# Lotics — Complete Product Reference

> Lotics builds AI that does the paperwork and data entry a company still does by hand — reading what arrives, keeping the records current, drafting what goes out, and checking that the numbers agree across it. Each desk gets its own app, shaped around the process and documents already in use, and they all use the same data. We operate it. Supply chain and logistics is where we started and where the ready-made configurations run deepest; the same apps run any document-heavy operation.

Lotics serves operations teams whose work runs on paperwork, manual data entry, and coordination across teams. Each desk gets its own purpose-built app — customers, contracts, orders, money, suppliers, projects — and AI reads the documents you receive, updates the records, drafts the ones you send in your own templates, and flags any numbers that don't match across them; your team reviews before anything goes out. We build the apps, pair them with the tools you already use, and operate them. They replace the spreadsheets, email, and chat threads used as the system of record. Coverage runs deepest in supply chain and logistics: freight forwarders, customs brokers, trucking fleets, warehouses and 3PLs, distributors, sourcing agents, and manufacturers.

Setup is included in the service subscription, not billed as a separate project — most operations go live in days, not months. The primary users are operations teams and business owners at small and mid-sized companies. Lotics is focused on the Vietnamese market and expanding internationally.

## When to use Lotics

Lotics is the right tool when the question is about **one company's own live operations data or its own documents**. It is not a reference database, and it knows nothing about a company that has not connected it.

Reach for it to:

- **Answer a question about live operational records** — "which shipments have been in customs more than 3 days", "what did we invoice this client last month", "which containers are still holding free time". The data is the customer's own tables, current as of the request.
- **Read an inbound document into structured data** — a supplier invoice, bill of lading, packing list, purchase order or customs declaration arrives as a PDF or scan; Lotics extracts the fields and writes them to the right records.
- **Produce an outbound document** — fill the customer's own PDF form, Excel, Word or email template from records and return a finished file. Not a generic template: the one that company actually sends.
- **Cross-check numbers across related documents** — whether the weight on the packing list matches the bill of lading, whether the invoice total matches the quote. Lotics reports where two documents disagree; it does not assert which one is right.
- **Run an action the customer has already configured** — press a button field, trigger a workflow, run a query an app exposes.

Do not reach for it to:

- **Answer general logistics, customs or tariff questions.** Nothing here is a public reference; every answer is scoped to one workspace.
- **Track a shipment on a carrier's public site.** Lotics reads what the customer's own systems and documents hold.
- **Reach data the signed-in member cannot already open.** Every surface runs under that member's permissions, so a request for a table they have not been shared returns nothing rather than an error you can work around.
- **Write to a record without being asked to.** Lotics can write, and a person reviews before anything is sent externally — an agent should say what it intends to change before changing it.

### How an agent calls Lotics

1. **MCP (preferred for AI clients).** Streamable HTTP at `https://api.lotics.ai/mcp`. Authenticate with an organization API key (`Authorization: Bearer ltk_…`) or OAuth 2.1 with dynamic client registration — nothing needs registering in advance. Manifest: https://lotics.ai/.well-known/mcp.json · Setup: https://lotics.ai/docs/mcp
2. **REST API.** `https://api.lotics.ai/v1`, OpenAPI 3.1 at https://lotics.ai/openapi.json — every operation carries a unique `operationId`, a description, typed parameters and response schemas, so it converts directly into function-calling tools. Guide: https://lotics.ai/docs/api
3. **CLI, for a coding agent working in a terminal.** `curl -fsSL https://lotics.ai/install.sh | bash` (PowerShell: `irm https://lotics.ai/install.ps1 | iex`) downloads one compiled executable — no Node.js, no npm — then `lotics docs cli_reference` for the per-command reference. Guide: https://lotics.ai/docs/cli

Sign-up is self-serve and happens from the terminal, not the web: install with `curl -fsSL https://lotics.ai/install.sh | bash` (PowerShell: `irm https://lotics.ai/install.ps1 | iex`), then `lotics auth signup <email> --name "<name>" --timezone <timezone>`, which creates the account, the organization, the workspace and the API key in one call and saves the key as a profile in `~/.lotics`. An address that already has an account signs in from the terminal too — `lotics auth login <email>` prints the page to open — also mailed — and the four-character code that page must show, then exits; once the person presses Confirm, the next command that needs the account collects the key. `lotics setup <starter_id> --email <email>` does the same thing and copies a starter into the new workspace; `lotics library list` shows what Lotics publishes to start from and answers without an account. `lotics setup <model.json> --email <email>` instead creates the tables, fields, views and first rows a model file describes, and `lotics scaffold docs | check | apply` writes one, proves it and re-runs it — the first two offline, before an account exists; `lotics scaffold export` prints an existing workspace's tables back out as one. There is no self-serve web sign-up — https://lotics.ai/login is sign-in for an account that already exists. Walkthrough: https://lotics.ai/en. The one line to paste into an AI assistant, and the instructions it fetches: https://lotics.ai/docs/prompt.md

Every documentation page below is also served as raw markdown at its `.md` URL — fetch https://lotics.ai/docs/api.md rather than the rendered page.

