Logistics · Customer conversations
Shipment-exception desk and customer updates
Route and resolve “where is my shipment” queries with tools on your TMS and carrier APIs, send proactive WhatsApp updates and give ops a clear exception queue.
- ClaudeAnthropic
- GeminiGoogle
- Typical timeline: 6–8 weeks
The problem
Delays and exceptions trigger floods of “where is my shipment” queries, and ops teams triage them across several TMS and WMS screens.
- Customers chase updates the system already has.
- Agents switch between TMS, WMS and carrier portals for every query.
- Exceptions are found late, after the customer complains.
How we solve it
A desk where a fast model routes every query, a stronger model resolves it with tools on your TMS, WMS and carrier APIs, and customers get proactive WhatsApp updates before they ask.
It plugs into TMS / WMS, Carrier APIs, WhatsApp Business, BigQuery or Postgres and Slack, so nothing you rely on today is replaced. The architecture below shows each step and which model does the work.
Architecture
From your stack, through the AI layer, to numbers you can track
Your stack
- TMS / WMS
- Carrier APIs
- WhatsApp Business
- BigQuery or Postgres
- Slack
AI layer
Softpiper AI layer
- Claude
- Gemini
- Route, using Claude Haiku
Inbound messages and calls are classified by intent and urgency.
- Resolve, using Claude Sonnet · tools
Status, ETAs and exceptions are read from the TMS, WMS and carrier APIs.
- Voice line, using Gemini Live API
Drivers and customers call in and get answers by voice.
- Location context, using Grounding with Google Maps
Addresses and delays get map context.
- Proactive updates, using WhatsApp Cloud API
Customers get a WhatsApp update as soon as an exception is detected.
- Ops queue and alerts, using Slack · BigQuery
Claims, damage and unresolved cases reach ops in Slack with full context; metrics land in BigQuery or Postgres.
Outcomes you measure
- Where-is-my-order contact rate
- Exception resolution time
- On-time notification rate
- Agent handle time
Why this model
Claude and Gemini, each where it leads
A small Claude model routes high volumes cheaply, and a larger one resolves exceptions by calling your TMS, WMS and carrier tools in sequence.
The Gemini Live API runs a voice line for drivers and customers, and Grounding with Google Maps adds location context. Teams on BigQuery can use Gemini's data insights for ops dashboards.
Delivery
What you get, how long it takes, and how we keep it safe
Guardrails
- ETAs come only from system data, never from the model.
- Claims and damage cases always go to a person.
- Proactive messages follow opt-in and template rules.
- Every action is logged against the shipment.
Plus the guardrails on every build: facts from your systems, approvals for writes and money, a human one step away, audit logs and evals. See all
Deliverables
- Routing and resolution agents
- TMS/WMS and carrier tools
- Proactive WhatsApp updates
- Optional voice line
- Ops exception queue and dashboard
Typical timeline
- Routing, resolution tools and updates6–8 weeks
A planning range for a first production release. We confirm scope, price and dates in a tailored proposal.
KPIs to track
- Where-is-my-order contact rate
- Exception resolution time
- On-time notification rate
- Agent handle time
- Customer satisfaction
Goals we agree with you and measure from a baseline. They are what we track, not results we promise.
Related services
The services behind this playbook
AI agents
Agents that answer, act and hand off, on Claude and Gemini, inside the tools you already run.
View serviceIntegrations
Connect your CRM, ERP, commerce, payments and messaging so data moves once, correctly.
View serviceData and automation
Turn scattered data and repetitive work into dashboards, pipelines and reviewed automations.
View service
More playbooks
Related playbooks
Retail and e-commerce
AI shopping concierge for web and WhatsApp
Shoppers leave when they can't get a fast answer on sizing, stock, delivery or returns, and your team answers the same questions across chat, email and WhatsApp.
- Claude
- Gemini
- Typical timeline
- 3–10 weeks
- Plugs into
- Shopify · WhatsApp Business · HubSpot or Zoho CRM +1 more
Real estate
Lead qualification and property-matching concierge
Portals and ads bring high lead volumes, follow-up is slow, and agents spend their time on enquiries that were never going to buy.
- Claude
- Gemini
- Typical timeline
- 4–10 weeks
- Plugs into
- HubSpot or Zoho CRM · Salesforce · Listings database +2 more
Healthcare
Patient front desk and intake assistant
Clinics lose hours of staff time to appointment calls, pre-visit forms, multilingual questions and reminder follow-ups.
- Claude
- Gemini
- Typical timeline
- 6–10 weeks
- Plugs into
- EHR / HIS scheduling · WhatsApp Business · Google Workspace or Microsoft 365 +1 more
Pip · Softpiper's AI
Ask Pip about this playbook
Ask Pip how this would work for you
Pip is Softpiper's AI. Tell it what you run today and it will walk through how this playbook fits, what we would build first and a tailored price range. Or book a call with the team.