Bookbag is an AI customer support agent that integrates with Salesforce B2B Commerce (formerly CloudCraze) via the Salesforce B2B Commerce API and Salesforce Platform APIs. B2B Commerce is designed for complex wholesale and business purchasing — with contract pricing, account hierarchies, bulk orders, and custom catalogs. Bookbag reads your live order data, account records, product catalog, and pricing entitlements to resolve the support questions B2B buyers ask most, from order status and invoice queries to product compatibility and reorder assistance, without routing every question to a human rep.
How Bookbag connects to Salesforce B2B Commerce
Salesforce Connected App credentials
Create a Connected App in Salesforce Setup and configure OAuth 2.0 client credentials. Bookbag uses these to authenticate and access B2B Commerce order, account, and catalog data.
B2B Commerce order and account data
Bookbag reads live order records, shipment status, account pricing entitlements, and contract terms from your B2B Commerce org.
Product catalog and entitlement sync
Your B2B product catalog — including account-specific pricing, custom assortments, and inventory — is synced to Bookbag to power accurate product Q&A for each buyer.
Storefront widget embed
Embed the Bookbag chat widget on your B2B Commerce storefront using a Lightning Web Component or standard JavaScript snippet.
What the agent does on Salesforce B2B Commerce
Order tracking and status updates
Gives B2B buyers live order status, shipment tracking, and delivery estimates using your Salesforce B2B Commerce order records.
Account and contract pricing questions
Answers buyer questions about their contract pricing, negotiated rates, and account-specific catalog entitlements.
Reorder assistance
Helps buyers reorder from their purchase history, identifying the right SKUs and quantities from their account's approved product list.
Invoice and billing inquiries
Answers questions about invoice status, payment terms, and purchase order references using Salesforce account and order data.
Product catalog Q&A
Answers technical product questions, compatibility queries, and availability checks from your B2B Commerce catalog.
Human escalation to sales or support reps
Routes complex account or negotiation questions to the right human rep with full conversation context preserved.
Set up in minutes
- 1Create a Connected App in Salesforce Setup > App Manager with OAuth 2.0 enabled
- 2Configure the required OAuth scopes: api, refresh_token, B2B Commerce APIs
- 3Enter the Connected App credentials and your Salesforce org domain in the Bookbag dashboard
- 4Bookbag syncs your B2B Commerce product catalog, account records, and order data
- 5Embed the Bookbag widget on your B2B storefront using a Lightning Web Component or script tag
Frequently Asked Questions
Other platforms
Add AI support to your Salesforce B2B Commerce store
Join the ecommerce teams resolving more tickets, answering 24/7, and turning support into a revenue channel with Bookbag.