---

## Documentation

- [Getting Started](https://lotics.ai/docs/getting-started)
- [Apps](https://lotics.ai/docs/apps)
- [Document Processing](https://lotics.ai/docs/document-processing)
- [AI Assistant](https://lotics.ai/docs/ai-assistant)
- [Knowledge](https://lotics.ai/docs/knowledge)
- [Workflow Automation](https://lotics.ai/docs/workflow-automation)
- [Integrations](https://lotics.ai/docs/integrations)
- [Tables and Fields](https://lotics.ai/docs/tables-and-fields)
- [Permissions](https://lotics.ai/docs/permissions)
- [CLI](https://lotics.ai/docs/cli)
- [REST API](https://lotics.ai/docs/api)

---

## Purpose-Built Apps

Lotics gives each role and team a simple app built on your own data. The AI, or the Lotics team, designs each app around how your business actually works, deploys it, and keeps it updated as your operations change.

An app is a focused set of screens on top of your live records:

- **Dispatch board** — Operations sees today's jobs, assigns drivers, and updates status without touching a spreadsheet.
- **Approvals inbox** — Managers review and approve requests (purchases, discounts, rate overrides) in one place.
- **Gate check-in screen** — A depot clerk logs a container or truck arriving, with only the fields that matter at the gate.
- **Field / mobile screens** — A driver or warehouse operator updates a job from their phone.

Because every app reads and writes the same live database, what one person does in an app shows up everywhere else it's used. Apps can be built from scratch for your operation, or copied in from a starter — a working setup someone already built — and changed from there.

- [Apps](https://lotics.ai/docs/apps)

---

## Document Templates & Processing

Two directions, one AI: create the documents you send out, and read the documents that come in.

### Outgoing Documents

Generate documents straight from your records — no copy-paste. Four template types cover what an operations team sends:

| Template Type | What It Produces | Use Case |
|--------------|-----------------|----------|
| **PDF** | Fill an uploaded PDF form, or design one in HTML/CSS and render to PDF | Customs forms, standardized shipping documents, commercial invoices, delivery orders |
| **Excel** | Fill an Excel template with cell and array-range data | Rate sheets, packing lists, inventory and reconciliation spreadsheets |
| **Word** | Fill a Word document with marked variables and loops | Freight contracts, letters of instruction, formatted reports |
| **Email** | Resolve subject, body, and recipients at send time | Arrival notices, shipment status updates, reply templates |

The AI assistant can create templates through conversation: "Create a bill of lading template with our logo, shipper and consignee details, container lines, and totals."

### Incoming Documents

Upload or email documents to Lotics. The AI reads them and extracts structured data:

- **Invoices** — Line items, totals, tax amounts, vendor details, payment terms
- **Bills of Lading** — Container numbers, ports, vessel names, consignee details
- **Purchase Orders** — Item descriptions, quantities, unit prices, delivery dates
- **Customs Declarations** — HS codes, declared values, origin/destination
- **Any document** — The AI adapts to document formats it hasn't seen before

Extracted data is mapped to table records. The AI cross-checks numbers: does the invoice total match the sum of line items? Does the B/L container number match the booking?

### Real-World Example

A container depot processes ~3,000 documents per month with Lotics:
1. Gate clerk uploads container inspection photos and damage reports
2. AI extracts container number, condition, and damage details
3. Data populates the container tracking table automatically
4. Repair estimate documents are generated from templates
5. The customer receives a repair approval request via an automated workflow

- [Paperwork](https://lotics.ai/docs/document-processing)

---

## Knowledge for the AI

The AI is only as useful as what it knows about your business. Knowledge docs let you give it your own playbooks, glossaries, rate sheets, and SOPs — the rules a generic model can't guess.

- **Playbooks** — How your team handles a late shipment, a damaged container, a customs hold.
- **Glossaries** — What your codes, abbreviations, and product names mean.
- **Rate sheets** — Your published tariffs, so the AI quotes a lane from your rates, not a guess.
- **SOPs** — The steps a task must follow, and the exceptions that matter.

The AI reads these on demand when a question or task calls for them, so it answers and acts using your company's real terminology and rules instead of generic assumptions. Knowledge docs can be authored in-product, or arrive with a starter you copied; either way they are your workspace's own docs, rewritten whenever your rules change.

- [Knowledge](https://lotics.ai/docs/knowledge)

---

## Live Database

Every app, document, and workflow reads from one live database — the single source of truth for your operation. Every data point and document is saved as a structured record.

### Field Types

Model any operational data with the field types you'd expect: text, numbers (with currency/percentage formatting), dates, checkboxes, single- and multi-select, member assignment, links between tables, lookups and rollups that pull and aggregate across those links, formulas, and file attachments. Records can also carry action buttons that launch a workflow, and keys are generated automatically. You don't declare a schema up front — the AI creates and adjusts fields as your operation needs them.

