# Travel planning and lead generation (/docs/examples/travel-planning-agent)

> Build an engaging voice agent that helps users plan trips while collecting lead information for your travel business.

























<img alt="Travel planning agent overview" src="__img0" />

Create a complete travel planning voice agent on OmniDimension. The agent
suggests destinations, answers questions from a knowledge base, pulls
real-time info via web search, and pushes leads to HubSpot via n8n.

<Steps>
  <Step>
    ### Configure your agent prompt [#configure-your-agent-prompt]

    Start by creating your voice agent with a travel-specific prompt that
    establishes the agent's role and capabilities.

        <img alt="Agent prompt configuration" src="__img1" />
  </Step>

  <Step>
    ### Answer clarifying questions [#answer-clarifying-questions]

    Complete the agent setup by answering important questions about your
    travel agency, destination specialties, and lead collection procedures.

        <img alt="Configuration questions" src="__img2" />
  </Step>

  <Step>
    ### Enhance with knowledge base PDFs [#enhance-with-knowledge-base-pdfs]

    Upload relevant travel documents to improve your agent's knowledge about
    destinations, packages, and travel policies.

    * Go to the **Knowledge Base** tab and click **Upload PDFs**
    * Upload brochures, guides, package details, and travel requirement documents
    * Include files covering destinations, pricing, FAQs, and seasonal tips
    * Ensure each PDF is under 10MB in size

        <img alt="Knowledge base configuration" src="__img3" />
  </Step>

  <Step>
    ### Enable web search [#enable-web-search]

    Activate web search to allow your agent to provide real-time information
    about destinations, weather, attractions, and travel advisories.

    * Navigate to the **Integrations** tab
    * Toggle **Web Search** to ON
    * Configure the search engine as OpenAI or DuckDuckGo
    * Now your bot can provide real-time information about destinations, weather, and travel advisories

        <img alt="Web search configuration" src="__img4" />
  </Step>

  <Step>
    ### Test your agent via web call [#test-your-agent-via-web-call]

    Once your agent is configured, test it through a web call to verify its
    functionality.

    * Open the testing interface and click **Test with Web Call**
    * Try scenarios like destination suggestions, package inquiries, and travel requirements
    * Ensure lead info is captured accurately and responses feel natural

        <img alt="Web call testing interface" src="__img5" />
  </Step>

  <Step>
    ### Configure post-call settings [#configure-post-call-settings]

    Set up data extraction for valuable lead information from customer calls.

    * Go to the **Post-Call** tab
    * Set delivery method to **Webhook** for n8n integration
    * Select data to include: Summary, Full Conversation, Sentiment, Extracted Info
    * Add variables to extract from each call under **Extracted Variables**

        <img alt="Post-call settings" src="__img6" />
  </Step>

  <Step>
    ### Set up an n8n webhook for HubSpot [#set-up-an-n8n-webhook-for-hubspot]

    Create an automation workflow that sends lead information directly to
    HubSpot CRM.

    * Log in to your n8n account and create a new workflow
    * Add a Webhook node as the trigger and configure it with the **POST** method
    * Copy the generated webhook URL for the OmniDimension post-call settings
    * Add a HubSpot node and connect your HubSpot account
    * Select **Create/Update** operation and choose **Tickets** as the resource
    * Map incoming webhook data to HubSpot contact and ticket fields
    * Format dates and fields as needed within the workflow
    * Test the integration to verify successful data flow

        <img alt="n8n webhook setup" src="__img7" />

        <img alt="Webhook configuration in n8n" src="__img8" />

        <img alt="HubSpot node in n8n" src="__img9" />

        <img alt="Add information to HubSpot ticket" src="__img10" />
  </Step>

  <Step>
    ### Customize voice and behavior [#customize-voice-and-behavior]

    Personalize your agent's voice and interaction style to match your travel
    brand's personality.

    * Go to the **Voice** section and select a provider (for example, Eleven Labs)
    * Browse and test voices to find an enthusiastic, friendly tone
    * Filter voices by language, accent, and other traits
    * Set **Behavior** to **Enthusiastic and Engaging** for travel planning
  </Step>

  <Step>
    ### Final testing and deployment [#final-testing-and-deployment]

    Before going live, conduct thorough testing and prepare for deployment.

    * Conduct testing with various travel scenarios
    * Verify integrations: n8n to HubSpot, email delivery, web search
    * Test lead info extraction accuracy for all the fields
  </Step>
</Steps>