Platform module
Customer Service
Bring service requests, customer conversations, notifications and shipment context into one support view.
Service requests
Conversation history
Operational notifications
Shared shipment context
Escalation ownership
Useful independently
Teams can adopt Customer Service for its focused workflow without enabling every other Wharvex module.
Connected when needed
Records can link to the same tenant customers, suppliers, quotations, shipments, documents and conversations.
Tenant controlled
Access follows tenant membership, permission sets, lifecycle state and the capabilities included in the subscription.
How it works
A clear operational workflow
- 1
Receive a service request or operational question
- 2
Link it to the relevant customer and shipment context
- 3
Assign ownership and communicate updates
- 4
Resolve, notify and retain the conversation history
Designed for
- • Customer service teams
- • Freight operations users
- • External customers
Operational outcomes
- • Less context switching between support and operations
- • Clear ownership and escalation
- • Consistent customer-facing status communication
Frequently asked questions
Who uses Customer Service?
Customer service teams, Freight operations users, External customers use this module with access controlled by tenant roles and permission sets.
Can Customer Service work independently?
Yes. A tenant can use this focused workflow independently and connect it to other Wharvex records and modules when required.
What does Customer Service connect to?
It connects naturally with Freight Operations, Marketplace & Marketing, Finance & Analytics while maintaining tenant-scoped access.