Fortrip Desk
Evidence-first CRM for travel advisors

Turn client conversations into plans you can review.

Pair a dedicated WhatsApp test account, import chats on demand or daily, confirm client identity, and move from cited preferences to Trip Brief and itinerary drafts.
Open the PreviewSee the workflow
From messages to itinerary
A reviewable workflow for advisor-owned conversations
Keep imported evidence, advisor decisions, client context, and planning drafts connected without giving the agent external-action tools.
One-shot WhatsApp import
Resume a cloud Sandbox for an on-demand or daily wacli import, then stop it between runs.
Confirmed client identity
Map each imported chat and participant to the right CRM client before its messages can support analysis.
Evidence-backed profiles
Review suggested preferences and requirements alongside the exact imported message revision used as evidence.
Trip Brief revisions
Separate known facts, explicit defaults, conflicts, and unknowns, then require advisor approval before itinerary drafting.
Versioned itinerary drafts
Keep generated plans as revisions and require an advisor decision before one becomes the approved CRM artifact.
Scoped advisor agent
Work in a Clerk organization with client- or trip-bound context and no WhatsApp send, booking, payment, or filesystem tools.
Preview status
Plan packaging is not ready for sale
Billing, prices, entitlements, and plan limits are not implemented. The cards below are clearly labeled product placeholders for the internal Preview.
Starter placeholder
TBD
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Illustrative package; billing is not enabled
Create a Preview workspace
  • Illustrative team limit: 1
  • Illustrative active-trip limit: 3
  • Illustrative client-profile limit: 25
  • WhatsApp import and evidence review
  • Support scope is not finalized
Team placeholder
TBD
placeholder
Illustrative package; billing is not enabled
Create a Preview workspace
  • Illustrative team limit: 5
  • Illustrative active-trip limit: 50
  • Illustrative client-profile limit: 500
  • WhatsApp import and evidence review
  • Support scope is not finalized
Business placeholder
TBD
placeholder
Illustrative package; billing is not enabled
Create a Preview workspace
  • Illustrative team limit: 25
  • Illustrative active-trip limit: 500
  • Illustrative client-profile limit: 5000
  • WhatsApp import and evidence review
  • Support scope is not finalized
FAQ
What the current Preview does
Straight answers about the implemented advisor workflow and its boundaries.

Try the advisor workflow with test data
Create a Preview workspace, import an authorized test account, and review every inference before it becomes planning context.
Create a Preview workspace
Fortrip Desk
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