How do I set up a corporate account for airport transfers?

Add your business transfer rules, rate cards, preferred hotels, and airport meeting points as documents or URLs in the knowledge base. The AI agent then grounds every answer in your own data—no guessing about company account perks or blackout dates. Update the knowledge base once and every corporate travel inquiry aligns with your current policy.

Train the agent to handle the full booking flow for business transfers: collect traveler details, verify company account eligibility, check availability, and confirm trips. Because the agent works from your uploaded content, it enforces your corporate travel guidelines automatically—no need to manually approve every ride.

Enable lead capture to log every visitor who asks about corporate accounts or bulk business transfers. The widget collects name, company, email, and travel requirements before the AI agent steps in. Each submission becomes a structured lead your sales team can follow up, all while the agent continues the conversation.

Use custom actions to trigger tasks right from the chat: create a new company account profile, add authorized travelers, generate cost invoices, or send booking confirmations. These actions connect Chatref with your CRM or booking engine, so every corporate transfer request moves from chat to execution without manual handover.

How do I create a corporate account?

Upload your corporate transfer policy documents into the knowledge base, then set up lead capture to collect company details. When a business traveler initiates a chat, the AI agent uses that information to create their company account profile automatically via a custom action.

Can I manage multiple bookings under one account?

Yes. Once a company account is established, custom actions log every new booking under that profile. The AI agent references the same knowledge base for all travelers, so each business transfer adheres to the account’s negotiated rates and rules.

What payment options are available for corporate accounts?

Chatref’s pay-as-you-go model means you only pay for the conversations your bot handles, not per user. For actual transfer charges, custom actions can integrate with your existing payment gateway to trigger invoices, credit card holds, or direct billing—whatever your corporate client prefers.

How do I add users to my corporate account?

When a new traveler from the same company reaches out, the AI agent captures their details through lead capture and links them to the existing company account using a custom action. No manual portal setup required; the account grows as people travel.

Can I get invoices for my corporate bookings?

Absolutely. Configure a custom action that, upon booking confirmation, pulls cost data from your rate cards in the knowledge base and generates an invoice. The invoice can be emailed to the company’s finance contact or retrieved later from your connected system.