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Logistics & Supply Chain

Mid-Market Logistics Firm

60%

reduction in manual data lookups within the first month

Engagement

AI Copilot Development

Duration

8 weeks

Company Size

150 employees

Industry

Logistics & Supply Chain

1The Challenge

Operations staff spent hours each day manually looking up shipment statuses, tracking numbers, and delivery exceptions across three separate systems. The information existed but was scattered and hard to access quickly.

  • Data siloed across TMS, WMS, and CRM with no unified view
  • Customer service reps toggling between 3+ browser tabs per inquiry
  • Average response time of 8-12 minutes for routine status questions
  • No API documentation for legacy WMS system

2Our Approach

  • Built a RAG-powered internal copilot connected to their TMS, WMS, and CRM
  • Integrated the assistant into their existing Slack workspace
  • Implemented permissions-aware retrieval so each team member sees only their relevant data
  • Trained operations leads on how to refine prompts and flag incorrect responses

Project Timeline

1

Data Audit

(Week 1-2)

Mapped data sources, schemas, and access patterns across all three systems

2

Integration

(Week 2-4)

Built secure connectors with role-based access controls

3

RAG Development

(Week 4-6)

Developed retrieval pipeline with semantic search and query routing

4

Deployment & Training

(Week 6-8)

Slack integration, user training, and feedback loop setup

3The Results

60%

reduction in manual data lookups within the first month

~50 lookups/day~20 lookups/day

3

disparate systems unified through a single conversational interface

<2 min

average time to answer a shipment status question (previously 8-12 min)

8-12 minutesUnder 2 minutes

92%

accuracy rate on retrieved information

Our ops team went from dreading status checks to just asking the bot. It's become part of how we work.

VP of Operations, Mid-Market Logistics Company

Technologies Used

LangChainOpenAI EmbeddingsPostgreSQLSlack APIPython

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