1. Freight Brokerage Platform
  2. Your brokerage assistant
Reference

Put an AI agent to work in Freight Brokerage Platform

Use Proto to prepare load context and bring the right evidence to the decision maker.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md
  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Dispatcher: Prepare the load and stop sequence from the selected partner and appointment windows, then list the assignment checks needed before dispatch.
  • Transport Supervisor: Bring together the submitted carrier offer, authority reference and parent load revision for independent review.
  • Auditor: Summarize the authorized decision and operation evidence behind a load's recorded outcome.
  • App Administrator: Help check partner and member organization references before importing the pilot records.

What stays with a person

  • The Dispatcher checks driver eligibility and vehicle readiness before dispatch.
  • The Transport Supervisor makes the independent award and corrective-scope decisions.
  • Confirm authoritative evidence before treating an uncertain operation as complete, and obtain the appropriate authorization before any new external action.
  • Assistant activity and connected operations follow the metering described in [pricing](/freight-brokerage-platform/pricing).

The Dispatcher checks driver eligibility and vehicle readiness before dispatch. The Transport Supervisor makes the independent award and corrective-scope decisions. Confirm authoritative evidence before treating an uncertain operation as complete, and obtain the appropriate authorization before any new external action.

Assistant activity and connected operations follow the metering described in [pricing](/freight-brokerage-platform/pricing). Estimate the pilot's preparation, review and evidence activity before extending use to the wider workload.

Set up Freight Brokerage Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started