CX Support

A how-to guide outlining the prerequisites and process to enable Custom Data Fields.

Custom Data Fields

Tariff Lookup Tool

Variance in Logixboard: What You Need to Know

Premium White-Labeled Feature

All the info required to set up your custom white labelling

White Labeled URL Configuration

Tailor the navigation bar to internal AND external needs

Customize Your Navigation

How Administrators can control even more visibility

Managing Module Access for Your Organizations

Automatically deliver the reports your team needs right to their inbox

Scheduled Reports

Support Team

Product Support

Advanced Features & Customization

Update your settings menu to tailor your customer experience platform

Settings Menu

Provide access to your Operators based on CargoWise branches

Branch Access

Why Supplier Users are useful and how to add them

Adding Supplier Users

Configure Branch-Based Notifications for Operators

Optimize your platform instance with settings & notifications

Settings & Notifications

Get CO2 emission tracking linked directly to your shipment data

CO2 Emission Tracking

Details on how our partner Lune calculates CO2 emissions for Freight and Logistics

CO2 Emission Calculations

Go green! Keep a pulse on emissions output

In-App Messenger

Exceptions and Reminders 2.0

In-App Messanger

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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