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 $350 below your minimum. 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 your rates 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 drafts status updates and routine check-call responses for your approval. Only task types you have opted in to auto-execute send on their own. 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
AI Auto lets the AI run a task type on its own only after you opt in for that type, and only when the type is eligible, the AI's confidence is at least 80, and its approval history clears your threshold. It never books a load by itself and never approves or sends invoices, payments or settlements. Those wait for you in the app.
Example: A reminder task for a missing proof of delivery comes in at 2 AM on a task type you opted in. The AI checks its confidence and your approval history, sends the reminder, and logs it. You wake up and see what it did. A load offer at 2 AM is different: the AI drafts a response and waits for you.
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 Suggest (AI drafts, you approve and send; always human-held) |
| Collections | Payment reminders, aging escalation | AI Approve |
| Compliance | Document tracking, HOS alerts | AI Auto (alerts) |
A common starting point: AI Suggest for booking and negotiation, AI Auto for status updates and reminders. Invoicing stays with you: the AI drafts, you approve and send. Adjust from there based on how the AI's recommendations match your judgment.
Escalation Rules
Even after you opt a task type in, the AI hands a task back to you when its confidence is under 80, when the type's approval rate is below your threshold, when you have marked the type high risk, or when a guard cannot ground the task in your data.
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: approval rate and counts of tasks the AI handled vs sent to you
- 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 reminders to AI Auto. Invoicing, payments and settlements stay human-held.
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.