Agents / Customer policy

SOP Agent

Every customer's rules, applied every time.

Each customer has its own way of shipping. The SOP Agent reads your customer SOP workbooks from Teams and SharePoint, tracks every version, picks the right variant for each shipment and checks bookings against it before anything moves.

Build one for your team →Meet the whole team

Freight agent team · SOPLive

What it does

Skills

Skill	What it does	You get
Select SOP variant	Chooses the policy for this customer, route, mode and nomination or cross-trade setup.	Exact policy version
Draft template	Lists required fields and documents for this stage.	Missing-field checklist
Booking validation	Checks the final packet and documents against the policy.	Pass / block / exception
New customer authoring	Drafts a new customer policy from your common core.	Draft with assumptions marked
Change review	Shows what changed in a workbook and asks a manager to approve.	Approved, signed version
Exception review	Records approved deviations with reason and expiry.	Bounded, auditable exception
Closeout validation	Checks POD, documents, open actions and finance before completion.	Closeout-ready or outstanding gates

Guardrails

Built to be trusted.

One operations manager approves SOP changes and exceptions.
A workbook whose version can't be confirmed blocks the policy instead of using stale rules.
Policies are layered: common core, route module, customer overlay, variant and stage rules.

Connects to

Microsoft Teams & SharePointTMS AgentLegacy ERP AgentOrchestrator Agent

Customized to you

This agent is running in production at a freight forwarder. For your business we tailor its skills, rules and connections to your systems, your customers and your data, and we can run it on your own private LLM.

FAQ

Do we have to rewrite our SOPs?

No. The agent reads your existing workbooks and keeps the originals linked.

AIR and SEA, import and export?

Yes. Each route module is validated before it's activated.

The rest of the team

Coordination