Support Center

Logging In

Understanding the Navigation

After logging in, you'll see the main navigation menu on the left side:

Setting Up Your Profile

Proper profile setup ensures you receive notifications and the app displays times correctly.

Changing Your Password

For security, change your password periodically:

1. Go to Configuration → Profile
2. Scroll to the Change Password section
3. Enter your Current Password
4. Enter your New Password (must meet requirements)
5. Confirm your New Password
6. Click Change Password

Workflow Overview

Step 1: Upload Routes

Routes come from Amazon's Cortex system. Upload them to populate today's route assignments.

Step 2: Upload Staging Information

Staging data tells drivers where their packages are located in the warehouse.

Step 3: Assign Vehicles

Vehicles can be assigned automatically (based on affinity) or manually.

Step 4: Send Driver Messages

Notify drivers of their assignments via SMS.

Step 5: Monitor Check-Ins

Daily Checklist

Dashboard Overview

The Dashboard is your central hub for daily operations. It displays:

• Routes for the selected date
• Driver and vehicle assignments
• Check-in status
• Message delivery status
• Quick action buttons

Quick Statistics

Routes Table Columns

Keyboard Shortcuts

Overview

DailyDSP's Schedule module gives you complete control over weekly planning:

• Visual weekly grid — drag-and-drop shift presets onto driver days
• Shift presets — define custom shifts with start time, duration, and color coding
• Reusable templates — save a full week's schedule and apply it to future weeks
• Amazon variance tracking — upload Amazon's expected roster and compare against your schedule
• Alpha-sorted driver list with search and filtering

Creating Shift Presets

Shift presets are reusable shift definitions you drag onto the schedule grid.

1. Navigate to Schedule
2. Click Manage Presets
3. Click Add Preset and configure:
   • Name — e.g., "Morning", "Mid", "Evening"
   • Start Time — shift start
   • Duration — shift length in hours
   • Color — visual identifier on the grid
4. Click Save

Building a Weekly Schedule

1. Select the week using the date navigation arrows
2. Your active drivers appear as rows, sorted alphabetically
3. Drag a shift preset from the preset palette onto a driver's day cell
4. Click an existing shift cell to change or remove it
5. Use Search to quickly find a specific driver

Schedule Templates

Save your entire weekly schedule as a template to reuse in future weeks.

1. Build your schedule for the week
2. Click Save as Template
3. Give the template a name (e.g., "Standard Week", "Holiday Week")
4. To apply: navigate to a future week, click Apply Template, select from your saved templates

Amazon Variance Tracking

Compare your DailyDSP schedule against Amazon's expected roster to catch mismatches before they become problems.

Adding a New Driver

1. Navigate to Drivers
2. Click Add Driver
3. Fill in the required fields:
   • First Name and Last Name
   • Phone Number (with country code)
   • Email (optional)
4. Set the driver's Status (Active/Inactive)
5. Click Save

Driver Status

Phone Number Format

For SMS to work correctly, phone numbers must:

• Include country code (e.g., +1 for US)
• Contain only digits after the country code
• Be a mobile number capable of receiving SMS

Adding a Vehicle

1. Navigate to Vehicles
2. Click Add Vehicle
3. Enter the VIN — DailyDSP auto-fills Year, Make, and Model via NHTSA VIN decoding
4. Fill in remaining details:
   • Vehicle ID — your internal identifier (e.g., VAN-001)
   • Service Type — matches Amazon route service types (e.g., Standard, XL)
   • License Plate
5. Set operational status
6. Click Save

Service Types

Service types ensure vehicles match the routes they're assigned to. Amazon routes have service types (Standard, XL, etc.) and DailyDSP uses these to validate vehicle-route compatibility during auto-assignment.

1. Go to Settings → Service Types
2. Add or edit service types to match your Amazon station's route types
3. Assign the appropriate service type to each vehicle

Vehicle Status

Overview

The Maintenance Kanban board gives your team a visual way to track vehicle maintenance tasks through their lifecycle. Each task is a card that moves through columns as work progresses.

Kanban Columns

Cards flow from left to right as maintenance tasks progress:

Creating a Maintenance Card

1. Click Add Card in any column
2. Fill in the card details:
   • Title — e.g., "Oil Change - VAN-012"
   • Vehicle — select from your fleet
   • Type — Oil Change, Tire Rotation, Inspection, Repair, etc.
   • Description — additional details or notes
   • Due Date — when it needs to be completed
3. Click Create

Moving Cards

As maintenance progresses, drag cards between columns:

• Drag and drop a card from one column to another
• Cards maintain their position within columns
• All team members see card movements in real time

Card Comments

Add comments to cards for team collaboration:

1. Click on a card to open its detail view
2. Type your comment in the comment box
3. Click Add Comment
4. Comments show the author name and timestamp

What is Affinity?

Driver-Vehicle Affinity allows you to set preferred vehicle assignments for each driver. When you use Auto-Assign Vehicles, the system uses these preferences to make intelligent assignments.

