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Lead Notifi · Travel Agencies & Tour Operators
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Pre-Trip Check-in & Reminder Bot for Travel Agencies

A week before departure, the bot checks in automatically — "all confirmed," "need help," or "need to cancel" each lead somewhere genuinely different, so last-minute changes reach a consultant immediately instead of getting missed.

Option 1

Build it as a Manual Bot

A TemplateTrigger fires automatically off the departure date, then a three-way Quick Reply split routes travelers into a documents-ready confirmation, a consultant escalation for questions, or a cancellation capture — all three reconverge at tagging and a closing message.

1.LogicTrigger7 days before the departure date (CRM booking record)
2.CommunicationQuick Reply — branches into 3 paths: All Confirmed / Need Help / Need to Cancel
3.LogicSet Tagpretrip-followup-done
4.CommunicationQuick Reply

START

Trigger

Fires On (Required)

7 days before the departure date (CRM booking record)

53/200

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Your trip is coming up in a week! Is everything confirmed on your end?

70/1024

Buttons (Max 3)

All Confirmed

13/20

Need Help

9/20

Need to Cancel

14/20

IF ALL CONFIRMED

Text Input

Prompt (Required)

Great! Do you have your passport/ID and travel documents ready?

63/1024

Set Tag

Tag (Required)

trip-confirmed

14/60

IF NEED HELP

Text Input

Prompt (Required)

Sure, what do you need help with?

33/1024

Team Assignment

Assign To (Required)

Travel Consultant

17/100

IF NEED TO CANCEL

Text Input

Prompt (Required)

Sorry to hear that. Could you share the reason for cancelling?

62/1024

Team Assignment

Assign To (Required)

Travel Consultant (Cancellation)

32/100

Set Tag

Tag (Required)

pretrip-followup-done

21/60

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Thank you for the update! Safe travels. 🌍

42/1024

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant handles real last-minute changes (a hotel swap, an itinerary tweak) directly in the conversation, rather than a traveler just tapping "Need Help" and waiting for a callback close to departure.

T

Travel Agencies & Tour Operators

Online
Hi Rahul! Your Classic Europe trip departs in a week. Is everything confirmed on your end?10:02 AM
mostly yes, but i wanted to ask about changing our paris hotel10:02 AM
Of course — what's the concern with the current one?10:02 AM
its a bit far from the city center, saw some reviews about that10:02 AM

Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.

Which fits this use case?

Manual bot: consistent, low-cost pre-trip check-in across every departing traveler, but "Need Help" just routes to a consultant queue with no immediate resolution — a hotel-swap request close to departure may not get resolved in time.
AI agent: resolves real last-minute changes (hotel swaps, itinerary questions) immediately in the conversation, which matters more as departure gets closer.
Best fit here: manual bot for routine pre-trip document reminders across every traveler; AI agent for the week before departure specifically, where timely resolution of last-minute requests genuinely matters.

Frequently asked questions

How does the bot know a trip is departing soon?+
A TemplateTrigger fires a fixed time (7 days here) before the departure date stored in the CRM booking record.
What happens if a traveler needs to cancel?+
They're asked for a reason and routed directly to a Travel Consultant (Cancellation) via a Team Assignment node — not left in a generic queue this close to departure.
Can the bot actually change a hotel booking?+
The manual flow just captures the request and routes to a consultant; the AI agent version can propose and confirm a specific alternative in the same conversation, as shown above.
Is this available on Instagram and Messenger too?+
Yes — the same TemplateTrigger → Quick Reply branching model runs identically on WhatsApp, Instagram DMs and Messenger.

Build this bot for your business

Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.

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