Transport Management

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  1. Transport Management
  2. Use Proto with Transport Management
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Put an AI agent to work in Transport Management

Prepare freight comparisons and operational questions while preserving the configured decision authority.

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 6 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

  • Transportation Planner: Explain the carrier and applied contract on a planned shipment, and show the freight inputs the rate-shop used.
  • Dispatcher/Ops: Compare a shipment's tracking events with its pickup and delivery dates, then list unresolved exception and proof evidence.
  • Freight Audit Clerk: Compare billed and expected amounts in the freight audit results and identify charges marked as unjustified accessorials.
  • Logistics Manager: Review approaching contract endings and unresolved carrier disputes with the linked source records.

What stays with a person

  • Proto uses the signed-in person's configured permissions.
  • Invoice corrections go to the authorized entry account, while Dispatcher/Ops reviews proof and Receiving / Customer reads it.
  • For a disputed charge, Dispatcher/Ops checks waiting times and shipment requirements; Freight Audit Clerk reviews the audit result and contracted accessorial rate through its own permitted records.
  • The carrier decides its tender response; configured contract, proof and waiver decisions stay with the responsible people.

Proto uses the signed-in person's configured permissions. Invoice corrections go to the authorized entry account, while Dispatcher/Ops reviews proof and Receiving / Customer reads it. For a disputed charge, Dispatcher/Ops checks waiting times and shipment requirements; Freight Audit Clerk reviews the audit result and contracted accessorial rate through its own permitted records. The carrier decides its tender response; configured contract, proof and waiver decisions stay with the responsible people.

Confirm carrier delivery and payable acknowledgment through the chosen connections. Agree renewal scheduling and issue-assignment responsibilities during setup. Review suggested changes against the real records and preserve the evidence used by each active workflow.

Set up Transport Management your way.

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

Start now Download Proto

How to get started