Overview
Automation settings control how much the AI does on its own versus how much it asks you first. You set these per department, so you can have full automation on routine tasks while keeping human control on high-value decisions.
The Four Autonomy Levels
Manual Mode
The AI watches but never acts. It analyzes situations and shows you recommendations, but every action requires you to click a button. Good for learning the system or for tasks where you always want a human in the loop.
Example: A broker emails a load offer. The AI extracts the details, evaluates the rate, and shows you a card: "Rate is 8% below market. Recommended action: counter at $2,300." You decide whether to counter, accept, or ignore.
AI Suggest Mode
The AI drafts the response or action and presents it to you. You review, edit if needed, and approve. The AI does the thinking and writing, you do the final check.
Example: Same broker email. The AI drafts the counter-offer email: "Thank you for the opportunity. Based on current market conditions for this lane, we'd need $2,300 to take this load. We have a driver 30 miles from pickup available tomorrow." You read it, maybe tweak a word, and click send.
AI Approve Mode
The AI handles routine tasks automatically but pauses for your confirmation on important decisions. You define what counts as "important" — rate thresholds, new brokers, high-value loads.
Example: The AI auto-sends status updates and routine check-call responses without asking. But when a broker offers a rate below your target, it pauses and asks: "Rate is $1,900, your target is $2,100. Counter at $2,100?" You click approve or adjust.
AI Auto Mode
The AI handles everything within the rules you've set. It negotiates, books, assigns drivers, sends invoices, and follows up on payments. You review results after the fact. The AI still escalates truly unusual situations — a rate way outside normal, a compliance violation, a broker dispute.
Example: Load offer comes in at 2 AM. AI evaluates: rate is above your minimum, broker has good history, you have a driver available. AI accepts, sends confirmation, assigns the driver, and notifies them via the app. You wake up and see: "Load #4823 booked overnight, $2,450 Dallas→Houston, assigned to Mike."
Setting Autonomy Per Department
You can mix and match autonomy levels across departments:
| Department | What it covers | Common starting level |
|---|---|---|
| Booking | Rate negotiation, load acceptance, counter-offers | AI Suggest or AI Approve |
| Dispatch | Driver assignment, load matching | AI Approve |
| Status Updates | Check calls, pickup/delivery confirmations | AI Auto |
| Invoicing | Invoice generation, sending, follow-up | AI Auto |
| Collections | Payment reminders, aging escalation | AI Approve |
| Compliance | Document tracking, HOS alerts | AI Auto (alerts) |
Most carriers start with AI Suggest for everything, then gradually increase autonomy as they build trust with the system.
Escalation Rules
Even in AI Auto mode, certain situations always get escalated to you:
- Rate more than 20% below market (possible error or scam)
- Rate above a threshold you set (big loads need human eyes)
- First-time broker (no history to evaluate)
- Blacklisted broker contacts you
- Driver has a compliance issue that blocks assignment
- Invoice disputed by broker
- Safety incident reported
You can customize these escalation thresholds in Settings > Automation.
How to Configure
- Go to Settings > Automation
- You'll see a dashboard showing each department
- For each department, select the autonomy level
- Set any custom thresholds (minimum rate, max auto-approve amount, etc.)
- Changes take effect immediately
Automation Dashboard
The automation settings page shows:
- Current autonomy level per department
- How many tasks the AI handled automatically vs escalated
- Performance metrics: average response time, acceptance rate, negotiated rate vs market
- Recent AI decisions you can review
Recommended Progression
Week 1: Everything on Manual or AI Suggest. Learn what the AI recommends and whether you agree.
Week 2-3: Move status updates and invoicing to AI Auto. These are low-risk, high-volume tasks.
Month 2: Move routine bookings (known brokers, rates above your minimum) to AI Approve.
Month 3+: Move more to AI Auto as you trust the AI's judgment. Keep high-value negotiation on AI Approve if you prefer.
There's no pressure to go fully automated. Many successful carriers run in AI Approve mode indefinitely and are happy with the balance of automation and control.