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A built-in agent that turns your TripBuilder data into operational answers and business intelligence — from a single booking lookup to company-wide trends.
When you'd use this
Use the TripBuilder Ops & BI Agent when you need both the big picture and the detail. For the big picture: ask "how many bookings did we create per destination this month?" or "what's the booking status breakdown for last quarter?" and get analytics across all your bookings — with a chart if you want one. For the detail: pull up a single booking by reference, review one traveller's recent trips, or check the components and payment state of a specific booking. The same agent does both, so you can start broad and drill down — or start with one booking and zoom out to the trend it belongs to.
What it can do
The agent works across three capabilities:
Consolidated statistics & research. Aggregate analytics across all your bookings — trends, breakdowns, and KPIs such as bookings per destination, status mix over time, or month-on-month volume. This is powered by your booking data warehouse, so questions that span your whole book of business get answered in seconds.
Detailed booking & traveller analysis. Drill into an individual booking or traveller for booking-level detail — components, pricing, cancellation costs, payment state, and traveller history. This detail comes from the Cockpit Customer Care app, so a single booking lookup returns the full picture.
Rich outputs. The agent doesn't just answer — it presents. Ask for reporting, chart visualization, or a PDF export, and it turns the answer into something you can review, share, and hand on.
Steps
In the Workbench sidebar, click Chats.
Select TripBuilder Ops & BI Agent from the agent picker.
Ask your question — a booking lookup, a traveller search, or an aggregate trend — and follow up to drill in or ask for a chart.
For a one-shot, shareable result, run the agent through Reports instead of a chat: it produces a persisted report you can export as PDF. See Using reports.
Tips and limits
The agent is read-only — it queries your data, it never changes a booking.
The underlying data access is part of the TripBuilder integration, which is currently Nezasa-managed — Nezasa provisions and operates the connections the agent relies on.
Aggregate analytics (counts, trends, breakdowns) are typically refreshed daily, so very recent changes may not appear yet. Individual booking lookups reflect the current state of the booking.
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