{"id":35598,"date":"2026-11-09T13:10:25","date_gmt":"2026-11-09T13:10:25","guid":{"rendered":"https:\/\/claruswms.ai\/?post_type=features&p=35598"},"modified":"2026-11-09T13:10:26","modified_gmt":"2026-11-09T13:10:26","slug":"warehouse-ai-specialist-agents","status":"publish","type":"features","link":"https:\/\/claruswms.ai\/nb\/features\/warehouse-ai-specialist-agents\/","title":{"rendered":"How to give warehouse AI agents a job description"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"

Create Clarus AI agents per client with their own job descriptions, or use built-in specialists for charges, document templates and imports.<\/p>","protected":false},"featured_media":35908,"template":"","meta":{"_acf_changed":false,"inline_featured_image":false},"feature-type":[],"class_list":["post-35598","features","type-features","status-publish","has-post-thumbnail","hentry"],"acf":{"feature_badge":"","feature_name_new":"AI Specialist Agents","feature_title_new":"AI agents that speak your client's language<\/span>","feature_description_new":"Create agents with their own job descriptions, such as one per client that knows their terms, units and cut-offs. Or switch to built-in specialists that set up charges from a tariff, build document templates from a mock-up and turn files into import configurations.","product_video":35909,"feature_benefit_1_new":"An agent per client.","feature_benefit_2_new":"Specialists for setup work.","feature_benefit_3_new":"Checks with you first.","feature_before":"The assistant didn't know each client's terms, units or cut-offs\r\n\r\nYou explained the same background in every conversation\r\n\r\nNew tariffs were keyed into charge cards by hand\r\n\r\nDocument templates needed someone who could write HTML","feature_after":"Each agent's job description holds the client's terms and rules\r\n\r\nPick the agent and ask, with no background needed\r\n\r\nAttach a tariff PDF and the charging agent proposes the set-up\r\n\r\nAttach a mock-up and the template agent builds the dispatch note","feature_product_video_1_new":"","feature_product_video_image_1_new":"","feature_product_video_1_title_new":"The right agent for the job.<\/span>","feature_product_video_1_description_new":"Write a job description once and the agent uses it every time. Ask a Northfield agent how much of the winter range is at Leeds and it knows which SKUs, which warehouse, and to answer in cases.<\/strong> Switch to a built-in specialist for setup work. Attach a tariff and it proposes the charge card, charges and billing window, then asks before it changes anything.<\/strong>","feature_result_1_title_new":"It speaks your client's language.","feature_result_1_description_new":"Tell the agent that \"pick tickets\" are goods out orders, \"intake\" is goods in and the winter range is SKUs starting WN. It uses that every time, and answers in the units the client uses.<\/strong>","feature_result_1_image":35906,"feature_result_2_title_new":"Answers the way you want them.","feature_result_2_description_new":"Set the house style in the job description: lead with a one-line answer, use a table for longer lists. If something isn't in Clarus, it says so plainly rather than estimating.<\/strong>","feature_result_2_image":35902,"feature_result_3_title_new":"From tariff PDF to live charges.","feature_result_3_description_new":"The Account and Charging Setup agent reads the tariff, then proposes the charge window, charge card, prices and account link. It shows you a summary and asks before it creates anything.<\/strong>","feature_result_3_image":35903,"feature_result_4_title_new":"From mock-up to dispatch note.","feature_result_4_description_new":"The Document Template agent turns a customer's mock-up into a working Clarus template. It lists the assumptions it made for you to check,<\/strong> then creates and links the template when you say go.","feature_result_4_image":35904,"feature_solutions_title_new":"","feature_wth_description_new":"","feature_solution_title_1_new":"3PL Account Manager","feature_solution_description_1_new":"Give each client their own agent. It knows their order references, warehouse names, units and cut-offs,<\/strong> so you get answers without explaining the account each time.","feature_solution_image_1_new":35229,"feature_solution_title_2_new":"Billing and Finance Team","feature_solution_description_2_new":"New tariff in? Attach it and the charging agent proposes the charge card, charges and billing period<\/strong> for you to approve.","feature_solution_image_2_new":35227,"feature_solution_title_3_new":"Implementation Team","feature_solution_description_3_new":"Client mock-ups and import files no longer wait for a specialist. The template and import agents do the first build,<\/strong> and you check and tweak.","feature_solution_image_3_new":30632,"feature_case_study_video_new":"","feature_case_study_video_image_new":"","feature_case_study_title_new":"","feature_case_study_description_new":"","feature_case_study_button_name_new":"","feature_case_study_link_new":"","feature_faqs_new":"

What is a custom agent?<\/h4>\r\nA version of Clarus AI with its own name, model and job description. Administrators create them in Settings, under Agents, and you can have as many as you like.\r\n

What goes in the job description?<\/h4>\r\nAnything your team knows that the AI doesn't: client terminology, warehouse names, order reference formats, units, cut-off times, who it's talking to and how to format answers.\r\n

Which built-in specialist agents are there?<\/h4>\r\nThe Warehouse Assistant (the default), plus agents for account and charging setup, document templates and import configuration. More are on the way.\r\n

Will a specialist agent change things without asking?<\/h4>\r\nAsk it to show you a summary first. In our demo the charging agent listed every change and asked \"shall I go ahead?\" before creating anything.\r\n

Do I need to know HTML for document templates?<\/h4>\r\nNo. The Document Template agent writes the template from your mock-up and lists any assumptions for you to check. You can preview it and keep refining it.\r\n

Can customers talk to a custom agent directly?<\/h4>\r\nYes. Agents can be connected to email, Slack, Teams and WhatsApp, with only the contacts you approve.\r\n

Do agents use AI credits?<\/h4>\r\nYes. They run through Clarus AI and use the monthly allowance in your plan.","test":"","feature_result_widget_test_":""},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t