Travel & Tourism · WhatsApp workflow
Keep Every Trip Enquiry and Follow-up in One Place
Manage package questions, pricing, follow-ups, and booking conversations without leaving them on individual agents' phones.
Watch how it works
01 / 07
Inbox
The trip enquiry opens for the desk
Dates, destination, and group size arrive in the shared inbox instead of one agent's phone.
Features
WatMark features for travel teams
The parts of WatMark this desk is most likely to use.
Shared Inbox
Package and booking chats stay in one workspace with traveller history.
ExploreAppointments
Travellers book a consult with an agent, then confirm, pay, or move it in WhatsApp.
ExploreAuto Assignment
New enquiries go to an available agent by the rules you set.
ExploreQuick Replies
Save inclusions, pricing notes, and answers the team sends every day.
ExploreFollow-up Tasks
Attach a reminder to a quote so the next message has a date.
ExploreQuotations & Invoices
Send the package quotation in the traveller conversation, then invoice and collect payment there.
ExploreWhatsApp Campaigns
Send seasonal offers with approved templates to the right audience.
ExplorePayment Requests
Request payment inside the same WhatsApp booking conversation.
Explore
Use cases
Travel work that fits the shared inbox
Use WatMark for the conversations that usually live in an agent's personal chat.
01
Package enquiries
Collect destination, date, and group questions in one inbox the desk can share.
Shared Team InboxPackage enquiries
Agent assignment
03
Quote follow-ups
Turn a sent itinerary into a task so the next message is not left to memory.
Tasks & TicketsQuote follow-ups
04
Seasonal campaigns
Send approved WhatsApp campaigns for departures, offers, and seasonal packages.
Bulk Messages & CampaignsSeasonal campaigns
05
Booking threads
Keep traveller history, changes, and payment requests on the same conversation.
Quotations & InvoicesBooking threads
Desk visibility
What changes
What changes for the travel desk
Quotes and follow-ups stay attached to the traveller, not to one agent.
01
Give every enquiry an owner
New trip chats are assigned so they do not sit unowned.
02
Repeat package details without retyping them
Quick replies hold inclusions, policies, and common answers.
03
Follow up on open quotes
Tasks keep tomorrow's call or message visible to the desk.
04
Keep booking history together
Another agent can continue the thread with the earlier itinerary still in view.
05
Reach travellers when a season opens
Campaigns send approved offer templates without forwarding each chat.
Decision snapshot
What usually decides whether a trip quote can be picked up again.
- Trip enquiries
- One desk inbox
- Quote owner
- One assigned specialist
- Inclusions
- Quick replies
- Check-back
- A task after the price is sent
- Payment
- Requested in the booking chat
- Seasonal offers
- Approved WhatsApp campaigns
From a package question to a booking conversation
Enquiry, quote, follow-up. The decisions that change a booking thread.
- 1Enquiry
- 2Assign
- 3Quote
- 4Follow-up
- 5Payment
- 6Offer
01
Traveller sends a package enquiry
They message dates, destination, and how many people are travelling.
02
WatMark receives the WhatsApp message
The enquiry opens in the shared inbox for the travel desk.
03
The lead is assigned to an agent
Assignment rules give the trip a specialist so two people are not quoting the same chat.
04
The agent shares inclusions and price
A saved reply covers the details the team explains on every similar package.
05
A follow-up task is created
The quote has a reminder to check whether the traveller wants to proceed.
06
The agent follows up
The task stays visible until the conversation moves forward or is closed.
07
Booking details stay on the same chat
Itinerary notes and a payment request can continue in the thread the team already shares.
Note
The package and the dates decide the thread. Once the quote, the owner, and the check-back sit on one chat, another person at the desk can continue it.
Questions to settle first
- Are you quoting fixed packages or building each trip?
- Who owns a quote when the first agent is with another guest?
- When should someone check back after a price is sent?
- Does the payment request stay in the same WhatsApp thread?
Common wrong turns
- Leaving a quote on one agent’s phone until they are back.
- Rewriting inclusions from memory for every similar trip.
- Putting the payment request in a different chat from the booking.
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Make WhatsApp easier for your travel desk.
Bring enquiries, quotes, and follow-ups into one workspace with WatMark.