What is the process for booking flights for customers?

Create separate workspaces for individual clients, corporate accounts, or group tour bookings. This keeps all conversations and booking details siloed, so your team never mixes up reservations. Within each workspace, assign team members to specific clients for accountability.

Train an AI agent on your flight inventory, preferred airlines, and booking policies. When a client asks about flights, the agent responds in your brand voice, checks availability (if integrated), and collects travel dates and preferences. The agent triages the request to the right workspace and alerts the team via the shared inbox.

Design custom actions to gather essential information directly in the chat – passenger names, DOBs, passport numbers, seat preferences, meal requests. The agent prompts the client to fill out these fields, then stores the data in the conversation thread. This eliminates back-and-forth emails and ensures you have everything you need to issue tickets.

Once the AI agent has collected details, the conversation appears in the workspace’s shared inbox. Your team can jump in at any point to provide quotes, verify details, or take over entirely. Use internal notes to discuss pricing or special requests without the client seeing, then complete the booking in your GDS. After ticketing, send a confirmation summary from the same thread.

How do I book a flight for my client?

Your AI agent handles the initial inquiry and collects passenger details via custom actions. When the request moves to the shared inbox, your team steps in to quote and book using your usual GDS or supplier portal. Finalize the booking and notify the client directly from the conversation thread.

What are the steps to reserve a flight?

1. Agent greets the client and gathers travel requirements.
2. Custom actions collect all necessary passenger and payment info.
3. Conversation lands in the shared inbox for review.
4. A team member quotes pricing and confirms with the client.
5. Booking is ticketed in your backend system and a confirmation is sent via Chatref.

Can I book flights on behalf of my customers?

Yes. Chatref’s shared inbox lets you take over an AI-led conversation at any stage. You can manually book the flight using the client-provided details, then finalize and confirm from the same thread. The AI agent simply prepares and hands off the lead, so you remain in control of the actual reservation.

Is there a specific process for group flight bookings?

Group bookings follow the same automated flow but benefit from dedicated workspaces. Create a workspace for the group trip, and the AI agent can collect details for multiple passengers in sequence using custom actions. All members’ info stays in one place, and your team collaborates on pricing and logistics via the shared inbox.