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WhatsApp threads and cited preferences stay on the request, so a fuller book of trips still starts from what you already know.
NewBest prices on 3M+ hotel rooms →1 / 12REQ-1842
Kyoto spring for the Chen family
Family of four, cherry-blossom window, ryokan over hotel, no red-eye arrivals. Cited from the imported WhatsApp thread.
Activity
Desk created the request from WhatsApp on behalf of Maya
Evidence review added the labels Family Japan
maya
They were clear: first week of April, and they will skip any arrival after 10pm...
@Desk draft a first itinerary from the cited messages
Desk opened draft 3 · 2 nights still need a ryokan quote
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Incoming8
REQ-2085Confirm Chen family WhatsApp thread
REQ-2094Map +81 participant to Maya Chen
REQ-2092Review cited ryokan preference
REQ-2200Flag red-eye arrival constraint
Confirmed17
REQ-926Lisbon long weekend — identity confirmed
REQ-2088Missing hotel dates in the group chat
REQ-1487Maldives week — two travelers mapped
REQ-2074Archive the test broadcast thread
REQ-1912Alps ski — dietary notes from chat
REQ-1951Patagonia trek — gear list to confirm
C
chen.family
Can we look at Kyoto the first week of April? Kids out of school then.
M
maya
Yes — and they were clear they want a ryokan, not a hotel, if we can get two rooms.
C
chen.family
No arrivals after 10pm. The last trip that landing wiped the first day.
M
maya
@Desk open a request and attach these messages as evidence
WhatsApp import+Client identity+Cited evidence+Cloud Sandbox+
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All statusesAny date
| # | Client | Home base | Contact | Status | Lead source | Tags | Created | Last activity | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CfChen family | San Francisco, US | chen.family@icloud.com+1 415 555 0142 | Active | familykyoto | Aug 12, 2026 | Aug 28, 2026 | |||
| 2 | MCMaya Chen | San Francisco, US | maya@atlasatelier.com | Active | Repeat client | vip | Jul 30, 2026 | Aug 19, 2026 | ||
| 3 | TRTomás Rivera | Lisbon, PT | tomas@northwind.travel+351 21 555 0190 | Lead | Referral | weekend | Aug 3, 2026 | Aug 21, 2026 | ||
| 4 | LJLumen Journeys | New York, US | ops@lumenjourneys.com | Active | Partner | — | Jun 18, 2026 | Jul 22, 2026 | ||
| 5 | HCHarbor & Co | London, UK | hello@harborandco.com | Inactive | Website | ski | May 2, 2026 | No activity yet | ||
| 6 | WRWillow Route | Vancouver, CA | studio@willowroute.com | Archived | Social | — | Apr 14, 2026 | Apr 20, 2026 | ||
| 7 | ASAiko Sato | Tokyo, JP | aiko.sato@okuratravel.jp+81 3 5550 2210 | Lead | Social | onsen | Mar 9, 2026 | Aug 16, 2026 | ||
| 8 | PDPierre Dubois | Paris, FR | pierre@meridiandesk.fr | Active | Referral | wine | Feb 22, 2026 | Aug 11, 2026 | ||
| 9 | ERElena Rossi | Milan, IT | elena@solsticestudio.it+39 02 555 0188 | Active | Website | family | Jan 18, 2026 | Jul 30, 2026 | ||
| 10 | NONadia Okonkwo | Lagos, NG | nadia@palomatravel.ng | Lead | safari | Dec 4, 2025 | Aug 7, 2026 | |||
| 11 | JWJames Whitaker | Melbourne, AU | james@oakandtide.au | Inactive | Partner | — | Nov 21, 2025 | No activity yet | ||
| 12 | SASofia Almeida | São Paulo, BR | sofia@cedarandpine.com | Active | Repeat client | honeymoon | Oct 8, 2025 | Jun 14, 2026 |
1–12 of 12Rows per page 12
REQ-1842M
Kyoto spring for the Chen family
- Quote 3 Gion ryokan for Apr 4–10
- Hold two connecting rooms
- Attach cited arrival and ryokan notes
RoomsFamily
REQ-2352M
Price the no-red-eye inbound from SFO
Flight
REQ-2201M
Hold two connecting rooms in Gion
RoomsGion
Client table+Request cards+Home base+Last activity+
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which three open items on the Chen Kyoto request still need a quote? add them to the board
- Read the client profileChen family · 4 facts
- Read a WhatsApp conversationChen family · 42 messages
- Searched requestsKyoto spring · 3 requests
- Added a task3 tasks
Three open items ranked by travel date, now on the board:
REQ-2298Request ryokan availability for Apr 4–10On board
REQ-2647Hold two connecting rooms in GionOn board
REQ-2352Price the no-red-eye inbound from SFOOn board
“No red-eye for the kids this time — and a ryokan over a hotel if we can swing it.”
Delegating to Quote researchRyokan rates in Gion, Apr 4–10
ThinkingComparing two-room holds across 6 ryokan4.2s
Chen familyAsk about a client, chat, or request…
Workspace tools only — reads clients, chats and requests. Never sends, books, or pays.
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Drafts you can approve
Keep generated itineraries as revisions. An advisor decision is required before one becomes the approved CRM artifact.
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In review
REQ-2498
Kyoto spring · draft 3
REQ-2380
Maldives week · villa options
REQ-2039
Lisbon weekend · walking draft
chen-family / kyoto-spring / draft-3.md
# Kyoto spring
Family of four · 7 nights
- Hotel near Kyoto Station
- Two ryokan rooms in Gion
## Arrival
- Evening flight into KIX
- Afternoon arrival, no red-eye
- Transfer after 10pm
- Private transfer before dinner
Status: awaiting advisor approval
Versioned drafts+Explicit approval+Itinerary plans+Revision history+
Changelog
WhatsApp import review
Pair a dedicated import-only WhatsApp account, run an on-demand or daily import, and confirm which participant belongs to each CRM client before analysis starts.
Evidence-backed profiles
Suggested preferences now sit next to the exact imported message revision used as evidence, so advisors can accept or reject each fact.
A board per request
Every request carries the unclosed work — quotes to chase, availability to check, details to confirm — with status, priority, and an owner.
Versioned itinerary drafts
Generated plans stay as revisions until an advisor explicitly promotes one to the approved CRM artifact.
I can finally see which preference came from which chat, before I put it in a proposal.
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