🚀 AutoScheduler Agent
How-To & Best Practices Guide
Empowering warehouse teams to make faster, more confident decisions with AI.
1️⃣ Getting Started
Welcome to the AutoScheduler Warehouse Decision Agent — your AI sidekick for warehouse operations.
The Agent helps you make faster, more confident decisions every day by turning data into instant insights.
💡 Example: “How do shipments and inbounds look for the next 8 hours?”
⚡ Tip: Think of the Agent as a smart coworker who knows your docks, trailers, and loads — and is always available to help.
Here are a few videos to get you started:
2️⃣ Uploading & Viewing Data
📤 How to Upload Your File
- Click Upload File (Paperclip icon) in the Agent message bar.
- Select your latest warehouse schedule, load board, forecasts, etc (.xlsx or .csv).
- Wait a few seconds while the Agent processes it.
- You’ll see a confirmation message once it’s ready.
💡 Sample Files for your Use:
- AS Agent Upload Template – Fill out as much of this as you like and upload to the Agent to get going.
- Load Board.xlsx – Example of a daily load board. Typically the minimum amount of data used to use the Agent for assistance
- CPG Warehouse Demo.xlsx – A more detailed view of a sample CPG warehouse to give a more full base of data for you to experiment the Agent with.
- Furniture_distribution_delivery_performance.xlsx – Sample dataset of furniture company with performance metrics to assess agents ability to handle analysis and warehousing concepts.
- Cpg_production_outbound_orders.xlsx – CPG data with Production to understand how the Agent works with plant warehouses.
- Ecommerce_fulfillment_daily_forecast.xlsx – Ecomm data with forecasts to help understand how Agent works with forecast data and tying back to operations.
⚡ Tip: Always upload the most recent schedule to ensure the Agent uses current data.
❗ Caution: File headers should match your site’s format for best results.
3️⃣ Asking Questions / Prompting the Agent
💬 You can type naturally — no coding required.
✅ Good Questions:
- “Which trailers are waiting longest to unload?”
- “How many docks are scheduled for shipping this afternoon?”
- “Summarize the late arrivals by carrier.”
⚠️ Avoid Vague Questions:
- “What’s going on?”
- “Show me data.”
➡️ Instead say, “Show me all shipments delayed over 2 hours.”
💡 Follow-up Prompts:
“Now split that by dock.”
“Only show Pepsi trailers.”
“Summarize that in one line for shift change.”
4️⃣ Understanding Responses
📊 The Agent replies with text, charts, or tables — depending on your question.
Responses are based on your uploaded file or live data (if connected).
Response Types You’ll See:
- Summaries: Key metrics (e.g., inbound vs outbound totals).
- Tables: Trailer, order, or dock-level detail.
- Recommendations: AI-suggested next steps.
- Communications: Draft messages for shift or carrier updates.
⚡ Tip:
When something looks off, double-check your upload or ask: “What data is this based on?”
5️⃣ Common Use Cases
A. Scheduling & Dock Management
💡 Example Prompts:
- “Which docks are currently idle?”
- “List all inbound trailers still waiting after 3 PM.”
- “Show me the unloading order to finish fastest.”
B. Labor & Shift Planning
💡 Example Prompts:
- “How many unloads are remaining this shift?”
- “Which tasks can I assign to 2nd shift?”
- “Summarize work left by department.”
C. Reporting & Daily Recaps
💡 Example Prompts:
- “Give me a summary of inbound vs outbound for today.”
- “Create a one-line summary for shift change.”
- “List the top 3 issues causing delays.”
D. Communications & Alerts
💡 Example Prompts:
- “Write an email update for the 3 PM carrier delays.”
- “Draft a Teams message for the next shift team.”
6️⃣ Best Practices for Effective Prompts
🧠 The better your question, the better the Agent’s answer.
1️⃣ Be Specific
“Show me trailers delayed over 2 hours for Dock 3.”
For numerical responses inform the agent how you want the numbers formatted – thousands separators, 3,000,000USD -> $3M, etc.
2️⃣ Add Timeframes
“Summarize all shipments scheduled before noon.”
Also advise the agent what timezone you are in and how you want the times formatted.
3️⃣ Ask Step-by-Step
“First list all inbound trailers.”
“Now show which are still at the gate.”
4️⃣ Use Natural Language
“Which carriers are most behind today?”
⚡ Tip: If the Agent misunderstands, just rephrase:
“Try that again, but only include inbound trailers.”
7️⃣ Troubleshooting & FAQs
Q: I get a pink Failed to Fetch box or other error message
A: When you get a pink Failed to Fetch error message or any other error like message as a response, simply refresh the page. Oftentimes, if the pages has been left open for an extended period of time, our security measures ensures the Agent is disconnected.
Q: My data didn’t upload correctly.
A: Make sure your file is .xlsx or .csv and matches the template headers.
Q: The Agent says it’s unsure.
A: This means your question was unclear or the data needed isn’t available. Rephrase or upload again.
Q: Can I upload a new file mid-conversation?
A: Yes — just upload, and the Agent will re-analyze automatically.
❗ Caution: Always verify recommendations with your WMS or supervisor before executing.
8️⃣ Privacy, Security & Data Notes
🔒 Your data is processed securely within AutoScheduler’s enterprise environment.
✅ We store:
- Temporary working data for your session.
- Anonymized usage metrics for product improvement.
🚫 We never store:
- Personal employee data.
- Carrier or vendor PII.
- Proprietary data beyond your session.
⚡ Tip: Review sensitive communications before sending externally.
💡 Best Practices Summary
|
Situation |
Example Prompt |
Why It Works |
|
Identify bottlenecks |
Which docks have the most waiting trailers? |
Focused and actionable. |
|
Plan next shift |
Please tell me about labor and equipment utilization for the next 8 hours. |
Helps see allocate labor quickly. |
|
Communicate status |
Write a one-line shift handoff summary. |
Uses AI’s writing ability. |
|
Find late shipments |
List all loads delayed > 60 minutes. |
Clear condition-based query. |
|
Check utilization |
Show dock utilization by hour. |
Encourages visualization insights. |
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The Warehouse Decision Agent™
Built to help you run every shift with confidence.