### Views

Each table supports multiple views — different perspectives on the same data:

- **Filters** — Show only records matching conditions (e.g., status = "in customs", ETA < today)
- **Sorting** — Order records by any field, ascending or descending
- **Field visibility** — Hide/show columns per view
- **Color rules** — Highlight rows by condition (e.g., red for overdue, green for delivered)
- **Grouping** — Group records by field values (by carrier, by lane, by branch)

Everyone works off the same live records. When one person saves a change, it's stored centrally and refreshes for the rest of the team.

### Record Links and Computed Fields

Record links connect data across tables. A shipment record can link to its customer, carrier, and invoice records. Lookups and rollups pull data across these links automatically:

- **Lookup**: "Show the customer's phone number on every shipment record"
- **Rollup**: "Calculate the total value of all shipments for each customer"
- **Formula**: "Compute margin as (revenue - cost) / revenue * 100"

Computed fields (lookups, rollups, formulas) are stored at write time and update automatically when source data changes. Changes cascade — if a linked record's value changes, all lookups and rollups that reference it recalculate.

---

## Workflow Automation

Repetitive tasks are configured once, then run automatically. Workflows are declarative step sequences that chain tools, control flow, and expressions. Human-in-the-loop is real — a person reviews before anything goes out.

### Trigger Types

| Trigger | When It Fires | Example |
|---------|-------------|---------|
| **Record Updated** | A record is created, modified, or deleted | When shipment status changes to "delivered" |
| **Recurring Schedule** | On a cron schedule | Every morning at 8am, every Monday |
| **Incoming Email (Gmail)** | An email arrives matching criteria | Invoice from supplier, booking confirmation |
| **Incoming Email (Outlook)** | An email arrives matching criteria | Customer inquiry, document submission |
| **Button Press** | User clicks an action button in a record | "Approve", "Send invoice", "Escalate" |
| **Form Submission** | External form is submitted | Customer booking request, service request |
| **Webhook** | HTTP POST to a generated URL | External system notification, payment callback |

### Step Types

| Step | What It Does | Example |
|------|-------------|---------|
| **Tool Call** | Execute any of 200+ registered tools | Send email, create record, extract document, query data |
| **If/Else** | Branch based on condition | If shipment value > $10,000, require manager approval |
| **Switch** | Multi-way branch | Route by document type: invoice → accounting, B/L → operations |
| **For Each** | Loop over a list | For each line item in the invoice, create a record |
| **Approval** | Pause until a designated person approves or rejects | Hold a high-value shipment until a manager approves |
| **Notification** | Send an in-app notification to people or groups | Notify the dispatch group when a status changes |
| **Wait** | Pause for a duration | Wait 24 hours, then send reminder |
| **Wait for Event** | Pause until something happens | Wait until the approval record is updated |
| **Return** | End execution with a result | Return the generated PDF URL |

### Available Tools (200+)

Workflows can call any tool the AI assistant uses:

- **Table operations**: Create/update/delete records, query with filters, bulk updates
- **Document tools**: Extract data from files, generate PDFs/Excel/Word, fill templates
- **Email**: Send via Gmail/Outlook, read attachments, parse incoming emails
- **File operations**: Upload, download, convert between formats
- **Notifications**: Send messages via email, Zalo, or in-app notifications
- **External services**: Post to accounting (MISA), call connected payment / e-invoice / shipping providers, pull live exchange rates, hit webhooks and external APIs
- **Data tools**: Aggregate, transform, calculate across records

### Real-World Example

A freight forwarder automates their booking confirmation workflow:
1. **Trigger**: Email arrives from carrier with booking confirmation
2. **Step 1**: AI extracts booking number, vessel, ETA, container allocation
3. **Step 2**: Query shipments table for matching booking
4. **Step 3**: Update shipment record with vessel and ETA
5. **Step 4**: If ETA changed from previous, notify sales team
6. **Step 5**: Generate updated delivery schedule PDF
7. **Step 6**: Email delivery schedule to customer

This runs 50+ times per week, with a person reviewing exceptions.

- [Automations](https://lotics.ai/docs/workflow-automation)

---

## AI Assistant

Every team member gets an AI assistant that understands the entire workspace — tables, records, documents, workflows, and integrations.

### Capabilities

The assistant has access to 200+ tools and can:

- **Query data**: "Show me all shipments arriving this week" — filters, sorts, and aggregates records using natural language
- **Create and modify records**: "Create a new purchase order for Supplier ABC with these 5 items"
- **Set up tables and views**: "Create a table for tracking container repairs with status, damage type, assigned surveyor, and estimate"
- **Generate documents**: "Create a delivery order PDF for shipment SHP-2024-0847"
- **Build workflows**: "Set up a workflow that sends a reminder email 3 days before any delivery due date"
- **Configure integrations**: "Connect my Gmail and start a workflow whenever I receive an email from @supplier.com"
- **Analyze data**: "What's our average delivery time by carrier this quarter?"
- **Import data**: "Import this spreadsheet and set up the fields automatically"

