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Mable Brown · Feb 22, 2024 · 8:59 PM

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Outbound · 21:23 · Planner: Rose Morrissey · +12102696227

Sentiment
positive (0.80)
Intent
ready_to_book
Trajectory
improved
“It's our first cruise so we're really nervous but we're excited at the same time, okay?”
Next best action
Call tomorrow by 2:00 p.m. CST (as agreed) with flight options from San Francisco to Basel/Stuttgart for July 27, noting summer seat availability concerns. Follow up with the referral source's last name (Sunny) once customer confirms via neighbor, and send packing/preparation tips email before departure.
Full analysis
What happened

Mable Brown called to finalize a Uniworld river cruise booking for July 27–August 3, departing from San Francisco to Amsterdam, Basel, and Stuttgart. She had already decided to proceed with payment using her visa debit card and provided full personal and passport details for herself and her husband Bruce. The agent collected address, email, and payment information, then processed a $9,547.06 charge; Mable learned she would receive a $995 cashback rebate that effectively covers the travel insurance cost. Mable asked detailed logistical questions about document delivery, airline ticketing, and post-cruise family visit plans (she and Bruce plan to stay in Stuttgart region from August 3–7 to visit family). The agent agreed to research flight options and follow up tomorrow to book air travel; Mable also requested packing tips and travel advice for her first cruise.

Emotional read

Mable started cautious and detail-oriented, asking clarifying questions about first-time cruise procedures. She warmed considerably when learning about the $995 cashback rebate, saying 'Wow, that's awesome.' Throughout the call she remained engaged, curious, and slightly nervous about the unfamiliar process ('we're really nervous but we're excited at the same time'), but her tone shifted to confident and collaborative by the payment section.

Emotional arc through the call

Mable began slightly anxious and apologetic about asking beginner questions, then grew increasingly confident and enthusiastic after hearing about the cashback rebate and finalizing payment, ending the call relaxed and cooperative.

How customer sees Pavlus
  • positive · appreciated the cashback rebate: 'Wow, that's awesome' and 'basically, we got it for free'
  • positive · satisfied with agent Rose's willingness to help book flights: 'I would hope you can help us find one, we need help'
  • neutral · accepted agent's explanation that documents are sent electronically and then forwarded by mail, with rebate check arriving three weeks before departure
Process friction
  • customer had to retrieve passport information mid-call rather than having provided it beforehand
  • referral source (neighbor 'Sunny') was incomplete; customer had to follow up separately to get full name
Value perception

Not explicitly stated, but Mable's enthusiasm for the $995 cashback rebate and her willingness to use Pavlus for flight booking suggest she perceives value in the agency's bundled services and rebates over booking independently.

Customer behaviors

first-time cruiser asking foundational questions about proceduresready to commit and processed payment during callmeticulous about details (spelling out address letter-by-letter, confirming payment amount)planning multi-leg trip combining cruise with family visitdeferring airline booking pending seat availability research

Topics & signals
Topicsfirst cruise experiencepayment and depositpassenger document collectionairline ticketingpost-cruise family visittravel insurancecashback rebatepacking and preparation
DestinationsSan FranciscoAmsterdamBaselStuttgartIngolstadt
Cruise linesUniworld
Buying signalstransferred funds to cover full payment of $9,547.06provided visa debit card details for payment processingconfirmed cruise dates July 27 to August 3agreed to follow-up call tomorrow to book flightsshared both passports with agent to complete reservation
Objectionsuncertain about document delivery method and timelineworried about finding available airline seats for summer travelconcerned about transportation coordination from airport to port

Analyzed 2026-05-23 15:05:28 by claude-haiku-4-5-20251001. Confidence 0.92.

