Complete the brief before the offer
Candidate design
Ask for the missing pieces of an enquiry (dates, travellers, budget, departure points) so the agent builds the offer once, and read the structured fields a contact form carries.
What it needs from your systems
Access to the enquiry record including its structured fields, and a defined list of what an offer needs.
What stays with people
The offer itself, and any judgement about what suits the traveller, stays with the agent.
Booking questions and documents
Candidate design
Answer questions about an existing booking for a verified traveller, resend documents, and explain what a fare or product allows.
What it needs from your systems
Booking data with the fare and booking identifiers the answer depends on, reachable from the connected system; a verification step your booking system recognises.
What stays with people
Where a fare or booking identifier is missing in the connected system, the design does not guess a cancellation answer.
Changes and cancellations
Candidate design
Collect the request, check what the product rules permit, and prepare or execute the change where the supplier connection and your policy allow.
What it needs from your systems
Supplier connections for the products in scope, or a defined partial-handoff step where they do not exist; product rules in a queryable form.
What stays with people
Changes that depend on a supplier without a connection are handed to a person as a specific task, with the result returned to the case rather than the whole conversation being abandoned.
Disrupted journeys
Candidate design
Give consistent, current information to everyone affected, and route the cases that need rebooking or compensation decisions to the right specialist queue.
What it needs from your systems
A current source of disruption information and routing rules per case type.
What stays with people
Compensation and goodwill decisions follow your policy and your approvers; the design does not improvise entitlements.
Traveller identity on the move
Candidate design
Verify the traveller against booking data before sharing or changing anything, in a way that works on a phone with a weak connection.
What it needs from your systems
A verification method agreed with your security owners for each task risk; booking data to verify against.
What stays with people
A reservation flow with its own controlled experience is pointed to, not reproduced in chat.
Partner and B2B requests
Candidate design
Answer routine information requests from agencies, OTAs and partners about specific bookings, where the questions are standard and the consequences of an error are lower.
What it needs from your systems
Partner identity and entitlements, and booking data for the requests in scope.
What stays with people
Bespoke, relationship-led service is centralised and assisted, not automated, where that is the service you sell.