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E-commerce / Custom Manufacturing

# Every shipping quote took half an hour. Dozens of times a day.

A custom AI-powered operations layer that closed the gaps the e-commerce platform couldn't, supporting a custom cabinetry business built on high-value orders.

Custom React Magento APIs Zoho CRM AI/OCR Pallet packing algorithm Retell 

Broken

Half an hour to build one shipping quote — dozens of times a day, often wrong.

Built

An operations layer over the store and the CRM: instant freight, one customer screen, OCR on invoices.

Now

25 minutes returned per quote, and 18+ inbound routes resolve without escalation.

01 // Before and after

shipping quote · generated 

Elapsed · 00:00:41

Pallets 2 · 48×40×62 

Freight class 125 

Estimate $684.00 

Ready to send ✓ 

shipping quote · manual 

Elapsed · 00:24:18

· Measure each carton by hand

· Guess pallet configuration

· Look up freight class

· Call the carrier

· Re-quote — dimensions were off

Before · 25 minutes After · Seconds 

‹› 

The same quote, two different days of work.

02 // The challenge

## The _challenge._

Bridge the gaps the platform left open — accuracy, speed, and customer service capacity on high-value custom orders.

-   01 Shipping quotes for bulky custom orders took 20–30 minutes each and were often inaccurate 
-   02 The platform couldn't swap colors on a configured build without manually re-adding every SKU 
-   03 Reps had to dig across disconnected CRM objects to get a full picture of one customer 
-   04 Manual invoice review before manufacturer handoff was error-prone and expensive when missed 

Why off-the-shelf wouldn't work

This is a high-AOV custom-build business with a customer service team running parallel to a designer team, on top of an e-commerce platform and a CRM that were never built to meet in the middle. No off-the-shelf tool sits in that gap.

03 // What we built

01

### Instant shipping quotes

Carton dimensions go in, a pallet-packing algorithm works out the configuration, and a freight estimate comes back before the customer has finished the sentence.

freight estimator 

Order

| 

Pallets

2 · 48×40×62

Weight

1,240 lb

Freight class

125

Estimate

$684.00

Quoted ✓ 

02

### Cart automation

A finish change used to mean removing and re-adding every SKU on a configured build. Now one swap remaps the whole cart without touching a line item.

cart · color swap 

Finish Natural Oak → Slate 

BASE-24-L queued 

WALL-30-U queued 

TALL-84-P queued 

TRIM-96-S queued 

PANEL-END-R queued 

Cart rebuilt · 0 re-entry ✓ 

03

### One-screen customer view

A phone number, email, or order ID assembles orders, chat history, designer notes, and invoices into a single panel, pulled in parallel from systems that never spoke.

customer view · one screen 

(555) 014-2280

Orders

3 open · 11 lifetime

Designer notes

Slate finish approved 04/12

Chats

2 threads · last 6 days ago

Invoices

1 pending manufacturer PO

One screen replaced six tabs and a guess.

04 Invoice OCR Incoming invoices compared to manufacturer purchase orders, discrepancies flagged before handoff. 

05 18-route intake system Assembly help, designer scheduling, returns and damages, sales — handled without escalation. 

06 After-hours chat First-layer triage covering the hours the team is offline. 

Live · production

## Inbound resolving _without escalation._

intake routes · live 

Live 

19:42 Assembly help · route 06 Resolved 

20:04 Designer scheduling · route 02 Booked 

20:19 Damage claim · route 11 Logged 

20:33 Shipping estimate · route 04 Quoted 

20:47 Order status · route 01 Resolved 

04 // Impact

Annualized impact

0

Minutes returned per shipping quote, dozens of times a day

Time to build a shipping estimate

Manual, frequently inaccurate 25min 

Instant, generated by the system 1min 

Repeated dozens of times daily

05 // Technical implementation

## Architecture _overview._

A custom React tooling layer wrapping the e-commerce platform and CRM through their APIs, with parallel API orchestration behind the unified customer view and AI/OCR behind invoice review. A pallet-packing algorithm produces freight estimates in seconds. The intake system and chat run on the same data layer, so customer-facing and internal AI share one source of truth.

technical-highlights.md

-   → Pallet packing algorithm for instant freight estimation
-   → Platform API orchestration for live cart manipulation
-   → Parallel API requests across CRM objects for the unified view
-   → OCR-based invoice comparison against purchase orders
-   → Intake system with 18+ conversational routes
-   → After-hours chat triage into the same records

06 // Field notes

The platform wasn't wrong. It just stopped where the business kept going.

One screen replaced six tabs and a guess.

07 // Related case studies

[

Manufacturing / Enterprise

### The Manufacturer's Operating System.

Seven connected systems on one data foundation, delivered in sequence — each live before the next begins.

Read case study 

](/case-study/enterprise-manufacturer-operating-system)[

Automotive Services

### The whole business ran on spreadsheets.

Six locations, each with its own spreadsheet and a tab for every day — replaced by one scheduling system, with an intake system covering the phones around the clock.

Read case study 

](/case-study/multi-location-automotive)[

Field Services / Multi-Location Franchise

### The phone rings at 7pm. Nobody's there.

Nights, weekends, and storm-season surges — an AI voice system that answers, qualifies, and books the appointments the business used to sleep through.

Read case study 

](/case-study/tree-care-after-hours)

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