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Answer the question, then book the slot

Booking Agent · Your CX Agent, set up to take bookings.

A booking form asks for a decision the visitor has not made yet. They still have a question, so they leave to think about it, and they do not come back.

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  • 7 of 10 jobs on the booking desk finish without a person
  • Seven days without a card
  • Full refund on any plan, 30 days
The Mansion Key agent opening on a branded front-desk screen that introduces itself as the Butler Mansion Key, live now
How it works

Booking Agent in a conversation

  1. 01
    It answers first, books second

    What does this involve, how long does it take, what does it cost, do you cover my area. The booking comes after the answer, which is the order people actually decide in.

    9 steps asked in a sensible order
  2. 02
    It takes the appointment in the chat

    No second form, no redirect to a scheduler, no app. The visitor picks a slot in the same conversation they arrived with a question in.

    To CRM written as it happens
  3. 03
    It works when your desk is closed

    Most enquiries arrive outside business hours. An agent that can complete the booking at 11pm converts an enquiry your team would have found in the morning.

    Slack the team knows immediately
A charter enquiry with no date on it yet

  1. Birthday for 12 people, sometime in March. What can you do?

  2. A birthday for twelve fits three of our boats. Do you want a half day or a full day, and is there a date you are working around?

    started the guided flow: occasion, party size, date, block

  3. Half day, the 14th if it is free.

  4. The 14th is open. Half day on the 55ft is $2,400 including crew and fuel. Shall I hold it and send the deposit details?

    quoted from the real fleet, then handed the money to a person
In practice

Two ways Booking Agent gets used

1

An enquiry with no date on it yet

What happens
A birthday party for twelve, sometime in March, from someone who has never chartered before and does not know what to ask.
What the agent does
The agent walks the occasion, the party size, the date, the time block, the vessel and the add-ons in order, quoting from the real fleet and the real price list as it goes.
Where it stops
It relays the exact payment instructions and stops. No card is taken in the chat, because the money should be a decision the business owns.
2

The 2am enquiry

What happens
Somebody in another timezone works through the whole thing at two in the morning, which is when a good share of enquiries arrive.
What the agent does
The booking is written into the customer record as it happens, and the team gets a Slack message the moment it reaches the deposit step, with vessel, date, party size and total.
Where it stops
A custom itinerary or an unusual request goes to a broker, with everything gathered so far already on the record.
What changes

What comes off the booking desk

Every row is a job somebody does today. The bar is counted from the rows, so it says exactly as much as the table does and no more.

7of 10 finish without a person
  • 7 end to end
  • 3 kept with a person
  1. Answer what is available on a given date Agent, end to end
  2. Quote from the real fleet and the real price list Agent, end to end
  3. Collect the occasion, party size, date and time block Agent, end to end
  4. Recommend the add-ons that suit the occasion Agent, end to end
  5. Take the booking and write the guest into the CRM Agent, end to end
  6. Relay the deposit instructions exactly as written Agent, end to end
  7. Alert the team the moment a booking reaches payment Agent, end to end
  8. Confirm the captain and crew for the date Stays with a person
  9. Build a custom itinerary Stays with a person
  10. Take the money Stays with a person
Not a demo tenant

This is Mansion Key, running Booking Agent today

The screenshot is the real widget on a real storefront. You do not have to take our word for any of it: open the same agent and ask it something awkward.

  • 9 stepsasked in a sensible order
  • To CRMwritten as it happens
  • Slackthe team knows immediately
Talk to it yourself→
The Mansion Key agent opening on a branded front-desk screen that introduces itself as the Butler
Customer

A business running this

Mansion Key

Yacht and boat charter · Miami

Answering customers now

Whose job this wasThe broker who answers every enquiry personally

The problem

A charter enquiry is eight or nine questions before anyone can be quoted, and they arrive in whatever order the guest thinks of them. Answering that well takes a person who knows the fleet, and there is one of those. Enquiries that landed overnight or during a charter waited.

What putting it in involved

The fleet went in as a real catalog: sixteen vessels and nineteen priced experiences, from the charter company’s own site rather than broker listings. The agent opens on a branded front-desk screen and introduces itself as the Butler, which is the point at which guests stopped treating it as a contact form. It takes the booking in the conversation, writes the guest into the customer record, and posts to Slack when a booking reaches payment.

Talk to Mansion Key’s agent yourself→
What it can actually do

What makes this real

Each of these is something your agent can do for a customer today, not a setting you configure. Everything here travels with the agent, on whichever channels you connect it to.

Comes with your agent

  • Books the appointment book_appointment Tool call Called after the question blocking the booking is answered. It reads real availability, offers slots and writes the booking. Offers real slots and books them, after answering the question that was holding the booking up.
  • Holds and confirms a booking reservations Tool call Holds a slot against live availability and confirms it, so two conversations cannot claim the same one. Books against real availability, so you never have to apologise for a double booking.
  • Arranges a callback request_callback Tool call Called when the answer needs a voice. It takes the number and the reason and reads them back before saving. Captures the number and the reason, so the call back starts with the context already gathered.

Same agent, other jobs

Sales AgentSupport AgentStore AgentVoice Agent
One agent, one price

Booking Agent is not a separate product or a separate bill. It is OU Chat set up for this job. Seven days without a card. $29/mo after that, refunded in full if it is not right.

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