Autopilot: Freight Brokers
AI Agent and Autopilot Static Rules
By Param and 2 others3 authors13 articles
AI Tracking Agent
Collection of help docs for the Autopilot AI Tracking Agent
- Getting started with the AI Tracking AgentWhat the AI Tracking Agent does, how to roll it out, and the exceptions it handles. Start here before configuring checkpoints.
- How often a checkpoint runsEvery checkpoint follows one of four run cadences. This explains what each one does, when to use it, and why you can only pick one.
- Configure Who the Autopilot AI Agent Sends Messages From
Autopilot Static Rules
Automate manual work with AI
- Autopilot Static RulesThis page explains how Autopilot static rules work and when to use them. It reflects exactly what was covered in recent customer calls.
- Autopilot explained for freight brokersAutomate repetitive check calls, improve visibility, and stay on top of high-maintenance loads.
- Getting Started with Autopilot RulesConfigure rules for automated carrier outreach and shipment updates
- Using ConditionsFilter when a rule should run by setting specific shipment criteria.
- Defining ActionsDefine what the system should do when a rule is triggered and all conditions are met.
- Setting TriggersDefine when your rule should run based on time, shipment milestones, or live conditions.
- Creating Custom Rules & Editing Autopilot TemplatesSet up advanced logic to automate updates, reminders, and workflows around your shipments.
- Template Tracking SOPQuick-start tracking & check-call SOP for Autopilot AI—built from customer feedback and proven in live operations.
- Setting Up Custom Notifications Using Autopilot Rules: Example - Notification for loads that are not tracking