Travel and eCommerce
Travel management companies, tour operators, cruise lines, travel portals and online retailers run on Callvu the processes that must finish correctly across travelers, suppliers and systems: disruptions, refunds, approvals, documents, payments, returns and disputes. The list below is illustrative, not exhaustive.
In production
Proof at scale,not one process at a time.
- More than 1,000 processes are live across Callvu customers.
These processes are examples, not a complete list. Callvu runs the customer's own regulated processes: any process that starts at a front door (form, call, chat, AI agent, branch, email), needs data, documents, signatures or approvals, and must end correctly in a system of record.
- Live, published
- Live at the named customer, with a published use case and claims on agents.callvu.com.
- Live at a customer
- Live in production at a customer. Reference on request.
- In scope
- The kind of process Callvu runs in production for customers in this industry. Ask for a reference on this exact process.
Disruptions, cancellations and rebooking
Flight disruption handling
In scopeComplex: multi-party handoffsStarts when the airline schedule change or cancellation arrives; every connected hotel, car and transfer booking is rebooked or unwound and written to the booking system.
Rebooking and itinerary changes
In scopeComplex: multi-party handoffsStarts with a traveler or agent change request; the new option is checked against fare rules and travel policy, overrides go to an approver, and the change is written to the booking system.
Hotel and car cancellations
In scopeSimpleStarts from a cancel request or disruption; each booking is cancelled before its supplier cutoff and the refund goes to the original payment method.
Full trip cancellation and unwind
In scopeComplex: multi-party handoffsStarts from a customer cancellation; flights, hotels, tours and insurance are cancelled in the right order before cutoffs, fees applied by rule, and refunds recorded.
Schedule change acceptance
In scopeSimpleStarts when a supplier changes a schedule; the traveler accepts, picks an alternative or requests a refund on a secure screen, and the choice is written back.
Missed connection and reaccommodation
In scopeComplex: multi-party handoffsStarts with a missed connection; reaccommodation options are offered within policy, hotel and meal vouchers issued by rule, and the record updated.
Cruise itinerary change and port substitution
In scopeComplex: multi-party handoffsStarts when a sailing changes; passengers are notified, choose to keep, move or cancel, credits apply by rule, and the reservation is updated.
Tour departure cancellation by operator
In scopeComplex: multi-party handoffsStarts when a departure is cancelled; each booked traveler is offered a transfer, credit or refund, suppliers are released, and the booking system updated.
Name correction on a ticket or booking
In scopeSimpleStarts with a name mismatch; the correction is checked against supplier rules and ID, approved where needed, and reissued.
Refunds and compensation
Refund request
In scopeSimpleStarts from a refund request on any channel; eligibility is checked against fare and supplier rules and the refund goes to the original payment method on the clock.
Supplier refund recovery
In scopeComplex: multi-party handoffsStarts when a booking is cancelled; the refund is claimed from each supplier, chased until received, and reconciled to the customer refund.
EU261 delay and cancellation compensation claim
In scopeComplex: multi-party handoffsStarts with a passenger claim; flight data and eligibility are checked, documents collected, compensation decided, and payment recorded.
Refund complaint under DOT rules
In scopeComplex: multi-party handoffsStarts with a passenger complaint; the response is built from the booking record and sent within the required time, with the outcome recorded.
Delayed, damaged or lost baggage claim
In scopeComplex: multi-party handoffsStarts with a baggage report; receipts and photos are collected, the claim is assessed against liability limits, and settlement is recorded.
Goodwill credit and voucher issue
In scopeSimpleStarts when an agent offers compensation; the amount is checked against limits, approval is required above them, and the voucher is issued on the record.
Future travel credit redemption
In scopeSimpleStarts with a traveler holding a credit; its value, expiry and rules are checked, it is applied to a new booking, and the balance updated.
Travel insurance claim intake
In scopeComplex: multi-party handoffsStarts when a traveler reports a covered event; documents such as receipts and medical notes are collected and checked, and a complete claim goes to the insurer.
Trip approval and corporate travel
Out-of-policy trip approval
In scopeComplex: multi-party handoffsStarts when a booking breaks travel policy; the right approver, inside or outside the company, sees the policy and decides before ticketing.
Pre-trip authorization
In scopeComplex: multi-party handoffsStarts with a trip request; cost, purpose and risk are checked, authorization is captured before booking, and exceptions are reported.
Policy exception reporting
In scopeSimpleStarts after booking; every out-of-policy choice is captured with its reason and approver and reported to the travel manager.
High-risk destination approval
In scopeComplex: multi-party handoffsStarts when travel is booked to a flagged destination; security briefing, insurance and approval from security are required before ticketing.
Traveler profile setup and update
In scopeSimpleStarts at onboarding or a change; passport, loyalty numbers and preferences are captured once, checked, and written to the profile system.
Unused ticket tracking and reuse
In scopeSimpleStarts when a ticket goes unused; the credit is recorded against the traveler, flagged before expiry, and applied to the next booking.
