Agent & Rules Registry

Which agents and SOP / rule files apply to which business unit. This is foundational configuration — no agent is created or run here. The shape is designed so a future “Create Agent” flow can bind an agent to a business unit, input sources, allowed actions, approval requirements, and rule files.

Agents follow the Business Policy Registry— the source of truth for strategy & rules. The “Policies” column below shows how many apply to each agent. Changing a rule should start by updating the policy, not the agent.
Active
1
wired & running
Configured only
3
defined, not autonomous
Not implemented
5
future-ready stubs
Business units
9
Status:ActiveWired and runningConfigured onlyDefined; appears in flows but not autonomousNot implementedFuture-ready stub — not operational

Agents

Allowed actions; drafts always require human approval before execution

AgentBusiness unitsInputsAllowed actionsPolicies / consumptionStatus
Lead Orchestrator
Computes each case's next action from records; routes work, never sends.
all units
internal, outlook
read recordscompute next action
5 policiesUses seeded rules
Active
Email Drafter
Drafts client/DMC replies as approval objects — no sending.
BespokeMICETicketingCruiseFIT
outlook, internal
read recordsdraft client emaildraft DMC email
3 policiesConfigured only
Configured only
DMC Itinerary QC
Reviews outbound DMC proposals (routing, pacing, hotels, margin leakage).
BespokeMICE
internal, upload
read recordsitinerary QC
3 policiesConfigured only
Configured only
FIT Ticketing Assistant
Helps with individual air/hotel options and booking holds (not full itineraries).
TicketingCruiseFIT
outlook, webform
read recordsdraft client email
3 policiesNot implemented
Not implemented
Corporate Ticketing Monitor
Watches corporate accounts, SLA, billing and statement reconciliation.
Ticketing
outlook, internal
read recordsreconcile finance
3 policiesNot implemented
Not implemented
Group Tour Inventory Monitor
Tracks seat/room inventory and load factor for fixed departures.
Group
internal
read recordsmonitor inventory
3 policiesNot implemented
Not implemented
MICE Proposal Assistant
Drafts incentive/event concepts and costings as proposals for approval.
MICE
outlook, internal
read recordsdraft proposal
3 policiesNot implemented
Not implemented
Inbound DMC Ops Assistant
Handles overseas-agent requests for SG/Japan ground handling (we are the DMC).
Bespoke
outlook
read recordsdraft client email
3 policiesNot implemented
Not implemented
Finance / Invoicing Agent
Prepares invoices and reconciles payments — never posts to Xero without approval.
all units
internal, outlook
read recordsdraft invoicereconcile finance
7 policiesConfigured only
Configured only

Actions marked ⚠ produce an approval object — nothing external is sent, posted, or committed without human approval. SOP/rule files are referenced paths; the markdown library is future work.

BespokeBespoke / Private Tour

Customized private travel for individuals, families and affluent small groups. DMC RFQ → itinerary → proposal → deposit & final invoice.

Deeply built
Stages (5)
Engage · Qualify → Engage · Shape → Source · DMC → Quote / Close → …
Approval gates
send_client_email, send_dmc_email, commit_dmc, issue_invoice, post_xero, publish_itinerary
Agents
Lead OrchestratorEmail DrafterDMC Itinerary QCInbound DMC Ops AssistantFinance / Invoicing Agent
Rule / SOP files
sop/private-bespoke.md, sop/dmc-rfq.md, sop/margin-gate.md, sop/pricing-floors.md
MICEMICE / Incentive

Corporate incentive, meetings, events, retreats and group movements.

Foundational skeleton
Stages (5)
Corporate Qualification → Scope Event / Trip → Supplier / Tender RFQ → Proposal / Contract / Payment → …
Approval gates
send_client_email, commit_dmc, issue_invoice
Agents
Lead OrchestratorEmail DrafterDMC Itinerary QCMICE Proposal AssistantFinance / Invoicing Agent
Rule / SOP files
sop/mice-incentive.md
GroupGroup Tour

Fixed-departure group tours or future curated thematic groups. Currently paused / rebuilding.

Dormant / future-ready
Stages (5)
Product Match → Seat / Price Check → Booking → Payment / Documents → …
Approval gates
issue_invoice
Agents
Lead OrchestratorGroup Tour Inventory MonitorFinance / Invoicing Agent
Rule / SOP files
sop/group-tours.md
TicketingAir Ticketing

Air ticketing for retail and corporate accounts: live fare, PNR hold, payment-before-issue, ticketing and servicing.

Foundational skeleton
Stages (6)
Capture Ticket Request → Search Fare & Availability → Reserve / Hold PNR → Invoice & Payment → …
Approval gates
issue_ticket, refund_or_exchange, send_finance_document
Agents
Lead OrchestratorEmail DrafterFIT Ticketing AssistantCorporate Ticketing MonitorFinance / Invoicing Agent
Rule / SOP files
sop/fit-air-hotel.md, sop/corporate-ticketing.md
CruiseCruise

Cruise cabin enquiries, live cabin/category availability, deposit/payment, booking confirmation and sailing support.

Foundational skeleton
Stages (5)
Capture Cruise Request → Cabin Availability & Hold → Deposit / Payment → Confirm Booking → …
Approval gates
send_client_email, issue_invoice, confirm_booking
Agents
Lead OrchestratorEmail DrafterFIT Ticketing AssistantFinance / Invoicing Agent
Rule / SOP files
sop/cruise.md
FITFIT

Simple free-independent-travel components such as hotel-only, flight + hotel, transfers, and small non-bespoke arrangements.

Foundational skeleton
Stages (5)
Capture FIT Request → Availability & Quote → Invoice & Payment → Confirm Components → …
Approval gates
send_client_email, issue_invoice, confirm_booking
Agents
Lead OrchestratorEmail DrafterFIT Ticketing AssistantFinance / Invoicing Agent
Rule / SOP files
sop/fit-air-hotel.md
AncillaryAncillary Services

Insurance, visa guidance, VIP airport service, fast-track, restaurants, special access — usually attached to a trip.

Foundational skeleton
Stages (5)
Attach to Trip → Confirm Requirement → Source Provider → Price / Payment → …
Approval gates
issue_invoice
Agents
Lead OrchestratorFinance / Invoicing Agent
Rule / SOP files
sop/ancillary.md
DMC/SupplierDMC / Supplier

Supplier onboarding, registration, pricing, sample itineraries and the experience database. Infrastructure line.

Foundational skeleton
Stages (5)
Identify Supplier → Registration / Profile → Sample Itinerary / Pricing → QC / Score → …
Approval gates
commit_dmc
Agents
Lead OrchestratorFinance / Invoicing Agent
Rule / SOP files
sop/dmc-supplier.md
OtherOther

Uncategorised — triage to redirect, nurture, or close.

Dormant / future-ready
Stages (1)
Triage
Approval gates
Agents
Lead OrchestratorFinance / Invoicing Agent
Rule / SOP files