01 Agents
Agents automate your routine operations, while working inside of every channel including email, voice, API, and remote desktop.
Customer story
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Pallet captured that expertise, reached production in just 49 days, and helped us elevate our service.
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We improved our NPS, SLAs, G&A costs, and morale of the organization. Pallet has enabled us to do that better than anybody else.
Automate every workflow between RFQ and POD
Shared inbox triage
Monitor shared inboxes and match every message and attachment to the right customer, quote, or load. Classify each request and send it to the right workflow.
RFP management
Turn requests from email, portals, and spreadsheets into pricing-ready records. Flag missing details, build responses, and manage revisions through acceptance.
Quoting and rating
Pull contract rates, lane history, market data, and carrier quotes into every pricing decision. Flag quotes that fall outside margin or customer rules.
Load entry
Extract order and BOL details from any format, check them against customer rules, and create complete loads directly in the TMS.
Carrier onboarding and compliance
Collect setup documents and validate authority, insurance, tax, payment details, and fraud indicators. Keep compliance checks current before every booking.
Carrier sourcing
Post loads and match them to carriers based on lane history, equipment, availability, and preferences. Prioritize proven carriers before going to the open market.
Carrier selection and negotiation
Compare rate, service history, authority, insurance, and fraud risk. Negotiate within approved limits and route only true exceptions to a broker.
Tendering
Send tenders, capture responses, and let qualified carriers accept loads across email, voice, and digital booking channels. Escalate declined or unconfirmed freight.
Dispatch handoff
Validate final terms, process the rate confirmation, and send the carrier every reference, contact, appointment, and facility instruction needed to run the load.
Appointment scheduling
Book and confirm pickup and delivery appointments across email, phone, and portals. Record agreed times, facility requirements, and reference numbers in the TMS.
Track & trace and ETA
Collect updates from calls, texts, email, APIs, and visibility platforms. Turn them into consistent milestones and update ETAs as conditions change.
Customer service
Answer routine load questions with current shipment context. Send milestone and delay alerts across email, text, and customer portals before customers ask.
Exception recovery
Handle reschedules, no-shows, late pickups, missed deliveries, driver check-in issues, and facility conflicts. Coordinate recovery and keep every affected party current.
Accessorial management
Detect breakdowns, rejected loads, route disruptions, detention, and lumper requests. Follow the customer SOP, secure approvals, and keep costs and documents tied to the load.
Document collection
Collect BOLs, PODs, scale tickets, lumper receipts, and accessorial forms. Match every document to the right load, flag missing items, and trigger billing.
Invoicing and collections
Build invoices using account-specific rules and submit them by email, EDI, or portal. Answer billing questions and follow up on unpaid balances.
Carrier settlement
Match carrier invoices to rates, BOLs, PODs, receipts, and accessorials. Reconcile discrepancies, approve payment, and route true exceptions for review.
Margin leakage audit
Compare carrier costs with customer charges and flag negative-margin loads before invoices and settlements are finalized.
Claims resolution
Open claims with complete evidence, track liability decisions and deadlines, and keep customers, carriers, and internal teams current through resolution.
Automate every operation from quote to cash
