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Upmarket Communications Hub Guide

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Written by Caroline Gregorio

The Communications Hub (Comms Hub) brings every guest conversation into one screen: WhatsApp, email and OTA messaging. This is where you reply manually, check booking details and handle Virtual Concierge escalations.

The screen has three main areas:

  1. Conversation list (left): every conversation, with the + button in the top-right corner to start a new one.

  2. Chat (centre): the conversation history and the message box.

  3. Side panel (right): booking details, online check-in, message sending and internal notes.

There is also a dedicated Escalations area and a Dashboard with your account metrics.

1. Chat: replying and translating messages

In the chat you read the conversation history with the guest and send manual replies. Messages you send manually can be translated automatically into the guest's language.

To reply:

  1. Click the guest's conversation in the list on the left.

  2. Type your message in the message box at the bottom of the chat.

  3. Click send.

To turn translation on or off:

  1. Next to the AI button, find the translation selector. A grey dot means translation is off: the message is sent exactly as you typed it.
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    Translation off: grey dot on the selector next to the AI button

  2. Click the arrow next to the selector. In Languages, search for and select the language the message should be sent in.
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    Languages window to choose the translation language
  3. Translation is now on: the selector shows a green dot and the language code (e.g. AR for Arabic), and the Send button shows the translation icon. Write your message and click Send; it is translated before it goes out.
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    Translation on: green dot, language code and translation icon on Send
  4. To turn translation off, click the selector again so the dot turns grey.

Good to know

  • A reply that can't go by WhatsApp is stopped before sending, so you know straight away.

  • Messages that can't be delivered show as failed in the conversation, and you get a failure alert. Resending sends the message to the latest number on the booking.

  • If a guest's phone number has changed, correct it in the Comms Hub too, not only in your PMS.

  • On Virtual Concierge replies, use 👍 or 👎 at the end of the message to rate the AI. With 👎, choose the issue category and describe what the correct answer should have been.

2. Quick replies

Quick replies are ready-made messages you save once and insert into any conversation in a few clicks.

To use a quick reply:

  1. In the message box, click the book icon (Open quick replies).
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    Book icon to open quick replies
  2. In Quick Replies, search or browse the list, expand a reply to check its text, and select it. The text is inserted into the message box, where you can adjust it before clicking Send.
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    Quick Replies window with search and Manage

To create or manage quick replies:

  1. In the Quick Replies window, click Manage.

  2. In Manage quick replies you can search, filter by category, edit (pencil) or delete (bin) a reply, and organise Categories. Click Create new to add a reply.
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    Manage quick replies with Create new, edit and delete
  3. Fill in Title and Message body (both required), choose a Category if you like, and keep Active ticked so the reply appears in the list. Click Create.
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    New quick reply form

Quick replies are for manual messages. Automated guest-journey messages are a separate feature: changes to them are requested through the platform and reviewed by the Upmarket team before publication.

3. Side panel: booking details and actions

The side panel, to the right of the chat, shows everything about the booking for the open conversation and gathers the most-used actions.

#

Section

What you see

What you can do

1

Guest and booking

Guest name, booking status, phone number, assigned language, stay dates, property and number of guests

Edit the phone number and language (pencil icon); copy the guest app link with Copy Guest App Link

2

Online check-in

Check-in status (e.g. Pending) and how many guests have registered

Copy the check-in link with Copy Online Check-in link; tick Allow changing the number of guests

3

Send buttons

Two buttons below online check-in

Send the check-in reminder (Send Online Check-In Reminder) or the arrival instructions (Send Arrival Instructions) manually

4

Notes

Internal team notes about the booking

Add a note with a category

To add an internal note:

  1. Open the guest's conversation and expand Notes in the side panel.

  2. Write the note in Add a note... (for example, a special request or something agreed with the guest).

  3. Choose a category: General, Operational, Guest preference or Handover.

  4. Click the save icon.
    ​

    Notes with the category menu and the save icon

Notes are internal: your team sees them, the guest does not.