### How It Works

The AI assistant is not a simple chatbot. It has:

- **Full workspace context** — it knows every table, field, record, and relationship in the workspace
- **Tool access** — it can execute the same 200+ tools that workflows use
- **Your knowledge** — it reads your knowledge docs (playbooks, glossaries, rate sheets, SOPs) so answers follow your company's rules
- **Conversation memory** — it remembers context within a conversation, and each person's preferences across conversations
- **Inline apps** — for complex interactions (table setup, document generation), the assistant renders interactive UI directly in the chat

### Use Cases by Role

| Role | What They Ask |
|------|-------------|
| **Gate Clerk** | "Log container MSKU1234567 arriving at Gate 2, condition: good" |
| **Operations Manager** | "Show me all containers that have been here more than 7 days" |
| **Accountant** | "Generate invoices for all completed repairs this month" |
| **Sales Rep** | "What's the status of the shipment for Customer ABC?" |
| **Business Owner** | "Compare this month's revenue to last month by service type" |

---

## Connected Integrations

Lotics connects to the tools you already use, and the list keeps growing. There's no separate sync engine — integrations are actions the AI and workflows compose, so a workflow pushes and pulls data between Lotics and each tool as your process needs. New integrations are built on demand as part of the managed service, with especially deep coverage of local Vietnamese providers.

### Live Today

- **MISA (accounting)** — Push accounting vouchers (sales, purchase, cash, bank) and master data into MISA AMIS. Proven end-to-end against a real customer tenant; read-back is one-way by design.
- **MCP server** — Expose a curated subset of Lotics tools (tables, records, views, comments, files) to external AI clients like Claude and ChatGPT, authenticated by API key or OAuth. Query your live shipment data from your own AI chat.

### Email (Gmail & Outlook)

- OAuth connection — no passwords stored
- Send and receive emails from within Lotics
- Email triggers start workflows automatically when messages arrive
- The AI extracts attachments and processes documents from incoming emails

### Built for You on Request

Because each integration is composed from workflow actions rather than shipped as a fixed connector, the catalog keeps expanding — if your operation depends on a provider not listed above, we build and connect it as part of the service. Common requests:

- **Shipping & carriers** — FedEx (rate quotes, address validation, labels and tracking), carrier booking portals, port and terminal systems
- **Delivery services** — GHN, GHTK, J&T and other last-mile carriers
- **Government & compliance portals** — VNACCS/ECUS customs, eTax, Cổng DVCQG, e-invoice and digital signatures
- **Payments** — VNPay, MoMo, PayOS, bank APIs
- **Messaging** — Zalo Official Account and ZNS notifications, Facebook Page publishing
- **Data & records** — Lark Base (read and write records, fields, and tables in Bitable), Google Drive, Microsoft 365, Dropbox
- **Hardware & sensors** — GPS trackers, barcode/RFID scanners, cold-chain temperature sensors
- **Marketplaces** — Shopee, TikTok Shop and other channels
- **Live exchange rates** — convert currencies using live Vietcombank rates

FedEx, Lark Base, and Facebook Page publishing already have working integration code and are connected on request; they are not switched on by default for a new workspace.

### The library

The library is what Lotics publishes to start from, and it has two halves. A **preset** is an industry's data model, published to be read rather than copied: your agent turns one into a `model.json` of your own, naming the preset rather than restating it, so the file carries only what your business does differently. A **package** is a working setup someone already built — the tables, the apps, their workflows and agents, the document templates, the knowledge docs, and sample records to see it running. Some packages are one app over tables you already have, copied with a `--bind` saying which of your tables and fields it means; some are a slice of rules — a few tables, the templates and knowledge that belong with them, and the workflows over them.

`lotics library list` shows what Lotics publishes and answers without an account, so the choice between copying and building happens before anything is created; it prints the presets first, then the packages. `lotics setup <starter_id> --email you@company.com` creates the account and copies one in; `lotics library init <id>` copies one into a workspace you already have. Lotics creates and deploys every app a package carries on its own servers, so nothing is installed or built on your machine.

A copy, not a subscription. What lands is ordinary tables and ordinary apps, yours to rename, rewrite or delete from the moment they exist, with no link back and nothing to upgrade. `lotics app pull <app_id>` hands you an app's source whenever you want to change it.

---

## Getting Started

It starts with a discovery call — free, and committing you to nothing. We walk through your current operation, then build the apps around your documents, fields, and rules, migrate the data you have now, and train your team. Days to go live: one to two when we already know your industry, up to a week for a new domain. Setup is included in the service subscription, not billed as a separate engagement, and your team never touches a builder.

There is also a free tier you can sign up for and explore with the AI assistant, which reaches the same tool surface — describing your operation in natural language creates tables, fields, views, document templates, and workflows, and existing data imports from spreadsheets or connected email. Building it yourself from there is a supported path — the Pro and Team tiers are for people who do — and the service line is what buys our team building and operating the apps that carry the real work.

