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Inbound lead handling for logistics

An AI SDR for logistics quote requests and shipper enquiries. Agents capture lane, volume and timing from every request, and unusual loads or urgent jobs go straight to a person.

Where quote requests land

  • Quote request formsThe agent captures lane, load type, volume and timing from the form and asks for anything missing in approved wording.
  • Shared operations or sales inboxEmails are read, matched to the shipper's record and turned into a lead with the details pulled from the message.
  • WhatsApp and SMS messages from shippersShort messages get a reply from approved wording, and the thread joins the same history as email.
  • Tender and request-for-quote noticesNotices that reach your inbox are captured as leads, so none depends on someone spotting the email.
  • Referrals from brokers and partnersReferred leads carry their source, so the CRM shows which partner sent the work.

From quote request to a rate conversation

  • Capture the shipment detailsLane, load type, volume, frequency and timing are pulled from the request into CRM fields, so a rep does not retype them.
  • Match against your servicesThe agent compares the request with the lanes and services you list as standard and records why it did or did not fit.
  • Escalate urgent shipmentsRequests that look same-day or time-critical are flagged to the on-call owner as soon as they are read. You define what counts as urgent.
  • Keep shippers informedStatus and scheduling questions are answered from approved replies, and every exchange is logged in the CRM.

Rules for rates, odd loads and urgent jobs

Examples of rules a team in this field might write. You set the real ones, and can change them at any time.

  • Pricing and rate questionsPersonRouted to the account owner with the lane, volume and timing already captured, because rates need judgment.
  • Unusual loads or lanesPersonAnything outside your standard services goes to a person to assess, since a wrong yes is costly.
  • Urgent or same-day jobsPersonFlagged to the on-call owner as soon as the request is read, because waiting loses the job.
  • Message wordingApprovalNothing new is sent until a manager has approved it, so promises about service stay accurate.
  • Status and scheduling questionsAgentAnswered from approved replies and logged in the CRM, which keeps routine questions off your team's desk.

A quote request, from lane to meeting

Priya Nair · Example Freight Co
Quote request
Fit score 81/100
Meeting booked
AgentPersonOutcome
  1. Agent captured the leadPulled lane, load type and timing from the quote form.
  2. Agent qualified itMatched the lane to your standard services.
  3. Handed to a repPriya asked for a rate on a regular volume, which your rules reserve for a person.
  4. Rep booked the meetingWednesday 11:00, with the lane summary attached.
Example record. Names and times are illustrative.

What freight and logistics teams ask

  • Can an AI agent handle logistics quote requests?

    It can take the first step. The agent captures lane, volume and timing from each request, asks for missing details, checks the request against your standard services and books a call. Rates and unusual loads go to a person, since those need judgment.

  • Does the agent quote rates to shippers?

    No. The agent does not quote, negotiate or commit to a price. Rate questions go to the account owner with the lane, volume and timing already captured, so the first conversation starts from the facts rather than from a round of questions.

  • How are urgent shipments handled?

    You define what counts as urgent, such as same-day jobs, and the agent flags those requests to the on-call owner as soon as it reads them instead of continuing a routine sequence. A person takes the conversation from there, with the details the request already contained.

  • Which channels can it answer shippers on?

    Web forms, site chat, email, SMS, WhatsApp and voice, and you choose which to switch on. Every channel lands in one conversation history per lead, so a rep sees the shipper's earlier messages before replying and never has to ask the same question twice.

See it on your own lead flow

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