HappyRobot Inbound Carrier Sales Automation

An AI-powered freight brokerage automation system that handles inbound carrier calls for load booking, using the HappyRobot platform for intelligent call management.

🎯 Project Overview

This system automates the entire carrier-broker interaction flow:

• Carrier Authentication: Verify MC numbers via FMCSA API
• Load Matching: Intelligent matching of carriers to available loads
• Price Negotiation: Automated negotiation handling (up to 3 rounds)
• Call Classification: Sentiment analysis and outcome tracking
• Metrics Dashboard: Real-time analytics and reporting

🏗️ Architecture

┌─────────────────┐    ┌─────────────────┐    ┌─────────────────┐
│   HappyRobot    │    │   FastAPI       │    │   Database      │
│   AI Agent      │◄───┤   Backend       │◄───┤   (SQLite/PG)   │
│                 │    │                 │    │                 │
└─────────────────┘    └─────────────────┘    └─────────────────┘
         │                       │                       │
         │                       │                       │
         ▼                       ▼                       ▼
┌─────────────────┐    ┌─────────────────┐    ┌─────────────────┐
│   FMCSA API     │    │   Load Matching │    │   Metrics       │
│   Verification  │    │   Engine        │    │   Dashboard     │
└─────────────────┘    └─────────────────┘    └─────────────────┘

🚀 Quick Start

Prerequisites

• Python 3.8+
• Docker (for containerization)
• HappyRobot account and API access

Installation

1. Clone the repository

   git clone https://github.com/fahd78/happyrobot-inbound-carrier.git
   cd happyrobot-inbound-carrier

2. Set up virtual environment

   python -m venv venv
   source venv/bin/activate  # On Windows: venv\Scripts\activate

3. Install dependencies

   pip install -r requirements.txt

4. Configure environment

   cp .env.example .env
   # Edit .env with your API keys

5. Run the application

   uvicorn app.main:app --reload

📊 Features

Core Functionality

• ✅ Carrier Verification - FMCSA MC number validation
• ✅ Load Management - CRUD operations for freight loads
• ✅ Intelligent Matching - Algorithm-based load-carrier matching
• ✅ Price Negotiation - Multi-round automated negotiation
• ✅ Call Analytics - Sentiment and outcome classification

Security

• 🔒 HTTPS Encryption - SSL/TLS for all communications
• 🔑 API Key Authentication - Secure endpoint access
• 🛡️ Input Validation - Comprehensive data sanitization

Monitoring

• 📈 Real-time Dashboard - Live metrics and KPIs
• 📋 Call Transcripts - Complete interaction logs
• 🎯 Performance Analytics - Success rates and trends

🛠️ Development

Project Structure

├── app/
│   ├── api/              # API endpoints
│   ├── core/             # Core functionality
│   ├── models/           # Database models
│   ├── services/         # Business logic
│   └── main.py           # FastAPI application
├── dashboard/            # Frontend dashboard
├── scripts/              # Utility scripts
├── tests/                # Test suite
└── docker/               # Docker configuration

Running Tests

pytest tests/ -v

Docker Deployment

docker build -t happyrobot-carrier .
docker run -p 8000:8000 happyrobot-carrier

📧 Deliverables

1. Production System - Fully functional automation platform
2. Cloud Deployment - Live system on cloud infrastructure
3. Documentation - Complete technical and user documentation
4. Demo Video - 5-minute walkthrough demonstration
5. Client Presentation - Ready for stakeholder review

🔗 Links

• Repository: GitHub
• Live Demo: [Deployment URL]
• Documentation: [API Docs]
• Dashboard: [Analytics Dashboard]

📞 Contact

For technical questions or project inquiries, reach out through the GitHub repository issues.

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Built for HappyRobot Stage 2 Technical Challenge