Customs case intake from email and WhatsApp
Clients send documents wherever they like. CustomsPilot.Ai collects them from your shared inbox and WhatsApp, matches them to the right client and shipment, and opens a case before anyone on your team touches it.
Unified inbox
ops@broker.example · WhatsApp Business
From accounts@importer.example · “Please clear on priority, vessel ETA 24 Oct.”
“Sir, COO and BIS letter attached.”
From shipping line · IGM details and freight charges
- Client matched: Importer Electro
- 6 documents from 2 channels
- Import · Sea · Nhava Sheva (INNSA1)
- Assigned to Imports desk
Capabilities
One shipment, one case
Emails, forwards and WhatsApp files about the same consignment are grouped under one case number, keyed on invoice, B/L or AWB numbers.
Client and shipment matching
Recognises the importer or exporter, the supplier and the port from the documents and your client master.
Nothing slips through
Every incoming file is logged with sender and time, so you can show a client exactly when their documents arrived.
Works with how clients already send
No portal for clients to learn. They keep emailing and messaging your team as they do today.
Intake, step by step
Most CHA desks lose the first hour of every job hunting through inboxes and chat threads. Intake gives that hour back on every shipment.
- Connect your inbox and WhatsApp numberForward your operations mailbox and link the WhatsApp Business number your team already uses.
- Documents arrive, the case opensCustomsPilot.Ai reads subject lines, messages and attachments and decides which case each file belongs to.
- Your team picks it upThe case lands in the right queue with all files attached and the next step, Extract, already running.
Common questions
Can CustomsPilot.Ai read documents sent on WhatsApp?
Yes. Files and messages sent to your connected WhatsApp Business number are captured, attached to the right case and passed to extraction along with email attachments.
What happens when documents for one shipment arrive at different times?
Late documents are matched to the existing case using reference numbers such as the invoice, B/L or AWB number, so the case stays complete without manual sorting.
Bring one real shipment. Watch it become a filing-ready packet.
In a 30-minute walkthrough we run one of your own cases from client email to signed Bill of Entry, so you see the time saved on your work, not ours.