An operations desk that answers, watches and routes on its own

Coordinating shipments, answering customer questions, checking delivery status and re-keying operational information across several systems was eating the day before anyone got to the exceptions that actually mattered.

The challenge

Everything worked, and everything was manual. Customers asked where their shipment was and a person went looking. A delivery slipped and nobody noticed until the customer called. Invoices, shipping documents, purchase orders and customs paperwork arrived as files that someone had to read and re-type. Operational email landed in a shared inbox and was sorted by whoever opened it first. The information existed. Finding it was the job.

The system
  1. Customer question
  2. Service agent
  3. Shipment data
  4. Monitoring agent
  5. Exception agent
  6. Operations team

What we implemented

Customer service agent
Answers shipment questions, gives delivery updates and handles the common requests, around the clock.
Shipment monitoring agent
Watches orders and flags anything delayed, stuck or heading that way, before the customer notices.
Exception management agent
Identifies delivery exceptions and recommends the action, with a human deciding.
Document processing agent
Reads invoices, shipping documents, purchase orders and customs paperwork, and extracts what the systems need.
Operations assistant
Lets staff ask about shipments, customers, drivers and performance in plain language instead of querying four systems.
Email agent
Reads incoming operational mail, categorises it, pulls out the relevant detail and routes it to the right team.
Management reporting agent
Produces the daily and weekly operational reports without anyone assembling them.

The result

Less manual coordination, faster answers to customers, fewer exceptions missed, and much less time spent searching through operational systems for something that was already there.

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