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    Travel Planning & Lead Generation Voice Agent Guide

    Create an engaging voice agent that helps users plan trips while collecting valuable lead information for your travel business. This guide walks you through creating a complete travel planning voice agent using OmniDimension's platform.

    Travel Planning & Lead Generation Voice Agent Guide

    1. Configure Your Agent Prompt

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

    Agent prompt configuration

    2. Answer Clarifying Questions

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

    Configuration questions

    3. Enhance with Knowledge Base PDFs

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

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

    5. Knowledge base configuration

    Knowledge base configuration

    5. Test Your Agent via Web Call

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

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

    8. Web call testing interface

    Web call testing interface

    6. Configure Post-Call Settings

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

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

    12. Post-call settings

    Post-call settings configuration

    7. Set Up n8n Webhook Integration for HubSpot

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

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

    20. n8n webhook setup

    n8n webhook configuration

    Webhook configuration in n8n

    Webhook configuration in n8n

    HubSpot node in n8n

    HubSpot integration in n8n

    Add information to HubSpot ticket

    HubSpot ticket view

    8. Customize Voice and Behavior

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

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

    24. 9. Final Testing & Deployment

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

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