Seals AI

What do they actually do

Seals AI sells a hosted set of “AI employees” for wholesalers and distributors. The packaged agents today include AI Sales (quotes and order intake), AI Collections (payment follow‑up), AI Support (customer support), AI Retention (re‑engagement/upsell), and an AI Data Analyst that surfaces metrics. These agents work over phone, email, SMS, and WhatsApp and can write purchase orders and other entries back into a customer’s ERP and internal systems Seals AI homepage YC profile.

Customers typically start with a demo, connect catalog/pricing/ERP data, and configure one or more agents. The agents then respond to customer messages, generate quotes, take orders, and log actions into the ERP, while managers review conversations and actions in Seals’ interface. The product is live, but the company runs demos and pilot installs with custom onboarding rather than a fully self‑serve motion; their pricing page lists a free trial/demo tier and a custom business plan, and the site notes recent product releases (e.g., “v2.0”) Seals AI homepage Pricing.

Near term, Seals is expanding ERP integrations and broadening agent capabilities (including dashboards/traceability), with a go‑to‑market focused on converting pilots into production deployments and continuing a consultative sales motion. They also signal geographic expansion as they scale Seals AI homepage YC profile Founders Launchpad summary.

Who are their target customer(s)

• Operations manager at a mid‑sized wholesaler: Spends hours re‑keying orders and correcting ERP mistakes, slowing fulfillment and wasting staff time. Seals integrates with ERPs and automates PO/data entry to reduce manual work homepage.
• Head of inside sales managing quotes and orders across phone/email/WhatsApp: Reps lose deals and time building manual quotes and can’t respond outside business hours. Seals’ AI Sales agent creates quotes and takes orders over phone/email/SMS/WhatsApp homepage.
• Collections / AR manager: Team time is consumed by repetitive outreach and follow‑ups, leading to inconsistent cash collection. Seals’ AI Collections agent automates payment follow‑up homepage.
• Customer support manager at a high‑volume distributor: Frequent, repetitive questions require many agents and make fast, consistent answers hard; conversations are hard to trace. Seals offers AI Support plus monitoring/traceability features homepage.
• CFO or controller: Payroll for order‑taking, collections, and basic support is a large recurring expense and visibility is limited. Seals positions its product to replace routine payroll work and includes an AI Data Analyst for metrics YC profile homepage.

How would they acquire their first 10, 50, and 100 customers

• First 10: Run deep pilots via the founders’ network and YC connections, do one‑to‑one demos, and deliver custom ERP integrations and staffed onboarding to prove ROI and convert pilots to paid YC profile Pricing.
• First 50: Turn pilots into references and make integration/onboarding repeatable. Publish case studies, target similar mid‑sized wholesalers with a small sales/CS team, and partner with ERP consultants and distributor associations Seals AI homepage Pricing.
• First 100: Productize connectors and a documented onboarding bundle to support faster deployments and a lower‑touch tier; expand reseller/ERP partner programs and run case‑study‑driven ABM and trade/channel campaigns Seals AI homepage Contact.

What is the rough total addressable market

Top-down context:

Founders cite roughly 700,000 U.S. wholesalers/distributors as the upper‑bound buyer universe and frame a $100B payroll‑to‑software opportunity YC profile. Government data underscore the sector’s scale (merchant‑wholesaler sales of $11.38T in 2022) and industry sources show hundreds of thousands of establishments, depending on definition U.S. Census AWTS VerticalIQ.

Bottom-up calculation:

Near‑term SAM: assume ~30,000 ERP‑using, mid‑sized wholesalers that can run pilots today, at an average $25,000 ARR per account, implying roughly $750M in serviceable ARR. If average account value rises to $40,000 with multi‑agent adoption, SAM approaches ~$1.2B.

Assumptions:

• Focus on ERP‑using mid‑market firms with inside sales/AR/support teams (subset of total wholesalers).
• Average annual contract value (ACV) of $25k–$40k based on multi‑agent deployments replacing portions of payroll.
• Pricing and adoption improve as integrations/productization mature, enabling broader coverage of this segment.

Who are some of their notable competitors

• Replicant: Voice and chat AI agents for contact centers that automate phone‑based conversations like order‑taking, payment follow‑ups, and escalations; overlaps where phone automation and contact‑center integration are primary needs.
• Ada: Omnichannel conversational AI for customer service (chat/WhatsApp/voice) with prebuilt support‑stack integrations; competes on automated support and self‑serve experiences that reduce frontline headcount.
• Haptik: Enterprise conversational AI and voice agents for sales, support, and WhatsApp commerce; overlaps on quote/order workflows over messaging/voice and agent orchestration.
• Netomi: AI customer‑service automation across messaging, email, and voice with back‑end connections for ticketing and actions; competes on automating repetitive support/retention and analytics.
• Workato: Integration and automation (iPaaS) platform with agentic workflows that connect ERPs, payment gateways, and messaging; an alternative when customers prefer orchestration/RPA for ERP writebacks and order entry over conversational agents.