Every company that ever touched your catalog, in one pipeline
Accounts will do for companies what Customers already does for shoppers: one record per account with its buyers inside it, a stage derived from orders, open quotes and catalog behaviour — Prospect account → Identified buyer → Quote requested → First PO → Reordering → Key account → Lapsing — and one next best action per account: call the buyer, send the price list, chase the open quote. It is on the roadmap, with no date announced.
- Roadmap product — no date announced, no B2B numbers on this page
- Built on the shipped DTC pipeline: derived stages, one record per person, Callio per column
- Orders, checkout and billing will stay in Shopify
Accounts
Every company that has ever touched the catalog, in one pipeline: what it is worth, where it is, and the next call to make.
Lifetime revenue
€1.45m
Everything these accounts have ever ordered.
This quarter
€171k≈
Revenue in the trailing 90 days.
Recoverable / mo
€15.4k≈
Always modelled, never counted.
From Callio
€5,580
Counted from orders that followed a Callio send.
820 accounts · 1,140 buyers · 742 reachable buyers · 46 open quotes · 3 live campaigns · 61 enrolled
Prospect account
≈ €620 recoverable
412 accounts
Show all 412
Identified buyer
≈ €1.4k recoverable
138 accounts
Show all 138
Quote requested
≈ €4.8k recoverable
46 accounts
22 in campaign
+€3,180 from Callio
Show all 46
First PO
€184k+€21k qtr
96 accounts
Show all 96
Reordering
€412k+€58k qtr ≈
74 accounts
Show all 74
Key account
€706k+€92k qtr
21 accounts
21 in campaign
+€2,400 from Callio
Show all 21
Lapsing
€148k€0 qtr
33 accounts
18 in campaign
No attributed orders
Show all 33
Drop Nordic Beauty Wh. on an action
Accounts
820 accounts · 1,140 buyers · 46 open quotes
Lifetime revenue
€1.45m
This quarter
€171k≈
Recoverable / mo
€15.4k≈
From Callio
€5,580
Quote requested
≈ €4.8k recoverable
46 accounts
22 in campaign
+€3,180 from Callio
Key account
€706k+€92k qtr
21 accounts
21 in campaign
+€2,400 from Callio
Lapsing
€148k€0 qtr
33 accounts
18 in campaign
No attributed orders
Drop Nordic Beauty Wh. on an action
7
Derived stages today
Browsing → Identified → Ready to buy → First order → Returning → VIP → Slipping away, computed on every read — the model account stages will inherit
1
Record per person today
Browser id, session, email, phone and Shopify customer id stitched into one card — the same ledger will stitch buyers to a company
5
Actions from any card
Call · Text · Email · Discount · Tag, each one real: Callio dials, Shopify mints the code, the timeline records it
≈ / $
Two marks, never blended
Recoverable is always modelled and marked ≈; “From Callio” is counted from orders that followed an email or text
These figures describe Comver AI Commerce for Shopify DTC as it ships today. Accounts is a roadmap product — nothing here is a B2B measurement, screenshot or price, and the mock-ups are concept previews with illustrative figures.
Seven account stages. Every company in exactly one.
Stages will be worked out from purchase orders, recency, open quotes and catalog behaviour on every read — never typed in — so the board cannot drift away from what Shopify says. That is exactly how the shopper pipeline works today, and it is the reason a card cannot be dragged from one column to another: dragging is pointed at actions instead. Each column will say what it is worth and whether Callio is already working it.
- Prospect account → Identified buyer → Quote requested → First PO → Reordering → Key account → Lapsing
- Companies seen in the catalog with no buyer reached yet sit at the top of the board, the way anonymous browsers do today
- Every card will carry a plain-language reason: “Quote open for eleven days.” “No purchase order for 104 days after eleven.”
Accounts & buyers pipeline
ComingEvery company the store knows will sit in exactly one stage — worked out from orders, open quotes and catalog behaviour, never typed in.
- 1Prospect accountA company seen in the catalog — no buyer reached yet.
- 2Identified buyerA buyer with a name, a role and a company behind them.
- 3Quote requestedA quote is open — chase it before it goes cold. Chase the quote
- 4First POBought once — the reorder is the whole game.
- 5ReorderingOrdering on a rhythm and still active.
- 6Key accountThe revenue this catalog cannot afford to lose.
- 7LapsingOrdered before, gone quiet — call the buyer now. Call the buyer
A next best action per account, and a Callio campaign on any whole column — the way the Customers board already works for shoppers.
