Automation Without Re-Platforming: How LunaPath Fits In

The Bottom Line (For Busy IT & Ops Leaders)

• No re-platforming required. LunaPath connects to your existing TMS and visibility stack via APIs, webhooks, and secure mailboxes.

• Your system of record stays your system of record. Our agents write back clean, validated data; no shadow databases.

• Security first. SOC-aligned controls, role-based access, encryption, and audit trails for every action.

• Built-in guardrails. Clear scope, human-in-the-loop escalation, rate-limited outreach, and complete transcript logs.

• Fast time-to-value. Start with one workflow, like check calls or POD retrieval, then scale. You'll see results in weeks, not months.

Why IT Pushes Back on "AI Projects" (And They're Right To)

We hear these concerns constantly, and they're valid:

"This will force a re-platform. Shadow data makes audits impossible. Who owns governance? We can't afford a science project." 

Here's the good news: you can adopt AI agents without changing core platforms, creating side systems, or compromising security.

How LunaPath Integrates (Without Re-Platforming)

Connect to What You Already Use

LunaPath works with your existing infrastructure through multiple integration points:

• APIs and webhooks for standard connections to your TMS, visibility platforms, CRM, and ERP systems

• Secure mailboxes for document ingestion when you're working with PODs, BOLs, and invoices where APIs aren't available

• Portal automation and OCR for carrier portals and scanned documents when needed

• Write-back by design so agents post results directly to your TMS, maintaining one source of truth

The principle is simple: automate the workflow, respect the architecture. Your current platforms remain the backbone of your operations.

Keep Data Where It Belongs

LunaPath doesn't create shadow systems. Operational data, outcomes, and attachments are stored in your existing systems. Event telemetry used for performance tuning is retained with clear policies and can be routed to your SIEM if needed.

Minimal IT Lift

Getting started is straightforward:

• Pre-built playbooks for common workflows like status cadence, POD retrieval, and appointment scheduling

• Configuration, not customization, means you can change schedules, escalation rules, and communication channels without writing code

• Progressive rollout lets you start in one lane or region and expand after validating results in week one

Governance & Guardrails (So You Stay in Control)

Every LunaPath agent operates within strict boundaries:

• Narrow task scope. Each agent has a single, well-defined job - making check calls, chasing PODs, or confirming appointments.

• Human-in-the-loop. Exceptions automatically escalate to the right team member via your existing ticketing system, email, or Slack.

• Outreach hygiene. Rate-limiting, channel awareness (voice, SMS, email), and time-of-day sensitivity prevent spam and respect carrier preferences.

• Complete auditability. Every action includes transcripts, timestamps, outcome codes, and shipment IDs.

• Clear disclosure. Voice agents identify themselves as automated, and emails are clearly labeled.

The result? Automation you can explain, support, and certify to auditors.

Security Posture (Built for Enterprise)

LunaPath's security model includes:

• Encryption in transit (TLS 1.2+) and at rest (AES-256)

• Access control through RBAC, SSO/SAML integration, and least-privilege service accounts

• Tenant isolation with logical separation and secrets managed in hardened vaults

• Compliance support including SOC-aligned controls, formal Data Processing Agreements, and configurable retention policies

• Operational resilience with health checks, rate limiting, backoff strategies, and graceful degradation when endpoints are down

Reference Architecture: AI Integration in Logistics

Here's how LunaPath fits into your existing technology stack:

1. Event triggers from your TMS or visibility platform (late ETA, missing POD, overdue status update)

2. Agent playbook execution chooses the right channel (voice, SMS, email, API), performs the action, and captures the response

3. Validation layer matches responses to loads and equipment, verifies field formats, file types, and timestamps

4. Write-back posts updates and documents to your TMS, with notifications to CRM, Teams, or Slack as configured

5. Telemetrics log outcomes to dashboards and feed continuous improvement

This is bolt-on intelligence, not a platform swap.

Where to Start (Fastest IT-Friendly Wins)

Choose one workflow to prove value quickly:

• Carrier check-call cadence. Offload 1-2 hours per rep per day and ensure SLA-compliant status updates.

• POD retrieval automation. Get 100% of documents within 24 hours and accelerate your billing cycle.

• Appointment confirmations. Reduce scheduling back-and-forth and minimize detention charges.

• Inbound triage. Auto-classify your operations inbox and route tasks to the right teams.

Pick one, measure hours saved and SLA attainment, then scale to additional workflows.

Frequently Asked Questions

Will this require re-platforming our TMS or visibility tools?

No. LunaPath integrates with your existing stack via APIs, webhooks, and secure mailboxes, then writes results back to your TMS.

Where is the data stored?

In your systems of record. Our agents don't create shadow databases for operational data.

How do you prevent spamming carriers?

Through rate-limits, batching, channel preferences, time-of-day rules, and regional language profiles.

What's the typical IT lift?

Connect credentials, confirm endpoints, map fields, and set guardrails. Most pilots go live in days, not months.

How do we audit actions?

Every interaction includes a transcript, timestamp, and outcome code tied to a shipment or case ID.

Ready to Get Started?

LunaPath brings AI integration to logistics without re-platforming. Start with one workflow, prove ROI in weeks, and scale on your terms. Book a demo to see the integration path for your stack.