Industry & logistics

Your customs brokerage has complete information before the cargo arrives

Every clearance depends on the importer or exporter delivering the right information on time. Your AI agency logs every new operation, requests documents in order, flags what's missing, reports clearance status and sends payment reminders, while your team focuses on classifying, validating and clearing. Kold Gold uses this workflow in its own international trade operation.

I want my AI agency for my customs brokerage See plans

Customs brokers and brokerage firms● Online

Simulated sample conversation. Not a real customer.

What eats your time today

Clients send incomplete invoices, packing lists and spec sheets through different channels.
The cargo reaches customs and a document, a permit or the power of attorney letter is still missing.
Your team answers "Has my pedimento been released?" many times a day instead of working on operations.
Notices for duty, handling and storage payments go out late and create extra costs.
Prospects looking for a customs broker write after hours and nobody follows up.

Your AI agents

Operation intake

Logs every new import or export with the customs office, operation type, transport, estimated arrival date and importer or exporter details.

Document file

Requests the invoice, packing list, bill of lading or air waybill, spec sheets, certificates of origin and the encargo conferido (the importer's formal authorization of the broker), and flags anything missing or illegible.

Customs entry preparation

Gathers the description, use, material and function of the goods so your team can classify them; the tariff code, regulations and pedimento (Mexico's customs entry declaration) are validated by the customs broker.

Clearance status

Updates the client on recorded progress: documents complete, pedimento paid, customs selection, inspection, release and exit.

New clients and collections

Handles prospects looking for a customs broker, books a call with your manager and sends reminders for advances, fees and outstanding payments.

Your customer journey, automated

Pick a stage to see what the AI does.

Lead capture and onboarding

The importer or exporter writes in on any channel, their details are recorded and the agent checks that a valid encargo conferido is on file.

Documents

The agent requests and organizes the operation's documents, flags anything missing and alerts your team before arrival.

Classification and customs entry

Your team classifies the goods and prepares the pedimento with the information gathered; the AI only organizes data and never assigns tariff codes.

Duty payment

The client is informed of the amount calculated by your team, the due date and payment confirmation.

Clearance and release

The client receives notices for customs selection, inspection and release, and can check status at any hour.

Closing and next operation

The expense statement is sent, the file is archived and the client's upcoming operations are followed up.

Included automations

Operation intake with customs office, operation type, transport and estimated arrival date.
Document checklist by operation type with reminders until the file is complete.
Team alert when documents are still missing a few days before arrival.
Request for the description, use and spec sheet of the goods for your team's classification.
Notice of the duty amount and payment due date, with client confirmation.
Automatic payment, customs selection, inspection and release notices based on recorded status.
Reminder of the encargo conferido's expiration and the client's importer registry documents.
Expense statement delivery and reminders for outstanding fees.

Data saved in your CRM

Customs office and operation type (import or export)
Importer or exporter, RFC (Mexican tax ID) and encargo conferido
Description, use and material of the goods
Pedimento number, BL, air waybill or carta porte
Documents received and pending
Status: in transit, documentation, paid, selected for inspection, released

Compliance and AI limits

The AI does not make final tariff classifications or determine regulations: the tariff code, duties and pedimento are validated by the licensed customs broker.
Tax and customs data are handled in line with the rules of the SAT (Mexico's tax authority) and the customs authority, with access limited to authorized staff.
Privacy notice in line with the LFPDPPP (Mexico's federal data privacy law) for data on importers, exporters and their representatives.
The AI does not suggest ways to reduce duties or avoid regulations; any question of that kind goes to the customs broker.
WhatsApp messaging follows Meta's policies, with approved templates for status and payment notices.

Integrations

WhatsApp Business, email and web chat
Customs entry or brokerage management system, if it allows integration
Shared folders for each operation's file
Phone line with a voice agent
Payment gateway for advances and fees

What we measure

Operations with a complete file before arrival
Response time to clients and prospects
Status inquiries resolved without involving the team
Payment notices sent and confirmed on time
New clients onboarded

Frequently asked questions

Can the AI classify goods?

Not definitively. It gathers the description, use, material and spec sheet to make your team's work easier, but the tariff code and pedimento are always validated by the customs broker.

How does it know the clearance status?

It pulls it from the CRM, where your team or system logs every event. If your system allows integration, notices go out automatically.

Is it safe to send tax documents over WhatsApp?

Documents are saved to the client's record with restricted access. If you prefer, the agent can request them by email or a secure link.

Does it work across multiple customs offices?

Yes. Each operation is logged with its customs office, and the agent assigns the case to the right team or correspondent.

Does Kold Gold use this workflow?

Yes. In our international trade operation we use agents for documents, status updates and coordination with the customs broker.

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