Automation

Automate the whole workflow.
Not just the quote.

Tell your AI assistant what the customer needs. It prices the lane across your carriers, builds the quote document at your margin, files it against the account and sets your follow-up — before you are off the call.

The whole chain

A quote is one step.
A deal is twelve.

Winning freight is a sequence, not a lookup: price the lane across your carriers, compare rail against road, apply the customer's margin, send a document they can sign off, put the opportunity on the board, chase it, and quote it again when the bid comes round. Ask once, and the whole sequence happens.

You ask for

“Price Chicago–LA for Acme both ways, use their margin, send me the quote, put it on the board and chase it Thursday.”

You get back
  1. Rail and road priced side by side, cheapest first
  2. Acme's own margin already applied
  3. A customer-ready quote on your letterhead
  4. The quote filed on Acme's record
  5. The opportunity open on your pipeline
  6. Thursday's follow-up in your task list

One sentence. Nothing left half-done.

Why it adds up
  • It finishes the job. The quote, the document, the customer record and the reminder are one request — so the follow-up that wins the load never depends on anyone remembering it.
  • Volume stops mattering. Forty lanes is the same sentence as one, and a thousand-lane bid is still one request.
  • It does the work nobody gets round to. “Re-price everything we quoted Acme last month and tell me what moved” is the question that finds margin, and it takes ten seconds to ask.
  • You still decide. Your assistant assembles the answer; you choose what goes to the customer. Every number comes from your own rates, with the carrier's reference attached.
01How it feels

It does the work. It doesn't just talk about it.

An assistant on its own can only tell you how intermodal pricing generally works. Connected to bidrayl, it quotes your lane at your rates and puts the result on the customer's record — the same answer your team would get, arrived at by asking instead of navigating.

  • Plain English in, real prices out — no training, no new screens
  • Your account and your carrier rates, never a generic estimate
  • Ten minutes to switch on, and nothing to install
  • Works with the assistant your team already uses
WHAT YOU CAN ASK FOR
A price for any lane
Rail and road, compared
A whole bid sheet, priced
A quote your customer can sign off
What you've quoted an account
Calls logged, follow-ups raised
Where every opportunity stands

Everything your team does in bidrayl, minus the navigating.

02What to automate

Workflows, not keystrokes.

The jobs worth handing over are the ones with several steps, and the ones that repeat across a lot of lanes. Both come down to a sentence.

  • Quote the lane, file it on the account, raise the follow-up
  • Re-quote every lane you priced for an account last month
  • Price a thousand-lane bid sheet, costs broken out lane by lane
  • Summarise what is overdue, and clear it
EXAMPLE
Which lanes did we quote Acme last month, and what would they cost today?
Checking their quote history, re-pricing six lanes…

Six lanes. Four are within 2% of last month; SAV→DFW is up 9% on fuel, MEM→ATL down 4%. Want the new sheet filed against them?

Yes, and flag the one that moved.
Filing on Acme's record, raising a follow-up…

Done — with a task to call them about SAV→DFW before Friday.

03Setup

A URL and a key. That's it.

Nothing to install, and no password to hand over. You add bidrayl to your assistant's connector list, then paste in a key you generate yourself from your account settings. Deleting that key switches the whole thing off again.

THREE STEPS
  1. 1 Create a private API key in Settings → API keys
  2. 2 Add a custom connector pointing at https://api.bidrayl.com/mcp
  3. 3 Paste the key when the login page opens, and ask for a quote

CRM and history work on every plan; quoting scope follows your subscription.

CRM automation

The CRM keeps itself
up to date.

A freight CRM is only worth having if it is current, and it is only current if logging things is free. Twenty-nine of the connector's tools cover companies, contacts, activities and tasks — so the record keeping happens as a by-product of telling your assistant what happened.

01

Turn a call into records

“Just spoke to Dana at Acme — they want weekly SAV→DFW. Log it and remind me Thursday.”

The call lands on the customer's record, noted against the person you spoke to, and Thursday goes in your task list. If Dana wasn't on file, she is now.

Touches the account's history, its contacts, and your task list

02

File a quote against the customer

“File that quote against Acme and send me the PDF reference.”

Puts the quote on the customer's timeline and, if you want the document, generates it. One id carries the quote through both — for door-to-door, ramp-to-ramp and combined alike.

Touches the customer's record, and a new quote document

03

Brief yourself before a call

“What do we know about Acme? I'm on with them at three.”

Reads the account, its people, the recent history and every quote filed against them, then hands back a brief rather than a set of records to interpret.

Reads the account, its people, its history and its quotes

04

Clear the follow-ups

“What's overdue? Close the two I handled and push the rest to Monday.”

Triage without opening the task list: what is due today, what has slipped, completed and rescheduled in the same breath. Assign to a colleague by name and it resolves the person for you.

Touches your task list, and your colleagues' names

05

Fix the data you've been ignoring

“Find every prospect we've quoted twice and mark them active.”

The hygiene nobody schedules: statuses, payment terms, tags, preferred lanes and equipment, updated across many accounts from one instruction rather than one at a time.

Touches your customer and contact records, across as many as you name

06

Ask what happened last week

“Summarise the intermodal opportunities we logged this month and which went nowhere.”

The activity log is filterable by mode, outcome, account and date, so an assistant can read it back as a summary rather than a list of rows.

Reads the activity log and your quote history

07

Work the pipeline by voice

“Open a Q1 bid for Acme — 40 loads a week, owed back the 1st. Move the Savannah one to awaiting review.”

Opportunities opened and moved through PROSPECTING → QUOTING → AWAITING REVIEW → WON or LOST without touching the board. Winning or losing stamps the close date.

Touches your opportunity board

08

One opportunity's whole story

“Where's the Acme bid, and everything we've done on it?”

Stage, owner, volume and due date, plus every call, note and task filed against that deal — because activities and tasks carry the opportunity they belong to, not just the account.

Reads the opportunity, plus every call and task filed against it

Not over MCP yet

Deal attachments — the RFP paperwork itself — stay in the dashboard, because moving a file is not something a text transport does. Editing an already-logged activity and the single-box search across every CRM record are likewise API-only for now. Both exist in the REST API; say the word if you want them in the connector and they move up the queue.

The obvious worry

It only sees your account.

The key you paste scopes to your company and carries the same rights as a normal user seat: quote, write CRM records, generate documents. It cannot manage users, touch billing, or reach anything operator-level — and what an assistant creates is attributed to the key, so an agent's note stays distinguishable from one your rep typed.

Changed your mind? Revoke the key. Access stops on the next call.

Put the whole platform
behind one instruction.

Ten minutes to switch on: generate a key, paste it in, and the next quote is a sentence. Works on any plan.