AI controls, approvals and audit for freight
You decide what the agents may do, lane by lane.
Every agent starts at Draft. Your team raises it to acting on its own only where it's been earned, for one lane or one customer at a time, with limits you set and can change.
| Lane or customer | Quoting | Planning | Tracking | Billing |
|---|---|---|---|---|
| Prairie FoodsMississauga ON → Joliet IL | Act within your rulesQuotes under $4,500.00 | Act within your rulesIn-network trucks only | Act within your rulesETA updates only | Draft |
| Northgate HomeAll lanes | Act with approval | Act with approval | Act within your rulesETA updates only | Draft |
| Keel Building SupplyOn credit hold | Always a person | Always a person | Suggest | Always a person |
| New customersUntil someone sets a level | Draft | Draft | Draft | Always a person |
Every new lane and every new customer starts at Draft or Always a person until someone sets it otherwise. Nothing reaches this table without a track record behind it.
Every action is on the record, whoever took it.
- 11:28Tracking agent drafted a delay update for Prairie Foods after Samsara showed I-94 slowing the truck
- 11:29
Claude asked by K. Wong: "Why is 48213 running behind?" - 11:32J. Park approved the update; sent to Prairie Foods
- 14:40 logged the geofence arrival at the Joliet dock
- 18:00R. Diaz captured the POD in the driver app, signed by D. Kowalski
- 18:15Billing agent drafted invoice INV-10442 from the POD and the ELD detention
- 18:21J. Park approved it, and
QuickBooks posted it to the customer's account
Limits and holds
Agents stop exactly where you've told them to.
A dollar limit, a hold or a compliance block reaches every agent the same way it reaches a person. There's no separate rule for automation to work around.
- Dollar limitsQuoting hands a request to a person once it's over the limit set for that lane: $4,500.00 on Prairie Foods' Mississauga to Joliet lane, so a $4,980.00 quote waits for approval.
- Customers on credit holdKeel Building Supply is on hold at $18,400.00 past terms. No agent quotes, dispatches or invoices it until Finance releases the hold.
- Carriers blocked by complianceBrightwater Carriers is blocked after its cargo insurance lapsed on Sep 24. Planning can't tender to it until Compliance clears the block.
The one switch
Every agent, off in one place.
One switch in Roadmark stops every agent at once, for the whole company. Nobody's work is lost, and nobody has to wait for it to come back.
Paused
Pause all agents
- Drafts
- Stop appearing. No agent proposes anything new until it's back on.
- Queues
- Stay exactly where they are. Nothing already drafted disappears.
- People
- Keep working. Every screen, quote and load still works by hand.
Every screen still works without an agent.
- Quote for Prairie Foods$4,980.00Mississauga ON → Joliet IL · drafted by the Quoting agent
- Cover load 48219$1,655.00Northline Freight recommended · Columbus OH
- Invoice INV-10442 ready$4,315.00POD matched · detention added from the ELD
- Quote for Prairie FoodsNeeds a personPrice it from the lane history yourself
- Cover load 48219Needs a personCall a carrier directly. Nothing recommended.
- Invoice INV-10442 ready$4,215.00Detention not added. Enter the dock hours by hand.
Questions
What teams ask before turning agents on.
How do we control what each agent can do?
Autonomy is set per agent, for each lane or customer: Suggest, Draft, Act with approval, Act within your rules, or Always a person. Every new lane and customer starts at Draft or Always a person until someone on your team sets it otherwise.
Can we set dollar limits on what an agent quotes?
Yes. Quoting hands a request to a person once it's over the limit set for that lane. With a $4,500.00 limit, a $4,980.00 quote waits for approval.
Do agents respect credit holds and compliance blocks?
Yes. A hold reaches every agent the same way it reaches a person: no agent quotes, dispatches or invoices a customer on credit hold, and Planning can't tender to a carrier blocked by compliance until the block is cleared.
Is there an audit trail of what the AI did?
Yes. Every action on a load is on the record with the time and what changed, whoever took it: a person, an agent, an AI assistant or an integration, each shown by name.
Can we switch all the agents off at once?
Yes. One switch pauses every agent for the whole company. Drafts stop appearing, queues stay exactly where they are, and people keep working by hand.
What happens to our work queue if a model provider goes down?
The queue stays, without the parts an agent would have prepared. A quote is priced from the lane history by hand, a load is covered by calling a carrier, and detention hours are entered directly.
The same control extends to who can see what.
Every company in the group has its own data. An agent or an AI assistant sees only what the person it's working for can see.
Set the limits before you turn anything on.
We'll walk through the matrix with your team and set it for your lanes and customers before any agent drafts a thing.
- Your lanes, customers and carriers
- Your dollar limits and holds
- Who can raise or pull back a level