How to Use AI Rate Confirmation Import in CarrierOS AI
AI Rate Confirmation Import helps CarrierOS AI read a rate confirmation document and prefill a load draft for review. The guide below explains the AI rate confirmation import in CarrierOS AI workflow and what to verify before moving on.
The AI can reduce typing, but dispatch still owns the final review. You should confirm customer, rate, pickup, delivery, appointments, notes, and assignment before creating the load.
AI rate confirmation import in CarrierOS AI: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| Document upload | Accepts the rate confirmation file for extraction. |
| Extraction summary | Shows what the AI found and where confidence may be lower. |
| Review form | Lets you correct broker, stops, dates, rates, miles, and notes before saving. |
| Original document | Keeps the source file available for verification. |
How to use this page
- Upload the rate confirmation document.
- Review extracted broker, load number, rate, pickup, and delivery details.
- Correct any missing or uncertain fields before saving.
- Create the load only after the reviewed data matches the source document.
Helpful tips
- Always compare the extracted appointment times against the original PDF.
- Use the import to save typing, not to skip review.
- Fix broker and facility matching before approving the new load.
