Travel Planning & Lead Generation Voice Agent Guide

Start by creating your voice agent with a travel-specific prompt that establishes the agent's role and capabilities.

Complete the agent setup by answering important questions about your travel agency, destination specialties, and lead collection procedures.

Upload relevant travel documents to improve your agent's knowledge about destinations, packages, and travel policies.

• Go to the 'Knowledge Base' tab and click 'Upload PDFs'
• Upload brochures, guides, package details, and travel requirement documents
• Include files covering destinations, pricing, FAQs, and seasonal tips
• Ensure each PDF is under 10MB in size

Knowledge base configuration

Activate web search to allow your agent to provide real-time information about destinations, weather, attractions, and travel advisories.

• Navigate to the 'Integrations' tab
• Toggle 'Web Search' to ON
• Configure search engine as OpenAI or DuckDuckGo
• Now your bot can provide real-time information about destinations, weather, and travel advisories.

Web search configuration

Once your agent is configured, test it through a web call to verify its functionality.

• Open the testing interface and click 'Test with Web Call'
• Try scenarios like destination suggestions, package inquiries, and travel requirements
• Ensure lead info is captured accurately and responses feel natural

Web call testing interface

Set up data extraction for valuable lead information from customer calls.

• Go to the 'Post-Call' tab
• Set delivery method to 'Webhook' for n8n integration
• Select data to include: Summary, Full Conversation, Sentiment, Extracted Info
• Add variables to extract from each call under 'Extracted Variables'

Post-call settings

Create a powerful automation workflow that sends lead information directly to HubSpot CRM.

• Log in to your n8n account and create a new workflow
• Add a Webhook node as the trigger and configure it with 'POST' method
• Copy the generated webhook URL for OmniDimension Post-Call settings
• Add a HubSpot node and connect your HubSpot account
• Select 'Create/Update' operation and choose 'Tickets' as the resource
• Map incoming webhook data to HubSpot contact and ticket fields
• Format dates and fields as needed within the workflow
• Test the integration to verify successful data flow

n8n webhook setup

Webhook configuration in n8n

HubSpot node in n8n

Add information to HubSpot ticket

Personalize your agent's voice and interaction style to match your travel brand's personality.

• Go to the 'Voice' section and select a provider (e.g., Eleven Labs)
• Browse and test voices to find an enthusiastic, friendly tone
• Filter voices by language, accent, and other traits
• Set 'Behavior' to 'Enthusiastic & Engaging' for travel planning

Before going live, conduct thorough testing and prepare for deployment.

• Conduct testing with various travel scenarios
• Verify integrations: n8n → HubSpot, email delivery, web search
• Test lead info extraction accuracy for all the fields