Managing or Commercial Director
Owns revenue and margin
- Judged on
- Revenue and margin by lane, customer and branch.
- What changes for them
- One report where the volume sales sees and the margin finance sees finally agree.
AI Transformation · Logistics and supply chain
Enterprise AI for shipments, documents and freight costs.
For freight forwarders, 3PLs, carriers and shippers: agents that triage shipment exceptions, check documents and audit freight invoices, alongside AI for quoting, customer updates and compliance, each approved by a person.
# Enterprise AI programme · Logisticsindustry: logisticsfunctions: sales: agents: [quote-intake, lost-quote-follow-up] operations: agents: [shipment-exceptions, document-checks] finance: agents: [freight-invoice-audit] service: agents: [shipment-status, key-account-updates] compliance: agents: [customs-screening]controls: approval: named_person audit_log: every_run data: stays_in_your_stackowner: your_team # documented and handed overWritten for
Managing or Commercial Director, Head of Sales or Inside Sales and Key Account Manager
The question you came with
Why do quote requests wait for whoever is free, and lost quotes never get followed up?
Part of Enterprise AI Transformation
Where it starts in logistics. The first work handed to agents: shipment exception agent, freight audit agent and documentation check agent. Each one drafts or flags, and a named person approves.
See the whole programmeWhat breaks in logistics commercial teams
Patterns, not anecdotes. If two of these are true, the rest of this page is about you.
Quote requests arrive by email and wait for whoever is free.
Lost quotes are never followed up, so nobody learns why.
Key accounts shrink quietly before anyone notices.
Sales reports volume, finance reports margin, and the two never match.
Who we work with
Quotes, key accounts and margin each have an owner. Here is what each of them gets.
Head of Sales or Inside Sales
Owns quote response and win rate
- Judged on
- Quote response time and win rate.
- What changes for them
- Every RFQ routed with a clock on it, and every lost quote followed up with the reason logged.
Key Account Manager
Owns the top shippers
- Judged on
- Retention and growth of the biggest accounts.
- What changes for them
- An alert when a customer’s volume starts to drop, months before the quarterly review.
A quote board with a clock on every request
Every RFQ is read, enriched and routed the moment it lands. Nobody has to watch the shared inbox, and no request sits without an owner.
| Lane | Mode | Request | Routed in | Owner | Status |
|---|---|---|---|---|---|
| Rotterdam → Chicago | FCL 2×40 | Machinery, ready 14 Oct | 2 min | S. Okafor | Priced |
| Mumbai → Jebel Ali | AIR 420 kg | Pharma, 2–8°C | 1 min | R. Iyer | Sent |
| Shanghai → Felixstowe | LCL 6 cbm | Retail goods, DDP | 3 min | L. Chen | With pricing |
| Hamburg → Gdańsk | FTL weekly | 12-week contract | 4 min | M. Nowak | Won |
| Ningbo → Los Angeles | FCL 1×40HC | Furniture | 2 min | A. García | Lost · follow-up drafted |
Why quotes were lost this month
Price 41%Transit time 24%No reply 19%Capacity 9%Other 7%
What we build
The foundations, the agents across your operations, and the revenue agents, shaped for logistics. Each agent drafts or flags, and a named person approves.
Foundations
TMS, ERP and tracking data joined
Shipments, rates and invoices in one model, so exceptions and margin are visible by lane.
Account health by lane
Volume and margin by customer and lane, with drops flagged early.
Agents across operations
Shipment exception agent
Triages TMS events and drafts the customer update for the operations team.
Freight audit agent
Audits carrier invoices against agreed rates and drafts disputes for review.
Documentation check agent
Checks bills of lading, invoices and customs documents for missing fields.
Revenue agents
Quote intake agent
Reads quote requests and prepares the quote for a pricing analyst.
Lost-quote follow-up agent
Follows up lost quotes and records the reason.
Where we start in logistics
The review comes first. After it, this is the Core program focus we recommend for logistics teams.
Step 1
AI transformation review
$1,500, credited to your first month. We map your stack against the six layers of Agentic OS and check it for the quote, follow-up and margin gaps on this page. You keep the findings whether or not you work with us.
Step 2 · Recommended
Core program: customer retention
$4k–6kper month
See key accounts shrink before the quarterly review does.
- Volume and margin by lane for every customer, read from your TMS.
- Alerts to the account manager when a shipper’s volume starts to drop.
- Lost-quote reasons logged and reported every week.
Agentic OS for logistics
The same six layers on every engagement, built around how forwarders, 3PLs and carriers win and keep shippers.
01 · Signal
New lanes, import and export activity, warehouse openings and tenders.
See the Signal layer 02 · ContextOne customer record joining the CRM with TMS volume and margin by lane.
See the Context layer 03 · AgentsQuote intake, lost-quote follow-up and key-account update agents, each reviewed by a person.
See the Agents layer 04 · FlowEvery RFQ routed by lane and size, with a response clock and escalation.
See the Flow layer 05 · PulseWin rate, response time and margin by lane, customer and branch.
See the Pulse layer 06 · LoopLost-quote reasons reviewed every week to fix pricing and follow-up.
See the Loop layerSignals we watch
Changes that mean an account is worth a conversation now, matched to your ICP and written to the CRM with the reason.
New lanes and marketsImport and export activityWarehouse openingsSupply chain hiringRFQs and tendersCustomer volume drops
Questions
Do you replace our TMS?
No. The TMS stays the system of record for shipments. We read volume from it where it allows, so sales sees what operations sees.
Can the agent price a quote?
It prepares the request: lanes, weights, dates and documents. A person prices it, and the agent logs the outcome.
We sell in several countries. Does routing handle that?
Yes. Routing works by lane, region, size and team capacity, with a response clock on every request.
Where to start
Fixed-scope offers that fit this industry. Each has a set timeline and a deliverable you keep.
Offer · Pilot
E-invoicing Compliance with AI Extraction
Outgoing e-invoices compliant in each market, and incoming invoices read by AI
Offer · Pilot
Finance Agent: AP and Reconciliation
Invoices read, matched and posted automatically, with exceptions resolved or drafted by an agent
Offer · Pilot
AI Voice Agent Launch
A voice agent live on your number for one use case, in your customers' languages
Keep going
The services, tools and rules that matter most in logistics and supply chain.
Services for logistics
AI transformation for the agentic engine era
Start with a fixed-fee AI transformation review. We map your systems, data and teams against the six layers of Pegasus Agentic OS and name the first workflows to hand to agents. You keep the findings whether or not you work with us.