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AI-Powered Freight Forwarding Automation

Automate Enquiries, Streamline Pricing, and Optimize Workflows with AI Bots and Co-Pilots to improve tracking efficiency by 90%.

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Freight Forwarding Automation

Bautomate doesn’t just support your operations — it transforms them. By automating routine tasks, streamlining communication, and delivering real-time insights, our modern freight forwarding solution dramatically improves efficiency, enhances customer satisfaction, and drives business growth.

Common Challenges in Freight Forwarding

Despite being essential to global trade, freight forwarding is often slowed down by manual processes and fragmented systems.

  • High Volume of Enquiries Managing customer enquiries from multiple channels creates bottlenecks and delays.
  • Slow & Error-Prone Quoting Manual pricing workflows lead to inefficiencies and inconsistent customer experiences.
  • Email Overload Teams waste time sorting and processing large volumes of unstructured email data.
  • Inefficient Workflow Management Without automation, task duplication and lack of visibility hamper productivity.
  • Delayed Response Times Sluggish internal processes translate to slower customer service and lost business.
  • Limited Decision Support Frontline teams lack the real-time intelligence needed for agile, data-driven decisions.

With the right solution in place, your team can move faster, reduce errors, and focus on positioning your business to lead in an increasingly competitive and fast-moving industry.

How Bautomate works?

Freight Forwarding Automation Solutions

Enquiry Automation

Bautomate’s Enquiry Automation solution helps you handle all customer queries from multiple channels (Enquiry Forms, Chatbots, WhatsApp, Emails) in one central system, making it easy to manage and process.

How it Works?

Multi-Channel Handling

Whether a customer reaches out via a web form, chatbot, WhatsApp, or email, the enquiry bot captures and categorizes
the enquiry in real time.

Automated Classification

AI bots classify enquiries based on type, such as pricing, shipment tracking, or booking.

Efficient Assignment

The system assigns enquiries to the correct department (sales, customer service, or operations) instantly, ensuring timely and accurate responses.

AI-Powered Follow-ups

Automated responses and follow-ups improve customer communication and provide instant feedback, driving faster
lead conversions.

Key Features

Unified dashboard for
multi-channel enquiries.
AI-driven enquiry classification and assignment
Automatic responses
to customer queries
Integration with email, chatbot, WhatsApp, and more

How Enquiry Automation Works

Multi-Channel Enquiry Capture
Freight forwarding enquiries can come from various channels such as website enquiry forms, chatbots, WhatsApp, and emails. Bautomate’s platform captures all incoming enquiries in real-time and centralizes them into one dashboard for easy management. This ensures no customer request is missed
  • Channels Supported:
Enquiry Form | Chatbot | WhatsApp | Emails

Step 1

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AI-Powered Enquiry Bot Classification

Once an enquiry is captured, the AI-powered Enquiry Bot categorizes the incoming message based on its content—whether it’s a pricing request, booking enquiry, or general query. The bot classifies each request according to the relevant department (e.g., sales, customer support, or operations).

Step 2

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Intelligent Document Processing (IDP)
for Emails
For enquiries received via email, Bautomate’s Intelligent Document Processing (IDP) system extracts crucial information, such as shipment details, pricing requests, and customer contact information. The IDP technology scans attached documents, making it easier to process enquiries with complex files or detailed instructions
  • AI Bots for Document Processing:
Automatically extract and classify data from email attachments

Step 3

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AI Co-Pilot Assisted Routing

The AI Co-Pilot then assists in assigning the enquiry to the right team or personnel. For instance, a booking enquiry may go to the operations team, while a pricing request is routed to sales. The Co-Pilot also provides real-time insights and recommendations to streamline the decision-making process.

Step 4

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Automated Response and Status Updates
The system sends automated responses to customers, acknowledging receipt of their enquiry and providing an estimated response time. It also updates the status of the enquiry in real-time, giving your team and the customer full visibility into the progress
  • Automated Communication:
Sends immediate acknowledgements and updates to customers

Step 5

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Standout Features
of Our Automation Solution

Personalized & Context-Aware Customer Interactions

Personalized & Context-Aware Customer Interactions Delivers tailored responses using customer history and project context to enhance engagement and satisfaction.

