Travel Agency CRM

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  1. Travel Agency CRM
  2. Agent assistance
Reference

Put an AI agent to work in Travel Agency CRM

Ask Proto to help prepare and inspect a client trip cycle.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Travel Consultant: Find an opportunity's next step, due follow-up and linked travel proposal before a client call.
  • Sales Manager: Summarize open pipeline by stage and identify opportunities with overdue activities.
  • Proposal Reviewer: Present the proposal, current revision, linked opportunity and recorded decision for inspection.
  • Operations Coordinator: Show action receipts that failed or need review, with their related opportunity.

What stays with a person

  • A person should check the recorded proposal decision and choose whether a trip opportunity should close as won or lost.
  • Check the current client conversation and external itinerary before accepting a proposed change.

A person should check the recorded proposal decision and choose whether a trip opportunity should close as won or lost. Check the current client conversation and external itinerary before accepting a proposed change.

Set up Travel Agency CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started