One record per company — and every buyer inside it
Comver keeps an identity ledger today: every browser id, session, email, phone and Shopify customer id a person has been seen under, stitched into one record. The B2B twin adds the layer above it — the company — so several buyers, several sessions and one order history sit on one card.
The company
Legal name, locations, price tier and payment terms, with the order history and lifetime revenue counted from the orders on file. Company data will come from Shopify’s B2B company and price-list APIs.
The buyers
Each person who orders on the account, with their role — purchasing, owner, assistant — how you may reach them, and which sessions resolved to them. A quiet account with one reachable buyer is a different problem from one with five.
The open quote
What was quoted, when, by whom and how long it has been sitting there against the account’s usual decision time. Ageing quotes are the B2B equivalent of a cart left at checkout.
The reorder rhythm
How often this account orders and what it usually orders — so “reorder due” can be a trigger rather than a guess, and a broken rhythm becomes a reason to call today rather than next quarter.
What it is worth
Lifetime revenue and trailing-quarter revenue counted from orders; recoverable per month always modelled and always marked ≈. Two kinds of number, never blended into one.
The next best action
One recommended verb per account with the button that performs it — call the buyer, send the price list, chase the open quote — and every attempt written to the account timeline whether it worked or not.
Call the buyer, send the price list, chase the open quote
On the shopper board, dropping a card on Call, Text, Email or Discount performs the action for real: Callio dials, Twilio texts, Resend emails, Shopify mints the code, and a failure is shown as a failure. Accounts will keep that rule and change the verbs — a reorder-due trigger when the account’s rhythm passes without a purchase order, a chase when a quote ages past its usual decision time, a price-list send when a tier changes. Nothing optimistic, nothing simulated.
- Actions a buyer cannot receive stay disabled with the reason — no phone on file, no marketing consent
- A call can carry a real, single-use Shopify discount minted seconds before it is quoted — the mechanism that exists today
- Every attempt lands on the account and buyer timeline, with the outcome, so the rep and the agent never work the same account blind
Reorder recovery · one account
ComingWork a whole column with Callio
Every column header will carry either “+ Start a campaign” or the campaign already aimed at it. Callio ships today for shoppers: it calls first, texts when the call cannot connect, emails the buyer the phone cannot reach at all, and can take the order on the call — all from numbers and domains the store owns. Pointed at accounts, the presets become the B2B ones: quote left open, reorder due, key account gone quiet, rep-requested callback, new price list.
- Planned presets: Quote left open · Reorder due · Key account gone quiet · Rep-requested callback · New price list — call the buyers it affects
- Prospect accounts can never be campaigned, because nobody on them can be reached yet — the rule the Browsing column follows today
- “From Callio” stays counted from orders that followed a Callio email or text; calls carry no attribution of their own
Key account gone quiet · calling the buyer from a number your store owns
“Hi Marta, it’s Callio. It has been a while since your last order — shall I raise the usual quantities and text you the order link, or would you rather your rep called back?”
Account campaigns · planned presets
Every preset calls first, texts when the call cannot connect and emails when the phone cannot reach — the cascade Callio runs for shoppers today.
The board that ships today for DTC
Everything above is a transposition, not a new product. These are the shipped Comver AI Commerce screens the account pipeline will be built from — the derived stages, the record with its counted KPIs and Focus recommendation, and the drop bar that makes an action really happen.
Seven shopper stages, computed from the store’s own rows
Every person this store knows sits in exactly one of the seven stages, each with its rule on the column header. Stages are recomputed on every read, so the board always agrees with Shopify — the property that makes account stages worth deriving too.
Every person this store knows sits in exactly one of these seven stages.
- People
- 2,817
- Contactable
- 1,204 email · 388 SMS
- Recoverable / month
- $6,240 ≈
- Callio
- 3 live · 107 enrolled
- From Callio / month
- $2,000
Seen on the storefront, no way to reach them yet.
Tracked visitor with no order, no email and no phone number.
We can reach them — they have not bought.
Has an email or phone number on file and zero orders.
Cart or checkout intent, still no order.
Zero orders and an intent score of 60+, a cart add or a started checkout.
Bought once — the second order is the whole game.
Exactly one order, placed in the last 90 days.
Bought more than once and still active.
Two or more orders, most recent within 90 days.
The revenue this store cannot afford to lose.
2+ orders and 500+ lifetime revenue, active within 90 days.
Bought before, gone quiet — win them back now.
