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Butler AI

Butler AI learning library

Learn the platform.
One video at a time.

From the first guest message to a well-run operation. A guided video checklist for sales teams and hotel staff.

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A walkthrough and a reference

Follow the chapters in order for onboarding, or jump straight to a product area before a customer conversation. Watch the recording, use the context to connect it to a hotel’s workflow, then mark it done when you are ready to move on.

Each video has a direct section link you can share with a colleague or prospect. Product stories and detailed training appear together; alternate published recordings have their own checkboxes so you can revisit the version you need.

Where should my team start?
  • Sales: follow the full path, then use individual links to support a property’s specific questions.
  • Butlers and service staff: start with the platform, guest connection, and daily service chapters.
  • Reception: focus on the guest journey, online check-in, and staff communication.
  • Managers: connect the staff workflows with broadcasts, dashboards, settings, and SLA alerts.
  • IT admins: watch the platform overview and admin settings before setting up staff access.

1. Meet the platform

Understand how guest conversations connect to hotel operations. Start with the product overview, then follow the journey from booking to checkout.

Video 1 Walkthrough

What is Butler AI?

For: Everyone

Get an introduction to guest messaging, staff tools, and the way Butler AI supports a hotel team. This overview gives you the vocabulary for the rest of the library before you move into individual workflows.

For sales onboarding, start with the relationship between guest communication and the people delivering service. Use this overview to introduce the platform before choosing a more specific demonstration for a prospect.

After watching

How would you explain the connection between guest messaging and hotel operations in one sentence?

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Up next: From guest conversation to completed actionMark done & continue

Video 2 Product story

From guest conversation to completed action

For: Everyone

Explore the product story behind guest conversations that become tracked, routed, completed hotel operations. The AI chatbot page also uses this recording to illustrate a guest question triggering updates across systems.

This is a public-page companion to the training introduction. Use it to discuss why a hotel needs more than a shared messaging channel: the conversation has to connect to work and an outcome.

After watching

What operational outcome should follow a guest message?

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Up next: The guest journey, automatedMark done & continue

Video 3 Product story

The guest journey, automated

For: Everyone

Follow the guest journey from booking to checkout on one platform. This introduction connects the stages of a stay before later lessons examine communication, arrival, requests, and offers in more detail.

Use this as the broad journey story in a sales conversation. Identify which stage causes the property the most work, then jump to the relevant chapter instead of presenting every feature at once.

After watching

Which stage of the stay would you explore first with a hotel team?

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Up next: Guest messaging and experience platformMark done & continue

Video 4 Platform demo

Guest messaging and experience platform

For: Everyone

This platform demonstration introduces automated guest messaging, multiple-property management, and connected guest journeys. It provides a second overview used on the public demo page and homepage.

Watch it as a demonstration companion to the journey overview. The library keeps the separate published recording available so you can choose the presentation that best fits your audience.

After watching

Which part of the platform would you demonstrate next, and why?

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Up next: Butler operations with Butler AIMark done & continue

Video 5 Walkthrough

Butler operations with Butler AI

For: Butlers, supervisors and managers

Learn how butlers use Butler AI for guest messaging, assignment, and resolving requests. This is the operating model behind the more focused inbox and conversation lessons later in the library.

Especially useful for resorts and hotels offering personal butler service. Establish who owns the guest relationship and how that responsibility continues as messages arrive and requests are resolved.

After watching

Who owns a guest conversation, and what does completion mean for the team?

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Up next: Personal butler service, at resort scaleMark done & continue

2. Connect with guests

See how guests reach your team on WhatsApp, how QR registration works, and why the service model matters for personal butler operations.

Video 6 Product story

Personal butler service, at resort scale

For: Butlers, reception and managers

See the service flow from a guest scanning a QR code through to a resolved request. The recording connects the guest’s WhatsApp experience with the hotel’s personal-service operation.

Start here before the narrower QR tutorial. In a sales discussion, use the full flow to connect an easy guest entry point with the team’s responsibility to respond and finish the work.

After watching

What happens after the guest’s first message reaches the hotel?

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Up next: QR scan and connectMark done & continue

Video 7 Walkthrough

QR scan and connect

For: Butlers, reception and guest-facing staff

Learn the personal QR flow: a guest scans, registers, and arrives in the butler’s inbox. This focused walkthrough explains how the guest becomes reachable in the staff workflow.

The QR code is the beginning of a service relationship. Pair this recording with the inbox lesson when explaining how the guest-facing entry point connects to the staff experience.

After watching

Can you describe the path from scanning the QR code to appearing in the inbox?

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Up next: The Juggler: the second-phone problemMark done & continue

Video 8 Optional context

The Juggler: the second-phone problem

For: Sales teams and resort managers

A dramatization of carrying two phones on a resort holiday. The surrounding product story examines the friction of giving guests a second device for service and the limitations of communication ending with one individual.

