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Agents / Logistics

Lower cost to serve and improve margins

Automate BOL entry, receiving, booking, scheduling, tracking, warehouse workflows, and customs filings to keep domestic and cross-border shipments moving with less manual work.

Overhead view of loading docks and truck trailers

Use cases

Logistics
by business type

Logistics use cases for retail

DC receiving

Match DC receipt records to POs, and flag quantity discrepancies for follow-up.

Inbound scheduling

Capture vendor shipment notices, and book DC delivery appointments.

Store and customer deliveries

Coordinate store deliveries and scheduled customer shipments, track status, and confirm receipt.

Inventory reconciliation

Reconcile stock discrepancies across DC, store, and online records, and apply confirmed adjustments.

Reverse logistics

Coordinate return movements, and record restocking or supplier returns.

Import clearance

Collect trade documents, and coordinate customs filings and cargo release.
Logistics use cases for distributors

Receiving

Match receipt records to POs, and capture reported shortages, overages, and damage.

Inbound coordination

Capture supplier shipment notices, and arrange inbound delivery appointments.

Outbound shipping

Book freight, prepare BOLs, and confirm delivery appointments.

Delivery and returns

Track deliveries, collect PODs, and coordinate return shipments.

Warehouse records

Record receiving adjustments, reconcile stock discrepancies, and update approved pick and packing instructions.

Cross-border trade

Collect import documents, prepare filing data, and coordinate clearance with customs partners.
Logistics use cases for manufacturers

Receiving

Match delivery notes and receipt records to POs, update your ERP, and flag discrepancies.

Freight booking

Book finished-goods shipments, and confirm pickup and delivery appointments.

Delivery confirmation

Track shipments, update delivery milestones, and collect PODs.

Dispatch paperwork

Prepare BOLs and packing lists, and collect and attach approved product certificates.

Cross-border trade

Assemble import and export filings from approved shipment data, and follow up on clearance.
Logistics use cases for logistics providers

BOL entry

Extract shipment details from BOLs and shipping instructions, and update records in your system.

Shipment booking

Collect carrier rates, confirm availability, and book capacity for shipments using your rules.

Dispatch and appointments

Confirm pickup and delivery slots, and issue carrier instructions.

Track and trace

Collect movement updates, maintain ETAs, and coordinate reschedules.

Delivery confirmation

Match PODs to shipments, confirm delivery, and coordinate empty container returns.

Warehouse receiving

Validate inbound quantities, record receipts, and update WMS records.

Cross-border trade

Prepare customs entries and ISF filings, and monitor cargo release.

Time to value

Put your workflows into production in weeks

Shipment work spans documents, portals, and legacy systems

Operators move between inboxes, WMS and TMS screens, and partner portals to complete each shipment's next step.

Capture the process. Build and test the agent.

Pallet works alongside your operators to capture the rules, generate the agent, and test the workflow before deployment.

Institutional knowledge

Run shipment workflows with your operating knowledge

Use facility instructions, customer requirements, shipment details, and carrier procedures in the right context.

Accuracy

Validate the shipment before the next step

Read and reconcile complex documents

Extract shipment fields and match them across packets and system records. Surface discrepancies for review.

Simulate the complete workflow

Test document variations, portal steps, and operational exceptions before the agent goes live.

Human intervention required to resolve a missing certificate of origin

Escalate with the evidence

Route conflicting records or uncertain filings to an operator with the documents and context needed to resolve them.

Capabilities

Work wherever your team works

Email

Outlook, Gmail, Front, etc

Voice

Inbound and outbound phone

Documents

PDF, spreadsheets, scanned images

API and EDI

REST APIs, EDI 204/210/etc

Browser

Automate any web app or portal

Remote Desktop

Reach desktop apps with no APIs

Integrated with your
existing software

CargoWise
Manhattan Associates
sap
oracle
Blue Yonder
kinaxis
e2open
Descartes
Trimble
McLeod
Email
WhatsApp
Microsoft Teams
Databases
PDF

Built for enterprise

Protect the data that runs your operations

GDPR

Data handling aligned with GDPR requirements.

SOC 2 · Type II

Audited controls, with the report available in our Trust Center.

CCPA

Privacy practices aligned with California requirements.

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Frequently
asked questions

AI logistics agents carry out the document and system tasks needed to move, receive, track, and clear shipments. Pallet agents handle freight bookings, appointments, shipment updates, warehouse records, bills of lading, and customs paperwork. They apply your operating rules across the systems and partner portals used for the workflow.

Keep exploring

Put AI to work across your logistics workflows

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