Part of our Sales agents

AI workforce for Logistics Sales

AI agents for sales teams in logistics

Actionist is an AI automation tool whose agents operate the apps your logistics sales team already uses, so quote drafts and lane bids wait for rep approval within about a minute of an RFQ.

Freight reps lose the afternoon to RFQ rate math, bid spreadsheets, and CRM updates instead of shipper conversations.

Your AI workforce
30 hrssaved on avg per person / month
$1,560avg saved per person / month
28avg scheduled jobs a week
Operates your stackActionist App Store
How it works

AI Employees for Logistics Sales in 4 simple steps

  1. Manual Time

    We'll go over where you currently waste your time doing manual tasks.

  2. Actionist Automations

    We'll show you exactly how Actionist can automate these manual tasks.

  3. Your Benefits

    How much time and money you'll save by onboarding AI agents.

  4. Easy to use

    We'll show you how easy it is to enable AI across your business.

01

Where you spend your time

Why Logistics Sales teams switch

We know how your week actually goes

What matters to you
  • Quotes out while the RFQ is still warm
    A spot RFQ gets a lane rate and a reply draft while the shipper is still comparing brokers.
  • Tender bids built lane by lane
    Annual bid sheets are priced from your rate history, so reps debate margin instead of formatting.
  • No sent quote left to go quiet
    Each quote gets a next touch queued, so a missing reply is chased and logged, not forgotten.
  • Reps walk into calls prepared
    Every shipper call opens with lane history, the last quote, and open issues on one page.
  • Renewals priced before they expire
    Contract rates are checked against lane margin ahead of renewal, with the offer drafted for review.
  • Built around your sales desk
    These are examples. Build a custom agent for any job your freight sales team repeats.

And hundreds of other tasks you do manually..

An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Logistics Sales team's day.

The problem

Where the hours go

  • An RFQ arrives at 10:05 and the shipper has three other brokers on the thread, but the rep has to open the rate sheet, check the market, work out margin, and type the reply, so the quote lands after the shipper has already picked someone.

    An agent reads each RFQ, prices the lane from your carrier cost history and the current fuel surcharge, and drafts the reply, so the rep adjusts the margin and approves a quote while the request is still fresh.

  • A 200-lane tender package takes a rep most of two days to price in a spreadsheet, and the team only discovers later that it bid on lanes no carrier will cover at that rate or volume.

    An agent prices every lane from your history, cross-checks volumes against carrier coverage, and assembles the response package, leaving the sales lead to decide which lanes to bid and at what margin.

  • Quotes go quiet and nobody notices, because the follow-up lives in a rep's memory and the CRM stage still says negotiating three weeks after the shipper stopped answering.

    An agent watches every sent quote, drafts the next touch for approval when one goes two days unanswered, and keeps the CRM stage honest so the pipeline report shows what is really alive.

  • Contract rates are renewed on instinct because nobody has time to pull a year of lane margin before the call, so the accounts that quietly stopped paying their way are repriced like the ones that did.

    An agent flags agreements ending within 90 days, pulls lane margin and volume trend for each account, and drafts the renewal offer, so the rep walks in knowing which lanes to hold and which to reprice.

02

Actionist Will Automate

Anatomy of an automation

What one automation looks like

Trigger·Every weekday at 08:00, before the first shipper calls of the day
Trigger
Step 1
Actionist
Schedule fires each weekday at 08:00, before reps start their first shipper calls
Confirmation
Step 4
Human
You review each priced RFQ, adjust margin on the tight ones, and approve the quotes that should go out
Saved per run
~1 hrs
Runs / week
~5×
Every RFQ from the morning has a priced reply waiting for the rep within minutes of the run, and every sent quote has a follow-up date
A week in the life

A week with your Logistics Sales agents

28Scheduled jobs
6Agents at work
24/7Always on
Agents
Mon–Wed
Mon
Tue
Wed
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Apps

Some of the apps for your Logistics Sales team

Some of the freight sales apps your agent operates for you. Hundreds more are in the Actionist App Store.

Triggers

Your Agent wakes up Automatically whenever something happens

Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.

WhenA new RFQ lands in the quotes inboxfires within about a minute
The agent automatically

When a shipper sends a lane request, the agent reads it within about a minute, pulls lane, weight, equipment, and pickup date, prices it from your cost history and the current fuel table, and leaves a reply draft in the rep's queue. The rep adjusts the margin and approves it, so no rate reaches a shipper without a person behind it.

Receives this trigger from
03

Your benefits

Manual vs agent

Where the time goes back

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Spot quotes
    420 min / week
    Pricing each RFQ from scratch

    A rep reads the request, checks the market, adds margin and fuel in a spreadsheet, and types a new reply for every lane request that comes in.

    Spot quotes Agent
    0 min
    Agent drafts the priced reply for approval

    An agent extracts the lane, builds the all-in rate from your cost history, and leaves a reply draft in the rep's queue to adjust and approve.

  • Tender bids
    240 min / week
    Hand-pricing a long lane bid

    A rep works through a 200-lane tender line by line, looking up past cost for each one and discovering coverage gaps only after submitting.

    Tender bids Agent
    0 min
    Agent prices the sheet and checks coverage

    An agent fills every lane from history, flags the ones with no cost data or thin carrier coverage, and assembles the package for the sales lead's go or no-go.

  • Follow-up
    150 min / week
    Remembering which quotes to chase

    Follow-ups live in a rep's head, so a quote sent on Monday is only revisited when the shipper writes again, if they do.

