AI Intake & Quoting
An agent that takes messy inbound requests from emails, forms, and phone calls and turns them into structured quotes, estimates, or intake records in your system.
Hours of manual data entry and slow quote turnaround are costing you the job. In freight and industrial niches, the company that quotes first usually wins. We install an intake and quoting agent that reads every inbound request, pulls out the details, enters them in your system, and produces a structured quote in seconds instead of hours. Your team approves and sends. For a brokerage, it pays for itself after the first two or three loads it wins you a month.
Reads every request, any format
A shipper's one-line email, a web form, a voicemail, a phone call. It pulls out what matters no matter how messy it comes in.
Turns it into a record
Origin, destination, equipment, weight, dates, contact. Entered into your TMS or CRM as a clean intake record, no re-keying.
Builds the quote in seconds
Drafts the quote or estimate from your pricing rules so your rep can review, tweak, and send while the shipper is still looking.
Follows up on the quote
Sent quotes that go quiet get a follow-up until the shipper books or passes.
- Takes in
- Email, web forms, phone calls
- Writes to
- Your TMS, CRM, or quoting tool
- Turnaround
- Seconds instead of hours
- Control
- Your pricing rules, your rep approves every quote
- Best fit
- Freight brokerages, manufacturing, industrial
- STEP 1Map the intakeWhat comes in, where it comes from, and what a complete quote needs.
- STEP 2Build the agentTrained to read your requests and encode your pricing rules.
- STEP 3Connect your systemWired into your inbox, forms, phone, and TMS or CRM.
- STEP 4Go live and tuneQuotes start going out in seconds. We check accuracy weekly and tighten it.
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