CALLANA

Travel agencies & trip planners

Structured handling of travel inquiries, rebookings, travel documents and consultation bookings.

InquiryRebookingDocuments

What Anni handles here

  • Captures the trip request in 2–5 minutes.
  • Rebooking/cancellation explains the process + deadlines.
  • Sends checklists by email.

Typical calls

  • Travel inquiryDestination, dates, travelers, preferences
  • Rebooking/cancellationBooking no., deadline, options
  • Documents/check-inProcess + links
  • Status/confirmationTicket + what to expect
SetupHow to prepare for launch4
  • Intake questionsDestination, dates, travelers, budget
  • Rebooking policyshort & consistent
  • Info email templatesDocuments/check-in
  • Consultation slotsfixed windows + buffer
WorkflowsWhat Anni actually does4
Trip intakeDestination, period, travelers, preferences → consultation brief.
Book a consultationSlots, open questions, channel.
Rebooking/cancellation flowBooking no., deadline → ticket.
Document infoPassport/visa/insurance/check-in as links.
IntegrationsData sources and systems3
CRM/ticketingInquiries, status
CalendarConsultation slots
Email/SMSConfirmation, links

Integrations with your own systems are available from the Business package.

Measurable impactMetrics that change4
↓Time to quote
↑Conversion rate
↓Rebooking time
↓Phone time
Privacy & limitsWhat deliberately doesn't happen2
No commitments without a sourcePrices only from your systems.
Data minimizationPassport details only when needed.
PitfallsCommon mistakes and how to avoid them2
  • Vague trip requests6–8 standard questions.
  • Price promisesSystem prices only.
Frequently asked questionsShort, honest answers2
Can Anni book trips?With connected systems. Otherwise: inquiry + appointment.
Endless wish lists?Clear questions: key facts now, details at the appointment.

Set up Anni for Travel agencies & trip planners

We'll set up Anni with you, around your workflows and systems. No lock-in.

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