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AI Agent Assistant
CommunicationLast updated: September 2026 (v1.4)

AI Agent Assistant

Leverage TourVilo's embedded AI assistant for drafting custom itineraries, summarizing customer requirements, and crafting follow-ups.

Target Roles:
OwnerManagerStaff / Agent

What is this?

TourVilo's AI Agent acts as an expert travel copywriter and concierge assistant. Located in the main navigation and inside Lead details, it helps consultants quickly draft compelling destination pitches, suggest daily excursion pacing, and formulate tactful payment reminders.

Step-by-Step Guide

1

Open AI Agent Chat

Navigate to Inbox → AI Agent in the sidebar navigation.

2

Ask for Travel Suggestions

Enter prompts such as 'Create a 4-day romantic itinerary for couples visiting Kandy and Nuwara Eliya' or 'Write a friendly WhatsApp message following up on a pending quotation.'

3

Copy Output into Quotations

Review and customize the AI's suggestions, then paste them directly into your client itinerary notes.

Best Practices & Pro Tips

  • When viewing a Lead, click the 'AI Insights' button to get a 3-bullet summary of traveler preferences and a pre-written greeting pitch tailored to their budget.

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