Intake & Pricing Mapping
Before launching anything, we extract your specific rules of operation. Logistics operations move fast — any disruption to a live inbox causes immediate rejection.
The Baseline Matrix
Secure your baseline per-mile rates and current Fuel Surcharge (FSC) tables.
Accessorial Fees
Document precise flat charges for accessory variables — secondary intermediate stops, liftgate, tarping.
Hazmat Protocols
Confirm your hazardous materials license and required legal/regulatory disclaimers for specific UN numbers.
Sub-Account & Custom Field Setup
Deploy the pre-configured snapshot into your designated sub-account. Map automated AI-extraction targets into explicit custom values and turn on exception triggers.
Custom Fields Configuration
Map AI-extraction targets to explicit values — {{load.lane_id}}, {{load.total_weight}}, {{load.hazmat_premium}}.
Exception Workflow Triggers
Turn on automated flag triggers: WEIGHT_DISRUPTION, HAZMAT_DETECTED, ROUTE_RESCALED — auto-routed to the head dispatcher before a quote exits.
Live Environment Integration
Establish secure connections so data flows cleanly without breaking your current daily workflow.
The Inbox Connector
Hook into your primary inbound quoting inbox (e.g. quotes@brokeragecompany.com) via a secure email forwarding layer or direct API.
Draft Folder Sync
Authenticate brokers' outbound mail so finalized AI calculations land in their email client's Drafts folder as a ready-to-verify response.
Training, Edge-Case Verification & Handover
Run the system through a structured trial environment before handing over full operational control.
The Live Run Simulation
Pass established Test Level 2 scenarios — the Hazmat premium and the multi-stop Cincinnati route divergence — live in your account.
User Training Review
Train operators on the single-click review model: look at the draft, verify extracted data flags against the document, and hit send.
Book your onboarding
$15,000 initial implementation · $2,000/month ongoing AI operations. Tell us about your operation and we'll start the 4-phase discovery.