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Agent Dashboard

The Agent Dashboard is the professional workspace that sits alongside Rooutie’s standard business tools. It’s purpose-built for travel agents and operators who manage clients, proposals, enquiries, and group travel at scale. Access it by switching to your agent workspace from your business account.

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What’s in the Sidebar

The agent dashboard organises your entire workflow into a clear sidebar navigation:

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Home

Your at-a-glance snapshot of business activity — active proposals, new leads, upcoming trips, and quick-action shortcuts. See Home.

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Enquiries

Your lead management pipeline. Two views:

• Dashboard — visual pipeline overview with stage counts and conversion rate.
• List — detailed list of every enquiry with source, status, and action buttons.

See Enquiries.

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Client Trips

Everything related to the itineraries you build for clients:

• Dashboard — status breakdown and revenue summary.
• List — searchable, filterable list of all client trips.

Create proposals, track acceptance, and manage the full lifecycle from first draft to completed trip. See Client Trips.

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Marketing Trips

Publicly visible trips you use for marketing — showcasing your expertise and destinations to attract new clients. Unlike client trips, these are designed for your wider audience. See Marketing Trips.

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My Chats

Real-time chat assigned to you. Messages from clients related to their trips appear here, so you can respond without searching through your email.

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General Chats

Unassigned conversations — enquiries and messages not yet assigned to a specific agent on your team. Take ownership of a chat from here and it moves to your My Chats view.

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Clients

Your CRM — full profiles for every client including contact details, travel companions, documents, preferences, and complete trip history. See Clients.

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Travel Groups

Manage group travel bookings. Organise clients into travel groups, track group-level details, and coordinate group communications. See Travel Groups.

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Forms

Build and send forms for client data collection:

• Trip preference questionnaires.
• Passport and document collection.
• Post-trip feedback.

Forms can be embedded on your website to capture leads automatically. See Forms.

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Automation Rules

Set up rules that trigger actions automatically — follow-up emails when a proposal is sent, reminders when a departure date is approaching, notifications when a client views a proposal. See Automation.

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Suppliers

Your supplier database — hotels, tour operators, restaurants, transportation providers, and any other business partners. Store commission rates, contact information, and link suppliers to specific steps in client trips. See Suppliers.

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Chat Integration

The agent dashboard has a fully integrated real-time chat system (powered by Stream Chat). Every trip has a built-in chat channel — clients and agents communicate in context, right alongside the itinerary. The My Chats and General Chats views surface all active conversations across your team without needing any external messaging tool.