How do I manage tour itineraries?

Your AI agents know your business because you upload your tour packages, schedule data, and FAQ documents. Add PDFs, URLs, or plain text that describe your itineraries, booking rules, and seasonal changes. The agent will ground every answer in this material - no guessing, no generic web results. Keep the content current and the agent will stay accurate without you rewriting scripts.

Once trained, the AI agent handles routine questions directly in the chat widget on your site. Travelers can ask "What’s the walking tour schedule for Saturday?" or "Is the sunset cruise available on June 12?" and get precise answers instantly. Because the agent is limited to your uploaded data, it will never fabricate a departure time or suggest a tour you don't offer.

Custom actions let the agent collect the details it needs and push them into your booking software or internal tools. When a traveler wants to create a tour itinerary, the agent can gather names, dates, group size, and preferences, then send them to your reservation system. For a schedule update - say shifting a departure time - the agent can call your backend to make the change, confirm it in chat, and send a notification. This happens without manual data entry for every request.

Not every change can be automated. When a modification requires re-pricing, special approval, or a human touch, the shared inbox lets your team step into the same conversation the traveler is already having with the AI agent. You’ll see the full chat history, the attempted action, and any collected information. Resolve the issue directly, and the thread stays seamless for your customer. Afterward, you can update the knowledge base so the agent learns for next time.

How to create a tour itinerary?

Use a custom action in the chat widget. When a traveler asks to book, the AI agent will ask for the required details - travel dates, number of guests, any specific tour preferences - and then send that data to your booking system or create a new reservation. You define the questions and the integration point in Chatref’s action builder. The agent then confirms the itinerary back to the traveler in the same chat.

What is the best way to update a tour schedule?

If the change can be expressed as a simple modification - like moving a start time or swapping a stop - configure a custom action that calls your scheduling API. The agent can process the request in-chat, apply the update, and confirm it. For broader schedule overhauls (e.g., seasonal closure or route change), update the underlying source document in your Chatref dashboard and re-upload it, so the AI agent’s answers reflect the new schedule immediately.

How to handle changes to a tour itinerary?

For a minor adjustment, such as adding a pickup location, the AI agent can use a custom action to amend the booking. If the change is complex - requiring approval, repricing, or a manual override - the shared inbox lets a team member review the entire conversation and take over. They’ll have the full context and can make the change directly, then the conversation continues without the traveler needing to repeat themselves.