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Forklifts and material handling

AI assistant for forklift importers, dealers and service technicians

An AI assistant answers fault codes, inspection items and part numbers from the importer's workshop manuals, inspection checklists and parts catalogues. Technicians ask it on WhatsApp beside the truck; the parts counter and new staff use the same knowledge base.

A forklift that stops in a distribution centre blocks the aisle behind it. The technician on site needs the fault code, the right part for that serial number and the inspection items, and usually phones the service desk for them.

By Tom Joseph · Last updated: 28 October 2026

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In short

An AI assistant for a forklift importer or dealer answers four groups from one set of documents. Fleet managers ask what a display warning means. Technicians ask for fault code checks, torque values and service intervals. The parts counter asks which part fits which serial number range. New service desk staff ask how things are done here. All get answers from the workshop manuals, parts catalogues, inspection checklists and datasheets you already have. Live stock, warranty claims and service planning need a custom integration. The document side is what SimplyBoost, our own product, does.

Examples

Five questions this assistant answers in a forklift dealer network

Who asks what

Five groups of questions, answered from the service documents

Who asksTypical questionAnswered from
Customers and fleet managersWhat does this display warning mean, and may the truck keep running?Operator manual, fault code list
Dealers and sub-dealersWhich mast and battery options does this model offer, and what capacity remains at full height?Datasheets, option lists, load charts
Technicians in the field or workshopHydraulic fault on a reach truck: what do I check first?Workshop manual, fault code tables, service bulletins
The parts counterWhich seal kit fits the lift cylinder on this serial number?Parts catalogue, exploded views, serial number ranges
New service desk and parts staffHow do we log a breakdown call, and what does the periodic inspection cover?Internal procedures, inspection checklists, the same manuals
Technician helpdesk

Technicians ask on WhatsApp while the truck is still on the floor

A service technician at a customer site works with a fault code, a type plate and a serial number. Without an assistant, the next step is a call to the service desk or to the one colleague who knows that model. With an assistant on a WhatsApp Business number, the technician types the code and model and gets the checks from the workshop manual, the interval from the service schedule or the torque from the procedure. During a periodic inspection the same line gives the lift chain wear limit and how to measure chain elongation. Replies come in Dutch, French, German, Spanish or English.

The assistant answers from documents only; it does not read the truck controller or the service history. A repair beyond the manual or a warranty decision goes to the service desk in Zendesk, Freshdesk, Gorgias or Slack, with the conversation attached.

Parts questions

Which part fits which truck, from the parts catalogue

Forklift parts depend on model, build year and serial number range, and a mast or drive unit can change within one model run. That knowledge sits in parts catalogues and exploded views that only experienced counter staff read quickly. Upload them with a CSV linking models to serial number ranges, and the assistant answers which part number belongs to which serial number, with the figure and position from the exploded view.

Dealers ask the same questions in your signed-in dealer portal, where the assistant recognises them by verified email address. An order request goes to the parts team with the serial number and the conversation. Stock checks and placing the order need a link to the ERP or dealer management system: a custom build.

Training the internal team

New service desk and parts staff learn by asking the knowledge base

A new colleague at the service desk or parts counter needs months to learn the models, the fault codes and how your company logs a breakdown. Until then, every question goes to a senior colleague. An internal assistant answers from the same manuals and catalogues plus your own procedures: how a breakdown call is logged, which items an inspection covers, how a warranty request is prepared for the importer. A new counter colleague who needs a lift chain for a 2018 triplex mast finds the mast type in the serial number list and the chain in the exploded view, without walking to the workshop.

Each SimplyBoost account includes three AI agents: one for customers on the website, one for dealers and technicians in the portal or on WhatsApp, one for the internal team. The senior colleague keeps the difficult cases.

SimplyBoost or a custom build

What runs on documents, and what needs your live systems

NeedSimplyBoost, our own product, from documentsCustom Crux build, from live systems
Fault codes, procedures, service intervalsAnswered from workshop manuals and service schedulesOnly needed if answers must come from telematics or controller data
Parts identificationAnswered from parts catalogues, exploded views and a serial number listStock and price from the ERP or dealer management system
Orders and warranty claimsHanded to your team with the conversationClaim created in the warranty system, serial number checked in the registry
Service planningRequest collected and handed overSlots read and booked in the service planning
Who owns whatThe importer or dealer owns the documents and the accountYour IT partner keeps managing the systems; Crux builds the integration and hands over the code
Read moreSimplyBoost for forklift dealersAI customer service for dealer networks: buy or build; AI audit €2,500, Production-ready MVP €20,000, production from €50,000, excl. VAT
Rules in the Netherlands and Belgium

Inspection, operator training and the Machinery Regulation

Other trades

The same approach in other dealer networks

FAQ

Frequently asked questions

Can technicians use the assistant at a customer site?

Yes. With a WhatsApp Business number connected, a technician asks by message beside the truck what a fault code means, which checks come first, or which torque value or interval applies. The assistant answers from the workshop manual and service schedule in Dutch, French, German, Spanish or English. Anything outside the documents goes to the service desk with the conversation.

Can it tell which part fits a specific truck?

Yes, when the parts catalogue and a list of models and serial number ranges are uploaded. It gives the part number for that serial number range from the catalogue and the exploded view. It does not check stock or price. An order request goes to the parts team, and live stock needs a custom link to the ERP or dealer management system.

How does it help train new service desk and parts staff?

New staff ask the internal assistant instead of a senior colleague. It answers from the same manuals, catalogues and checklists, plus your internal procedures for breakdown calls and warranty requests. The senior colleague keeps the difficult cases, and the new colleague learns the models by asking real questions.

Do we need SimplyBoost or a custom build?

Start with SimplyBoost, our own product, when the answers live in documents such as manuals, catalogues and checklists. Choose a custom Crux build when the answer has to come from a live system, such as stock in the ERP, a warranty claim status or the serial number registry. Crux builds that alongside your IT partner, who keeps managing your systems.

Does it work for a dealer that sells several brands?

Yes, because it answers from what you upload. A multi-brand dealer uploads the documentation each brand allows it to share. With three AI agents per account, a dealer can keep separate assistants for customers, technicians and the internal team, each with its own documents.

Can the assistant carry out the periodic inspection?

No. It gives a technician the inspection checklist and the procedure for each item from your documents. The inspection itself is carried out and recorded by the expert in the Netherlands, or by an external service for technical inspections (EDTC) in Belgium.

See it answer from your own manuals

Bring one workshop manual and one parts catalogue to a free consultation. We show how the assistant answers from them and which questions need a custom link.

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