Solutions · Shipping & logistics

Shipping Agent

Book the carrier, print the BOL, send the ASN, and audit the freight bill, just like your shipping coordinator.

Works using screen+ mouse+ keyboard

No new system.No integrations.

See how it works

paperwork ready before the truck backs in ↗

Carrier portal · Book shipmentDemonstration data
  • Pallets6
  • Weight3,180 lb
  • Class70
  • Pickup11/05 · 2 PM
Epicor Kinetic · Shipment 51802Northfield Foods
  • BOL 51802 · 6 pallets · class 70730.00
  • ASN sent to customer portal0.00
  • Dispute: liftgate not used-185.00
  • Dispute: reweigh, scale ticket attached-64.00
TotalPay $730.00
✉Sent to Receiving, Northfield FoodsBOL 51802.pdf

Will it arrive before our 10 AM receiving cutoff?

The carrier shows delivery 11/06 between 8 and 10 AM. I've asked them to call your dock 30 minutes ahead.

  1. 01Order ready
  2. 02Book
  3. 03BOL & ASN
  4. 04Track
  5. 05Audit
The biggest win

Paperwork ready before the truck arrives

A missing BOL or late ASN costs a dock slot and a chargeback. Your agent has it ready first.

Todaythe usual way
  • Driver waits at the dock
  • BOL and ASN sent After the driver arrives
  • Deal lost. The ASN was late and the retailer charged back $250.
VS
With your agent✦ Instant
  • Picked up the moment it lands
  • Booked, documented, sent, tracked before pickup
  • On time. No chargebacks.

Shipping is messy

  • Chargebacks. Late or wrong ASN
  • Waiting trucks. Paperwork not ready
  • Freight overbilled. Paid without checking
  • Where's my order?. Customers calling for tracking

An agent that handles the messy parts your way.

  • 01Routing guidesEvery customer's rules
  • 02ASNs on timeNo chargebacks
  • 03Carrier portalsBooked with your login
  • 04Freight auditEvery bill, every charge
  • 05TrackingCustomers told first
Today

Every shipment, by hand. Agents should!

  1. ManualAgent Check ready orders
  2. ManualAgent Book carrier
  3. ManualAgent Print BOL
  4. ManualAgent Labels
  5. ManualAgent Send ASN
  6. ManualAgent Email tracking
  7. ManualAgent Update ERP
  8. ManualAgent Check freight bill
  9. ManualAgent Dispute charges

How many hours can you get back?

Built differently

No new system. No integrations.

You're not buying software. You're adding an agent that uses the software you have.

The whole job

Hand the whole shipment to an agent

1 agent
  1. Finds ready orders
  2. Books the carrier
  3. Prepares BOL & ASN
  4. Dock confirms load
  5. Sends tracking
  6. Updates the ERP
  7. Audits the freight bill
  8. You approve disputes

Agent does itYou decide

How it works

Five steps. One shipment.

One job, start to finish: Northfield Foods, order 51802, 6 pallets.

  1. 01

    It books the load

    Carrier portal or your TMS. Weight, class, pallets, dock time.

    Carrier portal · Book shipment
    • Pallets6
    • Weight3,180 lb
    • Class70
    • Pickup11/05 · 2 PM

    Columbus, OH → Denver, CO · LTL 6 pallets

  2. 02

    It prepares the paperwork

    BOL, labels, packing list. Customer routing guide followed.

    Freight bill audit · PRO 4471-2290
    ItemFromPrice
    Linehaul, class 70Booked rate$612.00
    Fuel surchargeBooked rate$118.00
    LiftgateDelivered at a dock: liftgate not usedFreight bill$185.00
    Reweigh 3,640 lbOur scale ticket shows 3,180 lbFreight bill+$64.00
  3. 03

    It sends the ASN

    To the customer's portal before the truck leaves.

    Epicor Kinetic · Shipment 51802
    No. PRO 4471-2290Northfield FoodsDraft
    DescriptionQtyUnitAmount
    BOL 51802 · 6 pallets · class 701ld730.00
    ASN sent to customer portal10.00
    Dispute: liftgate not used1-185.00
    Dispute: reweigh, scale ticket attached1-64.00
    Disputed $249.00 with carrierPay $730.00
  4. 04

    It audits the freight bill

    Rate, accessorials and weight against what you booked.

    Outlook · New message

    ToReceiving, Northfield Foods

    SubjectOrder 51802 shipped: PRO 4471-2290

    Order 51802 left today on PRO 4471-2290, six pallets, delivering 11/06 before noon. The ASN is in your portal.

    BOL 51802.pdf

    Send
  5. 05

    It answers the customer

    Tracking and delivery dates, from the carrier, same thread.

    Email · Northfield Foods

    Will it arrive before our 10 AM receiving cutoff?

    The carrier shows delivery 11/06 between 8 and 10 AM. I've asked them to call your dock 30 minutes ahead.

