TIO for Agents
One inbox. Every principal. No crossed wires.
Freight agents field instructions from a dozen principals in the same inbox. TIO routes every inbound email to the right principal's job, pre-fills the TMS record, and keeps each client's shipments isolated without your team sorting manually.
How TIO Works
Five stages. Every principal covered.
Inbound instruction parsing
- TIO reads every inbound RFQ, booking instruction, and shipment notice from principals on arrival
- TIO extracts principal name, shipper, consignee, lane, mode, commodity, incoterms, and cargo ready date automatically
- Each instruction is tagged to the correct principal before your team opens the queue
- Principals who email with inconsistent formats still get correct job creation. TIO normalizes on extraction, not on rule setup.
- Your team reviews the staged record and confirms the job in one click
Principal isolation in the queue
- TIO maintains a separate job queue per principal, with no co-mingling of client shipments in a single flat list
- Each job carries the principal name, active stage, pending action, and outstanding document at a glance
- New instructions from any principal surface in the right queue without manual tagging
- Principals with high weekly volume get a queue sorted by urgency: LFD first, exceptions second, routine third
- Your team works one principal's queue at a time without losing context on others
Active principal queues
Acme Import Co
3 jobs · LFD in 2 days
Pacific Foods LLC
5 jobs · 2 pending action
Riverside Trade
2 jobs · routine
Latest instruction: Acme Import Co
TypeBooking instruction
LaneShanghai → Los Angeles
ModeOcean FCL · 40HQ
Cargo readyJun 20, 2026
Tagged · staged for review Confirm job →
Email-to-job binding by principal
- TIO binds pre-alerts, booking confirmations, and arrival notices to the correct open job per principal automatically
- Matching uses MBL, booking reference, container number, and shipper-consignee pair, not subject line keywords
- An email from an origin agent in Shanghai for Principal A does not appear in Principal B's queue
- Misbinds surface in a review tray for your team to confirm before the record is written
- Binding happens before your team opens the inbox
Multi-principal pre-alert intake
- TIO extracts HBL, MBL, container number, vessel, voyage, ETD, ETA, shipper, and consignee from every pre-alert
- Manual pre-alert extraction runs 8 to 12 minutes per shipment; TIO completes the prep before your team opens the email
- All extracted fields surface in the principal's lot creation queue for one-click review
- ISF party data in the same email thread routes automatically to the ISF staging lane
- Your operator reviews the pre-filled lot and approves creation. The TMS record is written once.
Pre-alert extraction 7 / 7
MBLEGLV14260111096299%
HBLSE2604005699%
VesselCOSCO UNIVERSE 012E97%
ETD/ETAJun 20 · Jul 8 LAXL95%
CtnrTCKU3456789 · 40HQ99%
PrincipalAcme Import Co
Bound toOI-2026-04821 · confirmed
Rate intake and carrier assignment per principal
- TIO reads every carrier rate response and pre-fills the booking draft with rate, transit time, and space confirmation
- SCAC auto-constructs from the MBL prefix. The TMS record is complete the moment your team approves.
- Rate history is stored per lane per principal so you can track margin across bookings for each client
- Each principal's carrier comparison is isolated. Principal A's rate queue does not appear in Principal B's view.
- Your team selects the carrier; TIO pre-fills the booking confirmation fields immediately
Space exceptions and vessel changes
- TIO detects rolled cargo, blank sailings, and equipment substitutions from carrier emails
- The affected principal's job surfaces in the exception queue with full context: carrier, original booking, affected containers
- TIO drafts a suggested update to the principal and to the origin agent
- Your team reviews and sends; the principal gets a proactive update before they ask what happened
- No hunting across threads to reconstruct what changed and when
Acme Import Co · OI-2026-04821
| Carrier / SCAC | Rate | ETD | Status |
|---|---|---|---|
| EvergreenEGLV | $2,850 | Jun 18 | Selected ✓ |
| OOCLOOLU | $3,100 | Jun 22 | Declined |
Pacific Foods LLC · OI-2026-04830
| Carrier / SCAC | Rate | ETD | Status |
|---|---|---|---|
| Hapag-LloydHLCU | $2,700 | Jun 25 | Review ⚠ |
2 principals · isolated queues Approve booking →
Per-principal status answers
- TIO holds the full email history and TMS state for every job across every principal
- Any team member queries in plain English: "where is Acme Import's container from Shanghai?" The answer pulls from both TMS and email thread.
- CF7501 forwards to the correct principal the moment the broker returns the customs entry
- Document notices and release confirmations reach the principal without your team drafting anything
- Status answers are principal-scoped. The chat never surfaces Principal B's data in a query about Principal A.
Exception detection and principal notification
- TIO detects customs holds, exam notices, and port delays and routes the exception to the correct principal's tray
- TIO drafts the principal notification with exam type, location, and estimated impact
- Your team reviews the draft and sends with one click
- TIO drafts a weekly summary for high-volume principals: active jobs, exceptions, documents outstanding, billing status
- Your principal gets a proactive update before they contact you to ask what is happening
Where is Pacific Foods' Shanghai shipment?
OI-2026-04830 (Pacific Foods LLC) is on COSCO UNIVERSE 012E, departed Jun 20, ETA Los Angeles Jul 8. ISF filed, CBP accepted. Trucker confirmed for Jul 9.
Scoped to Pacific Foods LLC · pre-alert · Jun 15
Any holds or exceptions?
No holds. Acme Import's TCKU3456789 has a CBP exam notice, routed to Acme's tray and not shown here.
Ask about any principal, job, or lot… ↑
Per-principal invoice matching
- TIO matches every carrier and trucker invoice against the rate approved at booking, per principal job
- Overbilling, undisclosed documentation fees, and wrong-principal charge routing all surface before payment
- Each principal's AP and AR summary is isolated. Charges for Acme Import do not appear in Pacific Foods' billing lane.
- Your team reviews the match result per job and approves or flags the dispute
- No reconstructing which rate was approved for which principal three weeks ago
Lot close and principal billing summary
- TIO checks document completeness before billing closes: commercial invoice, packing list, BOL, customs clearance, POD
- Jobs with missing documents surface in the review queue before your team tries to close the lot
- Lot close is a named team member action per principal: POD matched, documents complete, invoices reconciled
- TIO generates a per-principal billing summary on close: total charges, invoices matched, any open disputes
- Your principals receive accurate, isolated billing with no cross-contamination between clients
Acme Import Co · OI-2026-04821
Evergreen · Ocean freight $2,850: Match ✓
Evergreen · Doc fee $75: Not quoted ⚠
Pacific Foods LLC · OI-2026-04830
Hapag-Lloyd · Ocean freight $2,700: Match ✓
Acme Import Review
Pacific Foods Closed ✓
2 principals · isolated billing Close lot →
Ocean importOcean exportAir importAir exportDomestic
No rip, no replace
TIO connects to your existing TMS via API and pre-fills records for your team's review. CargoWise, Magaya, Descartes, GoFreight, or any TMS with a REST or SOAP API. Your principals, your tools, and your team's workflow don't change. Setup takes under a week for most forwarders.