AI for Ecommerce
AI for ecommerce operations: one dashboard, no engineering team required
Most wholesale and DTC brands run on a patchwork of spreadsheets, Shopify tabs and inbox threads. I build the dashboard that pulls it into one place, plus the AI agents that catch what falls through the cracks.
Sound Familiar?
Signs your ecommerce ops need more than a spreadsheet
Wholesale accounts, sales leads, and Shopify orders live in separate spreadsheets or tabs, none of them talking to each other
No way to tell which accounts are going quiet or which orders need attention without manually checking each source
Meeting notes and inbox follow-ups fall through because nothing turns them into tracked action items automatically
What Gets Built
What AI for ecommerce looks like in practice
Most talk about AI for ecommerce is about the storefront. For a small brand, the bigger time sink usually sits behind it: wholesale accounts going quiet, orders that need a human, and follow-ups buried in an inbox. That's the part I build for.
It starts with one dashboard built on your real data. Then agents watch the work nobody has time to watch, and put what matters today in a single queue. You approve what goes out.
One ops dashboard
Wholesale accounts, sales leads, inventory and events in one view, plus a daily Shopify sync for inventory and DTC orders. Every account and lead can be edited, snoozed or flagged, with a full audit trail.
A priority queue you approve
Everything that needs attention today lands in one queue. Approving a drafted reply sends it as a real threaded Gmail reply. Approving a scheduling item creates the real calendar event.
Agents that do the watching
Agents flag inbox threads left unanswered for 3+ days, turn meeting notes into action items, find outreach opportunities and draft posts for the Shopify blog. Every finding has to cite a real email thread or event.
Finance in the same place
QuickBooks P&L, cash flow, balance sheet and aging on a Finance tab, next to the accounts and orders that drive them.
A Real Build
RECO: a wholesale + DTC recovery brand
A two-founder e-commerce brand selling recovery equipment through wholesale (gyms, schools, teams, retailers) and a Shopify DTC storefront. 119 wholesale accounts and 2,500+ sales leads were tracked in a spreadsheet with no unified view of which relationships were going quiet, which orders needed urgent attention, or which follow-ups were falling through. No engineering team of their own.
The build unified real wholesale-account and sales-lead data with live Shopify inventory and order sync, then layered in automated agents (one flagging inbox and calendar follow-up gaps, another turning meeting notes into action items) feeding a single daily-priority queue with a full audit trail on every action taken.
“We were operating out of a Google Sheet, but now we have systems and tools in place to ensure we are organized, efficient, and making the right decisions every day.”
5+ hrsA week back for the founders (their estimate, Oct 2026)
119Wholesale accounts unified
2,500+Sales leads tracked
5Automated agents live
What Was Delivered
- Ops dashboard unifying wholesale accounts + sales leads in one view
- Live Shopify inventory and DTC order sync
- Automated agents: inbox/calendar gap detection + meeting-notes action items
- Full write layer: edit, snooze, and audit trail on every account and lead
- Daily priority digest delivered by email
How I Help
Start with a free audit, then a scoped build
Free AI Audit
Free · Delivered in minutes
For when you know your ops are scattered but don't yet know what to unify first.
Custom Ops Dashboard + Agents
Free for 30 days · Then $1,000 setup + $300/mo
For when wholesale, DTC, and lead data need one home, plus agents watching what you don't have time to.
Not sure where to start? Run a free AI audit, or see how I work as an AI consultant for small business.
FAQ
Questions about AI for ecommerce
What does AI for ecommerce actually do for an operations team?
Is this a chatbot for our storefront?
Does the AI send emails without us checking?
We don't have an engineering team. Can we still use this?
How long does a build like this take?
About
Who you'll work with
Hey there,
I'm Max Wexley, the founder of Wex Advisory, based in New York City. I studied at the University of Michigan (class of 2024) and come from a background in finance.
I build AI automation, dashboards and reporting systems for small and mid-sized businesses. I scope, build and support every project personally, so you always talk to the person who built your system.
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