Enterprise DNA

Internal information · Live demo

Warehouse procedures lookup for distributors and wholesalers

Answers warehouse staff and drivers who ask how something is done, such as returns, short picks, damaged stock and cold chain checks, from the written procedures, and sends anything out of range to the right manager.

InternalSMSVoice Your knowledgeHuman handoff
Live demo

Talk to Lena at Ridgeline Foodservice Supplies

Ridgeline Foodservice Supplies is made up. Lena is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

Open in a new tab

Want one like this for your business? Book a call with Sam


The problem

Procedures sit in SharePoint folders nobody on the floor opens. New pickers and drivers ask whoever is near, get different answers, and chilled stock ends up back on the shelf when it should not.

How it works

  1. Answers how-to questions from the written warehouse and transport procedures
  2. Sends the procedure document so staff can read it in full
  3. Tells the staff member who to contact when a step needs a manager
  4. Passes cold chain readings out of range to the quality manager straight away
  5. Never makes the food safety call itself

What it connects to

  • SharePoint
  • NetSuite
  • Microsoft Teams
  • Phone system
Sample conversation
  1. Mike (driver)Customer in Rolleston wants to send back a case of chicken thighs, says they ordered the wrong thing. Do I take it?
  2. AgentHi Mike, it's Lena. A return needs a returns number from customer service before you collect it. Chilled and frozen goods can't go back into stock, they're recorded and destroyed. Do they have a returns number?
  3. Mike (driver)No. Also my chiller read 6 degrees at the first drop.
  4. AgentChilled must be 0 to 4 degrees, so I've told Raj Patel now. Keep the chilled stock on the truck until he calls you, he'll decide what happens next. For the chicken, I've asked Kate Mills in customer service to sort a returns number with the customer.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

Book a discovery call →