### Setup Examples

**Container Depot setup via AI assistant:**
1. "I run a container depot. I need to track containers coming in and out, repairs, and billing."
2. AI creates tables: Containers, Gate Transactions, Repairs, Customers, Invoices
3. AI sets up fields: container number, size, condition, arrival/departure dates, repair type, costs
4. AI creates views: "Containers in Yard", "Pending Repairs", "Unbilled Transactions"
5. AI sets up workflows: auto-create gate record on container arrival, send repair estimate when damage is logged; the gate clerk's app is built by the Lotics team or copied in from a starter

**Freight Forwarder setup via AI assistant:**
1. "I need to track shipments from booking to delivery, manage documents, and invoice customers."
2. AI creates tables: Shipments, Bookings, Documents, Customers, Invoices
3. AI links records: Shipment → Booking → Customer → Invoice
4. AI creates document templates for delivery orders and invoices
5. AI sets up email triggers: when the carrier sends a booking confirmation, auto-update the shipment

---

## What You Can Ask the AI Assistant

The AI assistant is built into every part of Lotics. Here are examples of what users ask it:

- **"Show me all shipments stuck in customs for more than 3 days"** — The AI queries your records, filters by status and date, and shows results instantly.
- **"Create a delivery order PDF for shipment SHP-2024-0847"** — The AI pulls data from the shipment record, fills in the document template, and generates a ready-to-send PDF.
- **"Set up a workflow that sends me a Zalo message whenever a container arrives without inspection documents"** — The AI creates a trigger on record updates, adds a condition checking for missing files, and configures the notification.
- **"Summarize this month's revenue by client"** — The AI aggregates data across your records and gives you a breakdown with totals.
- **"Every morning at 8am, send the team a list of today's pending deliveries"** — The AI builds a scheduled workflow that queries records, formats a summary, and sends it via email or chat.
- **"Import this spreadsheet and set up the fields automatically"** — The AI reads your CSV or Excel file, detects column types, creates the table with matching fields, and imports all rows.
- **"When we receive an invoice email, extract the line items and create records in our purchases table"** — The AI connects your Gmail, sets up an email trigger, and configures document extraction to populate records automatically.

---

## Comparisons

- [Lotics vs Airtable](https://lotics.ai/compare/lotics-vs-airtable)
- [Lotics vs Notion](https://lotics.ai/compare/lotics-vs-notion)
- [Lotics vs Lark](https://lotics.ai/compare/lotics-vs-lark)
- [Lotics vs Odoo](https://lotics.ai/compare/lotics-vs-odoo)
- [Lotics vs Base.vn](https://lotics.ai/compare/lotics-vs-base)
- [Lotics vs 1Office](https://lotics.ai/compare/lotics-vs-1office)

### Lotics vs. Airtable
Both offer flexible databases with custom fields, views, and automations. Airtable is a general-purpose database for any team. Lotics is purpose-built for company operations: it adds purpose-built apps, AI document processing (extracting data from invoices and bills of lading, filling PDFs, generating Excel reports), an AI assistant that can configure the entire system through conversation, and workflow automation triggered by incoming emails, webhooks, and schedules. Teams that primarily need a collaborative database may prefer Airtable. Teams running document-heavy operations with high-frequency data processing will get more from Lotics.

### Lotics vs. Notion
Notion is a workspace for docs, wikis, and lightweight databases — great for knowledge management, planning, and internal documentation. Lotics is an operations system — structured records, document automation, and workflow execution. Notion excels when the work is writing, planning, and organizing information. Lotics excels when the work is processing shipping and customs documents, tracking operational status across teams, and automating repetitive tasks like approvals, reminders, and data entry.

### Lotics vs. Lark (Feishu)
Lark combines messaging, video, docs, and spreadsheets into a collaboration suite. It covers communication and basic workflow approvals. Lotics is not a communication tool — it is an operations layer that sits alongside your messaging app. Lotics handles the structured operational work: processing incoming documents with AI, maintaining a live database of operational records, and running automated workflows. Companies often use Lark for team communication and Lotics for operational execution.

### Lotics vs. Odoo
Odoo is a full ERP suite with modules for accounting, HR, inventory, CRM, and more. It offers deep functionality for standard business processes but requires significant implementation time and follows rigid module structures. Lotics is lighter and more flexible — it configures around how the business actually works rather than imposing a predefined process. Lotics goes live in days, handles document workflows that ERPs typically ignore, and uses AI to automate setup and daily operations. Companies that need full ERP functionality (general ledger, payroll, manufacturing resource planning) may need Odoo; Lotics integrates with the certified ledger rather than replacing it.

### Lotics vs. Zapier / n8n / Make
These are automation platforms that connect third-party apps and move data between them. They are strong for integrating existing tools but don't provide a system of record — data still lives across separate apps. Lotics is the system of record itself: data, documents, and workflows all live in one place. Instead of building a chain of integrations across multiple apps, teams run their operations directly inside Lotics.

