Freightools AI Automation Settings control how incoming emails and files are classified, processed by AI, mapped into buying agreements, and used to generate quote replies. Tari handles tariff loading. Miles handles customer quote requests.
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From the top-right avatar menu, click AI Automation Settings. Freightools opens the settings workspace with Tari Configuration selected.
Tari Configuration controls AI tariff loading services. A Tari service tells Freightools which incoming supplier email or file belongs to which AI tariff loading workflow.
Select the company email channel that will receive supplier tariff emails. These channels come from the company email settings.
Subject parameters help Freightools identify the correct supplier or tariff email. For example, a supplier name such as MSC can help the system match the email to the correct AI service.
Select whether the tariff data should be read from the email body or from an attached file. If the source is file-based, supported file types include Excel, CSV, PDF, and Word document.
For Excel files, the user can specify which sheets should be processed, or leave the sheet field blank to process all sheets.
Splitting controls how large files are divided before AI processing. Excel files can be split by rows. PDF and Word files are split by pages. For Excel row splitting, the user can define every how many rows to split, the start row, and the end row.
After intake, Tari sends the content to AI processing. The user can choose AI provider, AI model, and prompt. The prompt defines how Tari should read the supplier tariff and return structured data.
If the target configuration does not look correct, the user can report an issue directly from the AI processing area.
The Buying Agreement template defines the target structure that Tari should create. The selected template must include all relevant price details and evaluation types that the AI can use.
After the Buying Agreement template is selected, the extraction mapping route / JSON is filled automatically according to the selected target configuration.
To test the service, open the top menu, go to Tariffs, then select AI Tariff Loading.
The user can paste email text or upload a file from the computer, then choose the Tari service to process the content.
The AI Tariff Loading page shows a live processing timeline, including file loading and processing progress.
Miles Configuration controls AI quote automation. Miles reads customer quote request emails and attempts to identify the request — including addresses, cargo, shipment mode, and other quote details.
A Miles configuration defines how a quote-request email should be read, validated, priced, and replied to.
Choose the incoming email source that Miles should monitor for customer quote requests.
Miles can be configured to reply only to registered partner contacts. When enabled, Miles should only quote customers found in the registered partner / contact database, and the user should choose the email template used for unregistered partners. When left unchecked, the user must choose a default partner — used when quoting unregistered customers — which can carry the default selling agreement or margin rules for unregistered customers.
Data extraction configuration defines which shipment requests this Miles service should handle. The user can choose service mix — FCL, LCL, air, road, or other available service types — and service trade — import, export, domestic, cross trade, or all. Both fields are multi-select.
The company can decide whether Miles should offer IMO / hazardous cargo shipments. If IMO should not be offered, the user must choose the email template used to reply when an IMO request is received.
For LCL, LTL, and air shipments, dimensions and volume are often required. Miles can validate whether the customer provided the required dimensions and volume. If the information is missing, the user should choose the email template used to request the missing details.
If the company does not offer service to or from specific countries, those countries can be excluded from the Miles service.
Miles also has AI processing settings. The user can choose AI provider, AI model, and prompt. The Miles prompt controls how quote-request emails are read and interpreted.
If Miles successfully reads the email and finds the request details, it can create a sales proposal. The company should configure sales proposal currency, printout template, operator in charge, and any other quote creation defaults shown in the UI.
Miles needs templates for different outcomes. At minimum, configure rate-found template, rate-not-found template, unregistered-partner template (if registered-partners-only is enabled), missing-dimensions template (if dimension validation is enabled), and IMO-not-accepted template (if IMO is not offered).
Tari loads supplier tariffs into Freightools as buying agreements. Miles reads customer quote requests and creates / replies with quotes using the pricing available in Freightools.
Final review
Correct email channel selected for each Tari service
Subject matching parameters added where relevant
Source type selected correctly
File type selected correctly
Excel sheets configured or intentionally left blank for all sheets
Splitting rules configured only where needed
AI provider selected
AI model selected
Prompt reviewed
Buying Agreement template selected
Template includes all required price details
Template includes all required evaluation types
Extraction mapping reviewed
Tari service tested from AI Tariff Loading
Live processing timeline reviewed
Miles email source selected
Registered partner handling configured
Default partner configured if quoting unregistered customers
Service mix selected
Service trade selected
IMO handling configured
Dimension and volume validation configured
Excluded countries configured where relevant
Sales proposal currency selected
Printout template selected
Operator in charge selected
Rate found template selected
Rate not found template selected
Missing information templates selected where required
Quick answers to the most common quoting questions.
Tari is the Freightools AI tariff loading engine. It reads supplier tariff emails and files, processes them with AI, and creates structured buying agreements.
Miles is the Freightools AI quoting engine. It reads customer quote request emails, extracts the shipment request, searches available pricing, creates a sales proposal, and prepares the customer reply.
Tari loads supplier pricing into Freightools. Miles uses the available pricing to answer customer quote requests.
Yes. Tari can be configured to read tariff data from the email body or from supported files such as Excel, CSV, PDF, and Word documents.
Use splitting when a file is too large or needs to be processed in smaller parts. Excel splitting is row-based. PDF and Word splitting are page-based.
The template defines the target structure for the extracted tariff, including the price details and evaluation types that Tari can create.
That depends on the configuration. Miles can either reply only to registered partner contacts using an unregistered-partner template, or use a configured default partner for unregistered customers.
Miles uses reply templates for different outcomes, such as rate found, rate not found, unregistered partner, missing dimensions, or IMO not accepted.
Yes. Tari and Miles configurations can include the AI provider, model, and prompt used for processing.
Use Tariffs > AI Tariff Loading to paste email text, upload a file, select a service, and process the file.
Search rates, review pricing, adjust margin, generate the quote PDF, and send it to the customer.
Configure profile details, company information, team members, integrations, email channels, API credentials, and service settings.
Use this guide as your first workflow. Once your team is comfortable with Instant Quote, you can continue with settings, spot rates, AI tariff loading, and quote templates.
