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01 — ABOUT THE CLIENT

Supply chains at scale, from retail to automotive

The client operates in the global logistics and transportation sector, providing comprehensive supply chain solutions across industries such as retail, automotive and consumer goods. Serving both large enterprises and SMEs, with a strong presence in North America and Europe, the client is known for operational efficiency, reliability and its ability to optimise supply chains. Their logistics management platform is the front door for every new customer — which made slow, confusing onboarding a direct brake on growth.

02 — THE CHALLENGE

Onboarding was slowing every new customer down

Getting a new customer live on the platform meant navigating multiple configurations with little guidance — and every gap in that journey either surfaced as a support ticket or, worse, as an operational issue further down the line.

Complex onboarding

Users faced multiple configurations without sufficient guidance, leading to delays before the platform could deliver any value.

Support overload

Support teams handled excessive setup and configuration queries, pulling effort away from higher-value customer work.

Incomplete setup

Critical steps were often skipped during configuration, surfacing later as operational issues in live logistics workflows.

No progress visibility

There was no system to track user progress through setup or to identify where customers were getting stuck.

03 — THE SOLUTION

An assistant that gets every user to done

Soft Suave integrated AI Assist into the client's logistics management platform as a floating, always-available in-app chatbot — guiding users through every critical setup step, detecting skipped steps, validating inputs in real time, and drawing on platform documentation and historical usage to answer questions in context.

Guided Onboarding Chatbot

Walks users step by step through account creation, warehouse setup, carrier connections, integrations, user management and subscription setup — always available inside the product, right where the work happens.

Smart Validation & Nudges

Detects skipped steps, validates user inputs as they're entered and proactively prompts users to complete configurations — catching gaps before they become operational issues.

Context-Aware Answers

Pulls relevant guidance from platform documentation and historical usage, so contextual help reflects both how the product works and how users actually configure it.

"Static support became proactive, contextual AI guidance — faster user activation, more accurate configurations and less overhead for support teams."

04 — KEY FEATURES

Twelve capabilities, one platform

AI Assist combines a guided in-app chatbot, real-time validation, and documentation-grounded answers into a single onboarding layer. These capabilities help every new customer reach a complete, correct configuration faster, with administrators gaining full visibility into the process.

  • Floating In-App AI Chatbot
  • Guided Account & Warehouse Setup
  • Carrier Connection Guidance
  • User Management & Subscription Setup
  • Skipped-Step Detection
  • Real-Time Input Validation
  • Grounded in Platform Documentation
  • Learns from Historical Usage
  • Proactive Configuration Prompts
  • Smart Shipping Automation (ERP Write-Back)
  • Advanced Shipping Rule Engine
  • Secure Multi-Tenant Access (RBAC)
AI Assist logistics onboarding platform interface
05 — RESULTS & IMPACT

Faster activation, fewer tickets, cleaner setups

50%

Reduction in onboarding time for new platform customers

40%

Lower support ticket volume for setup and configuration queries

30%

Improvement in configuration accuracy across critical setup steps

25%

Better visibility into user progress for administrators

06 — WHY SOFT SUAVE

Applied AI that ships inside real products

This engagement wasn't a standalone chatbot — it was AI embedded inside a live logistics platform used by enterprises and SMEs across North America and Europe. Soft Suave designed AI Assist to work the way the product works: grounded in the platform's own documentation and usage history, aware of each user's setup state, validating real inputs in real time, and nudging users forward without getting in their way. The result replaced static support with proactive guidance — and laid a foundation for future AI enhancements driven by automation and data-driven learning.

Download this practical case study to learn how our AI-powered onboarding assistant guides every new customer through setup, validates inputs in real time, and cuts support overhead for logistics platforms.

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