Auto-Callout: Automatic Dispatch
How Auto-Callout automatically offers unassigned Tours to carriers, using Simple mode or a Sequence, and how a won offer assigns the tour.
How Auto-Callout automatically offers unassigned Tours to carriers, using Simple mode or a Sequence, and how a won offer assigns the tour.
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Note
Auto-Callout offers your unassigned Tours to carriers automatically the moment they are created, so a plan can start finding its carrier without anyone lifting a finger.
Most tours need a carrier before they can run. You can always assign one by hand, but when the same routine repeats every day that quickly becomes busywork. Auto-Callout automates the first step of dispatch: as soon as a Tour is created, Orbit offers it to suitable carriers on your behalf. When a carrier takes the offer, the tour is assigned to them — you simply see the result.
Key highlights
When Auto-Callout is switched on, every newly created Tour is picked up automatically and offered to carriers. What "offered" means depends on the mode you choose.
Simple mode sends a straightforward instant offer to the carriers that qualify for the tour. Orbit only offers the work to carriers whose vehicles and region actually match the tour — for example a carrier with a vehicle large enough for the load, operating in the right region, and carrying any required capabilities. This keeps offers relevant and avoids sending work to carriers who could not take it.
Sequence mode runs a Sequence — a workflow you design in advance for more involved dispatching. A Sequence can select a pool of carriers, rank them, and then send offers in waves over time (for instance: offer to your top-ranked carriers first, wait, then widen to the next group if no one accepts). Sequence mode is the right choice when a single blanket offer is too blunt and you want control over who is offered the work, in what order, and at what price. You build and manage sequences separately, then simply point Auto-Callout at the one you want it to run.
Whether Auto-Callout offers work through Simple or Sequence mode, each offer takes one of two shapes:
Carriers see and respond to these offers on the carrier side of the platform, in the Marketplace within Orbit Connect. For the full picture of how offers appear to carriers and how their status changes, see the Marketplace article.
You do not set a tour's carrier by hand when Auto-Callout is running. Assignment happens as the outcome of an offer: when a carrier accepts an instant offer, or wins an auction, that offer is marked as won and the tour moves from unassigned to assigned to that carrier automatically. Until an offer is won, the tour stays unassigned while its offers are live — a tour that is unassigned but already has an offer out is mid-dispatch, not overlooked. To read that state, see the Tours article.
Auto-Callout is configured by an operator in Orbit MissionControl.
Go to Settings → Marketplace → General and open the Auto-Callout panel.
Switch Auto-Callout on.
Choose a Mode: Simple for a quick instant offer to qualified carriers, or Sequence for a designed workflow.
If you choose Sequence mode, select the active Sequence you want Auto-Callout to run.
Sequences themselves are built and activated under Settings → Marketplace → Sequences. A sequence must be active before Auto-Callout can use it — if the selected sequence is inactive, Auto-Callout pauses until you either activate a sequence or switch back to Simple mode.
Amara runs dispatch for a distribution operator in Lyon. Every morning her team plans dozens of regional tours, and offering each one to carriers by hand was eating the first hour of the day. She opens Settings → Marketplace → General, switches on Auto-Callout, and leaves it in Simple mode so that each new tour goes straight to carriers with a suitable vehicle in the right region.
A few weeks later she wants finer control over her premium routes. She builds a Sequence that offers those tours to her three preferred carriers first as an instant offer, waits thirty minutes, and then opens an auction to the wider pool if none of them accepts. She switches Auto-Callout to Sequence mode and selects that sequence. From then on, premium tours dispatch themselves in waves, and Amara only steps in to review the carrier that won.
No. Auto-Callout automates the first offer, but you can still assign a carrier directly or send your own offer when you need to. Avoid firing a manual offer on a tour a sequence is already working, though, or you will duplicate the effort.
Simple mode sends one instant offer to all qualified carriers at once. Sequence mode runs a workflow you designed — selecting, ranking, and offering to carriers in stages over time, using instant offers and/or auctions.
Because no carrier has taken the offer yet. The tour stays unassigned while its offers are live or an auction is still open, or while a sequence waits between waves. It becomes assigned the moment an offer is won.
No. It is optional and off until switched on. Many operators dispatch entirely by direct assignment or by sending offers manually, and that is perfectly valid.