Tourism · Concierge

Travel Document & Visa Reminder

Have every traveller's documents complete well before departure.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Agent finds bookings missing documents inside the window.
  2. Reminds the traveller in their language, saying exactly what is missing.
  3. Explains requirements and deadlines from your destination rules.
  4. Collects the detail or upload and validates it is readable.
  5. Escalates anything genuinely at risk to your operations team.

Data sources

Booking records Destination requirements Document status

What it targets

  • Incomplete bookings chased Target 98%
  • Documents complete pre-departure Target 94%
  • Escalated to operations Target 100%