> ## Documentation Index
> Fetch the complete documentation index at: https://restaurants.poly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Tripleseat integration

> This article covers how to connect Tripleseat to your PolyAI agent to handle large party bookings.

[Tripleseat](https://tripleseat.com) is a catering and event management platform for restaurants, hotels, and venues. Connecting Tripleseat to PolyAI lets your agent send caller details to Tripleseat when a guest requests a large party booking, instead of transferring or turning the request away.

<Info>
  **When does the agent use Tripleseat?**

  When a guest requests a booking for a party size **larger** than the [Max party number](/configure/reservation-flows) configured for the site, the agent triggers the site's large party handling action. If that action is set to **Send details to Tripleseat**, the agent collects the event details and sends them to the mapped Tripleseat location.
</Info>

## What the agent collects

During a large party booking, the agent collects the following details to send to Tripleseat:

* **Activity type** (for example, *Birthday*)
* **Name**
* **Number of people**
* **Date and time**
* **Contact** (email and phone)

<Note>
  In v1, the email is collected over the call. SMS-based email collection is not yet supported.
</Note>

## Configure Tripleseat from a site

Tripleseat is configured per site, from the **Sites** page in the PolyAI platform.

<img src="https://mintcdn.com/polyai-restaurants/CoX9578vqMKwYj6M/images/tripleseat-integration.png?fit=max&auto=format&n=CoX9578vqMKwYj6M&q=85&s=957d08b065a37ebcc8381483d4e78343" alt="Sites in the left navigation" width="2998" height="1324" data-path="images/tripleseat-integration.png" />

<Steps>
  <Step title="Open the site">
    1. In the PolyAI platform, click **Sites** on the left panel
    2. Click the site you want to configure
  </Step>

  <Step title="Open Large party handling">
    Scroll to the **Large party handling** card and set:

    * **Max party number** — the party size that triggers large party handling
    * **If the max party number is exceeded what should your agent do?** — select **Send details to Tripleseat**
  </Step>

  <Step title="Connect Tripleseat (first time only)">
    If your account isn't connected yet, click **Connect Tripleseat** and enter your Tripleseat credentials in the pop-up window.
  </Step>

  <Step title="Select the Tripleseat location">
    Under **Select the Tripleseat location to send caller details to**, choose the Tripleseat location that matches this site.

    <Info>
      Tripleseat usually only runs at a subset of your sites. Only enable **Send details to Tripleseat** for the sites that use it.
    </Info>
  </Step>

  <Step title="Set the fallback transfer number">
    Under **If the Tripleseat connection fails which number should we handoff to?**, choose:

    * **Default transfer number** — uses the [transfer number](/configure/reservation-flows) set in reservations and call handling
    * **Large party transfer number** — enter a dedicated number under **Large party phone number** (international format, for example `+44773223445`)
  </Step>

  <Step title="Save the version">
    Click **Save version** in the top-right, add a note about your change, then go to **Versions** and click **Go Live** when you're ready to publish.
  </Step>
</Steps>

## Alternative large party action

Instead of Tripleseat, you can transfer large party callers to a phone number:

<AccordionGroup>
  <Accordion title="Send details to Tripleseat">
    The agent collects the event details and sends them to the Tripleseat location mapped to the site.
  </Accordion>

  <Accordion title="Handoff to restaurant">
    The agent transfers the guest to the **Default transfer number** or a **Large party transfer number** that you set on the site.
  </Accordion>
</AccordionGroup>

<Warning>
  These options are mutually exclusive — you can pick one large party action per site.
</Warning>

The guest can still ask to be handed off to a real agent at any point during the conversation.

## Manage the Tripleseat connection

The Tripleseat account-level connection is managed on the **Integrations** page (under **Configure** in the left panel). From there, you can view connection status or disconnect the account.

<Warning>
  Before disconnecting Tripleseat, update any sites that use **Send details to Tripleseat** to use a different large party action. If you disconnect without updating, the agent falls back to the configured transfer number for large party bookings.
</Warning>