Transcript (16,444 chars)
Agent (Rose Morrissey): Hi, this is rose from pebbles travel returning your call.
Customer: Yes, I went on ahead and I worked it out. I'm going to go ahead and use my, my visa debit.
Agent (Rose Morrissey): Okay, okay, let me go to.
Customer: And now is you know, world the one that's gonna charge us right.
Agent (Rose Morrissey): Yes, uni world is mm-hmm.
Customer: Okay. Okay, and will you be mailing us the documents or you know, once they give you everything, it's our first cruise, so forgive me if I ask questions that might sound like it should be already answered but we really, it's our first crew, so we don't know what to expect very much so you can kind of walk me through once we pay you know, I guess they get their money and then they send you documents and you sent to us, right?
Agent (Rose Morrissey): Mm-hmm.
Agent (Rose Morrissey): Yeah, mm-hmm no.
Agent (Rose Morrissey): Hold on a second, let me just get all this in here for you. Set up your.
Customer: Okay.
Agent (Rose Morrissey): I know somebody referred you right?
Customer: Yes, her name or his name is sunny and I don't know if it's S-U-N-N-Y or S-O-N-N-Y now. They may not know us.
Agent (Rose Morrissey): But what is, what is your, what's your last name?
Customer: It's their, you know, I don't know the last name. I'll have to ask my neighbor, she just said, tell him sunny sent you and, you know, because so that's all I know but I can get you that last name. I'll just have to, you know, send her a message and ask her.
Agent (Rose Morrissey): Yeah, okay hold on a second.
Agent (Rose Morrissey): Yeah, well that's fine, that's fine, that's fine. Hold on a moment. Let me just getting you in the system.
Customer: Apparently, you have sent them all over the world. So.
Agent (Rose Morrissey): Sunny.
Agent (Rose Morrissey): Well.
Agent (Rose Morrissey): Just wanna see if I have your mailing address. Did you email me your mailing address and all that information. Not yet, right?
Customer: Well, you did send me through an email the unit world invoice but I can also send you just all like my address, in fact, hold on.
Agent (Rose Morrissey): Mm-hmm.
Agent (Rose Morrissey): Oh, okay. I'll do that right now. I'll take that right now from you, Ian a second.
Agent (Rose Morrissey): Mabel is. Do you have a middle name?
Customer: Is it, is it something well, let me get my passport, hold on. It's actually.
Agent (Rose Morrissey): On your password.
Agent (Rose Morrissey): Yeah, get your husband's passport as well. We need all that info.
Customer: Okay, hold on, hold on just a second.
Agent (Rose Morrissey): Uh-huh.
Customer: Hello.
Agent (Rose Morrissey): Hello, I'm back, I'm here mm-hmm.
Customer: Okay, let's see. I figured you had me on hold. There was the music so.
Agent (Rose Morrissey): Yeah, yeah, let me have your mailing address. Please, maple.
Customer: Yes. Okay. It's $50 363. And then this word is one word, it's quite wing, like from a bird or a dove, a white wing drive and the.
Agent (Rose Morrissey): Uh-huh.
Agent (Rose Morrissey): The color is it the color white.
Customer: Yeah, white, the color white and Wen of a bird. Wen.
Agent (Rose Morrissey): Okay.
Agent (Rose Morrissey): Okay, okay and then city.
Customer: Bulverde that's B. as in boy, U-L-V as in Victor, E-R-D as in David, E.
Agent (Rose Morrissey): Mm-hmm mm-hmm and where's this that?
Customer: Texas.
Agent (Rose Morrissey): Texas. Okay.
Agent (Rose Morrissey): Okay, and may I have that zip code please.
Customer: 78163.
Agent (Rose Morrissey): 163, and may I have one. No, I have your email. Hold on a moment.
Agent (Rose Morrissey): We've only been emailed back in fourth four.
Customer: I can give it to you.
Customer: That's okay. I can still give it to you. I can give it to you over the phone if it's easier. Okay.
Agent (Rose Morrissey): I that's okay. I got it. I got it. No B-E-R-L-E-O-N.
Customer: @gvtctc.com uh-huh.
Agent (Rose Morrissey): GV dot com. Okay. Mm-hmm never heard of that one. G-T-G-V-T-C dot com. One mm-hmm.
