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Getting Started

Welcome to the Intrwiz Platform!

Welcome to Intrwiz

Your real time collaborative platform built specifically for travel agents to capture and convert your leads in bookings in a manner never done before. In this guide we will walk you through how to get set up and running. We will also guide you through how to customize and use this platform step by step.

If you are new to Intrwiz, please allow 30 – 45 minutes to complete the whole guide while you follow along in the app. Feel free to also join us for an upcoming live interactive webinar. We would love to see you there.

To help you get started, this guide will walk through:

What is Intrwiz?

Intrwiz is a disruptive SaaS platform that was designed to give travel agents their competitive edge back.

It has everything you need to compete both effectively and efficiently in a constantly evolving and crowded marketplace without losing that personal touch.

  • Real-time collaboration allows you to communicate directly with customers (new and existing) without any back and forth.
  • Social capabilities allow you extend your reach further than ever before.
  • GDS integration means you can import directly from Travelport and Sabre.
  • Built-in Business Intelligence gives you up-to-the-minute metrics and analytics on every lead so you can understand more about your customer and offer them exactly what they want every time.
  • A mobile-responsive design so you can work from anywhere in the world.Plus, you can upload e-docs, override pricing and add your own content.

As soon as you register you will receive an email that unlocks three core pieces of your new system:

YOUR CLIENT-FACING PORTAL
Extend your reach and communicate with your clients directly – anytime, anywhere.

YOUR CONTROL PANEL
Adjust the look, feel and features of your client-facing portal.

YOUR DASHBOARD
Track leads, manage opportunities and analyze your data.

Let’s get started.

Using Intrwiz

Create an Account

To begin using Intrwiz, you needed to have an account. When you create an account we give you 60 days for free which includes full access to all of Intrwiz’s features. We don’t require you to add any billing information during the trial, however, you can log in and subscribe at any time during your trial to keep using Intrwiz beyond your trial period.

Click here for our sign up form.

Welcome to the Intrwiz Dashboard

Let’s manage your first lead in Intrwiz – Click New Trip or Campaign

Create Your First Lead on Intrwiz

Fill in your customer details – Click Create & View

You now have created your customer’s trip planning link

Add any content you want to the collaborative planner from Air, Car, Hotel, Tours, Excursions, Packages, Cruise. Watch your planner populate and add destination content for each item added to the trip.

Once you have added all your content, send an interactive link to allow you and your customer to do this together and chat on the platform or simply send the link with your content to the customer.   You or your customer can add content to this planner.

You can customize what content your client can search and add to the planner.   See below – customization section.  While online with your customers, the activity feed on Intrwiz and each customer planner keeps all parties informed of changes and items being added and booking requests made.

Offline notification informs all parties when anyone has made changes to each lead or requested a booking.

Key Functionalities

Lead Management

  • All the Business Intelligence from every lead will be captured on Intrwiz
  • Leads created on Intrwiz or on your planning site will create a planner on your dashboard
  • For every lead you are automatically added to the chat panel
  • You can see everything your customers are doing on every lead and communicate with them real time
  • You can open each planner and add anything you want to that planner
  • Your customers will be instantly updated every time you save or book an item
  • You are capable of viewing how long each customer spends on their planner, which will give you an advantage over which lead to focus on first
  • You can see all the items in each saved planner from your dashboard

Booking Management - Customer View

Customer can request you to book any content added by you or them

Once request is made you will be notified from Agent dashboard – notifications

 

Booking Request - Agent View

Agent View of a Booking Request / Completed Booking

As soon as a booking is requested, you can complete the booking with your supplier and confirm booking & upload edocs

This is the customer view of the booked item

Price Override

You are able to override the price by selecting the edit button next to the price. After selecting the edit button the box will become editable

Manual Itinerary

Create a Manual Itinerary item for your customers by selecting the Manual Itinerary + button located on the header of the dashboard.

After selecting the Manual Itinerary the following form will open for you to populate the information for your customer

After you fill out the details of the item you are adding it will appear on the Plan & Book page for your customer to add

Extend Your Reach Through Your Clients

Your clients can invite all their friends and family into the trip planning link and each of them can search, select, save and request bookings from you.