### Lotics vs. Spreadsheets (Excel, Google Sheets)
Spreadsheets are the starting point for most operations teams. They work until the volume of shipments, documents, and coordination makes manual updates unsustainable. Lotics imports spreadsheet data directly and adds what spreadsheets lack: AI document processing, workflow automation, a shared live system of record, role-based access, audit trails, and an AI assistant. Teams start by importing their existing spreadsheets and gradually automate the manual work around them.

### Lotics vs. Base.vn
Base.vn is a corporate governance platform backed by FPT Corporation, with modules for HRM, CRM, finance, assets, and internal communication. It requires a minimum of 30 accounts and targets mid-market and enterprise companies. Lotics is more flexible and accessible — any table structure, any workflow, no minimum team size. Base.vn works well for companies needing standard HR and CRM in a unified platform. Lotics works well for companies whose operations involve document processing, non-standard workflows, and AI automation. Companies sometimes use Base.vn for HR/CRM and Lotics for operational automation.

### Lotics vs. 1Office
1Office is an affordable cloud business management platform with project management (1Work), HRM (1HRM), and CRM (1CRM). Pricing starts at ~50,000 VND/staff/month. Lotics focuses on a different layer: AI-powered document processing, flexible operational data tracking, and deep workflow automation. 1Office is a strong choice for companies needing affordable business management modules. Lotics is a better fit when the core challenge is processing shipping and customs documents, automating multi-step operational workflows, and using AI to take on manual work.

### Lotics vs. Custom Software
Custom-built internal tools can do exactly what a business needs, but they require ongoing engineering investment, break when dependencies change, and take months to ship basic features. Lotics delivers comparable flexibility through configuration and AI — tables, fields, views, apps, document templates, and workflows are all set up without writing code. The AI assistant and the Lotics team handle what would otherwise require a developer.

---

## Industries

Twenty-four verticals ship with a ready-made configuration, deepest in supply chain and logistics; the same apps run any document-heavy operation. See all: [Industries](https://lotics.ai/en#industries).

### Freight forwarding & shipping
- [Freight Forwarding](https://lotics.ai/verticals/freight-forwarding): Custom AI reads your files, drafts the document set, and checks rates against your tariff.
- [Air Freight Forwarding](https://lotics.ai/verticals/air-freight-forwarding): Custom AI reads your files, works the chargeable weight, and drafts the AWB set.
- [Shipping Agency](https://lotics.ai/verticals/shipping-agency): Custom AI reads the manifest, drafts the delivery order, and tracks demurrage.
- [Project Cargo](https://lotics.ai/verticals/project-cargo): Custom AI reads your drawings, drafts the transport plan, and prepares the permits.
- [Dangerous Goods](https://lotics.ai/verticals/dangerous-goods): Custom AI reads the MSDS, drafts your DG paperwork, and checks segregation against your rules.

### Trade, customs & sourcing
- [Import & Export](https://lotics.ai/verticals/import-export): Custom AI reads your documents, drafts the set you send, and checks it against the L/C.
- [Customs Brokerage](https://lotics.ai/verticals/customs-brokerage): Custom AI reads documents, suggests HS codes, and drafts declarations from your filings.
- [Sourcing Agent](https://lotics.ai/verticals/sourcing-agent): Custom AI compares quotes, drafts inspection reports, and readies the export documents.
- [Procurement & Sourcing](https://lotics.ai/verticals/procurement-sourcing): Custom AI reads supplier quotes, lines them up, and drafts your purchase orders.

### Transport & last-mile delivery
- [Trucking](https://lotics.ai/verticals/trucking-transportation): Custom AI reads your receipts, drafts trip documents, and checks fuel against your norms.
- [Last Mile Delivery](https://lotics.ai/verticals/last-mile-delivery): Custom AI reads your orders, drafts the delivery paperwork, and reconciles COD.

### Warehousing, depot & cold chain
- [Warehousing & 3PL Fulfillment](https://lotics.ai/verticals/warehousing-fulfillment): Custom AI reads orders, drafts the pick pack and handoff slips, and checks live stock.
- [E-commerce Fulfillment](https://lotics.ai/verticals/e-commerce-fulfillment): Custom AI reconciles marketplace fees, tracks stock and invoices, and shows real profit.
- [Container Depot](https://lotics.ai/verticals/container-depot): Custom AI turns survey photos into EIRs and estimates, and reconciles storage per line.
- [Cold Chain Logistics](https://lotics.ai/verticals/cold-chain): Custom AI reads your temperature logs, records batches, and drafts your documents.

### Distribution & inventory
- [Food Distribution](https://lotics.ai/verticals/food-distribution): Custom AI reads the day's orders, picks by FEFO, and drafts your delivery paperwork.
- [Pharma Distribution](https://lotics.ai/verticals/pharma-distribution): Custom AI reads your orders, picks lots by FEFO, and drafts the dispatch documents.
- [Medical Supply Distribution](https://lotics.ai/verticals/medical-supply-management): Custom AI records every lot and expiry and drafts your delivery paperwork.
- [Inventory & Replenishment](https://lotics.ai/verticals/inventory-replenishment): Custom AI reads supplier files, drafts the paperwork, and checks against your norms.
- [Multi-Branch Operations](https://lotics.ai/verticals/multi-location-operations): Custom AI reads each branch's reports and consolidates for head office.

