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DEPARTMENT 12 OF 15 SEE ALL DEPARTMENTS →

Sales & Customer Service

4 Agents. Each one handles one step your team does manually. Hover over the workflow to see where things break.

THE CUSTOMER SERVICE WORKFLOW
1 Order Confirmed 2 Match Batch Certificate 3 Draft Customer Certificate 4 Assemble Document Pack 5 Check Against The LC 6 Log The Complaint 7 Link To The Batch 8 Draft The Reply
4 AGENTS — CLICK TO BUILD YOUR OWN
Read Results -> Match Specs -> Flag Out-of-Spec -> Draft Certificate -> Route for ApprovalCertificate-to-Spec Matcher and Release DrafterSEE THE FULL WALKTHROUGH →Read Complaint -> Classify -> Link Batch -> Draft Reply -> Route to QualityComplaint Intake Triage and Batch-LinkSEE THE FULL WALKTHROUGH →Read LC -> Read Documents -> Cross-Check -> Flag Discrepancies -> Route to ExportLetter-of-Credit and Export-Document Pre-CheckerSEE THE FULL WALKTHROUGH →Read Order -> Pull Documents -> Match Lot and Language -> Check Versions -> Assemble PackShipment Document Pack AssemblerSEE THE FULL WALKTHROUGH →
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02

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03

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This is Sales & Customer Service — 12 of 15 departments in Real Estate & Property Management. Explore all 15 departments →