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Lead Generation
AI Sales Agent for Logistics
Freight enquiries get their lane, volume and mode gathered upfront, so a rep quotes instead of chasing details first.
Freight enquiries rarely arrive complete, so reps spend the first day chasing origin, destination, volumes and dates before they can quote. This edition gathers those details up front, checks the preferred mode, flags loads that need special handling, and hands a complete shipment profile to the account manager who covers that lane. Your team quotes faster, with fewer back-and-forth emails.
- Lane, volume and mode gathered before anyone quotes
- Special-handling loads flagged early for your team
- Complete shipment profiles sent to the right account manager
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Sales Agent for Logistics gathers a shipper's origin, destination, volume and preferred mode before anyone quotes anything, flags loads that need special handling, and hands a complete shipment profile to the account manager who covers that lane. Every enquiry is logged so nothing is lost between shifts.
Why businesses buy it
Shippers often send the same enquiry to several providers and work with the first credible quote. If your team spends a day collecting basic details, a faster competitor wins the load. This edition gets the full picture in the first conversation and routes it to the right person, so quoting starts straight away. It also follows up open quotes so they do not quietly expire. The written scope covers the channel, the TMS and document connections and the Logistics workflows before you order.
Problems this solves
Quotes stall because shippers leave out lane and volume details
The agent gathers origin, destination, volume and preferred mode before anyone quotes. Account managers receive a complete shipment profile instead of chasing the missing details.
Loads needing special handling are spotted too late
The agent flags loads that need special handling, based on rules in the Logistics workflow template. The account manager sees the flag before pricing the lane.
Enquiries get lost between shifts and time zones
Every enquiry is logged as it arrives, so nothing depends on who was on shift. The profile goes to the account manager who covers that lane.
A good fit if
Shipping enquiries arrive with half the details missing, and your team spends the first reply just asking for lane, volume and mode before quoting can even start.
You handle a mix of LTL, FTL, ocean and air freight, and the right rate range depends on gathering the mode and volume correctly the first time.
Certain shipments need hazardous-material handling or other special requirements flagged before anyone quotes, and that check currently depends on someone remembering to ask.
Your TMS already tracks lane pricing and carrier data, and you want a complete shipment profile landing there automatically instead of in scattered emails.
Not the right fit if
You don't need lane and mode-specific handling and would rather have a general qualifying agent for a simpler sales motion. See the AI Sales Agent, our base build without the TMS logic.
Your business is closer to producing goods against a spec than moving them, with tolerances and materials rather than lanes and volumes. See AI Sales Agent for Manufacturing.
You need this running across more than two connected systems or more than six workflows. Add a note at checkout for a written Change Quote.
The build needs to go beyond the listed scope, for example live carrier bidding across multiple providers. Larger or bespoke projects go through the Custom AI request form.
How it works
- We load your baseline rate ranges by lane and mode, plus the special-handling questions that need asking before any load gets quoted.
- The agent asks a shipper for origin, destination, volume, frequency and mode, whether that's LTL, FTL, ocean or air, before anything else happens.
- Hazardous materials, oversized loads or other special handling needs are flagged directly in the conversation, so nothing surprising shows up after a rate is already promised.
- For straightforward lanes, it pulls a baseline rate range from your TMS so the shipper has a starting figure while a rep prepares the full quote.
- Irregular lanes, unusual volumes or anything your baseline pricing doesn't clearly cover are escalated to a rep rather than approximated.
- The complete shipment profile, lane, volume, mode and any special handling flagged, is logged in your TMS and CRM before the account manager's call.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin or API access to your TMS or tracking system and document storage, with sandbox or test records if available.
- Your baseline rate ranges by lane and mode, and the special-handling questions that must be asked before quoting.
- Ten real shipper conversations or emails so tone and judgment match how your account managers actually gather shipment details.
- The names of account managers and which lanes or regions each one covers.
- Your business information (company basics, hours and brand voice), shared during intake.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never sent by email.
- One decision-maker who can confirm rate ranges and escalation rules before we build.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your rate ranges, handling rules and account manager routing confirmed.
Weeks 1–2
Lane, volume and mode conversation logic built against your rate ranges and handling rules.
Week 3
TMS and document storage connected, with shipment profiles routed to the right account manager.
Weeks 3–4
50 documented test scenarios run against real shipment and exception situations, with results sent to you.
