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Travel & Hospitality · agent

Pre-trip concierge & upsell

It reaches out before the trip with helpful, well-timed offers — seats, rooms, experiences and reminders — lifting attach rate without the spam.

✈️

Pre-trip concierge & upsell

Travel & Hospitality agent
What it doesAnswers & acts
Works withCRM · booking
ChannelsWhatsApp, email
Grounded byyour product & policies
Action levelWrite
In practice

A resolution, start to finish.

No forms, no queue, no hold music — the agent understands, checks your data, and completes the task in the same conversation.

U
A guest has an upcoming stay or flight.
W
On it — let me check that now.
◎ Read the itinerary⚙ Offer & book add-ons✓ Resolved
W
All done — you’re sorted. Anything else I can help with?
How it works

From first message to resolved.

The agent runs the full loop — understand, ground in your data, decide, act with the right approvals, then record and learn.

The agent Grounded retrieval Safety & approvals
1 · Trigger
The customer reaches outA guest has an upcoming stay or flight.
▼
2 · Understand
Read intent & detailswhat’s being asked, and the specifics
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3 · Gather · in parallel
Read the itinerarydates, party, preferences
Match relevant add-onsin-policy offers
▼
4 · Decide
Apply your rulesWhat add-ons genuinely help this traveller, and when is the right moment?
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5 · Safety check
Guardrails & approvalsensitive actions pause for a person; PII protected
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6 · Act
Offer & book add-onsseats, rooms, experiences
Send timely reminderspre-arrival
Reply to the customerclear, grounded, resolved
▼
7 · Record & learn
Log & improvefull audit trail; better next time
Who does what

Automatic when it’s safe. A person when it matters.

The agent handles auto

  • Relevant, in-policy add-ons
  • Pre-arrival reminders
  • Answering trip questions

Routed to a person human

  • Bespoke or VIP arrangements
  • Group logistics
  • Anything outside published offers
Data & actions

What it reads, and what it does.

Reads

data

Itinerary, preferences, and available add-ons.

Does

action

Books add-ons and schedules reminders.

Moves money

payment

Takes payment for add-ons securely.

Built-in guardrails

Safe by design.

🛡️

Respects consent and frequency

🔒

Only in-policy offers

🧾

Every booking confirmed and logged

More Travel & Hospitality agents

The rest of the Travel & Hospitality team.

See the pre-trip concierge & upsell working on your data.

Book a short demo and watch it resolve a real Travel & Hospitality interaction, end to end.