This optional context video explains a customer problem rather than teaching a screen. Use it when a property is considering separate guest phones or relies heavily on personal WhatsApp conversations.

After watching

What friction does a second device introduce for the guest and the service team?

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Up next: Guest journey automationMark done & continue

3. Automate the guest journey

Connect timed communication and event messages to the arrival experience. Follow online check-in through to the PMS and the self check-in portal.

Video 9 Walkthrough

Guest journey automation

For: Managers, reception and automation owners

Understand automated guest messaging from pre-arrival through the stay, with the broader journey extending to post-stay communication. The training introduces both automated messages and the responsibilities the hotel team continues to own.

Watch this before individual message triggers. It helps sales and operations teams discuss the lifecycle as a connected sequence and identify where staff still need to exercise judgment or deliver service.

After watching

Which steps should be automated, and which still need a person to take ownership?

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Up next: Instant messages and stay eventsMark done & continue

Video 10 Walkthrough

Instant messages and stay events

For: Managers, reception and automation owners

Explore automated WhatsApp templates associated with check-in, out-of-office, checkout, and stay-ended moments. These event messages are the individual touchpoints inside the wider guest journey.

After the lifecycle overview, use this lesson to explain why a message is sent at a particular moment. Keep the distinction clear between a triggered template and a staff member replying in a live conversation.

After watching

What event should trigger each message, and what should the guest understand from it?

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Up next: Online check-in and passenger cardsMark done & continue

Video 11 Walkthrough

Online check-in and passenger cards

For: Reception, managers and implementation teams

Follow the online check-in flow described across the digital check-in and passenger-card pages: a WhatsApp request, ID scanning, passenger-card collection, card on file, and completion in the PMS. The demo is presented with Mews integration.

Use this recording to connect guest preparation before arrival with front-desk work. The same video supports the Finnish passenger-card automation page; discuss the property’s actual integration and requirements during implementation.

After watching

What information is collected from the guest, and what needs to reach the PMS?

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Up next: Self check-in portalMark done & continue

Video 12 Walkthrough

Self check-in portal

For: Reception and implementation teams

Explore the self check-in portal and its Mews integration for guest onboarding. This is the portal-focused companion to the broader online check-in journey.

Watch after the online check-in flow so the portal fits into the arrival process. For a sales demonstration, connect the guest-facing experience to the reception team’s onboarding responsibilities.

After watching

Where does the portal fit into the property’s arrival process?

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Up next: AI-powered guest communicationMark done & continue

4. Handle daily service

Move from the communication model to the staff workspace. Learn how teams find messages, receive alerts, handle requests, and close conversations.

Video 13 Walkthrough

AI-powered guest communication

For: Guest-facing staff, supervisors and managers

This demonstration introduces automated guest messaging and connected guest journeys. It provides a bridge between the lifecycle story and the communication work staff encounter during a stay.

Use it to introduce the communication workflow before moving into individual inbox actions. For detailed AI configuration or property-specific behavior, continue with the relevant product setup rather than treating this overview as a configuration guide.

After watching

How does guest communication connect the stages of the stay?

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Up next: The butler inbox and workspaceMark done & continue

Video 14 Walkthrough

The butler inbox and workspace

For: Butlers, guest-facing staff and supervisors

Get oriented to the butler workspace. The accompanying product guide describes assigned guest conversations, mobile or PDA access, guest and room context, messages and attachments, notifications, and conversation history for handovers.

Watch this before the shorter message and resolution tutorials. A useful sales conversation starts with the staff member’s working day: what needs attention, what context is available, and how another shift picks up the conversation.

After watching

What information does a staff member need before replying or handing over?

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Up next: Finding new guest messagesMark done & continue

Video 15 Walkthrough

Finding new guest messages

For: Anyone handling guest conversations

Learn how staff find new messages from guests. This focused demonstration follows the workspace introduction and concentrates on identifying incoming communication that needs attention.

Use it as a practical onboarding step for people who will work in the inbox every day. Pair it with notifications so the team understands both checking the workspace and receiving alerts about activity.

After watching

How will you identify a new guest message at the start of your shift?

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Up next: Staff notificationsMark done & continue

Video 16 Walkthrough

Staff notifications

For: Staff and supervisors

Learn how staff receive real-time WhatsApp notifications about guest requests, service updates, and important alerts. The recording complements the inbox lesson by introducing another way staff become aware of work.

Discuss how the team stays informed when members are away from the dashboard. Notifications bring attention to an event; the service workflow still needs someone to take ownership and follow through.

After watching

What should a staff member do after receiving a request notification?

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Up next: Resolve a guest conversationMark done & continue

Video 17 Walkthrough

Resolve a guest conversation

For: Anyone handling guest conversations

Follow a guest’s WhatsApp request through a reply on mobile, marking the conversation resolved, and updating metrics. This lesson connects a frontline action with the operational reporting managers later review.

