SafarDeskTRAVEL AGENCY WORKSPACE

SafarDesk · for travel agencies

Every journey begins with a message.SafarDesk takes it from there.

The shared workspace for travel agencies. WhatsApp conversations become client files, document checklists, payments and next steps your whole team can see — in Arabic and English.

Illustrated story: Fatima asks Al-Waha Travel on WhatsApp for Egypt visas for her family. In SafarDesk, Amina opens case WAH-000184, requests the documents and ticks the checklist as photos arrive. The case moves itself to Submitted, the payment is recorded with its receipt, and Fatima is notified on WhatsApp when the visas are ready.

Illustrative story with fictional people. Live messages and photos need your WhatsApp Business number connected.

01The bottleneck

Your agency doesn’t have a demand problem. It has a WhatsApp problem.

Requests, passports, prices and promises all live in one phone. When it’s busy, clients wait. When someone is away, the history goes with them.

TodayOne phone, many hands
With SafarDeskOne inbox, clear owners
  • Nothing gets buried

    Every conversation has an owner — yours, unassigned or the team’s.

  • Every chat has a case

    Messages link to the client’s file and the case they belong to.

  • Anyone can pick it up

    Notes, history and next steps live with the case, not in one phone.

02The route

Follow one request from first message to visas in hand.

This is WAH-000184 moving through SafarDesk. Every waypoint is something your whole team can see.

  1. 1Inbox

    The message lands in a shared inbox

    With your WhatsApp Business number connected, new chats arrive in one team inbox and link to the client’s file. Years of old chats? Import the exports.

  2. 2Case

    A case opens with its checklist

    Amina opens WAH-000184 — an Egypt visa file for a family of four. The visa checklist is added on its own: passport, photo, national ID, bank statement and invitation.

  3. 3Documents

    Documents land where they belong

    One tap requests what’s missing. Photos sent on WhatsApp are filed to the case, and when the last required item is ticked, the case moves to Submitted by itself.

  4. 4Ledger

    Money is recorded, not remembered

    Charges and payments sit on the case with the receipt attached — cash, bank transfer or Bankak, per currency. The balance is always one glance away.

  5. 5Board

    The client always knows where things stand

    Move the card on the case board and tap “Notify client” — the status update goes out on WhatsApp.

03Inside SafarDesk

Built around the way agencies actually work.

Not a generic CRM with travel bolted on. Every screen is made for visas, tickets, Umrah groups and the people who handle them.

One inbox for the whole team

Assign conversations, leave internal notes and reply with Arabic or English templates. Desk shows when WhatsApp’s 24-hour reply window is open.

The case board

Drag a case to its next stage — with Undo, and one tap to tell the client.

One file per client

Cases, conversations, documents and balances on one page. Passport numbers are encrypted and shown masked.

A ledger that speaks local

Charges, payments, refunds and discounts per case — cash, bank transfer, Bankak or mobile money, in SDG, USD, EGP, SAR, AED or EUR.

Mornings that start organized

At 09:00 agency time, Desk creates follow-ups for missing documents, balances due before travel and passports close to expiry.

Find anything in one keystroke

Name, phone, exact passport number or case reference — press ⌘K.

Arabic first. English too.

A true right-to-left workspace, with Western or Eastern Arabic numerals.

Roles and an audit trail

Owner, manager, agent, accountant and read-only seats. Sensitive actions are logged with who and when.

04Passport & document reader

Less typing. More attention to detail.

Explore a planned workflow for preparing a first-pass reading of supported passport and document scans, with the original alongside it for staff review.

Document reading is not available yet. The example uses fictional data and does not process uploads.

Document readerFictional sample
Original1 / 1
PASSPORTSAMPLE
DEMO
Full name
FATIMA OSMAN
Document number
DEMO-084
Expiry date
20 / 12 / 2030
FICTIONAL SPECIMEN / NOT VALID FOR TRAVEL

fatima-passport.sample

Draft reading

A 1 or an I? Compare the name with the original.

