# An agent on every team, and a person on every decision. > Seven Roadmark agents price quotes, plan trucks, track loads, bill, collect and watch compliance. Each drafts the work and a person approves it. URL: https://roadmark.ai/ai-agents Language: en Roadmark’s seven specialized agents work the inbox, quoting, planning, tracking, billing, collections and compliance. Each drafts its part of the work, shows its reasons and waits for someone to approve, edit or reject it. ## Seven agents pass one load between them, and a person signs off each hand-off. Every agent reads its part of the business, drafts the work with its reasons, and hands your team the ones that need a person. 1. **Inbox agent** (Mon 08:13): Reads Prairie Foods' email and opens the request. Always a person: A sender it hasn't seen before. J. Park approved. 2. **Quoting agent** (Mon 08:14): Prices $4,215.00 from 90 days of the lane. Always a person: A lane with no history. J. Park sent it. 3. **Planning agent** (Mon 16:40): Puts unit 214 and R. Diaz on it, inside his hours. Always a person: A driver's first run on a lane. K. Wong dispatched. 4. **Tracking agent** (Tue 11:28): Sees I-94 slowing and drafts the new ETA. Always a person: Moving an appointment. J. Park sent it. 5. **Billing agent** (Tue 18:15): Matches the POD and drafts INV-10442 with detention. Always a person: An invoice off its rate con. J. Park approved. 6. **Collections agent** (Day 25): Reminds Prairie Foods on day 25; paid on day 27. Always a person: A credit hold. **Compliance agent** watches every truck, driver and carrier underneath all of it: R. Diaz's FAST card, unit 214's inspection, each carrier's insurance. 44 renewals tracked, none missed. ## An agent earns more room as it proves itself. Every agent starts at Draft, on every lane and every customer. It moves up only where your team lets it, and only after a track record on that lane, never as a change to the whole company. - **Suggest:** Keel Building Supply (locked: always a person) - **Draft:** New customers (every new lane starts here) - **Act with approval:** Northgate Home · all lanes (approval needs nothing changed); Hamilton → Columbus: back to Draft (edits rose to 30% after a rate change) - **Act within your rules:** Prairie Foods · Mississauga → Joliet (earned after 50 drafts approved unchanged) **Taken back automatically.** If the edit rate on a lane or customer rises, Roadmark drops it back to Draft and tells the person who owns that lane. Autonomy is set per lane or per customer, never for a whole company at once, and any one of them can be locked to "always a person" no matter its record. ## No agent does these, at any level of the ladder. Autonomy raises how far an agent can go inside its own job. It never reaches into these, whatever a lane or customer has earned. - **Move money.** An agent can prepare an invoice, a settlement or a refund; a person releases the payment. - **Sign a contract.** A rate agreement or a carrier contract goes out for a person's signature, drafted or not. - **Change a customer's rate agreement.** Renewals and amendments are always drafted for approval, never applied on their own. - **Override a hold.** A credit hold or a compliance block stops every agent until the person who owns it releases it. ## A day of the Planning agent, at Ashgrove's Mississauga terminal. - **02:00:** Plans tomorrow's board. Every truck gets its next load from the day's tenders, matched against hours, home time and appointment windows. - **07:00:** Dispatch reviews it. 38 of 41 trucks are already planned. The three loads with no unit free in time go out to Northline Freight and Harrow Lane Trucking, already priced. - **14:00:** Unit 231 breaks down outside London ON. The agent re-plans its load and the three behind it within minutes, and flags the two that will still miss their windows. - **22:00:** Tomorrow's tenders arrive. The agent starts building the next board from them, ready for dispatch again at 07:00. ## Build your own agent, on the same rules. Your developers can add an agent for a job this list doesn't cover. It drafts, it explains itself, and it earns autonomy the same way. Nothing it does skips a person or the record. ## What teams ask about the agents. ### What do Roadmark's AI agents do? Roadmark’s own agents each handle one job: Inbox, Quoting, Planning, Tracking, Billing, Collections and Compliance. They prepare work and show their reasons for your team to review. The built-in AI Assistant is your conversation with Roadmark; Claude and ChatGPT are external AI assistants you can connect through MCP. ### Do the agents act without a person's approval? Not to start with. Every agent begins at Draft on every lane and customer, and moves up only where your team allows it, after a track record on that lane. If edits rise on a lane, Roadmark drops it back to Draft and tells the person who owns it. ### Can an AI agent move money or sign a contract? No, at any level of autonomy. An agent can prepare an invoice, a settlement or a rate agreement, but a person releases payments, signs contracts, approves rate changes and releases holds. ### What does the Planning agent do? It plans tomorrow's board overnight, giving each truck its next load around hours, home time and appointment windows, and prices the loads no unit can reach in time for outside carriers. When a truck breaks down, it re-plans the affected loads and flags any that will still miss their windows. ### Can we build our own agent? Yes. Your developers can add an agent for a job the seven don't cover, on the same rules: it drafts, explains itself and earns autonomy the same way, and nothing it does skips a person or the record. ## Related pages - [Roadmark AI Assistant](https://roadmark.ai/ai-assistant): Your conversational assistant inside Roadmark - [Control and safety](https://roadmark.ai/ai-control): Approvals, limits and the record - [Connect your AI assistant](https://roadmark.ai/ai-assistants): Use Roadmark from Claude, ChatGPT or Gemini - [Quoting and CRM](https://roadmark.ai/quoting): Customers, lanes, rates and RFQs - [Tracking](https://roadmark.ai/tracking): The few loads that need you, with reasons - [Billing and settlements](https://roadmark.ai/billing): Invoices, driver pay and carrier pay Companies, people and shipment figures in product examples are fictional. They illustrate workflows and are not customer testimonials or measured results.