Logistics Quote Desk

Destination Options

Shared customer and cargo; route, pickup, sailing and charges are calculated separately.

Destination	Loading Hub	POD	Pickup	Estimated Total	Status

Customer

Name Email

Route

Route is resolved automatically from the CRM Routing Table.

POR

Loading Hub

POD

Final Dest

Sailing Schedule

Cargo

Commodity

Pieces-

Weight-

Volume-

Dimensions

DangerousNo

OverweightNo

OverlengthNo

Non-StackableNo

Top LoadNo

Stack LightNo

AI Review & Result Versions

Confirm uncertain fields before adopting an AI-generated version.

No AI result

AI result history will appear after extraction.

LTL Quotes

Create a pickup, assign Cargo rows to it, then request its rates.

Click New Pickup to create Pickup A.

Charge Items

Charge	Qty	Unit	Rate	Min	Max	Amount	Currency

Email Draft

Rates Yes Schedule Yes Warehouse No Dest. Agent No

Review Notes

System Readiness

Batch AI Extraction

Upload up to 50 EML files. Each item runs independently at batch priority.

Idle

Select EML files to begin.

Recent Quotes

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	Quote	Customer	Lane	Status	Agents	Total

Top Customers

Top Trade Lanes

SMB File Server

Verify credentials, browse a shared folder, and import selected files into this database.

SMB Share Folder Domain Port Username Password Timeout MS Clear saved password

Enter an SMB share then select Verify & Browse.

Upload File

Up to 20 MB

File Title Description

Add External Link

HTTP or HTTPS

URL Title Description

Library

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Administrator Credentials

Admin Username New Admin Password

Allowed Outlook Emails

One complete email address per entry.

Extraction Improvement Feedback

Saved Route, Cargo, and parsed LTL changes are retained with the source MIME for prompt improvement.

	Quote	Source Email	Changed Cards	MIME	Captured	Status	JSON	Actions

Tai TMS LTL

Server-side credentials used by the LTL Quotes card. The saved token is never returned to the browser.

Base URL API Token Timeout MS Clear saved token

Default Charge Items

Automatic Surcharges

Rate Sheet Charges

External Model APIs

Services are queried from top to bottom. A failed or timed-out request automatically continues with the next enabled service.

Conversation Extraction Concurrency Parallel model requests for historical messages and long-message chunks. Default 3; maximum 6. Results are merged in chronological order. Cargo Extraction Instructions Editable cargo rules appended to the protected extraction prompt. Required JSON schema, email security rules, and route rules remain managed by the application.

Shared Route Rules

Used by both cargo extraction and VslSchedule. One rule per line in TARGET: alias1, alias2 format.

POR rules Pickup address/city/state/ZIP aliases → Requested POR. Loading Hub rules POR values and aliases → Loading Hub. POD rules Destination aliases → schedule POD. Destination aliases Customer destination names/codes to CRM Routing Table Destination.

Ocean Freight Rate

Choose the Library references OFRate may read when it looks up Ocean Freight.

Enable OFRate

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VslSchedule

SQL Server Port Database User Password Max Rows Connect Timeout MS Request Timeout MS

Encrypt connection Trust server certificate Clear saved password

Agent Instructions Input Variables SQL Template

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