Travel expense reconciliation
In scopeComplex: multi-party handoffsStarts after a trip; receipts are collected, matched to bookings, missing ones chased, and the expense report sent to finance.
Corporate client onboarding to a travel management company
In scopeComplex: multi-party handoffsStarts with a signed contract; policy, approvers, billing and traveler lists are collected from the client, checked, and configured in the booking tool.
Traveler documents and duty of care
Traveler documents before departure
In scopeComplex: multi-party handoffsStarts when a trip is booked; passport, visa and health documents are requested by destination and date, checked on arrival, and missing ones chased on a clock.
Visa and entry requirements
In scopeComplex: multi-party handoffsStarts with an itinerary; entry rules for each country are applied, the traveler completes required applications or forms, and status is tracked to departure.
Advance passenger information capture
In scopeSimpleStarts after booking; passport and secure flight data are collected once on a secure screen and written to the reservation before the deadline.
Emergency contact and duty-of-care details
In scopeSimpleStarts before travel; emergency contact and duty-of-care details are collected, checked, and stored where the duty-of-care team can reach them.
Traveler location check during an incident
In scopeComplex: multi-party handoffsStarts when an incident hits a destination; affected travelers are identified, asked to confirm status, and those who don't respond are escalated.
Unaccompanied minor and parental consent
In scopeComplex: multi-party handoffsStarts with a minor's booking; guardian details and consent letters are collected, checked against carrier rules, and recorded before travel.
Cruise pre-boarding check-in and health declaration
In scopeComplex: multi-party handoffsStarts weeks before sailing; documents, emergency contacts, health declarations and onboard account cards are collected and written to the reservation.
Activity waivers and terms acceptance
In scopeSimpleStarts before an excursion or tour; the participant reviews and signs the waiver, and the signed record is stored against the booking.
Special assistance and accessibility
Special assistance request
In scopeComplex: multi-party handoffsStarts with a request for wheelchair, medical or accessibility help; details are captured once and passed to the airline, airport and ground suppliers.
Medical clearance to travel
In scopeComplex: multi-party handoffsStarts when a traveler declares a medical condition; the medical form is collected from the doctor, reviewed by the medical desk, and the decision recorded.
Service animal documentation
In scopeSimpleStarts with a request to travel with a service animal; required forms are collected and checked before the deadline and recorded on the booking.
Pet travel booking
In scopeComplex: multi-party handoffsStarts with a pet booking; health certificates and destination import rules are checked and the booking is confirmed only when complete.
Payments, plans and deposits
Payments by phone on a secure screen
In scopeSimpleStarts during a call; the customer enters card data on a secure screen so it never reaches the agent, and payment is posted to the booking.
Tour and cruise payment plans
In scopeComplex: multi-party handoffsStarts at booking; the plan is set up, reminders sent before each due date, and payments written to order management.
Final balance collection before departure
In scopeSimpleStarts before the final payment date; the traveler is reminded, pays on a secure screen, and unpaid bookings follow the cancellation rule.
Group deposit and rooming list collection
In scopeComplex: multi-party handoffsStarts when a group block is held; deposits and names are collected from the organizer and members by deadline, and the block is released or confirmed.
Corporate invoice dispute
In scopeComplex: multi-party handoffsStarts when a corporate client disputes an invoice line; the booking record and approvals are assembled, the dispute decided, and credit notes issued.
Loyalty
Loyalty redemption
In scopeSimpleStarts with a redemption request; points balance and award rules are checked, and the redemption is booked and written to the loyalty system.
Loyalty points adjustment
In scopeSimpleStarts with a missing points or goodwill request; the claim is checked against proof, agent limits apply, larger adjustments need approval, all on the record.
Status match and challenge
In scopeSimpleStarts with a member submitting proof of status elsewhere; proof is checked, eligibility decided, and the tier updated.
Points transfer and pooling
In scopeSimpleStarts with a transfer request; identity of both members is verified, limits applied, and balances updated.
Duplicate loyalty account merge
In scopeSimpleStarts when a member reports two accounts; identity is verified, history merged, and the duplicate closed.
Loyalty account takeover and fraud review
In scopeComplex: multi-party handoffsStarts when suspicious redemptions are flagged; the member is verified, the case is decided, points restored or blocked, and the record kept.
Orders, modifications and returns (eCommerce)
Order changes and cancellations
In scopeSimpleStarts with a change request before shipment; the change is checked against fulfillment status and policy and written to order management.
Returns and refunds
In scopeComplex: multi-party handoffsStarts with a return request on any channel; one return policy decides, a label is issued, and the refund is written to order management.
Delivery address change after shipment
In scopeSimpleStarts with an address change; carrier status is checked, the redirect is requested, and fraud rules decide whether it is allowed.
