AI agent for travel agents
Loyalty and Points Optimization Agent
Choose the booking option that gives the client the most value from cash, points and status
What it does
A frequent traveler books a flight with the wrong fare class and loses status credits, or pays cash while holding enough points for a better cabin. This agent looks at the money and the points together. It reads the client's loyalty accounts and planned bookings, compares paying cash with using points, checks the rules for status credits, fare classes and upgrade windows, and recommends the best option with the numbers. If prices change, it rechecks and updates the recommendation. It also watches expiring points and promotions. The agent approves before booking. Edge case: points expire in 20 days. The agent suggests using them on the next booking or a transfer to a partner.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Booking request received
- Read the client's loyalty accounts, tier and goals
- Fetch cash and points prices for the itinerary
- Calculate value per point and status credits for each option
- Are fare class and status rules met for the credit?If not: Switch to a fare that earns credits and recompute. Back to step 3.
- Check expiring points and active promotions
- Recommend the best option with the numbers
- Travel agent approves before bookingThe agent waits here for your OK.
- Recheck the price before the ticket deadline
- Is the recommended option still the best after the price change?If not: Update the recommendation and notify the agent. Back to step 3.
- Booking recommendation and points plan
How it decides
It calculates the cents-per-point value of each option and the status credits earned. It prefers the option with the best total value for the client's goals.
- Use points when value is over 1.5 cents per point unless the client prefers cash
- Choose fares that earn status credits if the client is within 20 percent of the next tier
- Points expiring within 60 days are used first
- Recheck prices daily until the ticket deadline
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Minimum value per point (default 1.5 cents)
- Programs tracked
- Status goals per client
- Expiry warning period (default 60 days)
- Price recheck frequency
What keeps you in control
It always asks you first
- Travel agent approves the booking choice before it is made
Hard limits
- Never logs into accounts without the client's consent
- Does not guess program rules, it checks the terms
It stops when
- Done: booking recommended and approved
- Stop: rules are unclear, check the program terms
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
