Fill a booking from an e-mail or WhatsApp conversation
Paste a customer's conversation, and AI fills the booking form with its tours, dates, passengers and contact. Nothing is saved until you save the booking yourself.
Fill a booking
- 1
Open the dialog
In Bookings → Create, or on a booking you are changing, click Fill from conversation at the top of the form.
- 2
Paste the conversation
Paste the e-mail thread or the chat into Paste the conversation here.
- 3
Attach files if you have them
Click Attach files to add up to five images, Excel (.xlsx) or CSV files, such as a passenger list or a screenshot of the chat. PDFs are not supported.
- 4
Analyze it
Click Analyze. The dialog shows the Contact, the Tours found and the Passengers.
- 5
Apply it
Check what was found and click Apply to booking.
- 6
Review and save
Read the price checks, if the dialog shows any, and click Close. Check the form, then save the booking as usual.
What it fills
- ✓The tours, matched to your own, with dates, times and passenger numbers. A group tour gets its departure on that date.
- ✓Each passenger's name, e-mail, age, nationality and cabin number, also from an attached list.
- ✓The contact's name, e-mail, phone, language and country. An e-mail you already have brings that customer, with an agent's prices.
- ✓Arrival and departure dates, times and flight numbers.
The price checks
After Apply to booking, the dialog lists what you should look at before saving. When there is nothing to check, it closes by itself.
Totals match
The total quoted in the conversation is the booking's total.
Totals differ
Both totals are shown. Check the prices before saving. A total in another currency is flagged, never converted.
Discount applied
A discount the conversation grants is applied to its tour, or to the whole booking, and listed.
Could not be added
A tour you don't sell, an unclear date or a missing departure is listed, never guessed.
What it costs
Each analysis is billed on your monthly TourTask invoice, as the dialog's Billed AI usage note says.
Questions we get asked
No. The AI only fills the form. You check it and save the booking yourself.
No. Copy its text into the box, or attach a screenshot of it.
Yes. Open the booking and click Fill from conversation. It keeps the booking's contact; check the rest before you save.