Automated Customer Communication for Order Confirmations
INTRODUCTION
In an effort to streamline customer communication and reduce manual workload, our team implemented an automated email system for sending order confirmation PDFs. The goal was to ensure accuracy, brand consistency, and timely notifications, while minimizing errors in recipient details. By leveraging dynamic data from Quotes and Orders, and using standardized email templates, we achieved a fully automated solution that enhances efficiency and improves the customer experience.
PROBLEM
Manual Process
Manual emails delayed communication with clients.
Template Variance
Email templates were inconsistent across users.
Contact Accuracy
Primary contacts were sometimes missed or sent wrong info.
Data Integration
PDF generation had to include dynamic quote/order data.
SOLUTION
Trigger-Based Automation
Custom Apex trigger built on the Order object to initiate automation.
PDF Generation
- Visualforce PDF or LWC-based PDF rendering via Apex.
- Includes dynamic fields like Event Dates, Delivery & Pickup Dates, Product Line Items with Quantity and Price.
- Footer section pulls Terms and Conditions dynamically using Custom Metadata.
Email Template
Lightning Email Template designed with merge fields from both Order and Quote for personalization.
Primary Contact Mapping
Logic automatically identifies and fetches the Primary Contact from the associated Quote.
Email Send Logic
Apex logic handles email dispatch with the generated PDF attachment.
BUSINESS OUTCOME
Automated Emails
100% automated email with attachment
Dynamic Data
Dynamic data from Quote and Order.
Instant Delivery
Instant email on Order creation
Unified Template
Unified template with logo and footer
Contact Fetch
Auto fetch Primary Contact
TOOLS & TECHNOLOGIES USED
Client
Testimonials
Explore Our Success Stories
Logistics & Supply Chain
Agentic Al in Action: A Multi-Agent Chatbot for DRP
In modern supply chain management, efficient distribution resource planning (DRP) is key to optimizing inventory and meeting customer demands. To enhance this process, we developed an AI-powered chatbot using the Agentic AI framework. The chatbot handles sales and inventory queries, leveraging multi-agent AI to automate data retrieval and provide real-time insights. It streamlined decision-making,reduced manual efforts, and improved operational efficiency in DRP.
Utiliy
Lead Disqualification & Campaign Automation
To improve the efficiency of Sales Development Representatives (SDRs) and maintain high campaign hygiene, we implemented an automated lead disqualification process integrated with the Five9 dialer platform. The objective was to instantly remove unqualified leads based on predefined disposition logic, streamline exception handling for web leads, and provide end-to-end visibility through logging and audit trails. This solution ensures SDRs spend time only on quality leads, enhancing productivity while maintaining a clean, real-time lead pipeline.