    Answered from: Carrier tracking, PRO 4471-2290

The full process

Shipping & logistics: every step

What the agent does, where you decide, and the rules it checks.

you decide every green box

  1. Order packed
  2. Read pack list & routing guide
  3. Book carrier & dock time
  4. Prepare BOL & labels
  5. Dock confirms load
  6. Send ASN to customer portal
  7. ASN accepted?
    No → fix and resend
  8. Send tracking to customer
  9. Update shipment in ERP
  10. Read the freight bill
  11. Matches what we booked?
    No → draft dispute
  12. Logistics approves dispute
  13. Answer customer questions
  14. Delivered & audited

Agent does it You decide Rule check

Your process

Built around how you work

Not a template. Your steps, your rules, your approvals.

  1. 01

    Explain it once

    Talk or type, like training a new hire. Hand over your SOP, price book and a few past quotes.

    When a request comes in, first check: asn accepted? If not, fix and resend.

    Quoting SOP.pdf Price book 2026.xlsx 3 past quotes
    Describe your process…
  2. 02

    Watch it work

    It works a real job on your screen. You correct it the way you'd correct a person.

    Use the 2026 price book, not last year's.

    Got it. Switched to 2026 and re-priced 4 lines.

    Read requestDrawingPricing
  3. 03

    Save your process

    A written procedure and a flowchart. Every run follows the version you approved.

    1. Read pack list & routing guide
    2. Book carrier & dock time
    3. Prepare BOL & labels
    4. Dock confirms load
    5. Send ASN to customer portal
    6. ASN accepted?
    v1 · approved
Fully yours

Change anything. Any time.

Any step, any rule, any approval. Say what changed. Approve the new version.

Shipping & logistics processv3 → v4
  1. Prepare BOL & labels
  2. Check this customer's historyAdded
  3. Customer needs ASN?Changed
  4. Update shipment in ERP
  5. Logistics approves disputeRepeat customers: skip
  6. ASN accepted?

Add a step after “Prepare BOL & labels”: check this customer's history and flag anything unusual.

Step added

New rule: Customer needs ASN → send 24 h ahead.

Rule changed

Repeat customers under the limit don't need my approval anymore.

Approval changed

Saved as version 4. You approved it. The next run follows it. The last runs keep the version they ran on.

Your controls

Your rules. Exactly.

Written once in plain English. Followed every time.

  • Customer needs ASN? Send 24 h ahead
  • Charge not booked? Draft dispute
  • Over $2,000 freight? Logistics approves

Never, on any run

  • Change a carrier contract
  • Ship without a dock check
  • Pay a disputed bill
  • Promise a delivery time

Approvals, where you want them

It stops and asks you.

What it built, what it checked, what looks off and what it suggests. Approve, edit, reject, or take the wheel.

from your desk or your phone ↘

Shipping & logistics agentRun #1042Paused at step 11 · Freight auditWaiting for you
Approval you asked for Medium risk Shipping · step 11 · Freight audit Waiting 0:42 1 of 2 in your queue

Dispute $249 on PRO 4471-2290?

You approve every freight dispute before it's sent.

Agent suggests: Dispute both, scale ticket attachedOne item needs a look. Everything else checked out.

FREIGHT BILL · PRO 4471-2290

Linehaul$612.00 · matches booking

Fuel$118.00 · matches

Liftgate$185.00 · not used

Reweigh+$64.00 · scale says 3,180 lb

ProofDock photo, scale ticket

Pay$730.00

Review notes

  • Base rate matches the booking
  • Two charges we didn't book
  • Evidence attached for both
Talk Take control Reject Edit Approve dispute ↵
The difference

Your team, before and after

Your team today and with the agent
TodayWith your agent
Paperwork When the truck arrives Before pickup
Your coordinator Typing BOLs Solving problems
Freight bills Paid as billed Audited
Chargebacks Monthly Rare
Your numbers

How many hours can you get back?

Your volume, your times, your labor cost. Estimates, not results.

150staff hours per month returned to the dock and carriers
$5,100labor capacity per month
$61,200labor capacity per year

Shipments × (minutes today − minutes with the agent) ÷ 60 × hourly cost

These are example assumptions, not results. Example for a manufacturer's shipping desk: minutes cover booking, paperwork, ASN, tracking and audit. Use your own numbers.

FAQ

Questions owners ask us

Do we have to buy new software or connect anything?

No. The agent works in the software you already use, with the same screens, keyboard and mouse your team uses, under logins you give it. Nothing to replace and nothing to integrate.

How is the agent built?

You explain the job the way you'd train a new hire: talk or type, and hand over your SOP and a few real examples. Then it does a real one live while you watch and correct it. Your process is saved as a flowchart and a written procedure, and every run follows the version you approved.

Can it follow each customer's routing guide?

Yes. Routing guides go into the agent's rules: carrier, label format, ASN timing and dock appointments by customer. When a guide and an order disagree, it asks.

Can we change the process later?

Any time. Add a step, change a rule, move an approval or drop one. Tell the agent what changed, review the new flowchart and save it as a new version.

Where does it run, and is it safe?

On your computers, in your signed-in sessions. Logins are kept in a vault and never shown to the AI. Every run is recorded with screenshots, values read and approvals given.

Loads out on time · Freight bills checked

Which loads should we ship first?

Bring a week of shipments and freight bills.

Get demo

no new system. no integrations. ↗