Ande Enterprise docs
Enterprise · Workflow reference

Enterprise booking flow

How an employee at an enterprise client books, signs, pays, and reconciles a venue — without ever touching a personal card.

1. Summary

The enterprise booking flow is the end-to-end process by which an employee of an enterprise client books a venue, executes the contract, pays the venue, and reconciles the expense — without ever holding a personal card or filing reimbursement.

It is the operational substrate of Ande for Enterprise and the primary integration surface between the Virtual Concierge, the Concierge team, and the client's Finance org.

The flow is composed of three sold products — Central Pay, Central Legal, and BYOV — plus internal protocols that govern how the Virtual Concierge pauses, how Jira tickets are routed, and how a virtual purchase card is issued. Each client sits at a position on the configuration matrix (codes C0 through C7).

At a glance. Live for 14 enterprise clients across configurations C1, C4, C5, and C7. Processes approximately $1.4M in monthly GBV. SLA on payment is under 4 hours. Payment fee: 1.5% on Central Pay transactions.

2. Actors

Five actors participate in every enterprise booking. Two are humans on the client side, one is the Ande AI agent, one is the Ande human ops team, and one is the venue. Finance enters only when Central Pay is enabled.

All documents that intersect the enterprise flow. Blue links are live pages; dashed orange links are stubs not yet written.

The billing product itself. Full 7-step walkthrough, Path A/B branch, C0–C7 matrix, and impact across the stack.
GA
Three-column hub article. Full hyperlinked reference: actors, tickets, milestones, config matrix, glossary, revision history.
Reference
TUI / ops-console view of the same content — dark monospace, ASCII flow diagram, live ticket feeds.
Alt view
Contract signing flow. Often paired with Central Pay on C4, C5, C7 configurations.
Stub
Off-platform venue ingestion. Required for C7. Currently in beta.
Beta
Step-by-step playbook for Path A: paying through the Ande checkout with a TripleSeat-integrated venue.
Stub
Playbook for Path B: P-card issuance, #central-payments coordination, and receipt upload.
Stub
Cooperative-pause spec. Defines when the VC relinquishes control and how it resumes.
Stub
The most recent rewrite of the billing layer. Source of truth for fee rates and config codes.
Stub
Customer-facing narrative of the same flow seen from the booker's perspective.
Stub
Planned per-employee and per-event spend limits. Tracked under milestone M-22.
Stub
Contract handling for BYOV / offline venues not on TripleSeat or SevenRooms.
Stub

4. Lifecycle stages

Every booking moves through seven canonical stages. Steps 3 and 7 are state transitions where the Virtual Concierge pauses and resumes. Step 5 is the branch point — the path taken depends on whether the venue is partner-integrated.

Legend. 03 Key transition (VC pauses / resumes) · 05 Branch (partner vs. offline)
  1. Configure. Ande admin enables the relevant products on the client in the Admin Portal — Central Billing, Central Legal, BYOV — and sets the configuration code (C1C7). From this point, checkout routing never prompts bookers for a card. Ande admin
  2. Book. The booker picks a venue and gives the go-ahead in the VC chat or Ande app. The system reads the client's product configuration and the path forks. Key signals detected: partner flag on the venue, deposit amount, Central Legal on/off. Booker VC
  3. VC handoff. The Virtual Concierge posts a deterministic handoff message and stops auto-responding. Wording varies by configuration: on C1 (billing only) the booker is told the Concierge will handle payment; on C4/C5/C7 (billing + legal) the booker is told both will be handled. Booking is marked awaiting concierge. VC Booker
  4. Jira ticket. An Agent Support ticket is created automatically and routed to the client's assigned Account Owner. The ticket carries: client name, event details, venue + partner flag, deposit amount, active products, contract/payment links, and the Path A or Path B playbook. Concierge
  5. Pay and sign. Path A — partner venue: Concierge checks out at the Ande paylink using Central Billing as the instrument. Path B — offline venue: Concierge creates a P-card from the ticket, coordinates PO / approver in #central-payments, and pays at the venue's payment link. If Central Legal is on, the contract is signed in the same step. See Central Pay § Payment paths for the full branch. Concierge Venue
  6. Reconcile. Receipt (and signed contract, if applicable) is uploaded to the event page in the Admin Portal. The expense is logged under "Central Billing" — card number, cardholder, and paying-user fields are hidden. Only amount, vendor, date, and attachment are recorded. Concierge Finance
  7. Unpause. The Concierge posts a completion message in the booker's chat thread, authored as the Virtual Concierge. This re-enables auto-reply. The VC can now handle follow-up questions ("what time is the reservation?") without a human in the loop. Booking moves to confirmed and the 1.5% fee accrues to Ande GBV. Concierge VC Booker