Travel & Tourism
A trip quote stays with one specialist
Dates, price, and the check-back live on one conversation the travel desk shares.
The situation
Dates, group size, and destination questions come in throughout the day, often onto one agent's phone.
Hotel lists, transfers, and prices are typed into many similar chats.
A quote sent today still needs a message tomorrow, and that reminder is easy to lose between trips.
What they set up
Shared inbox
Trip enquiries open for the desk, with dates and destination in the thread.
Specialist assignment
Assignment rules give the enquiry one owner so two people are not quoting the same chat.
Quick replies
Inclusions the desk explains on every similar package are saved and ready to send.
Quote follow-up
A reminder to check back is attached after the price goes out.
Payment in the thread
The team can request payment in the same WhatsApp chat as the itinerary.
A conversation
A typical thread
Farhan. We're two people looking at a 4-day package in November. What's included and the price?
Travel Specialist. Hi Farhan. I'll share the inclusions, hotel options, and the price for two. Would you like the dates in the first or second week of November?
Follow-up: Send Farhan the November quote tomorrow
What changes
- Every new trip chat has an owner.
- The quote and the check-back sit on the same conversation.
- Itinerary notes and a payment request can continue in the thread the desk already shares.
- Seasonal departures go out as an approved template campaign.