Industry & logistics

Your logistics operation keeps clients informed without slowing down your team

Kold Gold is a logistics and international trade company, and we used these agents in our own operation first. Your AI agency takes quote requests with complete details, reports the status of every shipment, requests and organizes documents, follows up on the pedimento (Mexico's customs entry declaration) with your customs broker and keeps the client informed through delivery.

I want my AI agency for my logistics operation See plans

Logistics and international trade● Online

Simulated sample conversation. Not a real customer.

What eats your time today

Quote requests arrive incomplete: weight, dimensions, Incoterm, origin or commodity type are missing, and every detail has to be chased down.
Your operations team spends the day answering "Where's my cargo?" instead of solving exceptions.
Commercial invoices, packing lists, bills of lading and carta porte documents arrive through different emails and chats.
Delays caused by missing documents are discovered once the cargo is already at the port or the border.
Quotes go out without follow-up and the client ends up hiring another forwarder.

Your AI agents

Quote intake

Asks for origin, destination, service type (ocean, air, ground), Incoterm, weight, dimensions, commodity type and cargo-ready date, and hands your pricing team a complete request.

Shipment tracking

Reports the status your team records in the CRM: pickup, departure, in transit, arrival, customs clearance and delivery, and flags changes before the client has to ask.

Document control

Requests the commercial invoice, packing list, bill of lading or air waybill, certificates and carta porte (Mexico's mandatory transport waybill), and flags what's missing before the deadline.

Customs coordination

Gathers the information the customs broker needs for the pedimento and updates the client on clearance status; classification and the pedimento are validated by the customs broker.

Sales follow-up

Follows up on quotes sent, confirms space bookings and, after delivery, asks about the experience and upcoming shipments.

Your customer journey, automated

Pick a stage to see what the AI does.

Quote

The client requests a rate on any channel and the agent gathers every shipment detail so your team can quote without back-and-forth.

Booking and pickup

Once accepted, the space booking, pickup appointment and contact details at origin are confirmed.

Documents

The agent requests and organizes shipment documents in the client's record and alerts operations if anything is missing or doesn't match.

Shipment tracking

The client gets departure, transit, transshipment and arrival updates, and can ask for status at any hour.

Customs entry and clearance

Information for the pedimento is coordinated with the customs broker, and the client is informed about duty payments and clearance status.

Delivery and repeat business

After delivery, receipt is confirmed, any issue is logged and follow-up is scheduled for the next shipment.

Included automations

Conversational quote form with origin, destination, mode, Incoterm, weight, dimensions and commodity.
Automatic assignment of the request to a pricing rep by transport mode or lane.
Follow-up on quotes sent at 2, 5 and 10 days, alerting the rep when there's interest.
Shipment document checklist with reminders and an alert to operations if anything is missing.
Automatic departure, transshipment, arrival, clearance and delivery notices based on recorded status.
Client information sent to the customs broker to prepare the pedimento.
Notices for duty, handling or storage payments with a due date.
Survey at delivery and a reminder for the next shipment based on the client's frequency.

Data saved in your CRM

Origin, destination and transport mode
Incoterm and commodity type
Weight, dimensions and container or package type
Shipment number, BL or air waybill
Documents received and pending
Stage: quote, booked, in transit, in customs, delivered

Compliance and AI limits

The AI does not make final tariff classifications or calculate duties: the tariff code, regulations and pedimento are validated by the customs broker.
Documents and tax data are handled in line with the rules of the SAT (Mexico's tax authority) and the customs authority, with access restricted to authorized staff.
Privacy notice in line with the LFPDPPP (Mexico's federal data privacy law) for data on clients, suppliers and consignees.
Rates, surcharges, quote validity and service terms are provided in writing before confirmation.
WhatsApp messaging follows Meta's policies, with approved templates for status updates.

Integrations

WhatsApp Business, email and web chat
Operations system or TMS, if it allows integration
Tracking portals for ocean carriers, airlines and trucking companies
Shared folders for shipment documents
Phone line with a voice agent

What we measure

Response time to quote requests
Requests that reach pricing complete
Quotes sent and converted into shipments
Shipments with complete documents on time
Status inquiries resolved without involving operations

Frequently asked questions

Does the AI classify the tariff code?

Not definitively. It can request the product description, use and spec sheet, but classification and the pedimento are always validated by the customs broker.

Where does the shipment status come from?

From the CRM, where your team or operations system logs every event. If there's an integration with the carrier's tracking, it updates automatically.

Do you use it yourselves?

Yes. Kold Gold runs logistics and international trade operations, and we use these agents for quotes, documents and status updates in our own operation.

Does it work for trucking companies and warehouses?

Yes. It adapts to forwarders, carriers, warehouse operators and parcel services, with the data and stages of each operation.

Can it serve clients and suppliers in other languages?

Yes. It converses in Spanish, English, Portuguese, French, Hebrew and Chinese, which helps with suppliers and agents overseas.

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