01
Sign up and create your workspace
- Go to the app and click Start free trial.
- Enter your email and confirm it — you will receive a verification link.
- Set your password and land on the workspace creation flow.
- Name your workspace (usually your brand name) and pick a logo color.
Your 14-day free trial starts now — no card required.
02
Connect your stack
The onboarding wizard asks which carriers, OMS, and helpdesk you use.
- Carriers (FedEx, UPS, USPS, DHL)
- Connect your API credentials so Veztra can pull live tracking. See the integration guides below for where to find your keys.
- OMS — Shopify
- OAuth connect in one click. Veztra pulls your last 90 days of orders and stays in sync via webhooks.
- Other OMS (Magento, BigCommerce, etc.)
- Use the Zapier app to push orders in, or upload a CSV to start immediately.
- Helpdesk — Zendesk or Gorgias
- Connect with your subdomain and API key. Tickets you approve go straight into your helpdesk queue.
- Other helpdesk (Freshdesk, Intercom, etc.)
- Connect via Zapier or configure an outbound webhook. If nothing is connected, Veztra emails the carrier directly on your behalf.
Skip any step and connect later from Settings → Integrations.
03
Ingest your shipments
Once your OMS is connected, shipments appear automatically. If you are not using Shopify yet:
- CSV upload — Go to Upload in the sidebar, drag in a CSV with tracking numbers and carrier. Veztra auto-maps common column headers.
- Manual entry — From any shipment list, click + Add shipment.
04
Work the queue
The Inbox is the proactive queue — every shipment that needs action shows up here with an AI-drafted reply ready to send.
- Open Inbox.
- Review the AI-drafted ticket. Edit anything you would change.
- Click Approve & send — it goes to your helpdesk or directly to the carrier.
For bulk operations, use Tickets → Review queue to approve multiple drafts at once.
05
File claims and generate commercial invoices
From any shipment detail page, the right panel has three key actions:
- Draft follow-up
- Claude drafts a carrier follow-up based on current shipment status.
- Package claim
- Opens the claim composer. Claude pre-fills loss summary, category, and amount. You review and file.
- Generate CI
- Generates a commercial invoice PDF from the order line items. Download or send directly.
06
Morning Brief
Every morning, Veztra sends a brief to your configured channels (email and/or Slack) summarizing shipments at risk of SLA breach, open claims awaiting response, and volume and on-track rate.
Configure it from Settings → Integrations → Morning Brief.