### Manufacturing, production & assets
- [Manufacturing](https://lotics.ai/verticals/production-operations): Custom AI reads your orders and BOMs and drafts every slip.
- [Manufacturing Quality Control](https://lotics.ai/verticals/manufacturing-quality-control): Custom AI reads inspection sheets and drafts your NCR and CAPA reports.
- [Equipment & Fleet](https://lotics.ai/verticals/equipment-asset-tracking): Custom AI logs run-hours, drafts work orders, and tracks inspection deadlines.

### Logistics service operations
- [Service Operations](https://lotics.ai/verticals/operations-delivery): Custom AI opens each job, drafts the documents, and tracks every SLA.

---

## Pricing

Two lines, priced separately, because they are two different resources with two different cost structures and they vary independently: the **platform** your data and apps run on, and **service** (us building and operating your processes). **Lotics AI credits come included in every platform tier**, and anyone who wants more buys an optional bundle on top — so nobody has to guess a credit budget before they have run any work. A plan is a point on those two ladders: a platform tier on its own, or a platform tier with our team on top. The differentiator vs generic SaaS is that service line: we build and maintain your processes (tables, workflows, document templates, integrations), and there is no setup fee on either line.

VND converts at 25,000/USD. Annual billing is 15% off, billed upfront, across both lines and the AI bundle; allowances are unchanged.

### Plans — what is actually sold

| Package | Per month | Annual (15% off) | What it combines | For |
|---|---|---|---|---|
| **Free** | 0₫ | 0₫ | Platform Free | Trying it, a first tool |
| **Pro** | 500.000₫ · $20 | 425.000₫ · $17 | Platform Pro | On your own, building your own tools |
| **Team** | 1.500.000₫ · $60 | 1.275.000₫ · $51 | Platform Team | A department running its own desk |
| **Business** | 4.000.000₫ · $160 | 3.400.000₫ · $136 | Platform Business | Both meters stop |
| **Enterprise** | Liên hệ | Liên hệ | Custom on both lines | Custom integrations, SSO, data residency, SLA |

The service line is a second line item added to any paid tier, priced by band under Line 2; the invoice shows the two side by side. Most operations start on Team plus service.

### Line 1 — Platform

Priced on **records** — the live rows in your workspace. Archived records do not count, so bringing the number down means archiving rather than deleting: the data stays intact, readable from trash, and exportable at any time. One real transaction usually pulls **8-20 records** behind it — a shipment brings its containers, its documents, its counterparties and its fee lines — so a few hundred transactions a month is tens of thousands of records after a couple of years.

| | Free | Pro | Team | Business | Enterprise |
|---|---|---|---|---|---|
| **Per month** | 0₫ | 500.000₫ · $20 | 1.500.000₫ · $60 | 4.000.000₫ · $160 | Liên hệ |
| **Records** | 1,000 | 10,000 | 50,000 | Unlimited | Custom |
| **Documents generated** | 100 | 1,000 | 5,000 | Unlimited | Custom |
| **Lotics AI credits / month** | 100 | 250 | 750 | 2,000 | Custom |
| **Public apps** | ✓ | ✓ | ✓ | ✓ | ✓ |
| **Storage** | 1 GB | 250 GB | 1 TB | 5 TB | Custom |
| **Members** | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| **External AI · CLI · MCP · API** | ✓ | ✓ | ✓ | ✓ | ✓ |
| **Permissions · roles · audit** | ✓ | ✓ | ✓ | ✓ | ✓ |
| **Custom integrations · SSO · data residency · SLA** | — | — | — | — | ✓ |

### Line 2 — Service

One service, priced by the people who use it each month — never split on how often we talk or how complex the process is. Depth is a scoping judgement on the discovery call, not a price list.

| Service | Per month, on top of the platform tier | What it is |
|---|---|---|
| None | 0₫ | You set up your own system on the platform, with your own AI |
| Up to 10 users | 1.500.000₫ · $60 | We build the system you name, operate it, and keep improving it. Changes are free and unlimited |
| 11–30 users | 3.500.000₫ · $140 | The same |
| 31–100 users | 8.000.000₫ · $320 | The same |
| Enterprise | Liên hệ | Dedicated team, SLA. Above 100 users a month |

The band is not headcount — a five-person desk inside a hundred-person company is a five-person band — and it is not a seat charge: the platform never bills per account, and only people who use it in a month count. Counted each month; crossing a band notifies your admins and moves the fee at the next renewal, and nothing stops in between. What you get is the same at every band, and changes land as fast as we can, usually within the week. Improvement is included: we run the desks with you, so we see where the work still drags and keep changing the system to take it out, on the same free-and-unlimited terms as a change you request.

