Five campaigns that will call the buyer first
Quote left open. Reorder due. Key account gone quiet. Rep-requested callback from the catalog. New price list. Each will be set up in the same four steps Callio uses today — Reach → Channels → Timing → Review — call the buyer first, text when the call cannot connect and email when the phone cannot reach at all. The campaign engine, the wizard and the journey editor ship today for Shopify DTC stores; the account presets, the account triggers and the quote and reorder objects they read do not exist yet.
- Roadmap product — no date announced
- Built on five campaigns running for DTC today
- Nothing will go out until you switch it on
Set up this campaign
1. Quote left open
- Reach
- Channels
- 3Timing
- 4Review
Timing and offer
The journey behind it
8 steps · edit any of them in the journey editor
A planned preset drawn on the journey engine that runs five shipped DTC campaigns today.
5
Campaigns shipped for DTC
Abandoned order · Known customer looking again · Order by phone · Newsletter click · VIP follow-up — the engine the account presets will be built on
4 steps
Setup wizard today
Reach → Channels → Timing → Review, ending in a draft. The account campaigns are planned to use the same four screens
3
Channels in every campaign
Call first, text when the call cannot connect, email when the phone cannot reach — from numbers and domains the store owns
25
Journey templates today
4 Callio voice-first presets · 10 Comver-native visitor journeys · 11 classic lifecycle flows, all editable on one canvas
Every figure here describes Comver AI Commerce as it ships for Shopify DTC stores today. AI B2B Commerce is a roadmap product with no date announced — nothing on this page is a B2B measurement, screenshot or price.
Each one will start with a moment an account gives you
The DTC presets are named after the moment they answer rather than the channel they use, and the account presets are drafted the same way. All five are planned: they need account, quote and reorder records the product does not hold yet. What already exists is everything underneath — the trigger engine, the call → text → email cascade and the wizard that switches a campaign on.
Quote left open
A quote went out and the purchase order never followed. After a wait you set, Callio will call the buyer who asked for it, ask what stalled it and send the order link by SMS — carrying the price on the quote, never one it invented.
Reorder due
An account’s usual ordering rhythm passes without an order. Callio will call the buyer who normally places it, take the reorder on the phone and text the link — the account counterpart of the campaign that recovers an abandoned checkout today.
Key account gone quiet
A large account has gone a set number of days without an order or a conversation. Callio will call the buyer before the relationship goes cold — the same shape as the VIP customer follow-up that runs for DTC stores now.
Rep-requested callback
The buyer asks to be called from a block on the catalog page. Callio calls back within seconds carrying the SKU they were looking at. This is the one preset with a shipped counterpart: order by phone works on a DTC product page today.
Learn moreNew price list
A price list changes, the notice goes out, and Callio calls the buyers it affects who clicked and did not order. No second discount — the notice already said what the new terms are.
Learn moreBuild your own
The journey editor is not a roadmap item: it ships today. Triggers, waits, conditions, call, text and email steps, discounts and branches on one canvas, with the runs recorded beside it — and custom campaigns sit on the same board as the presets.
Reach → Channels → Timing → Review. Then a draft.
The four screens below are the wizard exactly as it ships for DTC stores today — the reach it counts is shoppers, and the offer it sets is a discount code. Account campaigns are planned to run through the same four steps, counting buyers on an account and, in most cases, carrying a quote or order link instead of a code.
- 1
Who it reaches
Checkout started, no order
38 shoppers · last 30 daysWho it reaches
The moment the campaign answers and how many people matched it in the last 30 days, counted from the store’s own rows rather than estimated. For accounts this will read buyers on a company record — the same count, one level up.
- 2
How it reaches them
Callcalls firstSMSif the call cannot connectEmailif the phone cannot reachHow it reaches them
Call, SMS and email as three switches. Callio calls first, texts when the call cannot connect and emails when the phone cannot reach at all. Anything not connected is skipped at its step rather than failing the run. This part needs no B2B work at all.
- 3
Timing and offer
Wait before first attempt20 min020,160 minDiscount issued10% off0%90%Previous orders, at least00100Timing and offer
The wait before the first attempt, the discount the campaign issues, and a floor on previous orders. B2B pricing is a contract rather than a coupon, so the account presets are drafted to leave the discount off and carry the quote or price list the rep already approved.
- 4
What you are switching on
“20 minutes after it fires, this campaign goes out as a call, an SMS and an email, carrying a 10% code.”
DraftSwitch it onWhat you are switching on
One plain sentence describing exactly what will go out, then a draft. Nothing is contacted until you switch it on — the rule that will matter more, not less, when the person being called is a buyer at a company you supply.
