AI · overview

AI for every role.
Every flow.

Owner, dispatcher, driver, office. Inbound work (tenders, calls, emails, alerts) and outbound work (quotes, follow-ups, status). One backend, three surfaces.

━━ The matrix

Where the agents live.

Four roles × two flow directions = eight specific places AI does the work today. Each cell points at a real Pilot tool pack or Receptionist script — not a marketing template.

Owner
Inbound · Pilot · books · dispatch

Cash-flow watcher

"Heads up — A/R aged > 30d crossed $42k. Two brokers driving it: Schneider and Echo."

Outbound · Pilot · all apps

Morning briefing

Daily 6am email: P&L delta, top 3 risks, what needs your decision today.

Dispatcher
Inbound · Receptionist · dispatch

Rate-con ingestor

Receptionist picks up Schneider tender, extracts lane + rate, scores fraud risk, drafts a counter, escalates if outside policy.

Outbound · Pilot · loadboards

Backhaul auto-match

Overnight scans DAT/Truckstop/Loadlink for lanes that fit free trucks + HOS + home-time. Ranks. Sends 5 best by 6am.

Driver
Inbound · Pilot · driver

HOS coach

"You'll bust the 11-hour clock in 45 min. Nearest legal stop: Loves at TA-308. Holding 3 spots."

Outbound · Receptionist · driver

Voice check-in

Driver dials Receptionist, says "picked up, leaving Joliet," Maya logs status + GPS to dispatch + driver app.

Office
Inbound · Pilot · safety

Compliance triage

MVR + Clearinghouse alerts come in, agent ranks by audit risk, drafts the corrective action.

Outbound · Receptionist · yard · dispatch

Detention auto-recovery

Yard timestamp + dispatch check confirm 2-hour detention. Receptionist calls broker, builds invoice + evidence packet, escalates if disputed.

Pick the flow that's bleeding you the most.

Most fleets start with Receptionist (broker tenders) or Pilot (cash-flow watcher). Both ship live today.