes. Your letterhead, your GSTIN, your invoice numbering series, your terms. HSN codes and the CGST, SGST or IGST split are applied correctly based on place of supply.
You can add them manually to the customer record and they will be included in reorder tracking and win-back flows — they will just receive those on WhatsApp. Many businesses find phone-ordering customers move to WhatsApp once they realise they can get a rate instantly at any hour.
Everyone who needs to. The shared inbox is designed for a team, with conversations assignable to individuals and internal notes that the customer never sees. Pricing is per workspace, not per seat, up to the limits on each plan.
The agent keeps answering enquiries and sharing rates, and tells customers your dispatch timelines around the holiday. You set quiet hours for outbound follow-ups so nothing goes out at an inappropriate time, and you can set festival rules once rather than remembering each year.
Book a demo
See it quote from your own price list
Send us your price list — slab rates, minimum order quantities, delivery timelines — and we will set the agent up on it before the call. You will watch it quote your own products to a party, not a generic demo account.Thirty minutes. No obligation.
A demo on your products, not ours
Pick a time that works. Share a catalogue, price list or website link when you book and we load it into the agent before we speak.
Before the call
You send a catalogue, price list or website link. We set the agent up on it.
On the call · 30 min
You ask it the questions your customers actually ask. We show you the segments and follow-ups it would run.
After
A written summary of what it would do for you, and what it would cost.
For B2B