Set up your CX bots
Make your own settings: working hours, diary, rates, scoring and auto-quote levels. You get a private link (no account, no password). Bookmark it: whoever has it can edit your settings.
(nothing leaves your phone; you copy "My rules" into your Tab yourself).
🏠 Home base
Add your postcode: your bots won't guess it.
🤖 Your 5 CX bots
A bot that's off does nothing and sends nothing.
🕖 Sign in and sign out
Sign out = the time you must be home by. Range: Stay local (within a radius), Free range (anywhere, home by sign-out) or Can overnight (may finish away, then a job back next morning).
📅 Week diary
💷 Rates and van
🔋 Energy
Energy per job = the miles your home charge covers at the home rate, plus only the miles that need a public charge stop at the en-route rate.
📍 Preferred areas
Outcodes, regions or towns (e.g. B, OX, London W). Prefer adds a small bonus to a load's score; Avoid takes some off. Tick "Backloads into home" for areas you like a job home from.
🎯 Scoring
How your bots score each load 1–5. Defaults come from the playbook: the best score sits in the £1.20–1.30 per loaded mile sweet spot where jobs were won; above £1.40 is "likely to lose".
Keep the price ladder in order: score 3 floor ≤ score 4 from ≤ sweet spot from ≤ sweet spot to ≤ likely to lose. It's put back in order when saved.
✅ Auto-quote (poster confirms the booking)
On CX the poster accepts a quote, so bots can send a quote for you; the booking only happens if the poster confirms it. Untick a level and the bot asks you "quote?" instead. The pause switch at the top beats everything here.
📝 Quote outcomes
. Your Tab can log these for you; you can add or fix them here.
| £ per loaded mile | Won | Lost | Win rate |
|---|
✍️ Anything else
📋 My rules
Paste this into your Tab once (or give it the read-only rules link below, which always has your newest settings).
🔗 Your links
Bookmark your private edit link now. It's the only key to these settings.
Another courier? Don't edit someone else's settings. Get your own private link; your Tab then reads yours.
💬 Say this to your Tab
Sign Instarts your shift: board watch on, today's plan back.Sign Outends it: auto-quotes and alerts stop, one-line day summary.Feedback+ your words: saved here, and sent home anonymously to improve the playbook.