Invite your customer via social media links through Facebook and Google + to access their trip invitation

Control Panel

Now that you understand the functionality Intrwiz provides, you can now fully configure and personalize everything via the Intrwiz Control Panel.

These are the items you can configure and personalize:

  1. Administration – This is where you will manage all your corporate information such as company name, agency(s), and your agents
  2. Look and Feel – Attach your company logo, colours and overall design
  3. Booking Engines– Control all your bookable content specific to your company
  4. Suppliers – Manage and filter your suppliers for Cruises, Packages and Tours
  5. Email Templates – Default templates will be available for all your booking needs
  6. Policy Settings – Adding your terms and conditions and policies to display on your planning link.

This overview will guide you on how to create your own personalized website and access all the amazing features with this turn-key solution. Congratulations on registering for this one of a kind technology platform that will revolutionize the way you look at your business. In the following document you will be assisted in learning what each function does and how you will be able to control this information all in one place. By creating your own personalized functionality for your company, agency and agents.

Key features of the control panel are:

  • Extremely user friendly with very little technical training needed
  • See changes appear instantaneously to the website once uploaded
  • Allows individual customization to wording, colour and settings on your website
  • Set up your entire network and each agent will be provided with full Intrwiz access as well as their individual planning link all controlled by you.

Overview

Administration

This is where you will create your company, agency and agent accounts for the Intrwiz platform. Manage all of your user accounts by filling out all the necessary information to create and start your experience with Intrwiz.

Add/Manage Company

Add Company Information to complete setting up your company

Add/Manage Agencies

Complete the form for each agency in your network

Add/Manage Agents

Add Agents and link agents to each agency

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Billing

Set up your Billing and take advantage of our annual subscription model.

Manage Users

Manage registered users.

Look & Feel

Set up Your Look and Feel, colours and style guides and add your content to display on your travel planner home page.

Logo & Icon

Colours & Styles

Content

Select the content that you would like to display on your travel planning links. Content selected will display on the left navigation bar and available for you and your customers to search and select.

Booking Engines

Set global markup, transaction fees, margins to add to search results for each content selected.

Suppliers

 

Email Templates

Set up all your Offline email notification using existing templates or create your own Email Templates

Manage email templates for each of the following sections that you will be able to generate by your agents. This will be available for you to upload in English and French by selecting the language drop down field. You will also have the ability to create the emails and enable or disable them as well as selecting when they go live.

  • You will have email templates uploaded onto your control panel
  • You will have the ability to create any email templates along with triggers as to when the email template need to be sent
  • You will be provided with the below email templates for all booking content with options to enable or disable the email sending according to your needs

Intrwiz GDS Importer

Snowstorm imports booking data from two GDS systems, Sabre, Travelport and Amadeus – Coming Soon.

We use this booking data to create a collaborative environment loaded with relevant rich destination content into your Intrwiz dashboard to send to your customer seamlessly creating a world class experience with booking with you.

Get Started

To enable this GDS import process, here are the steps that need to be completed.

Step 1. Contact your associates in Sabre or Travelport to set up your account with them, which allow you to drop a booking into our GDS queue. See more details in “Travelport Queue Setup” and “Sabre Queue Setup”.

Step 2. Use Snowstorm control panel or Intrwiz to enter your GDS settings, including Pseudo City Code of the agency and agent sign on code for each agent within the agency. See below sections for more details.

Once proper settings are entered, the Intrwiz application will look into the GDS queue and import the booking that matches the agency and agent’s settings.

Control Panel

Log in into the control panel as a company admin. After creating the agency, go to the “Agency” tab and click “Edit”.

Click on “GDS Importer Setting for Agency”, a modal will pop up. Enter the Pseudo City Code for the GDS system that applies to you.

As a company admin, you can also create agents through the control panel then enter the GDS settings fro the agents.

Once the PCC code for your agency is saved, and the sign code is saved for the agent. Your GDS importer will become active. Snowstorm will start import your bookings from the GDS. You can disable this by saving empty value for the PCC and agent sign code.

Intrwiz

Agency admin and agent can also login to https://www.intrwiz.com, enter and modified their GDS settings.

