Skip to main content
New Inquiry handles customer service quotation requests by collecting detailed requirements, creating tasks, sending notifications to the sales team, and delivering confirmation emails.

​
Workflow Visualization

​
What It Does

  • Service Request Collection: Captures detailed service requirements with locations, goods specifications, and routes
  • Task Automation: Creates tasks for sales team with 3-day deadline
  • Team Notifications: Notifies Sales team members via system notifications
  • CRM Integration: Updates customer contact records automatically
  • Email Confirmation: Sends formatted confirmation emails to customers
  • Communication Logging: Stores all interactions in the database

​
Key Features

​
Request Processing

  • Multi-service support (multiple routes in one request)
  • Location details (departure, destination, stopover)
  • Goods specifications (Intermodal Units, Non-Intermodal, Bulk)
  • Unit details with weights and quantities
  • NHM, UN, CER, and ADR codes support

​
AI-Powered Features

  • Company name normalization using GPT-4.1-mini
  • Automatic tag generation for categorization
  • Intelligent matching with existing database records

​
Task Management

  • Automatic task creation with service request details
  • 3-day deadline from submission
  • Linked to customer company record
  • Tags for easy filtering

​
Notifications

  • Sales team system notifications
  • Email with clickable link to view request
  • Real-time notification delivery

​
Commands

​
Send Quote

Submits a new service quotation request with location, goods, and unit specifications. Output: Success confirmation with email sent to customer

​
How to Use

1

​
Submit Service Request

Fill in all required fields including email, location details, goods specifications, and unit details.
2

​
Receive Confirmation

Customer receives confirmation email with complete service request details.
3

​
Sales Team Notification

Sales team members receive system notifications to prepare quotations within 3 days.

​
Technical Details

Database:
  • Service Types: datalake_main.db_ai-loop_tipo_di_servizio
  • Goods Types: datalake_main.db_ai-loop_tipo_di_merce
  • NHM Codes: datalake_main.db_ai-loop_Codice_NHM
  • Business: datalake_main.db_ai-loop_V3_business
  • Tasks: datalake_main.db_ai-loop_V3_Tasks
  • Notifications: datalake_main.db_ai-loop_System_Notifications
  • Communications: datalake_main.db_ai-loop_message_communication
AI Integration:
  • Company normalization
  • Tag generation