An Alexa Sales Assistant / AI Concierge


We’re currently beta testing Air Charter Amy, an Alexa skill for use in a sales role. In this post I’ll cover why it makes sense, where it fits in the sales funnel, what it does, and some of the challenges we faced using the Alexa platform.

Adding Value

Using voice AI for sales requires slotting it into the sales funnel where it makes sense. And where it makes sense is where it adds value to the both customer and to the business.

With private jet charter customers spending 5-figures for a few hours of flight time, private jet charter is a high-touch business. The first question to be answered then is where in the jet charter business model does voice AI makes sense? Where can it add value to both the CX and the business?


One common private jet use case is the “on demand” flight in which a person rents the jet for a specific trip. Unlike booking an airline flight, there is significant manual work involved in reserving a jet for an on-demand trip.

The process starts with the traveler’s request for a quote, typically made through a website form or a phone call. There are many jet charter companies and it’s in a customer’s best interest to shop around and negotiate for the desired combination of plane, price, and confidence. (A jet charter broker typically does this on behalf of the customer.)

On the other side of this shopping experience are sales agents who field the quote requests. It’s a very competitive market and many quotes produce no further action by the shopper. In other words, there’s plenty of low value busywork.

The opportunity to use voice AI lies at the very top of the sales funnel where it can potentially improve the user experience and augment the existing business process—with minimal impact on the high-touch aspects of the business.

What Air Charter Amy does

For now, Amy does one thing: engage in conversation to gather the essential trip information and prospect contact details, then send this information to the sales agent and to the prospect.

How does this help?

  • It’s a more engaging experience than having the prospect complete a web form
  • Prospects can converse with Amy at any time of day
  • The prospect’s contact details can be automatically added to a CRM system

To get the prospect’s contact details we can either request the user’s Alexa profile info or connect to an external account, such as Google. In both case the user grants permission or not. We chose to ask for the Alexa first name and email contact details.

Accessing a user’s contact details enables us to use the person’s first name in the dialog and to welcome that person back by name if they return in the future.

With the trip details in hand, we package it in an email that is sent to the sales agent and to the prospect. Sending an email keeps the conversation going after the voice experience ends; now we’re communicating in two channels with the Air Charter Amy brand.

The email could also have a link back to the website to drive additional engagement from the prospect or customer.

We stayed away from making Amy a transaction-capable voice assistant for two reasons

  • Getting the quotes (versus a request to get quotes) moves automation farther down the sales funnel into the high-touch part of the sales process.
  • Voice AI is not the right engagement method for evaluating many choices (multiple charter quotes). Conversation Design starts with User Context explains why.


The Air Charter Amy graphic has been the face of the Planeviz brand for years so it made sense to user it to personify the skill. A cheery face in the confirmation email gives it some personality.

We are using the stock Alexa voice. Alexa has a voice markup language that can be used to make her sound more human-like, which we used to tweak certain sentences for a more natural inflection.

Other voice options were to hire a voice actor to record the dialog or generating a synthetic voice based on a human voice. Those two didn’t make sense for the launch version.


I modeled the dialog after a typical request-for-quote phone call with a human. It’s a to-the-point, guided conversation.

People respond to questions in various ways and we added some of those possibilities to her intelligence. For example, Amy asks “when are you leaving?” and a prospect might reply “tomorrow afternoon” or “May 1” or “April 30 around 7am”.

We also rotate through variations of the questions she asks to keep the dialog fresh every time someone speaks with her. She might say “where are going?” or “flying to?”

Our simple interaction model intentionally does not handle conversational diversions. These are when a person gets to a point in the dialog then goes off topic or back to an earlier point to change something or to ask a question related to that earlier point in the conversation.

If the user makes a mistake or wants to make a change then he or she can just say “start over” and make the changes. The customer experience cost of starting agian is not that high in our case.

In an earlier IBM Watson chatbot project we did implement diversions. From that expereince I learned it adds a level of design and development complexity that I don’t feel is necessary for Amy, at least as she now is.

This is the final interaction model for version 1.0. The blue and gray are dialog, the rest is logic and functions.

Developing on Alexa

Why Alexa? To demonstrate how a consumer voice platform can be used as part of a business process and to leverage Amazon’s continuous promotion of Alexa to the public.

Despite the Alexa PR bombardment, I read a Microsoft study that broke down the percentage of respondents who have used a voice assistant as Siri 36%, Google Assistant 36% and Alexa 25% and Cortana 19%.

While I chose Alexa for round one, the advantage of developing a Google Assistant action versus Alexa is the ubiquity of Android. That said, several auto makers are adding Alexa to their cars, which was my original vision for Air Charter Amy two years ago, albeit with Siri.

With Watson we built our own natural language model using our own data. With Alexa, Amazon owns and controls the natural language model. In practice, if Watson didn’t understand something we just trained it to be smarter. That’s not possible with Alexa since Amazon controls the AI algorithm but Alexa is quite good at speech recognition and getting better all the time.

While we made Amy for the jet charter business, her information gathering capabilites can be used in other businesses that use calendar and contact information too. It took about 60 days to build the skill and email functionality.

Air Charter Amy is available in the Amazon Skills store. Contact us if you would like to discuss having us create your Alexa Skill or Google Assistant Action.