Customer: Dot com, it's stands for telephone company cause we have a big river, call the river and so, and so the phone company it's not like southwest or not southwest bell but it's not AT&T. It's just the local phone company that offers internet service and everything. So and it's actually, it's not, it's kind how do you call it? I don't wanna say it's not privately owned it's because we get a check every year. Dividends.
Agent (Rose Morrissey): I see.
Agent (Rose Morrissey): Yeah, company. No. Oh, that's nice.
Agent (Rose Morrissey): Oh, wow. That's good. That's very good.
Customer: So, yes, so, everybody, everybody makes money and, and so you get money almost for, I don't wanna save for life or anything but you know, it's my mom passed away and they're still sending her like, $17 or something, you know, from the last of it, I guess it's, they're just so everybody earns. So.
Agent (Rose Morrissey): Yeah.
Agent (Rose Morrissey): That's very, very good.
Agent (Rose Morrissey): Oh, that's good. Well, that's very good. You don't hear that kind of stuff anymore, huh.
Customer: Yeah, no, you don't it's not like owned by us you know, a large AT&T or, you know, spectrum and you get really good personalized custom customer service.
Agent (Rose Morrissey): Good, that's good.
Agent (Rose Morrissey): Hey, so I got you in there and the system.
Agent (Rose Morrissey): Okay.
Agent (Rose Morrissey): No, for that and pass. Okay. Alright, and then I have your husband. Let me go back here. May I have his first Bruce, right?
Customer: Yes. Okay. His cash port, let me open it up here it his first name is Bruce well actually they have it, they have it Bruce Walter.
Agent (Rose Morrissey): Mm-hmm.
Agent (Rose Morrissey): Mm-hmm.
Agent (Rose Morrissey): Walter is the middle name.
Customer: Yes, so they have Bruce water and then the last name brown.
Agent (Rose Morrissey): Okay.
Agent (Rose Morrissey): May I have his date of birth, please?
Customer: Yes, April 11th, 1956.
Agent (Rose Morrissey): Okay, got that.
Agent (Rose Morrissey): Let me go over here.
Agent (Rose Morrissey): El.
Agent (Rose Morrissey): Okay, there you are.
Customer: Bye-bye chance, do you need for like your own assurance or what do you need a copy of the, of the, of the passport? Like where our faces and everything or?
Agent (Rose Morrissey): Well, you can do that when we issue your airline ticket. Are you gonna do your own airline ticket or do you need help? Yeah, okay.
Customer: Well, I would hope you can help us find one, we need help. We'd like, we'd like for you to because I know that the one from bazzle to stud guard, it would have to be reported to the uni world so that they can provide us with the transportation to the airport, so.
Agent (Rose Morrissey): Transfer.
Agent (Rose Morrissey): Okay. So maybe, do you have a middle name on your passport?
Customer: Yeah, they have it as here. Hold on. Let me see. Okay, it's Mabel and then right next to, it's go, now I know I'm Mexican American so here we go. It's Rio is spelled R-I-O-S.
Agent (Rose Morrissey): Uh-huh.
Customer: And then the other name is Val and it starts with H-I-D as in David, A. L-G-O go.
Agent (Rose Morrissey): Okay, got it.
Customer: The H. is not pronounced, it's really the eye, but.
Agent (Rose Morrissey): Okay, nice. Let me go with here Una.
Agent (Rose Morrissey): Okay.
Agent (Rose Morrissey): Okay, got that in there. And may I have your date of birth, please.
Customer: Yes, it's February of, oh, 205-1963.
Agent (Rose Morrissey): Okay, I got that in there, thank you, thank you.
Customer: And by the way, these are new passports are had expired couple of years ago so we just got these.
Agent (Rose Morrissey): Uh-huh.
Agent (Rose Morrissey): Nice let me have let me just one moment I just wanna check something quickly.
Agent (Rose Morrissey): And which credit card did you want to use for your? This is for July me asking for the full payment?
Customer: Yeah, this is the July and let me go to that calendar in case you put us on another one. Hold on. I have July the packages for July 27th to the twenty ninth. Let's see to the thirtieth. I believe. No, yeah, the thirtieth so we leave the twenty seventh.
