Your Daily Workflow with Brixa
A short, focused routine is enough to keep every conversation and quote moving. This article walks through a simple end-to-end workflow you can repeat each shift.
1. Review conversations that need attention
Start in the inbox. Rather than reading everything, focus on what is surfaced for you — new activity, guests waiting on an answer, and anything flagged for review. Open each one, skim the recent exchange, and decide whether to step in. See Viewing Conversations for how to find and read threads.
2. Approve or edit waiting drafts
Depending on your hotel's settings, some replies wait as drafts for your decision instead of going out automatically. For each draft:
- Read the guest's message and the suggested reply.
- Edit the reply if you want a different tone or detail — it stays in the guest's language for you.
- Send it, or discard it and write your own.
Clearing drafts early in the day keeps response times short while guests are actively planning.
3. Check quotes and guest responses
Next, look at the quotes area. Confirm that new offers went out, and give special attention to quotes where the guest has responded — an acceptance, a change request, or a question. Quotes approaching their expiry date may deserve a personal nudge. See Creating and Sending Quotes.
4. Handle escalations
Some conversations are flagged for human handling. Work through these promptly: while a conversation is flagged, the guest is effectively waiting for your team. Handling Intervention Cases explains how to resolve each one and hand the conversation back to Brixa when appropriate.
5. Close out
Before you finish, do a quick sweep:
- No drafts left waiting for approval.
- No flagged conversations without an owner.
- Accepted quotes are moving toward a reservation, with no missing guest details holding them up.
- Anything you could not resolve is noted for the next shift.
A rhythm that scales
Many teams run this loop two or three times a day — morning, midday, and end of shift. Routine messages keep getting answered between your check-ins, so the workload stays steady even on busy days: you supervise and decide, Brixa does the typing.