Six agents handle checking and drafting between calls. None of them can send email to your counterparties. Quote drafts and pipeline stage changes from follow-up triage are recorded in Actions.
| Agent | What it reads | What it produces | Approval | Where it's recorded |
|---|---|---|---|---|
| Arrival Watch | AIS ETAs and ports, matched to vessels in your book | Ranked arrival list | Suggestion only | Arrival radar |
| Re-engage | Email history with each contact | Flag after 30 days with no contact | Suggestion only | Re-engage |
| Quote Drafter | The email, contact, credit, supplier coverage, margin settings | Draft reply and margin packet | Always needs approval; you send | Actions and the deal |
| Supplier Coverage | Your suppliers and their ports, past deals | Suppliers who can deliver at the port | Suggestion only | Port page and arrival radar |
| Daily Brief | Contacts, last contact, open tasks, vessel ETAs | Ranked call list with reasons, built at 06:00 UTC | Runs automatically, sends nothing | Daily brief |
| Pipeline Hygiene | Logged emails during follow-up triage | Proposed stage change | Manager or admin approval on multi-seat desks by default; configurable | Actions |