With Payhawk's Travel AI Agent, you can view or update your upcoming business trips by interacting directly with the Agent in the Payhawk Web Portal, Mobile App, and Slack (if enabled). You’ll also receive real-time updates on any changes to your bookings and can request modifications when needed.
Viewing trips in the Web Portal and Mobile App
You can view your existing trips by asking the Travel AI Agent questions about your bookings at any time in the Payhawk Web Portal and in the Payhawk Mobile App.
By default, the Agent responds with information about upcoming or pending trips. If you need details about a past trip, make sure to specify that it occurred in the past – for example, when requesting information about a trip from two months ago.
These follow-up conversations are context-aware and take into account your previous interactions with the Agent.
Viewing trips in the Trips app
You can view all the trip requests you’ve submitted in the Trips app.
In the Payhawk Web Portal, go to the Trips app.
Navigate to the All tab.
Select the desired trip request by clicking on it. You will then be able to view its full itinerary.
Viewing trips activity
In the Trips app, you can also view your trips activity.
In the Payhawk Web Portal, go to the Trips app.
Navigate to the All tab.
Select the desired trip request by clicking on it.
Navigate to its Activity section:
From the drop-down menu, select the Comments option to load all comments for this trip request.
From the drop-down menu, select the Workflow option to view the workflow of this trip request.
From the drop-down menu, select the Request changes option to view the changes that were made to this trip request.
Updating trips
As an Employee, you can update your trip requests in a conversational manner with the Travel AI Agent directly in the Payhawk Web Portal, Mobile App, and in Slack (if enabled), before the trip request has been approved.
You can make changes to your upcoming trips also directly with the airline or hotel, even if you have booked the trip in Payhawk.
If the trip request has been reviewed, but not yet approved, you can still edit and resubmit it for your Payhawk administrator to review the request again.
Notes on updating trips
The Travel AI Agent keeps you informed with email notifications about real-time changes to your bookings such as flight cancellations, delays, or modifications.
If you need live assistance with your upcoming trip, the following apply:
If you need to make changes to your flight or accommodation through the Travel AI Agent more than 48 hours before the flight or before the check-in for the accommodation, and your request doesn't include adding ancillaries, such as frequent flyer number, baggage, seat, or meal, you will be directed to the Payhawk Support.
For example, if your flight is scheduled for Friday at 10:00 AM and you have a request on Wednesday morning through the Travel AI Agent, the Payhawk Support will assist you with the update.
If you need to update a flight or accommodation less than 48 hours before the flight or before the check-in for the accommodation, it's recommended to contact the airline or hotel directly for the quickest resolution.