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Skills and playbooks supported by the Travel AI Agent

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The native capabilities of the Payhawk Travel AI Agent are delivered as skills and playbooks, which can be run through AI chat.

A skill is a single, self-contained task; it performs one task from start to finish, such as searching for a flight, checking a fare's cancellation terms, or retrieving a booking.

A playbook is like a recipe. It chains several skills into an end-to-end workflow that reaches a single goal, such as booking a business trip or closing out a trip after it ends.

Apart from the skills and playbooks Payhawk provides out of the box, you can build your own custom playbooks tailored to how your organization works.

Skills

The following table lists the skills the Travel AI Agent supports, grouped by area.

A few skills, such as finding a person or asking how Payhawk works, are shared across every agent and the Travel AI Agent can run them too.

Skill

What it does

Flights

Search for flights

Conversational search by origin, destination and dates - one-way, round-trip (one leg at a time), and multi-city.

Refine and filter flights

Sort results, filter by time of day and compare fares; the IN POLICY and Preferred airline badges flag compliant and recommended options.

Fare conditions

A fare's cancellation policy and full terms and conditions, shown before you book.

Baggage and extras

The baggage allowance on a booking, and what adding a checked bag costs.

Hotels

Search for hotels

Conversational search by destination and dates.

Refine and filter hotels

Filter by star rating, brand and amenities such as pool, Wi-Fi, gym, parking or an on-site restaurant, and compare the top options.

Negotiated hotel rates

Applies your company's negotiated rates automatically and shows the benefits they include, no rate codes needed.

Hotel details

Check-in time, full address and phone number, and a property's cancellation policy.

Policy & compliance

Policy check

Whether a flight or hotel is within your company's travel policy, with anything out of policy flagged in the results.

Booking & payment

Book a flight or hotel

Books the selected option in Payhawk and pays with a Payhawk card, attaching the receipt and invoice to the expense automatically.

Daily spend

Adds the trip's card allowance or per diem to the request automatically and shows it in the summary for review.

Trips & itineraries

Retrieve a booking

Booking details by reference, or your flight and hotel information for a trip.

View your trips

Your upcoming, pending or past trips, with the day-by-day itinerary.

Booking documentation

The information needed for check-in, a resent hotel confirmation, or the airline record locator (PNR).

Update a trip

Conversational changes to an upcoming trip request before it is approved.

Cancel a booking

Cancels a flight or hotel - shows the penalty first and can proceed when the booking is refundable.

Preferences

Set travel preferences

Remembers preferences such as early flights or a default home airport, and reads back what it holds on record.

US traveller identifiers

Stores your Known Traveler Number (KTN) and Redress Number for flights to, from or within the US.

In every conversation

Hand-off to the right agent

Passes how-to questions and tasks another agent owns, such as uploading an invoice, to the Payments or Financial Controller AI Agent, which then replies to you directly.

Playbooks

The following table lists the playbooks the Travel AI Agent supports, grouped by area.

Playbook

What it does

Trip booking

Book a business trip

End to end: picks the trip type, searches and selects flights and a hotel, applies policy, adds daily spend, submits for approval and pays automatically.

Book a group trip

One trip for up to 10 colleagues to the same place and dates; books each traveller separately, each with their own approval, card, allowance, itinerary and expense report.

Book on behalf of a colleague

Runs the full booking for another employee, with the trip and approvals following their profile.