0 / 3 checked
Illustrative workflow. No upload or live OCR. No client file is changed.

05Bring your history

Years of WhatsApp chats? Bring them with you.

Export a chat from WhatsApp, drop the file into SafarDesk and mark who in the chat is your agency. The client file and conversation are created for you — and a case too, if you want one.

  1. In WhatsApp, open the chat → Export chat → Without media.
  2. Drop the .txt file into Desk and tick the names that belong to your team.
  3. Add the client’s number, pick a case type if you want one, and import.

Imports bring text only — WhatsApp exports don’t include photos or files.

06Your agency, in control

Your clients trust you. SafarDesk keeps it that way.

Built for the sensitive work agencies do every day: passports, money and family details.

  • Your workspace, your data

    Clients, cases and money stay inside your agency’s workspace.

  • Five roles

    Owner, manager, agent, accountant and read-only — each sees what the role allows.

  • Encrypted passport numbers

    Stored encrypted, shown masked as ••••4821 and found only by the exact number.

  • An audit trail

    Team, channel, import and ledger changes are logged with who and when.

  • Your own WhatsApp number

    Connect your WhatsApp Business number. Meta bills its message fees to you directly.

  • Arabic and English

    Every screen works right-to-left, and each client is messaged in their own language.

07Founding prices

Start free. Grow into your workflow.

Published USD pilot references for travel agencies, not validated local rates. Paid access is activated manually.

USD pilot pricing

Start a 14-day Team trial with no card, or choose Free. Growth selections also start with a Team trial and save your preference. No automatic charges; trials return to Free.

For an owner-operator

Free

$0

1 seats · up to 30 active cases

  • Clients, cases, tasks and documents
  • Sandbox inbox
  • WhatsApp text import
Create free workspace
For a larger agency team

Growth

$89/ month

15 seats · Unlimited active cases

  • Clients, cases, tasks and documents
  • Sandbox inbox
  • WhatsApp text import
  • Team invitations and roles
  • Shared templates and reminders
  • Live WhatsApp, subject to Meta setup and eligibility
  • Agency analytics
Save Growth preference

Branch controls, PDF outputs, metered OCR and controlled group updates are not available yet. Paid access requires manual confirmation; local collection methods are not yet confirmed. Provider and Meta message fees are separate. No automatic renewal.

08Questions

Clear answers before you begin.

Who is SafarDesk for?

Travel agencies that handle client enquiries, visa and ticket cases, documents, team tasks and payments — whether you are one person or a full team.

Do I need the WhatsApp Business Platform to start?

No. New workspaces include a sandbox inbox so you can try the flow, and you can import exported chats. To receive live messages and photos, connect your agency’s WhatsApp Business number through Meta.

Does importing a chat connect my number?

No. Importing reads a WhatsApp-exported .txt chat and creates the client and conversation — plus a case, if you choose. Exports bring text only; photos and files aren’t included. Connecting your number is a separate setup.

Is passport and travel-document reading available?

Not yet. The illustrated reader is a planned workflow, not a live document-processing feature. Any future reading must be checked against the original and does not verify authenticity.

Are these prices final?

No. They are provisional USD pilot references, not validated local rates. Team and Growth paid access require manual confirmation. A new paid-tier signup gets a 14-day Team trial, not Growth access, and no plan is charged automatically.

Are WhatsApp message fees included?

No. Meta sets separate WhatsApp Business Platform charges by message category and recipient market. When you connect your own Meta account, those charges are billed by Meta.

Is the traveler marketplace available?

Not yet. SafarDesk is the product available for agency teams today. A consumer marketplace is a later part of the SafarDesk roadmap.

Can my team work in Arabic?

Yes. SafarDesk is Arabic-first with a full right-to-left interface, English whenever you need it, and Eastern Arabic numerals if you prefer them.

Ready when you are

Your next client is already typing.

Create your agency’s workspace and bring your first request onto the route.