Inbound: the customer calls

Winter-sun and cruise enquiries booked with the right agent

From October to January the phone rings while every agent is with a client. Callers no longer wait in voicemail; they leave with a time to talk and the agent has their brief.

When it starts

A caller planning a getaway, cruise, tour or family trip.

What the agent does

Takes the trip details, matches an agent, books the consultation.

What your team gets

A booked consultation with the brief, instead of a message to return.

How it works

  1. Answers every enquiry

    First ring, while your agents finish their quotes and their clients at the desk.

  2. Gets the trip

    All-inclusive, cruise, a European tour, a safari. Dates and flexibility, how many travel and the ages of children.

  3. Asks the good questions

    First time away with kids? A milestone birthday? Mobility needs? The detail that makes an agent's suggestion land.

  4. Takes the budget

    For the whole trip, in the caller's words. It never suggests a price of its own.

  5. Books the agent

    The specialist for that kind of trip, or the agent the caller names, at an open time.

  6. Sends a prep list

    A text: names as on passports, birthdates for children, travel dates that can't move.

Example call

  1. CustomerHi, we're thinking about a Mediterranean cruise for our 40th anniversary, maybe next September.
  2. AI agentCongratulations, that's a wonderful way to celebrate. Would you fly out of Calgary, and is it just the two of you?
  3. CustomerJust us, from Calgary. We'd like a balcony.
  4. AI agentNoted. Is there a rough budget for the whole trip, with flights?
  5. CustomerAround 14,000.
  6. AI agentThanks. Diane is our cruise specialist. She has Tuesday at 10 or Wednesday at 2. Which suits you?
  7. CustomerTuesday at 10.
  8. AI agentBooked. I'll text you the time, and a note to have your passports handy so Diane can check the names.

After the call: Diane's Tuesday 10:00 has the brief: 40th anniversary, two adults from YYC, Mediterranean in September, balcony cabin, budget around 14,000. The couple has a text confirmation.

What your team gets

  • Consultations booked on each agent's calendar
  • Trip briefs with dates, travellers, budget and must-haves
  • Specialists matched by trip type
  • A prep list texted to every caller
  • Fewer messages to return during the busy season
Set up with you: The team loads your agents and their specialties, sets up a connection to your client database and calendars, and sets how callers are matched to agents.

Questions

What if the caller asks for their old agent?

It books them with that agent or puts them through, as you prefer.

Can it suggest destinations?

It can share the ideas your agents give it, like your favourite family resorts, and leaves the planning to the agent.

Does it take French-speaking callers?

Yes, and many other languages. It asks before switching.

Hear it on your phone

Request a demo call and the agent phones you, set up for travel agencies like yours.

Get a demo call