Week 4
Your review and two rounds of changes to rate ranges or escalation rules.
Go-live
Live, recorded handoff session, 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The AI Sales Agent configured on one channel and connected to your agreed systems (up to two)
- A Logistics intent library and workflow templates for shipment profiles and lane routing
- A test report covering 50 freight enquiry scenarios
- An admin guide and a recording of the handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can shorten the time from enquiry to quote.
- Helps account managers quote with fewer back-and-forth questions.
- Enquiry-to-quote time
- Compare the time from enquiry received to quote sent, using CRM timestamps, before and after launch.
- Quotes needing extra information
- Ask account managers to tag quotes that needed follow-up questions, for a month before and after.
- Quote win rate by lane
- From your CRM, compare quotes won with quotes sent per lane for matching periods.
Before you start: Record a month of enquiries, how long each took to quote, and how many needed details chased first.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $50 to $250 a month in AI model usage and hosting, on top of your existing TMS and tracking plans. Because shipment enquiries are usually short, structured exchanges rather than long conversations, usage tends to sit toward the lower end of that range.
AI usage during build and testing is billed to your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
For logistics teams, monthly maintenance covers monitoring, fixes and change hours for updated rate ranges, new lanes or revised handling rules as your carrier network shifts. It starts after the 30 days of included support and can be cancelled any month.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A freight quoting tool charges per quote or per user seat | A custom agency quotes after discovery calls, often for months of work | Ours is one fixed price, shown before you buy |
| Detail gathering | Most quoting tools rely on the shipper filling out a form correctly | An agency build depends on what was agreed | Ours asks the missing lane and mode details in conversation |
| Special handling | A generic form easily misses hazardous or oversized flags | An agency build depends on what was agreed | Ours checks for special handling before quoting starts |
| Delivery | A freight quoting tool needs weeks of rate table setup | An agency usually takes several months for a comparable scope | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
What does the AI Sales Agent for Logistics cost, and what's included?
One fixed price, shown next to this page before you order, covers the full build: lane and mode qualification, special-handling checks and baseline rate ranges from your TMS. It also includes 50 test scenarios, two rounds of changes and a recorded 60-minute handoff session before launch. Express and rush delivery are offered at a set uplift.
What details does the AI Sales Agent for Logistics gather before a rep gets involved?
Origin, destination, volume, frequency and mode, whether that's LTL, FTL, ocean or air, plus any hazardous or oversized handling needs. That's the exact information a rep usually has to chase before they can quote anything, so by the time the shipment reaches them, the details needed to start pricing are already gathered.
Can the AI Sales Agent for Logistics quote a rate directly to a shipper?
For straightforward lanes it can share a baseline rate range pulled from your TMS, giving the shipper a starting figure. Anything irregular, an unusual lane, an odd volume, or a load outside your baseline pricing, is escalated to a rep rather than approximated, so no shipper gets a number that doesn't hold up.
What should we budget monthly to run the AI Sales Agent for Logistics?
Roughly $50 to $250 a month in AI model usage and hosting, on top of your existing TMS and tracking plans, billed to your own accounts. Because shipment enquiries are usually short, structured exchanges rather than long back-and-forth conversations, usage for most logistics teams sits toward the lower end of that range.
Does the AI Sales Agent for Logistics catch hazardous material shipments automatically?
It asks the special-handling questions you confirm during intake on every enquiry, so hazardous materials, oversized loads or other flagged categories come up before quoting starts rather than after a rate is promised. You define exactly which categories to check for, and the agent applies that check consistently on every conversation.
What does an account manager see when the AI Sales Agent for Logistics hands off a shipment?
The full shipment profile: lane, volume, mode, frequency and any special handling flagged, logged in your TMS and CRM before the first call happens. The account manager starts the conversation already knowing exactly what the shipper needs, instead of spending the first few minutes of the call gathering basics that were already collected.
Can we update rate ranges after the AI Sales Agent for Logistics goes live?
Yes. Two rounds of changes are included before launch, and monthly maintenance covers rate range or lane updates once you're live, which matters as fuel costs and carrier capacity shift. Larger changes, like adding entirely new modes or regions, are scoped separately as a Change Quote.
Stop chasing lane details before you can even quote.
Order AI Sales Agent for Logistics and every freight enquiry reaches your account managers with lane, volume and mode already gathered.
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