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The User Inquiry workflow orchestrates the entire lifecycle of a logistics quote request—from initial user input to CRM entry and automation triggers.

Workflow Visualization

Step-by-Step Execution Flow

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1. Inquiry Data Collection

The workflow begins with user input via one of two channels.Path A: AI Assistant (Unstructured)
  • Interface: AI Assisted Inquiry
  • Input: Free-text (e.g., “Ship 20ft container from Shanghai to Koper”).
  • Process: AI parses text to extract schema fields.
  • Decision Point:
    • If data missingClarification Loop (System asks follow-up questions).
    • If data complete → Proceed to Submission.
  • Endpoint: POST /api/public/chat
Path B: Standard Form (Structured)
  • Interface: Standard Inquiry
  • Input: Validated form fields (Origin, Destination, Goods, Service).
  • Process: Direct validation against schema.
  • Result: Immediate progression to Submission.
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2. Submission & Route Scanner

Upon validation, the system performs immediate logistics calculations before handing off to the automation engine.Immediate Actions:
  • Endpoint: POST /api/public/submit-inquiry
  • Route Optimization:
    • Calls Route Scanner to calculate optimal path and distance.
    • Output: Injected into the automation payload.
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3. Dual Automation Triggers

The system triggers two parallel automation flows to handle business logic.Endpoint: POST /api/v1/flows/execute-command

A. Send Quote Flow

Responsibility: Customer Engagement & Data persistence.
  • Flow ID: pYmNCmrDNyS9pxyCmasuk
  • Actions Executed:
    1. CRM Storage: Saves record to db_ai-loop_CRM_Inquiries (Lead).
    2. Task Creation: Generates follow-up task in db_ai-loop_V3_Tasks.
    3. Confirmation Email: Sends “We received your request” email to user.

B. Cost Calculation Flow

Responsibility: Internal Pricing Logic.
  • Flow ID: H32euZDGg3i3vD8TdEfsx
  • Actions Executed:
    1. Pricing Engine: Calculates estimated logistics costs based on route/goods.
    2. Internal Update: Updates the inquiry record with cost data.

Key Outputs

At the completion of this workflow, the following artifacts are generated:

CRM Record

db_ai-loop_CRM_Inquiries
Full inquiry details with ‘Lead’ status.

Operational Task

db_ai-loop_V3_Tasks
Task assigned for sales follow-up.

User Communication

Email Dispatch
Confirmation email sent via automation flow.

Cost Calculation

Internal Pricing
Estimated shipment cost attached.

APIs Involved

POST /chat

AI analysis and data extraction.

POST /submit-inquiry

Main submission & trigger initiator.

POST /route-scanner

Logistics path calculation.

POST /execute-command

Triggers “Send Quote” & “Cost Calc” flows.