Watch after message discovery and alerts. For sales teams, use the complete sequence to explain why responding to a message and closing a service conversation are separate moments in the workflow.

After watching

When is the conversation ready to be marked resolved?

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Up next: Managing request cardsMark done & continue

Video 18 Walkthrough

Managing request cards

For: Service teams, supervisors and managers

Get an introduction to managing request cards in the Butler AI dashboard. This lesson sits alongside conversation resolution to introduce the request-management interface used for service work.

Use this as a starting point for learning the request workspace. After watching, relate the card workflow to the team’s own service responsibilities and identify what information they need to keep work moving.

After watching

What context does your team need on a request before acting on it?

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Up next: Guest broadcasts: from guest patterns to offersMark done & continue

5. Create relevant offers

Understand proactive messaging: guest and booking context informs an offer, AI helps draft it, and staff decide what to publish.

Video 19 Walkthrough

Guest broadcasts: from guest patterns to offers

For: Managers, sales and revenue teams

See the workflow described in the training: AI drafts offers from guest patterns, staff publish to WhatsApp, and guests can book. Broadcasts bring proactive communication into the same product story as everyday guest service.

Use this lesson after the service workflow so outbound offers have context. For sales onboarding, focus on the relationship between relevant guest information, an appropriate offer, and the staff decision to publish.

After watching

Who should receive an offer, and what makes it relevant to their stay?

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Up next: Guest broadcasts: the product storyMark done & continue

Video 20 Product story

Guest broadcasts: the product story

For: Sales, marketing and revenue teams

The public upselling page presents this recording as the right offer for the right guests: AI drafts a broadcast from booking patterns and staff publish it. It is a separate published video URL from the training walkthrough.

Use this companion when presenting the revenue use case to a prospect. Connect the offer to guest context and keep the publishing decision visible in the story. Choose the training walkthrough when introducing the workflow to a new operator.

After watching

How would you explain the value of a relevant broadcast without promising a specific revenue result?

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Up next: Ops manager dashboard overviewMark done & continue

6. Run the operation

See the operation from a manager’s perspective, then learn the rules, alerts, roles, and sign-in controls that support the team.

Video 21 Walkthrough

Ops manager dashboard overview

For: Managers and supervisors

Start with an overview of the operations dashboard. The product page positions it around guest conversations that are assigned, logged, and visible to the team responsible for supervising service.

Watch before the longer supervisor demonstration. It introduces the management perspective after the frontline lessons: managers need to see the operation, understand ownership, and recognize where attention is needed.

After watching

What should a manager be able to see without asking each staff member for an update?

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Up next: Supervise the butler operationMark done & continue

Video 22 Walkthrough

Supervise the butler operation

For: Managers and supervisors

Explore the supervisor dashboard in the context of response times, open requests, workload distribution, reassignment, schedules, staff approval, broadcasts, audit logs, and SLA escalation. These are the operational responsibilities described alongside the recording.

Use this lesson to connect visibility with intervention. A supervisor needs to understand the workload and decide when to reassign, follow up, or investigate the history of a conversation.

After watching

Which signals would make a supervisor step in, and what context would they need?

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Up next: Ops settings: waiting, overdue and retentionMark done & continue

Video 23 Walkthrough

Ops settings: waiting, overdue and retention

For: Managers and operations administrators

Understand the Guest waiting, Overdue, and chat Retention rules in Ops Settings. The training connects response-time expectations with the lifecycle of conversation data.

Watch after the dashboards so the settings have a practical context. For a property rollout, agree how the team works before choosing rules; use this lesson to understand the controls available for that discussion.

After watching

How should the property define waiting and overdue conversations, and who owns those decisions?

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Up next: SLA reply alertsMark done & continue

Video 24 Walkthrough

SLA reply alerts

For: Managers, supervisors and butlers

Learn what happens when a guest message remains unanswered too long: managers receive an SLA warning so the team can recover the conversation. This links service expectations to an operational signal.

Watch after Ops Settings to connect rules with alerts. Frontline staff benefit from understanding the same process, even when a manager is the person receiving the warning.

After watching

Who should respond to the warning, and how will the team recover the guest conversation?

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Up next: Admin settings, staff access and Microsoft SSOMark done & continue

Video 25 Walkthrough

Admin settings, staff access and Microsoft SSO

For: Owners, admins and IT admins

Learn about staff roles, the Access Matrix, staff invitations, and Microsoft SSO setup. The training includes email domain, property code, and Azure AD group-to-Butler-role mapping.

This completes the learning sequence with access administration. For an actual rollout, the administrator should watch it before inviting staff so responsibilities and sign-in arrangements are understood from the start.

After watching

Which roles does the property need, and who will own staff access and SSO configuration?

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