Seamless Integration with Any Business Systems

Connects effortlessly
with CRM, ERP, and
other platforms to maintain data continuity and operational flow.

Advanced Customer Intent Recognition & Sentiment Analysis

Detects user intent and emotional tone to guide appropriate responses and improve customer experience.

Industry-Specific Adaptation & Compliance Readiness

Tailored to meet solar industry standards and regulatory requirements for data handling and quoting.

Configurable & Scalable Inquiry Workflow Automation

Automates customer inquiries with customizable flows that scale with business growth and complexity.

Pricing Automation

Simplify and accelerate pricing processes for freight forwarding with Bautomate’s Pricing Automation.
Using AI, our platform calculates shipping costs, applies surcharges, and delivers accurate pricing
quotes automatically.

How it Works?

Data Input

Pricing requests can be received via email, forms, or other communication channels.

Automated Calculation

AI bots use predefined rules based on shipment weight, volume, destination, and carrier fees to calculate costs.

Instant Pricing Quotes

AI generates quotes and sends them to the customer in real time.

Dynamic Updates

The system updates pricing if any shipment details change, ensuring accurate quotes throughout the process.

Key Features

Real-time AI-driven
pricing calculations
Automated delivery of
quotes to customers
Integration with carrier databases for comparative pricing
Dynamic updates for accurate pricing changes.

How Enquiry Automation Works in Freight Forwarding

Multi-Channel Enquiry Capture
  • Data from shipment details (weight, volume, destination) is collected via multiple channels:
    • Enquiry Forms
    • Emails
    • CRM Systems
    • Integrated Shipping Platforms
  • Intelligent Document Processing (IDP) automatically extracts data from incoming documents like invoices and shipment requests.

Step 1

image 20 (2)
AI-Powered Calculation and Rule Application
  • AI Bots analyze all the collected data and apply rules based on:
    • Shipment type and destination
    • Carrier rates and surcharges
    • Volume or weight-based calculations
    • Customs and handling fees (if applicable)
  • Real-time market data is also factored in to ensure quotes reflect current industry rates.

Step 2

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AI Co-Pilot-Assisted Decision Making
  • The AI Co-Pilot reviews the generated quote, offering suggestions such as:
    • More cost-effective carriers or routes
    • Potential discounts for frequent customers
    • Recommendations for upselling or cross-selling additional services
    • Flagging discrepancies or errors for human review before finalization

Step 3

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Automated Quote Generation
and Communication
  • The final quote is auto-generated, including all relevant fees (base rate, surcharges, customs, etc.).
  • The quote is delivered via email or displayed on the customer portal, and an automated follow-up email is scheduled to ensure the quote is reviewed promptly.

Step 4

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Quote Status Tracking and Reporting
  • The system tracks customer interactions with the quote
(viewed, accepted, declined).
  • Analytics provide insights into quote success rates, allowing for pricing strategy improvements and adjustments.

Step 5

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Standout Features
of Our Automation Solution

Data Collection and Input

Seamlessly gather customer and project data to ensure accurate, consistent, and efficient quote generation.

AI-Powered Quote Calculation

Instantly compute accurate pricing using AI algorithms based on layout, components, and configuration parameters.

AI Co-Pilot for Assisted Decision Making

Provides real-time suggestions and guidance to optimize design choices and material selection during quoting.

Automated Quote Generation and Delivery

Generates complete quotes and BOMs in minutes and delivers them directly to customers via email.

Tracking and Reporting

Monitors quote performance, timelines, and success rates to improve forecasting and operational efficiency.

Dynamic Pricing Capabilities

Seamless Integration

Faster Turnaround

Increased Accuracy

Cost Optimization

Powered by Bautomate Components

Co-pilots

Reconciliation Copilot,
Exception Resolution Copilot

Bots

Contextual Extraction Bot, Email Classification Bot, Audit Bot

Connectors

Real-time ERP
Financial System Sync

Designer Tools

Custom Rules,
Task Automation,
Audit Workflows

Built on Trust & Security

  • Role-Based Access, SSO,Multi-factor Authentication
  • Continuous Audit Logs & Monitoring
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