Has ordered at least once and nothing for 90+ days.
Stages are worked out from orders and on-site behaviour, so people move between these columns on their own — you cannot drag them across.
Two marks. Nothing blended.
The honesty rule carries over to accounts unchanged. Revenue that has happened is counted from orders on file; revenue that has not happened yet is modelled, marked ≈, and shown with the arithmetic behind it. There is no third kind of number.
$
Lifetime revenue
Counted from every order on file for the account — the same read the pipeline uses today for a person
≈
Recoverable / mo
Always modelled, never counted: revenue that has not happened yet cannot be measured. Sized from the store’s own rates
$
From Callio
Counted from orders that followed a Callio email or text. Calls carry no attribution of their own — that stays true for buyers
0
Invented B2B figures
No B2B measurement exists yet. Everything on this page describes either the shipped DTC engine or what the twin will do
A failed read will never be drawn as an empty pipeline. Today the record says “Orders may be incomplete” with Shopify’s own reason rather than guessing, and the account record will do the same.
The rep who owns the account — and the agent that hands work back
Comver has organisation roles today: owner, admin and member, invited by work email, all seeing the same stores and reports. B2B needs one more idea on top — account ownership — so a rep sees their own accounts, quotes and calls, and Callio hands anything it should not settle (a disputed invoice, a price exception, “I would rather talk to my rep”) to the person who owns that company, with the transcript attached.
- Rep seats, company accounts, locations and price lists depend on Shopify’s B2B company and price-list APIs — that dependency is why this is roadmap, not beta
- Callio’s “needs a human” handoff exists today; what is missing is the account context and the owner to hand it to
- Billing stays in Shopify, and the workspace stays one workspace — no separate B2B login
Profile & team
Invite by work email · roles owner, admin and member · everyone sees the same stores and reports
Owner
Removes teammates · owns billing
Admin
Invites teammates and manages settings
Member
Works the same stores and reports
Rep seats & company accounts
Reps as workspace members who own accounts. Callio hands their exceptions to them.
Company accounts, locations and price lists will come from Shopify’s B2B APIs. Billing stays in Shopify.
Frequently asked questions
No. Comver ships today as AI Commerce for Shopify DTC: the seven-stage shopper pipeline, Visitors, Behaviour, Callio, the six revenue modules and the AI agents. Accounts — one record per company with its buyers — is on the AI B2B Commerce roadmap and no date has been announced. Joining the waitlist is how you influence what ships first.
The mechanism, pointed at people instead of companies: derived stages recomputed on every read, one record per person stitched from browser id, session, email, phone and Shopify customer id, Call / Text / Email / Discount / Tag actions that really happen, a unified timeline, and a Callio campaign that can be aimed at a whole column. Accounts adds the company layer, quotes, purchase orders and rep ownership on top of it.
No — for the same reason you cannot today. Stages are derived from orders, recency and behaviour, so hand-editing them would make the board disagree with Shopify. Dragging is aimed at actions instead: drop the account on Call, Text, Email or Quote. A recheck recomputes the board on demand.
Shopify’s B2B company, company-location and price-list APIs, which are part of Shopify Plus. Nothing in Comver models companies, price lists, quotes or purchase orders today — that is precisely the work this page describes, and it is why no date is promised.
The identity ledger already stitches many handles into one person. The B2B twin adds the level above: buyers belong to a company, each with a role and their own reachability, while the order history, price tier and terms sit on the company. A session resolves to a buyer, and through the buyer to the account.
No. Every B2B mock-up on this page is a concept preview and says so, with illustrative figures. No B2B measurement, customer or price exists yet. The figures in the proof band above describe Comver AI Commerce for Shopify DTC as it ships today, and each carries the sentence that says how it is counted.
That the figure is modelled rather than counted. Recoverable revenue per month is always modelled — revenue that has not happened yet cannot be measured — and is sized from the store’s own conversion and repeat rates. Lifetime revenue and “From Callio” are counted from real orders. The two are never added together.
The cascade is identical — call first, text when the call cannot connect, email when the phone cannot reach at all, from numbers and domains your store owns. What has to be added is B2B context: the open quote, the usual order, the buyer’s role, and a rep to hand exceptions to. Guardrails stay: no invented prices or terms, and checkout stays in Shopify.
Keep exploring
Put every account on the board
Accounts is on the Comver AI B2B Commerce roadmap. Join the waitlist to help decide what ships first — or start today on the DTC engine it will be built from.
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