Trip shape
Understand what kind of trip this is
Ask destination ideas, dates, party size, travel style, must-haves, accessibility, and flexibility.
Advisor handoff
Give the person enough to work from
Collect budget range, decision timeline, passport or travel constraints, and preferred follow-up.
No booking promises
Keep live availability human
The assistant can collect context and answer general questions, but a person confirms pricing, booking, insurance, and itinerary details.
Call Playbook
What it handles
- Gather preferencesAsk where, when, who is going, why, and what would make the trip successful.
- Identify constraintsCollect budget, travel documents, accessibility, airline or lodging preferences, and flexibility.
- Prepare advisor reviewSave a concise trip brief and callback preference.
Team Review
Details worth saving
- Destination ideas
- Dates or season
- Party size
- Budget range
- Trip style
- Callback preference
Boundaries
What stays with people
- Do not quote live pricing, hold inventory, book travel, or confirm availability.
- Do not give visa, legal, medical, or insurance advice.
- Escalate urgent travel disruption, payment, refund, or safety issues.