Prakhar Kumar, first-time PYT customer, confirmed a 7n Malaysia trip for 2 adults on May 10. Sales closed in 11 days with full UPI payment. HOD handed off by Meghana into Plato. Waiting on customer's passport scan; AO not yet assigned. Visa not at risk — Malaysia e-Visa, 53 days of runway.
Prakhar Kumar booked a 7-night Malaysia trip for 2 adults on May 10, departing July 3. Sales closed in 11 days with one friction point — a 4-day delay on revised itinerary during the May 4–8 window. HOD handed off into Plato by Meghana M. Voucher URL pushed to Product API. Waiting on customer's passport scan and AO assignment. No travel risk yet — 53 days to departure.
Customer landed on the PYT app on Apr 28 via a Google Search ad targeting "Malaysia honeymoon package". Browsed 7 destination pages across 3 sessions before submitting an enquiry on Apr 30. Lead assigned to Meghana M at 4:12pm same day. Opened both post-enquiry WhatsApp drips.
Meghana made first contact via call on May 1 (12m, customer warm, interested in Phuket + KL combo). Quote v1 sent May 2. Customer asked for Langkawi swap on May 3 — revised itinerary promised within 24h but landed only on May 7. Customer flagged the wait on WhatsApp on May 6. Recovery call May 8 (28m, sentiment improved). UPI payment received May 10.
Trail moved to won on May 10. Voucher URL pushed to Product API (2 attempts, both 200). HOD filled by Meghana with hotel preferences, transfer notes, vegetarian meals flag. AO not yet assigned — next action owner. Passport scan pending from customer (chase sent May 11, no reply). Visa: Malaysia e-Visa, 3-5 day TAT, will start once passport received. AI-Niner typically runs at T-21 (around Jun 12).
On-trip stage. When the customer departs, this section refreshes in real time to surface app chats, change requests, AO interventions, and any operational issues during travel.
Feedback, NPS, refunds if any, repeat-intent signals — all feed back into Kundali.
Every doc associated with this trail — passport, PAN, visa application, visa approval, vouchers, payment receipts, HOD, AI-Niner output — in one grid. Click to view or download.
Lifetime view of this customer with PYT. Confirmed bookings (payment received) get the full summary treatment. Other trails are surfaced as enquiries. Aggregate intel and AI-noticed patterns at the bottom.
Cost breakdown, allocation, itinerary, payment plan, inclusions. Pulls from existing Plato data structures.
System events, sync status, errors, source conflicts. For product/eng/ops investigation. Collapsed by default.