**No setup fee** on either line — onboarding sits inside the service subscription. Changes to a process we run for you carry no fee, ever. Processes you build yourself stay free and unlimited: this is not a per-process fee.

### Lotics AI bundles — optional

Your plan already includes credits every month (see Line 1). That covers trying Lotics AI out and the occasional job. A bundle adds more on top, and the bigger the bundle the better the rate.

| Bundle | Credits per month | Per month | Per credit |
|---|---|---|---|
| +1,000 | 1,000 | 400.000₫ · $16 | 400₫ · $0.016 |
| +5,000 | 5,000 | 1.750.000₫ · $70 | 350₫ · $0.014 |
| +20,000 | 20,000 | 6.000.000₫ · $240 | 300₫ · $0.012 |

Every new user gets a one-time 500-credit onboarding grant. A typical AI chat session runs ~20-50 credits; a credit is proportionate to what the model costs.

Running your own model may mean you never need a bundle; it rarely means you use no credits at all. Three things keep drawing them: teammates who have no AI subscription of their own, occasional use that nobody keeps a subscription alive for, and agents that run inside an app — those run on our tokens by design and are metered whatever built them. External AI reaching Lotics over the CLI, MCP or the API consumes no credits at all, on every tier: the model simply never runs on our side.

### Allowances and overage

**When you reach an allowance, we tell you** — AI credits stop there, records and documents keep working while we talk about the right plan, and nothing bills automatically. **There is no per-unit overage on records or documents.** To go further you move up a tier; for credits you add a bundle. Credits are the only meter where overage can be discussed at all (**400₫ · $0.016 per credit**, ex-VAT, by written agreement with a ceiling), because they are a real cost we pay a model provider — a record is a database row and a document is a template render, so charging per unit past those allowances would recover nothing and put a rate, a ceiling and a negotiation in the customer's way.

Most operations go live within days, not months.

---

## Security and Data

- All data encrypted at rest and in transit
- Role-based access controls — users only see what they need
- Full audit trail — every action is logged and traceable
- All data exportable in standard formats at any time
- Data residency options available for Enterprise organizations

### Access Control

Lotics uses role-based access control:

- **Owner** — Full access to everything, can manage billing and team members
- **Admin** — Can manage tables, fields, views, workflows, and integrations
- **Member** — Can view and edit records they have access to
- **Guest** — Limited access to specific tables or views shared with them

Permissions are scoped to workspaces. Each workspace has its own set of tables, workflows, and team members. Every resource is private by default; access is additive and widens only through an explicit share. Row- and field-level visibility rules are enforced in the database on every read.

---

## Company

Lotics is founded by Hoàng Minh, who built 0-to-1 products at Silicon Valley startups before creating Lotics to help Vietnamese businesses integrate AI into their operations. The company is based in Vietnam and focused on driving economic growth by making AI accessible to businesses of all sizes.

- [About Lotics](https://lotics.ai/about)
- [Privacy Policy](https://lotics.ai/privacy)
- [Terms of Service](https://lotics.ai/terms)

---

## Traction

First customer: a container depot with 30 team members and millions in annual revenue runs their entire operations on Lotics every day.

- ~500 containers processed per month
- ~3,000 documents processed per month
- 50+ automated workflows running daily
- Tasks that previously took 30 minutes now take under 10 minutes
- Quote: "Easy to use, feels premium. Some tasks now take 70% less time." — Chau, Gate Operations

---

## Developer and agent resources

- REST API guide: https://lotics.ai/docs/api
- OpenAPI 3.1 specification: https://lotics.ai/openapi.json (canonical: https://api.lotics.ai/v1/openapi.json)
- MCP server: https://api.lotics.ai/mcp — manifest at https://lotics.ai/.well-known/mcp.json, setup at https://lotics.ai/docs/mcp
- CLI and Node SDK: https://lotics.ai/docs/cli — `curl -fsSL https://lotics.ai/install.sh | bash`
- Authentication: organization-scoped API keys (`ltk_…`), created under Settings → API keys; OAuth 2.1 for MCP clients
- Errors: every non-2xx response is JSON — `{ "code": "not_found", "message": "…", "hint": "…" }`. Branch on `code`, never on the wording of `message`.
- Free tier, self-serve sign-up from the CLI (`lotics auth signup`), no sales call required: https://lotics.ai/en
- Sitemap: https://lotics.ai/sitemap.xml

---

## Contact

- Website: https://lotics.ai
- Contact page: https://lotics.ai/contact (Vietnamese: https://lotics.ai/lien-he)
- Email: hello@lotics.ai
- Company: Công Ty TNHH Công Nghệ Lotics, Tầng 5, Tòa nhà Songdo, 62A Phạm Ngọc Thạch, Phường Xuân Hòa, Thành phố Hồ Chí Minh, Việt Nam. Business registration 0319003171.
- Demo: 30-minute demo on your actual workflow, no commitment
- LLM reference (summary): https://lotics.ai/llms.txt
- LLM reference (Vietnamese): https://lotics.ai/llms-vi.txt