Use rules-based automation when events and outcomes are stable, milestone triggers, approvals, SFTP file transforms, ERP exports. Use AI agents when inputs are unstructured: PDFs, scans, email bodies, carrier free text, and and humans review low-confidence output before TMS or WMS writes. Combine both: agents extract and classify; rules route, validate and enforce policy.
- Rules for stable if-then operational paths
- Agents for unstructured documents and language
- Human approval on agent outputs that affect customers or charges
- Audit logs and idempotent writes on both paths