Vooma offers two different entrypoints to onboard your customers for both quoting and order entry. Note that Vooma can read any form of tender (PDF, PNG, Word doc, Excel doc, even .txt files!).
Desktop / Web
⭐ Recommended for higher-accuracy, higher-volume accounts, especially those used in Vooma Build.
f you have a Vooma account, you can click on this link - you can also get to it by navigating to Vooma, then clicking:
The ‘Customers’ icon on the left
The ‘Onboard New Customers’ button in the top right
Follow the customer configuration instructions and email 5-7 sample orders to samples@vooma.ai.
Vooma will ask a short series of questions to understand what data to pull for the customer and what defaults should be configured.
Be descriptive and ask for what you want - the AI is powerful and we can accommodate most requests!
Vooma will quality assure the AI accuracy before setting the customer live - this usually takes ~24 hours.
You will receive an email from Vooma once your shipper is ready to go-live!
Email add-in
⭐ Recommended for quoting accounts, or accounts with minimal information.
Note: For most rollouts via the email add-in, all customers should be set up in Vooma.
If you have a new customers, or cannot find your customer, type in the customer's name in the 'Customer' field.
For Order Entry only: Allow the AI to reprocess the load using the AI model for that customer.
Make any edits needed. Note that the Vooma AI will get better over time - typically, we see high accuracy after 5 loads.
Tips
If you want to review your customer with the Vooma team to ensure certain details are populated, email support@vooma.ai with your request.
The AI is quite smart & we can handle most requests - so ask away!