Affinity Levels

Setting Up Affinity

1. Navigate to Affinity
2. Find the driver in the list
3. Click Edit on their row
4. Select vehicles for each affinity level:
   • Primary: Their main vehicle
   • Secondary: Backup vehicle
   • Tertiary: Emergency option
5. Click Save

Auto-Assignment Logic

When you click Auto-Assign Vehicles:

1. System checks each driver's primary vehicle
2. If available, assigns primary
3. If not, checks secondary
4. If not, checks tertiary
5. If all unavailable, leaves unassigned for manual review

Overview

The Driver Portal is a mobile-friendly web app that drivers access from their phone's browser. No App Store, no Google Play, no updates to manage. Drivers bookmark the link and they're ready to go.

• No app required — works in Safari, Chrome, or any mobile browser
• View weekly schedule — see shift assignments for the current and upcoming weeks
• Shift marketplace — give up shifts or pick up available shifts
• Route details — view today's route, vehicle, wave time, and staging location
• Works on any device — iPhones, Android phones, even older models

Driver Access

Drivers access the portal via a unique link for your tenant:

1. Driver receives their portal link (e.g., https://plad.dailydsp.com/driver)
2. They log in with their phone number and a PIN or password
3. Bookmark the page for one-tap access going forward

Viewing the Schedule

Drivers see their upcoming shifts in a clean, mobile-optimized view:

• Current week displayed with shift times and types
• Color-coded by shift preset (Morning, Mid, Evening)
• Swipe or tap to view future weeks
• Off days shown clearly so drivers know their full schedule

Shift Marketplace

The marketplace lets drivers manage their availability:

Today's Route Info

On dispatch day, drivers can see their assignment details:

• Route number — Amazon route code
• Vehicle — assigned vehicle ID
• Wave time — scheduled departure
• Staging location — where packages are staged

What Is the AI SMS Agent?

The AI SMS Agent is an intelligent assistant that responds to inbound driver text messages. Instead of rigid keyword-based check-ins, drivers can text naturally and get accurate, conversational responses.

• No app required — drivers use their normal SMS
• Natural language — understands questions in English and Spanish
• Context-aware — knows the driver's schedule, route, and vehicle assignment
• Check-in automation — recognizes arrival confirmations automatically

What Drivers Can Ask

Viewing Conversations

All AI conversations are logged and visible to dispatchers:

1. Navigate to Messaging
2. Select a driver to see their full message history
3. Inbound messages (from driver) and outbound messages (from AI or dispatcher) are shown in a chat view
4. You can take over from the AI at any time by sending a manual message

How It Works

• When a driver texts your DailyDSP number, the AI agent processes the message
• The agent looks up the driver's current data (schedule, route, vehicle) from DailyDSP
• It generates a natural, accurate response and sends it back via SMS
• If the AI can't answer or the driver needs human help, the message is flagged for dispatcher review

Automatic Check-In Detection

The AI agent recognizes check-in messages automatically — no rigid keywords required.

• When a driver texts "I'm here", "arrived", "on site", or similar phrases, the AI recognizes it as a check-in
• The driver's arrival time is recorded automatically in the dashboard
• Check-in status updates in real time for dispatchers to monitor
• The AI confirms the check-in back to the driver via SMS

Bilingual Support

The AI agent communicates in the driver's preferred language:

• English and Spanish are fully supported
• The agent detects the driver's preferred language and responds accordingly
• Drivers can text in either language at any time
• Route details, schedule info, and confirmations are all localized

Portal Guide & Smart Routing

• Portal Links: When drivers ask about their schedule, shift marketplace, or route details, the AI provides helpful links to the Driver Portal
• Unknown Numbers: Messages from unrecognized phone numbers are handled gracefully — the AI asks the sender to identify themselves
• No Configuration Needed: The AI agent works out of the box for all tenants with zero setup required

SMS Conversations

The Messaging page shows all SMS conversations in a chat-style view:

• Left panel: List of conversations sorted by most recent activity
• Right panel: Full message thread with sent and received messages
• Messages display delivery status (sent, delivered, failed)
• Search conversations by driver name or phone number
• View complete message history across all dates

SMS Configuration

DailyDSP uses Twilio for SMS messaging. Your administrator will configure:

• Twilio Account SID
• Twilio Auth Token
• Sending phone number

Message Templates

Create reusable message templates for common communications. Available variables:

Example Template

Sending Messages

1. From the Dashboard, select routes (or select all)
2. Click Send Messages
3. Review the message preview
4. Click Send
5. Monitor delivery status in the Status column

Troubleshooting Messages

Overview

Billing information is available in your Profile dialog under the Billing tab. Only users with the Owner or Ops Manager role can access billing details.

Invoice History

Your billing tab shows a weekly invoice history with the following details:

Pricing

Accessing Billing

1. Click your profile icon or name in the top navigation
2. Select Profile
3. Click the Billing tab
4. View your invoice history and current plan details

Overview

DailyDSP uses role-based access control to ensure users only see and do what's appropriate for their position. Each user is assigned one role by the tenant Owner.

Role Definitions

Permissions by Role

Managing User Roles

1. Navigate to Settings → Users
2. Find the user you want to update
3. Click Edit on their row
4. Select the appropriate Role from the dropdown
5. Click Save