If arrival instructions fail on WhatsApp, the booking shows the send as failed, with the option to send again.

4. Starting a new WhatsApp conversation

When there is no booking or open conversation with a contact, you can start a manual WhatsApp conversation.

  1. Click the new conversation icon (speech bubble with +) in the top-right corner of the conversation list.

  2. In Phone Number, choose the country code and enter the contact's number (required).

  3. In Name, enter the contact's name.

  4. In Location Name, select the property the contact is related to.

  5. Click New Contact and write your first message in the chat.

New conversation icon (1) and the contact form (2)

WhatsApp is only used when the number is valid and your WhatsApp number can send. Otherwise the message is stopped and you are notified.

5. Filtering conversations

Two tools narrow the conversation list, and they work together: the Show conversations menu and the Filters window. Combine them to find exactly the guests you need to act on.

Show conversations menu (1) and the filter icon (2)

1. Show conversations (top of the list) chooses which conversations appear:

  • All: every conversation.

  • Active: active conversations only.

  • All escalations: every conversation with an escalation.

  • Active escalations: only escalations still open.

  • Automation disabled: conversations where automation is turned off.

2. Filters (funnel icon) narrows the list further by booking. Tick options in one or more tabs and click Apply:

Tab

What you can filter by

Property

The property of the booking

Bookings

Stay dates (current guests, check-in date, check-out date, custom date range), online check-in status (Pending, Completed, Not applicable) and booking lifecycle

Booking channel

Where the booking came from: Direct, Airbnb, Booking.com, Expedia, Vrbo and others (search or Select All)

Filters window: tabs (1), Bookings sections (2) and Apply (3)

Booking channel tab

Active filters appear as tags next to the funnel icon (for example, Booking Status: Confirmed). Remove one with its x, or click Clear all.

Useful combinations

What you want to see

Show conversations

Filters

Guests arriving today who haven't done online check-in

All

Bookings → Check-in Date: Today + Online check-in: Pending

Open escalations for one property

Active escalations

Property → the property

Guests currently staying who booked on Booking.com

All

Bookings → Current Guests + Booking channel → Booking.com

Guests leaving tomorrow, to prepare check-out

All

Bookings → Check-out Date: Tomorrow

Conversations with automation turned off

Automation disabled

(none)

6. Escalations

An escalation transfers the guest to a member of your team when the Virtual Concierge cannot or should not respond. Each escalation becomes a ticket in the Escalations section of your Comms Hub and triggers a notification via WhatsApp, email, or both.

You can find all the related information in our complete guide on Escalations here: Escalations Guide – Virtual Concierge
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7. Insights (dashboard)

Insights, in the side menu, shows your account's conversation metrics. Choose the period (Last 30 Days, Last 7 Days, Today or Custom Range) and the locations to include; every number on the page follows that choice.

Insights: period and locations (1), metric cards (2), Location Insights (3) and Daily Conversation Trends (4)

Metric cards (hover the ? on each card for its definition)

Metric

What it shows

Total Conversations

Number of conversations in the period

Automation Rate

Share of conversations handled automatically

Escalated to Team

Share of conversations escalated to your team, and the most common escalation category

Known vs. Unknown Contacts

Conversations with known contacts compared with unknown ones

Avg. Response Time

Average time to respond

Avg. Resolution Time

Average time to resolve

Upsell Revenue

Revenue from upsells sold in the period

Completed Orders

Upsell orders completed in the period

Below the cards

  • Location Insights: the same key metrics broken down by property, so you can see which properties have the most interactions.

  • Daily Conversation Trends: a daily chart of conversations, which you can show for all conversations, known contacts or unknown contacts.

  • What guests escalate about: the most common escalation categories, with the number of escalations, their share and the change versus the previous period. Click a category to look into it.

What guests escalate about

Automation and escalation metrics depend on the Virtual Concierge (AI) being active. With the AI turned off, those numbers show little or no data.

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