Missing or late delivery claim
In scopeComplex: multi-party handoffsStarts with a where-is-my-order request; carrier data is checked, a trace or reshipment decided by rule, and the order updated.
Damaged or wrong item claim
In scopeSimpleStarts with a customer report; photos are collected, the claim is decided by policy, and a replacement or refund is issued.
Price adjustment and price match
In scopeSimpleStarts with a request after a price drop; the claim is checked against policy and the adjustment applied within limits.
Backorder and preorder delay consent
In scopeSimpleStarts when an item cannot ship on time; the customer is notified and consents to the delay or cancels, and the order is updated.
Subscription change and cancellation
In scopeSimpleStarts with a cancel or change request; the customer completes it in as few steps as they signed up, and the subscription system is updated.
Gift card balance dispute and replacement
In scopeSimpleStarts with a lost or disputed gift card; proof of purchase is checked, and the balance restored or a replacement issued.
Order modification across channels
In scopeComplex: multi-party handoffsStarts in any channel; one policy applies to store, web and phone changes, and the result is written to order management.
Warranty, repair and protection plans (eCommerce)
Warranty claim
In scopeComplex: multi-party handoffsStarts with a product fault; proof of purchase, serial number and photos are collected, coverage decided, and a repair or replacement ordered.
Repair booking and depot return
In scopeComplex: multi-party handoffsStarts after a claim is approved; the shipping label and repair ticket are issued, status tracked, and the customer kept updated until return.
Protection plan claim
In scopeComplex: multi-party handoffsStarts when a customer with a plan reports damage; plan terms are checked, the claim decided, and it is passed to the plan administrator.
Product registration
In scopeSimpleStarts after purchase; the customer registers the product once with prefilled order data, and it is written to the warranty system.
Product recall response
In scopeComplex: multi-party handoffsStarts with a recall notice; affected buyers are identified, they choose a remedy, and returns and refunds are tracked to completion.
Large item delivery and installation scheduling
In scopeComplex: multi-party handoffsStarts after purchase; the slot, access details and haul-away are confirmed, the installer is dispatched, and completion is signed.
Payments, disputes and fraud
Payment recovery on failed payments
In scopeSimpleStarts when a payment fails or checkout is abandoned; the customer completes payment on a secure link and the order is released.
Dispute evidence for chargebacks
In scopeComplex: multi-party handoffsStarts when a chargeback arrives; evidence is built from the record of what the customer saw and agreed to and submitted before the network deadline.
Chargeback and fraud dispute
In scopeComplex: multi-party handoffsStarts with a fraud claim or chargeback; order, delivery and device evidence are assembled, the response decided, and the outcome recorded.
Order fraud review and customer verification
In scopeComplex: multi-party handoffsStarts when an order is flagged; the customer verifies identity on a secure screen, the order is released or cancelled, and the decision recorded.
Buy now pay later dispute
In scopeComplex: multi-party handoffsStarts with a dispute on an installment purchase; order and delivery evidence goes to the lender, and the plan is paused or resumed by outcome.
Refund to a different payment method
In scopeSimpleStarts when the original card is closed; identity is verified, the new method captured securely, and approval is required before the refund is sent.
Sellers, partners and B2B accounts
Marketplace seller onboarding
In scopeComplex: multi-party handoffsStarts with a seller application; business documents, tax forms and bank details are collected and verified, and approved sellers are written to the marketplace.
Seller reverification
In scopeComplex: multi-party handoffsStarts on a schedule or a trigger; the seller updates documents and bank details, they are checked, and selling continues or is paused.
B2B account and credit terms application
In scopeComplex: multi-party handoffsStarts with a business buyer's application; documents, references and tax exemption certificates are collected and checked, and credit terms decided.
Sales tax exemption certificate collection
In scopeSimpleStarts when a buyer claims exemption; the certificate is collected, checked for state and expiry, and stored before tax is removed.
Travel supplier and agency onboarding
In scopeComplex: multi-party handoffsStarts with a new hotel, ground operator or agency partner; contracts, insurance certificates and bank details are collected, checked, and set up.
Drop-ship vendor setup
In scopeComplex: multi-party handoffsStarts with a new vendor; catalog, shipping terms and compliance documents are collected and approved, and the vendor is enabled in order management.
Customer accounts and privacy
Account recovery and takeover
In scopeComplex: multi-party handoffsStarts when a customer is locked out or reports a takeover; identity is verified, access restored, and changes reviewed and reversed where needed.
Privacy access and deletion request
In scopeComplex: multi-party handoffsStarts with a data access or deletion request; identity is verified, the request runs across systems, and the response is sent on the clock.
Marketing consent capture and change
In scopeSimpleStarts at signup or a change request; consent is captured with its wording and time and written to the marketing system.
Age verification for restricted products
In scopeSimpleStarts when a restricted item is ordered; age is verified before shipment and the result recorded on the order.
Your process is not listed?
Name it. If it starts at a front door and must end in a system of record, Callvu runs it.