For Travel Agents and Advisors
Set your voice, your fees and your working rules once. Then draft inquiry replies, trip briefs, proposals, supplier emails and pre-departure notes without retyping the same trip details every time. Built for working advisors, not for travelers.
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The AI Workflow System for Travel Agents
105 copy-and-customize workflows. One Travel Advisor Context Block, configured once, used everywhere.
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Sample Excerpt
An honest on-page sample of the guardrails block that sits at the front of the guide. Not a fake PDF link.
Free sample excerpt: Travel Advisor Context Block, guardrails section (abbreviated)
You are helping me, [your name], a travel advisor. Remember all of this for everything that follows in this chat.
Use only the facts I give you. Copy amounts, currencies, dates, times, policy wording and booking status exactly as given. Never round, convert, summarize away conditions, or upgrade a status. When two facts conflict, do not pick one. When information is missing, do not guess.
Never invent prices, fees, availability, dates, schedules, supplier policies, cancellation terms or amenities. Never state entry, visa, passport, transit or health requirements. Never explain what a travel insurance policy covers or recommend one. Only record that it was offered and what the client decided.
Deliver every draft in two sections. Section 1 is the deliverable, clean, with no notes inside it. Section 2 is advisor notes: anything I must verify, unresolved questions, and any status that needs confirming.
How it works
Pick the workflow, then strip names, passport numbers, birthdates and confirmation numbers out before anything is pasted. Placeholders go in instead.
The quote, the itinerary, the supplier email. Facts in, words out. A gap gets listed, not filled.
You read every factual line against its source and restore the real details in your own system. That review is the service your clients pay for.
What it covers
Part 1 is 21 sections of core client work: first responses, discovery call prep, qualifying, fees and service scope, proposal narratives, side-by-side option comparisons, first-draft itineraries, revisions, quiet quotes, supplier emails, confirmations and deposits, payment and document reminders, pre-trip prep, during-trip check-ins, disruptions, welcome home and referrals, repeat clients, complaints, marketing, deadlines and admin, and a speed-tools section for building your own voice library.
Part 2 adds 19 workflows by trip type: ocean and river cruises, all-inclusive and resort stays, custom international trips, group travel, destination weddings and honeymoons, and family theme-park vacations.
Part 3 adds 18 more by traveler situation: first trip abroad, multigenerational families, travelers with accessibility needs, solo travelers, milestone celebrations, and budget-conscious travelers.
Plus three core sequences that run workflows in order, three worked cases, three before-and-after rewrites, a troubleshooting section for weak or risky output, and seven printable worksheets.
Email directly. No chatbot. Boltz Creations, LLC.
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