 

When log in as agency admin, you can set up the PCC code for your agency.

When log in as agent, you can set up the agent sign code for yourself.

Once proper settings are created, Snowstorm application will look into the GDS queue and import the booking that matches the agency and agent’s settings.

After creating the booking, Snowstorm will drop this booking into agent’s Intrwiz dashboard automatically. Agency admin can log in to Intriwiz to view all the bookings under the agency as well as filter by agent.

Agents can log into their Intriwiz dashboard to view all their bookings and send to their customers.

Travelport Queue Setup

In order for SnowStorm technologies to retrieve agency PNRs created for the Intrwiz.com product, the process involves using the Apollo ‘QEP’ queue placement command to queue a PNR to a specified Snowstorm queue for processing.

Snowstorm will then check the queue at regular intervals, using the record locator to retrieve the rest of the traveller’s information, and generate the collaborative customer environment.

This document details the methods for enabling this functionality through either a hot key or a ‘silent listener’ installed on an agent’s Galileo Desktop installation.

Step 1: Test for Selective Access

Prior to installing, and with NO PNR active, enter QEP/2G60/33 in each PCC where you will be working.

If the response is:

NO AGREEMENT EXISTS FOR PSEUDO CITY –2G60

Enter the following entry one time only:
PAPERA/2G60¤SNOWSTORM/23

If the response is:

NO PNR IN AAA

Then everything is set up as needed.

Step 2: Determine installation method

For automatic queuing of every PNR to Snowstorm for processing:

  • Quit Galileo Desktop
  • Run the installer that is included with these instructions (Windows only)
  • Restart Galileo Desktop
  • Stop here in these directions, automatic queuing should now be enabled

For manual queuing of select PNRs to Snowstorm for processing:

  • Continue through the rest of these instructions

Step 3: Programmable Keys Menu2


Select ‘Companions’ > ‘Programmable Keys’

Step 4: Select an Unused Key

Step 5: Enter Queue Command


Command:
QEP/2G60/33

Description:
Queue PNR to Snowstorm

Note:
<Som> = (key to the left of #1 key)
<Transmit> = CTRL-ENTER

Step 6: Save

Need Help?

Help Desk 1-800-456-0654 (this may be a chargeable call)
ASK Travelport answer #719 (no charge)

How do I create programmable keys (PKeys) in Galileo Desktop?
https://travelport-english.custhelp.com/app/answers/detail/a_id/719

Sabre Queue Setup

In order for SnowStorm technologies to retrieve agency PNRs created for the Intrwiz.com product, the process involves using the Sabre ‘QP’ queue placement command to queue a PNR to a specified Snowstorm queue for processing.

Snowstorm will then check the queue at regular intervals, using the record locator to retrieve the rest of the traveller’s information, and generate the collaborative customer environment.

This document details the methods for enabling this functionality through either via a terminal entry or Programmable (PF) keys.

Step 1: Test for Branch access

With an active PNR, Enter QP/SS PCC200/11 in each PCC where you will be working.

If the response is:

Create Branch Access
Enter the following entry one time only;
W/TAA[agency PCC]‡B{Your PCC]

In case you are unable to do the above, you can reach out to your Sabre Helpdesk and they will be able to open the branch access.

Step 2: Determine Queuing method

For automatic queuing of every PNR to Snowstorm for processing:

  • You can create PF programmable keys with the QP entries as mentioned below in the Programmable Keys section.

For manual queuing of select PNRs to Snowstorm for processing:

  • Retrieve the PNR you want to Queue to SS PCC.
  • Do QP/SS PCC200/11 entry in Sabre.

Step 3: Programmable Keys Menu

  1. Open Quick & PF Keys under HELPER APPS
  2. Select any unused PF Keys.
  3. Enter Description like “Queue Snow” under PF Key Description.
  4. Enter Command as mentioned below in the PF Key Command section.Command:
    ^SRFNBTS-SS PCC/187/11§6P§ER^ENote:
    ^ = key to the left of #1 key
    § = Backstroke key
  5. Click Save As under the emulator folder.

Amadeus Queue Setup

Coming Soon…