What this feature does
Exclusions let you block specific carriers or customers from parts of your workflow. You can add an exclusion by:
Carrier DOT number
Customer (by name or ID)
After selecting who to exclude, choose what to exclude them from.
Exclusion types
Exclude from shipments
Effect: When this option is checked, any new shipment for this carrier/customer is created and immediately marked as
canceled.
Exclude from tracking
Effect: Shipments for this carrier/customer will be created as usual. However, please note that the dispatcher-assigned email will not be sent for this shipment, and the app download flow for the driver will not be triggered.
Exclude from Autopilot
Effect: Shipments for this carrier/customer will be created as usual. However, the Autopilot Agent will not send any Chat messages to the carrier/customer.
How to add an exclusion
Option A — By Carrier (DOT number)
Go to Settings → Exclusions.
Select Add Exclusion → Carrier (DOT).
Enter the DOT number. The system verifies and shows the matched carrier.
Choose an Exclusion type (Shipments, Tracking, or Autopilot [inactive]).
Save.
Option B — By Customer (Name or ID)
Go to Settings → Exclusions.
Select Add Exclusion → Customer.
Search and select by Customer name, or enter Customer ID.
Choose an Exclusion type.
Save.
Option C — Exclude from Autopilot
Go to Automation → Autopilot Tracking Agent.
Select Configure → Agent Conditions.
Search Check If and select by Carrier DOT number, MC Number, Customer Name or Customer ID.
Select Has None Of → Enter the Carrier DOT number, MC Number, Customer Name or Customer ID.
Save Agent Configuration.
What happens after you save
Exclusions apply to new actions from that point onward.
Exclude from shipments: new shipments are created and immediately canceled; no downstream flows run.
Exclude from tracking: shipments are created but tracking is skipped.
Exclude from Autopilot: Carrier or Customer will not receive any Autopilot Agent communication.
View, or remove exclusions anytime in Settings → Exclusions.