Half of the facilities you deliver to still book by phone, and somebody on your team spends their morning on hold to get a dock time. The agent makes those calls, gets the appointment, and puts it on the load.
What it handles
Appointment scheduling is the most tedious job in the building. You call, you hold, you get a receiving clerk who wants a PO number and a weight, you get given two options that do not work, and you call back tomorrow. It has to happen for every load, it cannot be skipped, and the details that come out of it, lumper requirements, check-in procedures, gate hours, are exactly the ones that cause a service failure when they go unrecorded.
What it handles
It has infinite patience with hold music, which is the single biggest reason this job never gets done on time.
It knows the pickup time, the transit, and the driver's hours, so it does not accept a slot the truck cannot make.
Lumper requirements, check-in location, gate hours, and reference numbers all get recorded, not just the time.
When a pickup runs late, it calls back and moves the appointment before the truck shows up to a closed door.
A short confirmation call the day before catches the appointments a facility quietly moved without telling anyone.
When a facility will not give a workable time, your rep gets the call with everything already tried.
Into the stop record
The details that come out of a scheduling call are worthless if they live in someone's notes. The agent writes the appointment straight to the stop through your TMS API, along with the lumper requirement and the check-in instructions, so the driver gets the right information and your billing team knows an accessorial is coming.
What we set up with you
Have a facility with unusual requirements?
How it works
Usually the three facilities your team dreads calling. Those are the fastest wins.
What they ask for, what they need, and what has burned you there before.
The calls go out, the appointments come back, and you listen to the recordings.
Add facilities until the only calls your team makes are the ones that genuinely need a relationship.
Usually, because the agent gives them exactly what they ask for, in order, without fumbling. Clerks care about getting the PO number, the weight, and the carrier name quickly. What they hate is a caller who does not have the information ready, and that is not a problem the agent has.
Then this is the wrong tool for that facility and we will say so. Portals should be automated through the portal. The phone agent is for the large number of facilities that still only book by phone, which is where the manual hours actually go.
Yes, and that is a real feature rather than a joke. Hold time is the reason this task gets pushed to the afternoon and then to tomorrow. It also runs multiple calls at once, so ten facilities can be in progress simultaneously.
By rules you set, using the pickup time, transit, and driver hours. If the only options offered would put the truck in violation or blow the delivery window, it escalates rather than accepting one.
Yes, and this is often worth more than the appointment itself. Those details are what cause a driver to sit for two hours at the wrong gate, and they almost never make it into the load record when a human takes the call in a hurry.
Yes, and we recommend it. Facilities move appointments quietly. A thirty-second confirmation call the day before catches it while there is still time to react.
The main page: carrier sales, check calls, after-hours dispatch, and the TMS writes behind them.
Read moreOutbound calls on your cadence, with position, status, and ETA posted to the load.
Read moreThe step-by-step guide, including the parts vendors leave out of the demo.
Read moreThe four billing models in this category and which one quietly costs the most.
Read moreBook 15 minutes and name the three facilities your team hates calling. We will show you what the agent does with them.
Part of our voice AI for freight work, alongside AI voice agents for every other kind of business.