Swifty AI Assistant is Shipwell’s cross-platform intelligent automation assistant that helps our customers (and potentially their customers and partners) quickly answer and complete requests 24/7/365. By streamlining processes that previously demanded considerable time and attention, Swifty effectively minimizes distractions and enhances overall productivity for all parties involved.

Swifty use cases supported:

One of the most common Swifty use cases is for helping people easily access a tracking update without logging into Shipwell. In order to do this, you can simply send a message like “where is [shipment ID or Order #]?”.

Swifty will review core order and shipment information within Shipwell based on the account that forwarded the email to Swifty. Swifty will respond back with an email basic status information included most recent ETA along with a ‘Track Order’ link.

Selecting ‘Track Order’ will send the user to the external tracking link website. This tracking link is accessible even for people without Shipwell user accounts. The benefit with this scenario is that there may be users within your organization, or potentially outside your organization, where you leverage Swifty to answer those repeated where is my order or where is my shipment questions.

Another common Swifty use case is helping customers save time by not having to review emailed documents from carriers and upload those to shipments within Shipwell. Swifty leverages AI in reviewing and classifying these documents and placing them on shipments with the identifying information provided. A key aspect is that only one shipment’s set of documents can be uploaded per email sent to Swifty.

In order to do this, you can simply forward the email received by the carrier to Swifty as long as the forwarding account is a Shipwell user account with ‘Shipments - View’ and ‘Shipments - Edit’ user permissions.

Customers will often have a forwarding email setup like freightinvoice@ABCDcompanies.com where they will have their carrier documentation sent. Then, they will have this email forwarded to Swifty. This forwarding email account must be setup as a user within Shipwell with at least Shipments - View and Update access.

Swifty will respond with a confirmation email that the documents have been uploaded along with the shipment link to where the documents have been uploaded.

How Swifty Uploads Documents Within Shipwell? Assuming Swifty identifies a shipment to upload the documents into based on the request, then the entire set of documents will be uploaded as a ‘Rendition / Invoice Packet’. Assuming a customer has the In-App Uploaded Rendition / Invoice Packet decoding activated (contact your Customer Service Manager to have this activated), then his will trigger our uploaded ‘Rendition / Invoice Packet’ review process wherein each document page is reviewed individually and classified as the type of document it is (e.g. Invoice, BOL, POD, etc.). When a page is not identified with a high enough confidence then we will classify the document as ‘Other’.

Once all the documents have been classified and if there are no ‘Invoice' documents classified, then these documents are also uploaded individually onto the shipment’s documents by the type of document they are. However, if an 'Invoice' has been identified within the shipment documents, then it will be run through our settlement uploaded invoice decoding powered by AI if this feature has been activated for a customer. This settlement invoice decoding process will pull key invoice information from the document and then compare it against the settlement configuration criteria to identify settlement exceptions or pass the invoice through the First Pass Match process. Further, it will upload the rest of the documents that were part of the Swifty email into the ‘Settlement Documents’ within the shipment.

Carrier Document Sending Onboarding: Once a forwarding email has been setup for carriers to send their documents, then it is important to communicate with carriers the expectations of how to send documents so they get properly processed. Here is a draft email that we have created to assist in this manner. It may need to be updated based on your specific requirements:

Dear [Carrier's Name],

We are implementing a new process to streamline the submission of shipment-related documentation. Starting immediately, please forward all shipment-related documents to our designated email: freightdocs@shipper.com.

To ensure the most efficient processing, we kindly ask that you include one or more of the following details in the subject line and body of your email:

Including this information will help us ensure timely handling of your documents and avoid any processing delays.

Thank you for your cooperation, and please don't hesitate to reach out if you have any questions.

Best regards,
[Your Name]
[Your Position]
[Company Name]
[Contact Information]

What error messaging occurs for Swifty and who receives it? There are three types of Swifty error communications that can occur:

Note only the sending party will receive back error messages from Swifty.

Swifty AI is a way for you and your team to get more value from Shipwell by saving you and your team time. Shipwell will continue to add additional use cases to enhance Swifty. If interested in learning more and leveraging Swifty, reach out to your Customer Service Manager.

Disclaimer Notes: