Private amplification memo for
PortCity
Make quote replies easier to review before they go back to the customer
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WHY IT MATTERS
Why this workflow is worth a narrow look
A quote email can look straightforward, but the safe answer may depend on several checks. The team may need to confirm the request details, understand the customer history, check whether documents are missing, read partner notes, and decide what should happen next. Ibis is meant to reduce that manual sorting and chasing before the reply is reviewed.
PROBLEM
For PortCity, is quote speed mainly about writing the reply, or finding the shipment detail that makes the quote safe to send?
FIRST MOVE
Start with customer emails that need pricing and request details before a reply can go out. Evaluate whether Ibis helps the team identify the message type, find the needed context faster, prepare a useful draft, and keep the final decision with the reviewer.
What Makes IBIS Unique
Works where the customer email already is
Ibis supports the team inside Outlook, so the quote reply process does not start by sending people into another daily system.
Brings the review context forward
For each customer email, Ibis helps gather the practical details a reviewer needs, such as pricing context, load details, missing documents, customer history, partner notes, and the likely next action.
Keeps people in control
The team reviews replies first. Routine replies can move to automatic sending later, but only when the team trusts the drafts and only under rules the team sets.
WHERE TO START
First workflow to test: quote-related customer email
1
Inbound customer email
Classifies the email type and pulls the likely workflow into view.
2
Context surfaced
Shows related context, document needs, and the likely next action.
3
Draft prepared
Drafts a customer-ready response based on the classified workflow and source context.
NEXT STEP
See one workflow live
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Trusted by Customers, Experts, and Partners
10,000+
operational messages processed weekly
“An operator handles 2 inquiries in 20 minutes because of the time to go find info, with IBIS it could be 5.”
Sr. Dir. Operations, US-Based 3PL
Member
Microsoft AI Partner Program