Documents and AI
Review an inbound broker email
Route outreach, load offers, rate confirmations, POD requests, invoices, and claims correctly.
Classification comes first
Sales outreach must not create a load, and a rate confirmation must not create a CRM prospect.
Review the recommendation
- Open Email and select the message.
- Review predicted type and confidence.
- Confirm sender, company, and duplicate matches.
- Approve or correct the destination workflow.
- Review proposed replies before sending.