CHANNELS
AI AGENT & ORCHESTRATION
CORE SYSTEMS & INTEGRATION
KNOWLEDGE, SECURITY, OBSERVABILITY & OPERATIONS
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Member Portal (Experience Cloud)
Paradise / Legendary / PrivΓ© member journeys
Chat + authenticated self-service entry
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Voice / Contact Center
Current high-volume operational channel
Hybrid AI + human model target
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Email / Outbound Messaging
Need approved outbound scope and trigger rules
Statements, callbacks, alerts, surveys
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Agentforce Orchestrator
Intent routing, guardrails, tool invocation
Multilingual policy and escalation routing
Transaction orchestration across systems
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Reservations Agent
Eligibility, availability, lookup, cancellation
Future: modify/create reservation + payments
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Digital Concierge Agent
FAQ, policy, promotions, callback support
Future: profile/service transactions
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Cross-Agent Supervisor Strategy
Need final decision: strict split vs supervisor routing
Need ownership/escalation model by business unit
Need exception policy and governance responsibilities
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Salesforce CRM + Knowledge
Profiles, contracts, benefits, member context
Knowledge for FAQ, policy and scripting
Potential primary context source for agents
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Opera / SynXis Reservation Backbone
Need source-of-truth split by transaction type
Need sync mode and conflict handling
Need official API ownership confirmation
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Payment Gateway / Link API
Need provider and API contract details
Need PCI/tokenization and approval boundaries
Need scope for autonomous payment actions
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API Gateway / Middleware
Need full API catalog and auth patterns
Need timeout, retries and fallback contracts
Need integration SLA and monitoring ownership
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Identity & Authorization Policies
Need member/beneficiary verification model
Need action-level permissions and risk controls
Need legal/security approval flow
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Policy Decision & Entitlement Engine
Action-level authorization (member vs beneficiary)
Risk-based routing: AI allowed vs mandatory human transfer
Missing: executable policy matrix and approvals
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Transaction Safety Layer
Idempotency keys, retry policy, compensating actions
Required for cancel/modify/create/payment operations
Missing: unified error taxonomy and rollback contracts
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Integration Contract Registry
Source-of-record map by capability + API SLA matrix
Timeout/retry/error semantics per integration
Missing: final SoR ownership and API inventory sign-off
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Knowledge Ingestion Pipeline
Fact sheets, manuals, policies, scripts, FAQs
Versioning and multilingual normalization
Publishing quality checks
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Observability & KPI Monitoring
Booking conversion, deflection, FCR, CSAT
Latency, API failures, fallback and trace metrics
Prompt/tool/action traceability
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Delivery Gates & Environment Readiness
Need MVP acceptance criteria per stakeholder
Need test users, data, access and deployment flow
Need business + IT cadence and decision rights
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Human Handoff & Case Management
Escalations for unsupported and high-risk scenarios
AI-to-human context transfer with continuity
Operational closure and feedback loop
β‘
Quick Win Scope (Phase 1 - 2 to 4 weeks)
Paradise Pass only β’ Chat channel only β’ Auth + availability + reservation lookup + cancellation
Digital Concierge informational flows: FAQ/policy/benefits/promotions + callback handoff
Mandatory: observability baseline, human escalation, controlled knowledge publication
Out of scope in Quick Win: new booking, reservation modification at scale, autonomous payments, full voice automation
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Evolution Roadmap (Phases 2-4)
Phase 2: contract-rule depth + reservation modify + knowledge governance + policy engine operationalized
Phase 3: new reservation flow + payment integration compliant + expansion to Legendary and PrivΓ©
Phase 4: enterprise voice, advanced orchestration/supervisor, optimization loops by KPI
Gate to scale: close SoR/API/security gaps and enforce transaction safety end-to-end