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Travel & Hospitality · Enquiries

Travel Desk

Build a travel brief around destination, dates and group size so a consultant can propose a suitable next step.

For travel & hospitality teams handling enquiries conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Build a travel brief around destination, dates and group size so a consultant can propose a suitable next step.
  • Clarify destination before the team follows up.
  • Organise travel dates, traveller count, departure city, optional budget into a readable enquiry brief.
  • Explain what happens next and route exceptions to a person.
ILLUSTRATIVE CONVERSATION

A conversation with a next step

We’re planning a family trip to Jaipur. Can someone help us explore options?
Where would you like to travel?
Jaipur, departing from Kochi. We’re considering 12–16 November for four travellers.
Would you like to share an optional budget range and a convenient way for our travel consultant to follow up? You can skip anything you would rather discuss with a colleague.
Please arrange a callback. We’d like to discuss the budget and itinerary with the consultant.
Of course. With your permission, I can pass your enquiry and preferred contact method to our team. They’ll confirm the next step.

Illustration only. Questions and replies must be adapted to the business’s approved process.

How the workflow works

  1. 01

    Customer enquiry

    Identify enquiries intent and explain the scope.

  2. 02

    Relevant questions

    Where would you like to travel?

  3. 03

    Captured details

    Destination · Travel dates · Traveller count · Departure city · Optional budget

  4. 04

    Next action

    Share the request with the responsible team for review and confirmation.

Information captured

Suggested fields to review during configuration. They are not automatically required.

  • Destination
  • Travel dates
  • Traveller count
  • Departure city
  • Optional budget

Explain why a detail is needed, let the visitor correct it, and use the minimum information necessary. Ask permission before arranging a follow-up.

Knowledge to provide

  • Destinations and service inclusions
  • Office hours and consultant languages
  • Booking, cancellation and document guidance approved by staff
  • Approved answers to “Where would you like to travel?” and “What dates, departure city and traveller count should the consultant plan for?”
  • A named team responsible for travel desk enquiries

Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.

Integrations and limits

Live ticket prices, visa decisions and confirmed bookings are not available without the relevant connected systems.

Without that connection, the assistant can explain the approved process and collect a request for staff. It should state what is known, what is requested and what still needs confirmation.

When staff takes over

Complex itineraries, accessibility needs, disrupted travel or a request for a firm quote.

Also hand over when the visitor asks for a person, information is missing or the same question remains unresolved. Pass the enquiry summary with the handoff so the visitor does not have to start again.

Set up with your team

  1. Discuss the workflow. Share your enquiries process and review the fields above with WhatsOS.
  2. Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
  3. Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
  4. Test before enabling. Try normal enquiries, missing details, a request for a person and complex itineraries, accessibility needs, disrupted travel or a request for a firm quote.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about travel desk

What does the team need from the first conversation?

Start with destination and travel dates. Collect the other suggested details only if they help the next action. What dates, departure city and traveller count should the consultant plan for?

Can it complete this request automatically?

Live ticket prices, visa decisions and confirmed bookings are not available without the relevant connected systems. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Complex itineraries, accessibility needs, disrupted travel or a request for a firm quote. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your travel & hospitality process. Where would you like to travel? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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