Understanding the Reservation notes analyst agent

The Reservation notes analyst is a read-only agent in the AI hub that helps you find actionable items in your reservation notes and comments. Each day, the agent reads the notes and comments on confirmed reservations arriving in 3 days, in any language, and suggests actions you can take in Guesty, such as creating a task or updating a guest's profile.

This agent never makes any changes to your account. It doesn't create tasks, edit guests, or send messages. You perform all suggested actions manually.

Limitations

Review the following limitations before using the Reservation notes analyst:

• No suggestions: If the agent doesn't find any actionable information in a reservation's notes and comments, it doesn't generate any suggestions.
• Readability: If the agent can't read a note or comment, it reports that it couldn't check the information, rather than stating that no information exists.
• Existing setup: The agent skips suggestions that are already covered by an existing task, an enabled automated message, a saved reply, or a guest fact.
• Privacy and security: The agent never repeats sensitive information such as codes, passwords, birth years, or ages in its suggestions.
• Feature availability: Suggestions are phrased conditionally (for example, "if you do not already have it") because the recommended Guesty feature might not be available in your account.

Understand the Reservation notes analyst agent

The Reservation notes analyst runs automatically every day. You can also trigger the agent manually.

During each run, the agent does the following:

1. The agent reads the notes and comments on all confirmed reservations arriving in 3 days. It can read notes in any language and translate them when needed.
2. For each reservation, it generates up to 5 suggestions for actions you can take in Guesty.
3. Every Monday, the agent also provides a summary of up to 3 repeated instructions that it found on at least 3 different reservations in the past 7 days.

Run the Reservation notes analyst manually

Follow the steps below to trigger the agent manually.

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, select AI hub.
3. At the top, select the Operations tab.
4. Click the Reservation notes analyst tile.
5. Under "When it runs", click Run now.

Review the results and status of the run in the activity feed.

Review the activity feed

You can see the suggestions generated by the Reservation notes analyst in the agent's activity feed.

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, select AI hub.
3. In the left submenu, select Agent activity.
4. Click the relevant row with the agent's name to review the report details in the right-side panel. 

Understand the report status and details

The report will have one of the following statuses:

• "Done": The agent found no relevant actions to suggest.
• "Action needed": The agent found actionable suggestions or weekly patterns. This status can also mean that the agent couldn't read or check something. In that case, the message states that. 

Each suggestion in the activity feed includes:

• The original text from the reservation note or comment
• A direct link to the relevant reservation
• A link to the area in Guesty where you can perform the suggested action

Review and act on suggestions

The activity feed lists the agent's suggestions. Review each suggestion and decide whether to take action.

The agent only suggests the following types of actions:

• Create a dated task: If a note mentions something that needs to happen by a specific date, the agent suggests creating a task with a due date.
• Add a fact to a guest's profile: If a note contains information about the guest, such as a special preference, the agent suggests adding it as a fact to the guest's profile.
• Create a birthday gift task: If a note mentions a guest's birthday during the stay, the agent suggests creating a task to prepare a gift.
• Set up an automated message: For recurring requests or information, the agent suggests creating an automated message.
• Create a saved reply: For common questions or comments found in reservation notes, the agent suggests creating a saved reply.
• Lock the reservation's property: If a note says not to move the guest to a different property, the agent suggests locking the reservation to its assigned property.
• Set up Reply AI: The agent may suggest setting up ReplyAI to help you manage guest communications.