Opportunities

🎯 Opportunities Pipeline (Booking Funnel) The Opportunities tab in chat.directbookings.ai acts as your hotel’s live booking funnel, visualizing where each guest is in their journey from inquiry to co

Every card in this pipeline is created and updated automatically by the AI as it collects information from the guest. No manual action is required by hotel staff. The stages represent the inquiry’s progress toward a completed reservation. The card name represents the contact name & their messaging channel.

🧩 Stage Breakdown

Stage	Description
New Inquiry	The guest has just interacted with the AI assistant
Check-In/Out Date Accomplished	AI successfully captured check-in or check-out dates
Adults / Children Pax Accomplished	AI collected number of guests for the stay
All Stay Details Accomplished	All necessary booking data collected (dates + pax)
Booking Link Sent	AI has sent the official booking link to the guest
Booking Link Clicked	Guest has clicked the booking link, showing intent
Booking Made	Booking is confirmed and opportunity is closed as success

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⚙️ Key Features

• ✅ No manual data entry — all values are mapped in real time by AI

• 🧠 Opportunity value can be automatically assigned if pricing is available

• 🗂️ Easily filter, sort, or search through stages for follow-up strategies

• 🔁 Useful for internal tracking, forecasting, or team performance reviews

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✅ Notes for Staff

• 📌 This module is read-only for most users — let the AI manage movement through the funnel

• 💬 If needed, agents can still view opportunity details to understand guest status before jumping into a conversation

• 🔒 Avoid deleting or dragging cards manually unless instructed for troubleshooting

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