Every campaign names its trigger in one sentence
There is no rule builder hidden behind a preset. Each card says, in words, what has to happen for Callio to act, and the flow strip underneath shows every wait, condition and channel step in order. The five triggers beside this are the shipped DTC ones; the account presets are drafted to read the same way, from facts a B2B store already has — how old a quote is, how long an account’s ordering rhythm has been broken, when a price list changed.
- A wait, a check that nothing was ordered in the meantime, the offer, the call — then the fallback arms in the same order every time
- Account triggers do not exist yet: quote age, reorder rhythm and price-list changes are the first records the presets need
- Channels that are not connected are skipped at their step, so a missing SMS sender never drops the buyer
- The price-list arm is drafted to carry no second discount — the notice already stated the terms
1. Abandoned order
Fires when Checkout started with an email and phone, no order after 20 minutes
2. Known customer looking again
Fires when A customer with at least one order views the same product twice in 48 h, or adds it to the cart, without ordering
3. Order by phone from a product page
Fires when Shopper submits the storefront order-by-phone form
4. Newsletter click without an order
Fires when Shopper clicks a link in a newsletter this store sent and has not ordered an hour later
5. VIP customer follow-up
Fires when No order for 90 days from a customer with lifetime value ≥ 500
When a preset is not enough, open the canvas
The editor behind every preset ships today, and it is the part of this page you can use on a wholesale Shopify store right now. Triggers, waits, conditions, call, text and email steps, discounts, on-site experiences and branches, on a canvas that shows the audience, the actions, the logic and the runs recorded beside it. What it cannot do yet is read an account: it enrols people, not companies.
- Blocks available today: Time delay, Conditional split, A/B or channel split, Email, SMS, Voice call with SMS fallback, On-site experience, Unique discount, Update customer, Move audience, Webhook
- Triggers grouped as Comver behaviour, Store behaviour, Audience & lifecycle and Commerce — checkout abandoned, repeated product views, newsletter link clicked, customer becomes inactive, order placed
- Journey health at a glance — audience, actions, logic, measurement — and the recent runs with their status
- Planned for B2B: an account-level enrolment so a journey can run once per company, with the buyers on it as its recipients
Campaigns /Callio · Abandoned order callDraftComver journey trigger
Who enters this flow?
Trigger
Checkout abandoned
Audience
Any matching visitor
Frequency cap
1,440 min
Time delay
Wait 20 minutes
Then check the order is still open
Conditional split
Has not purchased since entering
Branches: 1 · exit on purchase
Unique discount
Recovery code · 10% off · 3 days
One code per run, written to the call row
Voice call · Callio
What should Callio say on this call?
“Hi {{customer.first_name}}, this is Callio from {{shop.name}}. Your order is still waiting at checkout — was there anything you were unsure about? Code {{discount.code}} takes 10% off…”
Time delay
Wait 45 minutes
Your order is still waiting — {{discount.code}} takes 10% off
From your verified sending domain
One board for the presets, your own, and the templates
This is the workspace as it ships today, with DTC labels on every card. The account campaigns are planned to appear on the same board, with the same four numbers above them and the same status badges — Live, Paused, Draft, Not set up, Steps missing.
Four numbers, then the cards
Campaigns running, still recoverable, reached — calls, answered, texts and emails in the last 30 days — and attributed revenue from orders that followed a campaign message. Only “still recoverable” is an estimate, and it says so. That honesty rule carries over to accounts unchanged.
Voice commerce agent
Callio
Campaigns running
2 of 5
3 more are set up but not switched on
Still recoverable
$8,400
39 shoppers across campaigns not running
Reached
50 calls
32 answered · 40 texts and emails · last 30 days
Attributed
$6,080
Revenue from orders that followed a campaign message
#1
Abandoned order
A cart left at checkout
Shoppers in this segment
38
Recoverable revenue
$9,120
Last 30 days · 38 runs · 24 answered · 31 messages · $4,860 attributed
#2
Known customer looking again
A returning customer browsing without buying
Shoppers in this segment
21
Recoverable revenue
$3,540
Last 30 days · 12 runs · 8 answered · 9 messages · $1,220 attributed
#3
VIP customer follow-up
A top customer who has gone quiet
Shoppers in this segment
12
Recoverable revenue
$4,860
Last 30 days · 0 runs · 0 answered · 0 messages · — attributed
What runs today, and what it becomes for an account
Nothing in the left column is a promise — it is what Callio does for Shopify DTC stores now. The right column is the roadmap: the same trigger, the same cascade, pointed at a company and the buyer who orders for it.