Agent (Rose Morrissey): Yeah, yeah, okay.
Customer: And we come back.
Customer: The.
Customer: The August 3rd.
Customer: So it's Ju July 27th to August 3rd.
Agent (Rose Morrissey): Okay, July 27th.
Agent (Rose Morrissey): Yeah, 27 till the 3rd of August and which credit card did you want to use for the deposit?
Customer: I have the a visa.
Agent (Rose Morrissey): Uh-huh.
Customer: Now, it's a debit card. Is that okay?
Agent (Rose Morrissey): That's fine. Mm-hmm.
Customer: Okay, let's see that means their money will get there real, real quick. So I went on ahead and I did a little transfer just to cover it's gonna be the total of $9,547.06, correct?
Agent (Rose Morrissey): Alright.
Agent (Rose Morrissey): Yeah.
Agent (Rose Morrissey): We're getting the insurance. Yes, $900,540 yes, yes.
Customer: Yes, cause that is what the insurance added. I see the 40453. Twice and so it jumped up to $9,547.
Agent (Rose Morrissey): Yeah, $9,547.06 and then Ables travel is going to give you a rebate check cash back. Yeah, we're going to give you a cash back of.
Customer: Wow.
Agent (Rose Morrissey): $995.
Customer: Wow, that's awesome.
Agent (Rose Morrissey): And that's coming to you see, that helps pay for your insurance.
Customer: Well, that's true. This is gonna pay for the insurance. So basically, we got it for free and I'm pretty excited about that but I will be turning around this money and just get some Ros or whatever out of it, just to have for, you know, whatever we're gonna do between there and, and stud.
Agent (Rose Morrissey): Yeah.
Agent (Rose Morrissey): Mm-hmm.
Agent (Rose Morrissey): Yeah, okay.
Agent (Rose Morrissey): Okay, let me know. I'm ready with the credit card if you are.
Customer: Okay, here it is, here it goes and I already called and let them know and everything. So it should go through. It's 4229 6800 4528 0506.
Agent (Rose Morrissey): Uh-huh.
Agent (Rose Morrissey): Okay.
Agent (Rose Morrissey): Mm-hmm.
Agent (Rose Morrissey): Okay, that's 42296845280506.
Customer: Correct.
Agent (Rose Morrissey): Okay. And what is the expiration date?
Customer: 0927.
Agent (Rose Morrissey): And what is the security code in the back of that card?
Customer: 6:32.
Agent (Rose Morrissey): Okay, and this is for, is this is under your name be?
Customer: And it's, and it's, and it's, yes, Mable R. brown.
Customer: M-A-B-E-L and then R. brown.
Customer: You do have my first name is M-A-B-E-L. Yeah, you do. Okay, think.
Agent (Rose Morrissey): Okay.
Agent (Rose Morrissey): Yeah mm-hmm, so you're gonna let me know who referred you.
Customer: Yes, I'm going to and it was the, it's the friend of the person that is a customer of yours.
Agent (Rose Morrissey): Oh, okay that's nice. Okay, thank you very much. Alright, I'm gonna reach out to uni world make the reservations and when are we going to, when do you want to talk, meet again? To work on the air?
Customer: Well, let's see, I would like to if you could just do me a little favor and just take a look and see how the seats, I mean, I hate to find out that seats are already flying for that time because it is summer, so tomorrow is Friday, now Friday. It's kinda like a little busy day for me but I could reserve some time possibly that. Let's see, let me look what I have tomorrow.
Agent (Rose Morrissey): Mm-hmm.
Customer: Let's see, we're like, I got to go pay all state if we can do something say, now Bruce gets out about 2:30 to three so what time is that in? You're in me?
Agent (Rose Morrissey): Mm-hmm 2:30 or three that so that's two you're an out that's 2:00 my time. You said 3:00 time, right?
Customer: Okay. 2:00 your time. Okay, what do you think if we?
Customer: Have a little phone conversation with time and see what you can find. You do know that we want to go from san San to Amsterdam and then Baz I don't know I call it but Bozo.
Agent (Rose Morrissey): Mm-hmm.
Agent (Rose Morrissey): Yeah.
Agent (Rose Morrissey): No, Boze is fine. Uh-huh.