    Follow-up Agent
    0 min
    Agent queues the next touch for each quiet quote

    An agent finds quotes unanswered after two days, drafts a short follow-up for approval, and updates the CRM stage when the shipper replies.

  • Call prep
    180 min / week
    Walking into a shipper call cold

    Before a call the rep hunts through email, the TMS, and the CRM for lane history, the last quote, and any open claim on the account.

    Call prep Agent
    0 min
    Agent builds a one-page brief before each call

    An agent reads the day's calendar and puts lane history, last quote, open issues, and contact notes on one page before each shipper meeting.

  • Renewals
    120 min / week
    Renewing rates on instinct

    Margin per lane is a day of spreadsheet work, so renewal offers copy last year's rates with a flat increase and no view of which lanes earn their place.

    Renewals Agent
    0 min
    Agent drafts the offer from lane margin

    An agent pulls margin and volume trend by lane, flags what to hold or reprice, and drafts the renewal proposal for the rep to approve.

+ 100s of other automations
Average monthly
28 hrs / person / month
ROI

What that's worth

Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$52 / hr
Hours saved / week
35
Hours saved / year
1,750
Annual ROI
$91,000

Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~7 hrs / person / week of admin work automated.

04

How easy it is to use

Automatic onboarding

We'll do all the heavy lifting for you.

From entering your website address to having a working AI team, no effort from you.

  1. Step 1

    Enter your website

    • We'll research your business
    • Automatically configure everything for you
    Try the demo
  2. Step 2

    Actionist Auto

    Optional
    • Watches you work
    • Creates your agents, workflows and schedules
    Get the extension
  3. Step 3

    Marketplace

    • Hundreds of apps, plus agents and workflows
    • Pre-configured by other users
    Browse the App Store
  4. Step 4

    Invite your team

    • We'll automatically onboard them too
    • Focus on the things that matter
    Open Actionist

Enter your website URL for a personalised demo

See exactly what Actionist would automate for your business.

Trust & control

You stay in control

Pricing and shipper conversations are where a freight sales desk wins or loses, so Actionist is built for control. You see everything the agent read, approve every quote and note that leaves your company, and keep every rate and margin.

Quotes and follow-ups wait for rep approval

A quote reply, a bid cover note, or a follow-up to a shipper is drafted first and held for sign-off. Nothing reaches a customer unless you widen the agent's autonomy through Approval Modes.

People decide margin, bids, and renewals

The agent prepares the rate, the lane cross-check, and the renewal figures. Whether to bid a lane, discount a price, or renew an account stays with the rep or sales lead.

A full record of what the agent did

Every rate looked up, quote drafted, and CRM field changed is logged with a timestamp, so a sales lead can retrace how a price was reached.

Your rates and shipper lists stay yours

Rate sheets, margins, and shipper contacts are encrypted and never used to train a model. Self-host on a VPS if they must stay on your own infrastructure.

Logistics & Freight

More Logistics & Freight teams

More to automate

More use cases for Logistics Sales teams

FAQ

Frequently asked questions

Does my logistics sales team need to be technical to use Actionist?
No. You describe the job in plain language, show the agent a past RFQ, the quote you sent, and your rate sheet, and it learns your format from those examples. There is no code to write and no TMS integration to build for most tools, because the agent operates the apps on screen the way a rep would.
How do I get started with a sales agent for freight quoting?
Book a free demo and bring one slow job, such as RFQ pricing or tender bids. An Actionist team member builds a working example against your own rate sheet, you test it with real requests, and you add the next job once it has earned trust. Most desks start with spot quotes.
How do I make a customised AI agent for a job specific to our lanes?
Give it a role, pick its apps and set the approvals, then teach it with your own cases, such as how you price margin on a reefer lane or which accessorials you quote on a separate line. The agents shown are starting examples, and the sales desk can build another for any routine it repeats.
How quickly can I set Actionist up for a freight sales desk?
A single job, such as drafting priced replies to RFQs from your rate sheet, can be running within a day of the demo. Jobs that span the CRM, the TMS, and your bid sheets usually take a few days of coaching. You test against a copy of your data before the agent touches live records.
Will the agent send a quote to a shipper without a rep seeing it?
Not by default. Quotes, bid cover notes, and follow-ups are drafted and held for the rep's approval. You can widen autonomy through Approval Modes (Suggest, Ask each time, Guarded auto, Full auto) for routine messages, but anything destructive always asks first.
Who decides the margin on a quote or whether we bid a lane?
Your reps and sales lead do. The agent prepares the cost history, fuel surcharge, market benchmark, and carrier coverage, and marks lanes it has little data on. Setting the margin, discounting, bidding a lane, and renewing an account stay human decisions.
How can an agent price a lane without an API into DAT, Truckstop, or our TMS?
Actionist uses computer use in the cloud: the agent opens the load board, the TMS, or a shipper portal and reads the screens the way a rep does. It reads PDFs and spreadsheets the same way, so tools with no connector are still in reach.
Does the agent handle phone calls with shippers?
No. The agent does not handle phone calls. It can read call logs and transcripts produced by a connected phone app such as RingCentral or JustCall, turn them into account notes, and draft the written follow-up for your approval.
Where do our rates, margins, and shipper lists live, and are they used to train AI?
Your data stays yours. Rate sheets, margins, and contact lists are encrypted, never used to train a model, and every action the agent takes is logged. If the data must stay on your own infrastructure, you can self-host Actionist on a VPS.
Get started

See an agent price an RFQ and draft the quote reply

Book a free demo and watch an Actionist agent read a lane request, build the all-in rate from your cost history, and queue the quote for approval, end to end.