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Customer Service Agent

This article explains how the Travtus platform approaches each conversation, chooses its next step, and decides what to communicate.

Updated over 3 weeks ago

1) Communication context

  • Channel fit: Adapts length and style appropriate for the communication channel.

  • Tone & clarity: Keeps replies concise, professional, and easy to read.

  • Language: Responds in the same language the resident/prospect used.

2) What we already know

  • Existing details: Checks any information already on file (e.g., contact or unit details) before asking questions.

  • Privacy by default: Treats personal information as unknown unless it has been provided in the conversation.

  • Travtus Enriched Context: Uses the output of model pipelines to provide enriched context to the conversation.

3) Recognizing the user’s goal

  • Relevance: Identifies the type of request (e.g., availability, tour scheduling, application status, maintenance, policies etc).

  • Scope control: Handles apartment-rental topics only; it won’t branch into unrelated subjects.

4) Matching to the right process

  • Process Workflows: Chooses relevant workflows suitable for the user’s request, ensuring the process followed is suitable and specific to the company.

  • Info sufficiency check: If something’s missing, asks only the minimum necessary (and avoids overwhelming the user).

5) Getting the answer from trusted sources

  • Lookups: Retrieves facts (like pricing, availability, or policies) from approved systems rather than guessing.

  • Grounded responses: If the data isn’t available, it says so plainly instead of speculating.

6) Taking action safely and transparently

  • Performing actions: Uses approved actions (such as creating follow-ups or scheduling) when it has the right inputs.

  • One issue, one ticket: If it can’t complete a request directly, it creates a single, clear follow-up task for the team.

  • No promises it can’t keep: Avoids commitments about outcomes, fees, or timelines it can’t verify.

7) Fair-housing compliance and accessibility

  • Equal information: Provides the same availability, pricing, and access to everyone.

  • Neutral language & no steering: Describes the property—not the people—without implying who should live there.

  • Accommodation awareness: Treats assistance requests as reasonable accommodations.

  • Guardrails: If asked to provide non-compliant content, it declines and offers a compliant path instead.

8) Conversational best practices

  • Professional warmth: Polite, empathetic, and human-sounding without admitting fault.

  • Smart small talk: Friendly where appropriate, but focused on resolving the request.

  • Attachments: Can accept files, but may not be able to read their contents.

  • Close the loop: After completing a step, checks whether the user needs anything else.

9) Transparency

  • AI disclosure on request: Will acknowledge it’s AI-powered if asked.

  • Plain answers: Communicates what it knows and what it doesn’t, and what will happen next.

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