OpsForgeCase Studies › Vertex Logistics
Customer Support Logistics

Vertex Logistics

Chicago, IL — 45 employees

Support volume was scaling faster than headcount. Two of their five agents spent 80% of their time answering questions that shouldn't need a human. Then they automated it.

73%
tickets auto-resolved
2 FTE
reallocated to client-facing
4 hrs
saved per agent per day
14 wks
payback period

Support volume was scaling faster than headcount. Agents were drowning in repetitive tickets — tracking numbers, delivery windows, "where's my order" — while more complex issues sat in queue. Two of their five agents spent 80% of their time on questions that shouldn't need a human. They were advertising for a third hire.

The real cost wasn't the hire — it was the distraction. Senior agents were fielding basic "where's my package" requests between customer calls, context-switching constantly, and reporting higher frustration levels than ever. The CRM showed a growing backlog and a customer satisfaction score trending in the wrong direction.

AI chatbot deployed on web and email — trained on their actual knowledge base

OpsForge deployed an AI chatbot trained on their FAQ, dispatch logs, and tracking system — not generic logistics info, but Vertex's actual data. Tier-1 triage was automated: common questions answered instantly with real-time tracking data pulled directly from their system, complex issues routed to the right agent with full context already attached.

Escalation thresholds were set conservatively. The chatbot errs on the side of human handoff — no customer gets a generic "please hold" message when they're actually frustrated about a delayed shipment. The system learns from escalations, improving its routing accuracy week over week.

73%
of all tickets resolved without human touch
2 FTE
reallocated to client-facing relationship roles within 30 days
4 hrs
saved per agent per day — time spent on value-add work instead
6 wks
from kickoff to full deployment across all channels
ROI — Payback period
14 weeks
The cost of the third hire they didn't need to hire was more than the annual OpsForge contract. The math resolved quickly.
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Before OpsForge, we had one person full-time just answering the same five questions. Now the chatbot handles those and routes everything else correctly. We reallocated that headcount within the first month. No one was let go — we moved people to client-facing roles where they actually add value. The ROI was obvious within the first quarter.

Sarah N. — Operations Director, Vertex Logistics
Vertex Logistics
Chicago, IL · 45 employees
Service Customer Support Automation
Industry Logistics
Deployment time 6 weeks
Payback period 14 weeks
Team size 45 employees

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