Tourism · Bookings

Multi-Channel Enquiry Consolidation

Stop trip enquiries arriving across email, WhatsApp, Instagram and web form from getting duplicated or dropped between channels.

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 ingests every enquiry and checks the CRM for an existing match by email/phone before creating a new record.
  2. Runs the same qualification script regardless of channel, writing answers to structured fields.
  3. Continues on the customer's preferred channel going forward, referenced from the CRM.
  4. Flags any enquiry unanswered for 2+ hours across all channels to a human agent.
  5. Duplicate-detection accuracy is logged for CRM data-quality reporting.

Data sources

CRM lead record Cross-channel message log

What it targets

  • Enquiries responded to within 2 hours regardless of channel Target 95%
  • Duplicate lead records Target -2%