| Callio for shoppers (today) | Callio for accounts (coming) | |
|---|---|---|
| The recovery campaign | Abandoned order — checkout started, no order after 20 minutes | Reorder due — the account’s ordering rhythm passes with no purchase order |
| The considered purchase | Known customer looking again — same product twice in 48 hours | Quote left open — a quote sent, no purchase order raised |
| The high-value relationship | VIP customer follow-up — 90 days quiet, lifetime value ≥ 500 | Key account gone quiet — no order or conversation from a top account |
| The inbound request | Order by phone — the storefront block under Add to cart | Rep-requested callback — the same block on a catalog or spec page |
| The send that did not convert | Newsletter click without an order — a call an hour later | New price list — a call to the buyers the change affects who clicked |
| What the call carries | A unique discount code and a checkout link | The quote or price list the rep approved, and an order link |
| Who is enrolled | One person per run | One account per run, with the buyers on it as recipients |
| Who picks up the exception | “Needs a human” queue in the workspace | The rep who owns the account, with transcript and account attached |
| Where the order finishes | Shopify checkout | Shopify checkout — payment and terms stay where they are |
Four numbers. One is an estimate — and it says so.
The board’s strip is counted from a store’s own runs and messages, with one modelled figure that carries the estimate mark until a campaign has run. Account campaigns will inherit the rule rather than a new one: revenue that has not happened yet cannot be measured.
N of 4
Campaigns running
“N more are set up but not switched on” — or “Nothing is running, so Callio contacts nobody.” Counted from the journeys themselves
≈
Still recoverable
The people who matched a trigger × the store’s own average order value × the campaign’s share. An estimate, marked as one
N calls
Reached
“N answered · N texts and emails · last 30 days” — counted from the call log and the message rows
$ counted
Attributed
Revenue from orders that followed a campaign message. “—” until it happens; never blended with the estimate
Attribution is counted from orders that followed a Callio email or text; calls carry no attribution of their own. Checkout, payment and shipping stay in Shopify. These are the DTC engine’s marks — no B2B figure has been measured, because nothing B2B has run.
Frequently asked questions
No. The five account presets — quote left open, reorder due, key account gone quiet, rep-requested callback, new price list — are planned, and no release date has been announced. What ships today is the campaign engine underneath them: five DTC presets, the four-step wizard, the journey editor, 25 templates and the call → text → email cascade running from numbers and domains the store owns.
The records the triggers would read. Comver holds people, sessions, orders and campaigns — it does not yet hold companies, buyers attached to them, quotes, purchase orders, price lists or rep ownership. Until those exist, a campaign cannot say “fires when this quote has been open for three days” or “fires when this account’s reorder is overdue”.
Partly. The journey editor is open today: you can build a campaign that waits, checks whether an order followed, calls, texts and then emails, on any audience you can define from customer and behaviour data. What you cannot do is enrol a company, read a quote’s age, or route the exception to the rep who owns the account — those are what the B2B twin adds.
That is not the intention. The plan is one enrolment per account, with the buyer who owns the relationship called first and the others reachable as fallbacks — so a company is not phoned five times about one open quote. The exact rule is one of the things the waitlist conversations are meant to settle.
B2B pricing is usually a contract rather than a coupon, so the account presets are drafted with the discount off: the call carries the quote or the price list a rep already approved, and Callio is not allowed to invent a price, a term or a tier. The discount dial that DTC campaigns use will still be there for stores that want it.
For DTC stores it answers, searches the catalog mid-call, takes the order and sends a checkout link by SMS before the shopper hangs up, then hands anything it should not handle to a human. The B2B twin keeps all of that and adds account context — the open quote, the usual order, the buyer’s role — and hands exceptions to the owning rep.
The same split as today. “Still recoverable” is modelled from the accounts that matched a trigger and the store’s own order values, and carries the ≈ mark with its arithmetic shown. “Attributed” is counted only from orders that followed a Callio email or text, and shows “—” until that happens. The two are never blended into one number.
Join the B2B waitlist and tell us how your quoting and reordering actually work — how long a quote stays live, what an overdue reorder looks like in your catalog, who owns which accounts. Waitlist members hear about early access first and decide the order the presets are built in.
Keep exploring
Tell us which campaign should ship first
Quote left open, reorder due or key account gone quiet — the engine that would run them is live today for DTC stores. Join the B2B waitlist and help decide which one gets pointed at accounts first.
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