<\!DOCTYPE html> HatchOS AI Employee Cheat Sheet — Quick Reference

HatchOS AI Employee
Cheat Sheet

2 PagesFree PDFUpdated May 2025

All 7 HatchOS AI employees at a glance. What each one does, when to use them, and how they work together. Keep it at your desk.

  • Hatch — AI assistant and orchestrator
  • Dash — dispatch intelligence
  • Mark — market rates and lane analysis
  • Lena — customer relations and CRM
  • Shield — compliance and carrier risk
  • Rex — revenue, margin, and commissions
  • Knox — knowledge manager and training

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The 7 AI Employees

HatchOS AI employees are not chatbots or workflow rules. Each one is a purpose-built autonomous agent that works within a defined domain — surfacing intelligence, drafting communications, flagging risks, and executing tasks — while a human dispatcher or manager stays in control of final decisions.

🤖

Hatch

AI Assistant / Orchestrator

Hatch is the primary AI interface — the one your dispatchers talk to. Ask Hatch anything about your operation: load status, carrier performance, commission questions, rate lookups. Hatch can also coordinate with the other AI employees and surface insights from across the platform in a single conversation.

Use when:
Quick status lookups Cross-domain questions Drafting emails or documents Anything you'd ask a senior dispatcher

Dash

Dispatch Intelligence

Dash monitors your dispatch board and surfaces problems before they become incidents. Late carriers, coverage gaps, loads approaching delivery windows without check calls — Dash flags them and suggests next actions. Dash also assists with tender intake, extracting structured load data from email tenders automatically.

Use when:
Monitoring board for at-risk loads Processing inbound tenders End-of-day board review Coverage gap analysis
📊

Mark

Market Rates and Lane Analysis

Mark monitors market rate conditions and surfaces lane intelligence to help dispatchers price competitively. Ask Mark for current market context on a lane, compare your historical rates to spot trends, or get a recommendation on where to set a carrier cost to win the load while protecting margin.

Use when:
Quoting a new lane Carrier cost negotiation Margin analysis on a bid Market trend review
💬

Lena

Customer Relations and CRM

Lena manages customer-facing communication and CRM intelligence. She drafts check-in emails, flags accounts that haven't had activity in 30+ days, surfaces shipment history before a customer call, and helps identify upsell opportunities based on freight patterns. Think of her as a CSM who never misses a follow-up.

Use when:
Drafting customer emails Account health review Pre-call briefing Identifying stale accounts
🛡️

Shield

Compliance and Carrier Risk

Shield monitors your carrier network for compliance gaps and flags risk before it becomes a claim or an audit problem. Insurance expirations, authority status changes, carriers on your do-not-use list — Shield surfaces them at the point of dispatch, not after the fact.

Use when:
Onboarding a new carrier Pre-dispatch carrier check Insurance expiry monitoring Authority status verification
💰

Rex

Revenue, Margin, and Commissions

Rex is your revenue intelligence layer. He surfaces margin trends by lane, agent, and customer — and flags when margin is compressing before it shows up in a settlement dispute. Rex also assists with commission contract questions: given a load's charges and costs, what does each agent earn? No more spreadsheet calculations.

Use when:
Margin trend review Commission calculation questions Agent performance analysis Revenue forecasting
📚

Knox

Knowledge Manager and Training

Knox manages your brokerage's internal knowledge base and powers the training module. When a new dispatcher asks "how do we handle a refused load?" Knox finds the right SOP and surfaces it in context. Knox also tracks training progress for new hires and can generate quiz questions from your own procedures.

Use when:
New dispatcher onboarding SOP lookup during dispatch Training progress review Procedure documentation
AI employees work within their domain and surface recommendations — they don't make final decisions. The dispatcher or manager always approves actions that affect carriers, customers, or payments.

See all 7 in action

We'll demo Hatch, Dash, and Rex live — the three AI employees that generate the fastest ROI for most brokerages — in a 30-minute session.

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