The agent reads a customer complaint email, opens the claim, attaches the lot and shipment, and assigns it to quality.
Book a demoCustomer quality response
7
Open
4
Priority
8/8
Lot + shipment linked
1
Resolved
8 claims
Received through customer portal
Subject
Soy sauce 1L · product condition review request
This is the quality team at Northstar. While checking the delivered Soy sauce 1L, we found an issue related to product condition. Please confirm the affected scope and provide a response timeline.
2 attachments · Original files are retained with the claim record.
Record the investigation result and customer agreement before closing.
Updates are written back to the customer, lot, and shipment records.
Still required before close: triage 2/4 · required tasks 0/3 · resolution notes · saved investigation
Intake classification
Critical
Updates are written back to the customer, lot, and shipment records.
Review the current state of claim intake with lot and shipment context and complete “Open claim” from the same workspace.
Connect the two source records needed for claim intake with lot and shipment context and keep them current.
28 is calculated from the current worklist. 3 critical.
Review evidence and status on each item, with exceptions brought to the front.
Write the approved result back and retain who changed what and when.
Connect the systems and data you already use in the way your workflow needs.
Inquiry and ticket data
Customer, deal, and service data
Operations and finance data
Inventory and movement sync
Claim cause, inspection, and corrective action
Inbound messages, attachments, and reply status
Customers look up production and shipping status by PO number, and the agent answers delivery questions from the same screen.
Inventory, pricing, delivery, and quality-document questions get replies grounded in the ERP and document repository.
A week after each shipment the agent sends a satisfaction survey and files the answers on the customer record.
Connect the systems and documents you already use, then tailor permissions, exception handling, and approvals to your operation.