Customer: Okay, Bozzo okay, Bozzo to stud gar which is gonna be, I think you quoted something like 228 and I don't know if they have a senior fair and then from Gard yeah, they don't, yeah. They don't even have things for handicap people. So, I understand so, so from stood card I think we agreed, I think Bruce and I we agreed that we would leave on the seventh because we would be there with Ingrid maybe that afternoon on Saturday August 3rd. And this would give us, you know, a little resting point. And then Sunday, Monday, and then Tuesday just get ready and then we leave by Wednesday. So, it's gonna be a good three night.
Agent (Rose Morrissey): Mm-hmm.
Agent (Rose Morrissey): And then, no, we don't do seniors when we're in, rod.
Agent (Rose Morrissey): Okay, $397 three nights in August.
Customer: And so.
Customer: Steve got. Yes, it's gonna be that August 3rd.
Agent (Rose Morrissey): So leave on, leave on the 7th of August.
Customer: Yeah. We're thinking about leaving on the 7th of August cause we're not really going anywhere, we're just going to visit with family catch up with them. You know, they're, they don't really go out or anything. So, I think that would be, I think that sufficient time for us to spend there with them to make sure we meet, see everybody. It's not gonna be like a large, large family. So I'm expecting that we're just gonna be there and maybe go to a restaurant and, and sit in her. So, it's gonna be more relaxing time. So, I'm thinking the seventh is good now I will send her a what's that message and let her know that you know that we would be leaving on the seventh.
Agent (Rose Morrissey): Mm-hmm.
Agent (Rose Morrissey): Okay. Alright.
Agent (Rose Morrissey): Okay.
Customer: And you know, I don't know what time they are for the seventh because I, wouldn't want something too early but you know, I, I just want to check with her if that's okay. Alright, so.
Agent (Rose Morrissey): Mm-hmm.
Agent (Rose Morrissey): Yeah, okay.
Agent (Rose Morrissey): Alright, so let's talk tomorrow. Okay, so I'm gonna go ahead and make the, I'm gonna go ahead and make the full payment with the and I'll email you a uni world paid in full, invoice receipt and a travel paid in full invoice receipt, and then on the travel invoice.
Customer: Alright then, so, I'll send you a little heads-up.
Customer: Okay.
Customer: Okay, do you send us mm-hmm, go ahead.
Agent (Rose Morrissey): On the travel invoice receipt you will see that we're going to give you a cash back of $995.
Customer: Okay, that sounds fantastic. Very good. And, and do you guys mail us like federal express the documents? Or is it something.
Agent (Rose Morrissey): Okay.
Agent (Rose Morrissey): Okay, so everything is done automatically online so they're gonna email us your electronic documents and we'll forward them out to you.
Customer: I see. Okay.
Agent (Rose Morrissey): And then you can print it. You know if you feel like you need to print it, then print it out and your rebate check will be mailed out to you. You will receive it three weeks prior to departure.
Customer: Okay.
Customer: Okay three weeks prior, okay, this way I can look out. Alright and if you find out anything with you know, uni world if there's any tips or things like that we need to know I'm not talking tips money, but this suggestions or if there's anything you think we should know or you know pack with us I have an idea what we need to pack but if there's anything.
Agent (Rose Morrissey): Okay, yeah. Mm-hmm.
Agent (Rose Morrissey): No.
Agent (Rose Morrissey): Mm-hmm.
Agent (Rose Morrissey): Oh, just make sure to bring to bring European you know, plugs converters.
Customer: That's right. Let me write it down Europe converters. I'm so glad you mentioned that. Okay. Pe converters and if you can think of anything else, do you think we just highly have to have you know, please let us know again it's our first cruise, so we're really nervous but we're excited at the same time. Okay. Oh, alright. Well, this part is done and we'll talk tomorrow, okay? About some time about, alright. Thank you rose. Alright, bye. Alright, bye-bye.
Agent (Rose Morrissey): Okay.
Agent (Rose Morrissey): Great, thank you.
Agent (Rose Morrissey): Alright.
Agent (Rose Morrissey): Thank you, bye-bye.