Travel · The agent record

Where Travel Agents Record Their Work.

An agent that cannot record what it did is a chatbot. Every AgentWorks agent writes its results to a CRM shaped for travel: travelers, trips, itineraries, bookings. The agent does the work; the record shows it, and your team picks up from there.

What your travel agents keep up to date

  • Your intake agent turns the first call, email or form into inquiries and a traveler record, with the reason they reached out.
  • It fills in what travel work depends on: Travel Preferences, Passport Expiry, Frequent Flyer #s, Preferred Airlines, Budget Per Trip.
  • Your follow-up agent moves each trip from Trip Inquiry to Itinerary Drafted and on through Post-Trip Follow-Up, and writes down why each move happened.
  • It keeps itineraries current (trip itineraries), so nothing depends on memory.
  • It keeps bookings current (flights, hotels, activities), so nothing depends on memory.
  • Every call, message and change lands on the traveler's timeline, so the person who picks it up next has the whole story.

It starts with communications

Most travel work begins with a call, a text or an email that arrives while your people are busy with the traveler in front of them. The agent answers it, asks what your team would ask, and writes the answer to the traveler's record. Then it does the data work behind it: it updates the trip, files what was sent, and sets the next step in the systems you already use.

Your people keep their time for the conversations that decide whether a traveler stays: service, judgment and follow-through. The agent handles the details, and the record shows every one of them.

Which travel work should an agent take first?

The Industry Assessment reads your website and shows the first workflow worth handing to an agent. Free, by email, usually within the hour.

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