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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.

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Watch how it works

01 / 06

Inbox

WatMark

AK

Conversations

Sample demo data

  • Farhan

    4-day package in November

    New lead
    6m
  • Aisha

    Can you hold the houseboat for 12 Nov?

    Follow-up
    40m
  • Nikhil

    Send the payment request for the quote

    Active
    3h

Farhan

New lead
L

We're two people looking at a 4-day package in November. What's included and the price?

10:14

Hi Farhan. I'll share the inclusions, hotel options, and the price for two. Would you like the first or second week of November?

10:18

Type a message…

The trip enquiry opens for the desk

Dates, destination, and group size arrive in the shared inbox instead of one agent's phone.

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.

  1. 1Enquiry
  2. 2Assign
  3. 3Quote
  4. 4Follow-up
  5. 5Payment
  6. 6Offer

  1. 01

    Traveller sends a package enquiry

    They message dates, destination, and how many people are travelling.

  2. 02

    WatMark receives the WhatsApp message

    The enquiry opens in the shared inbox for the travel desk.

  3. 03

    The lead is assigned to an agent

    Assignment rules give the trip a specialist so two people are not quoting the same chat.

  4. 04

    The agent shares inclusions and price

    A saved reply covers the details the team explains on every similar package.

  5. 05

    A follow-up task is created

    The quote has a reminder to check whether the traveller wants to proceed.

  6. 06

    The agent follows up

    The task stays visible until the conversation moves forward or is closed.

  7. 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.

WatMark features for travel teams

The parts of WatMark this desk is most likely to use.

Related solutions

Make WhatsApp easier for your travel desk.

Bring enquiries, quotes, and follow-ups into one workspace with WatMark.

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