6 · Tools & workflowsTool stack overview

Tool stack overview

Every tool a CS person will touch, grouped by what you’re trying to do — not by product name. Use this page as the map; deep-dives live in the sub-pages.

The map

Which tool for what

If you’re trying to…Reach forPage
See how a live agent is doing right nowAgentFleet Dashboard
Configure a new agent without engineeringAgentFlow
Tweak a deeper/bespoke agentAgentFleet Builder
Build a custom dashboard or reportShipsy BI
Normalise messy addressesAddress Intelligence engine
Route orders to carriers by rulesAuto-allocation engine
Trigger alerts on SLA breachesAlert management engine
Show the customer the TMS / WMS productTMS / WMS consoles
Add a new system integrationMCP server registry
Look up a customer-facing how-toShipsy KBlink
Find a deck for a meetingDecks library

Runtime & orchestration

AgentFleet — the runtime

Where deployed agents live, get invoked, and execute. CS folks mostly view here, not configure. Every agent listed in Part 4 · Agent catalog runs on AgentFleet.

AgentFleet Dashboard — observability

Real-time view over AgentFleet. HITL queue, escalation status, per-agent SLA, latency, accuracy, alert feed. CS lives here when monitoring a live deployment.

Builder / no-code & low-code (the platformization layer)

This group is the most important for new joiners to get hands-on with. It’s what lets Shipsy ship value to customers without a custom engineering project for every new use case.

AgentFlow — the n8n of Shipsy

Visual workflow/agent builder. Drag-and-drop nodes, connect them, configure each, ship. Lets customers (and CS) compose agents without engineering.

This is the platformization play — reduces customer dependency on Shipsy eng for every new automation. New joiners must spend time here in week 1. See the AgentFlow page.

Placeholder — needs input from AgentFlow PM: node types available, common patterns, sample flows to study, sandbox URL, current limitations vs. the deeper AgentFleet Builder.

AgentFleet Builder

The configuration surface for agents that don’t go through AgentFlow — typically the more bespoke ones where the visual canvas doesn’t fit. Worth knowing when to use which:

Use caseAgentFlowAgentFleet Builder
Standard pattern (CX agent, control tower, etc.)
Customer wants to self-serve the build
Heavy customisation / new orchestration pattern
Tight integration with Shipsy-internal services
Engineering will own the agent long-term

Shipsy BI (Advanced)

No-code dashboard builder over the BI datamarts. Custom metrics, calculated fields, joins across datamarts. CS uses this to answer customer reporting questions and ship dashboards as part of an engagement.

Always pair with the bi-skill when working in this tool — it knows the joins, field definitions, and common SQL patterns.

Engines (pre-built capabilities)

Engines are the deterministic, non-LLM building blocks that agents call. Configure-once, then any agent can use them.

EngineWhat it doesWhere it’s used
Address Intelligence / Address CheckerValidate + normalise + geocode addressesVera, Address Checker
Auto-AllocationRule-driven carrier/fleet allocationBDO carrier orchestration
Alert ManagementTrigger rules, escalations, SLA breach detectionMost agents that act on time
Geocoding ServiceText address → lat/longStandalone + behind Address Checker
LIA (Logistics Intelligence Assistant)Incident management co-pilotMulti-customer
Route OptimisationPickpath + driver route planningLSP B2C deployments
Territory OptimisationPolygon-based delivery territoriesLSP B2C, retail own-fleet

System-of-record consoles

Shipsy TMS

The customer-facing transportation management product. CS folks must be able to navigate it to demo, debug, and answer questions. Get hands-on access via your manager.

Shipsy WMS

Same, for warehouse management. Separate product, separate access.

Integrations & extensibility

MCP server registry

Where the tools that agents can call are registered. CS won’t write MCP servers, but should know what exists and how to request a new one for a customer integration.

Open APIs & low-code integrations

How Shipsy connects to customer ERPs (SAP, Oracle), CRMs (Salesforce, HubSpot), OMS, and telephony (SIP trunking via Aviva, Unifonic, Exotel). The pattern is well-established — see the agent-platform repo.

Knowledge & docs

  • Shipsy KB (Atlassian) — customer-facing knowledge base. Useful for self-learning and for pointing customers at the right article.
  • Internal Confluence / Drive / decks library — covered in Where stuff lives.

Watch-out

The platformization layer (AgentFlow, Shipsy BI, AgentFleet Builder) is evolving fastest. Pages in this section are flagged for quarterly review. If you spot a drift between what’s documented here and what the tool actually does, file an issue.

Sources

  • BDO & Carrix decks (most engines and platform components referenced)
  • “All decks & videos” sheet — see Solution Overview rows for module-by-module decks
  • AgentFlow deep-dive (in progress)

Changelog

  • 26 May 2026: Initial draft, grouped by purpose. Pending input from AgentFlow PM.