AI That Builds the Itinerary While You Talk to Clients

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Episode Overview

David Shull (CEO and co-founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) cover a big week for AI chat: importing into existing itineraries, reading public links, and answering sales questions accurately. They also cover Hotels by Tern, client history, and agent CRM betas, with AI chat on mobile arriving next week.

Episode Topics

(05:25) Client history: every logged client interaction in one timeline.

(08:55) AI on stage: three cruise options built in four minutes at CruiseWorld. (11:02) Smarter itinerary import: chat asks before changing what’s there. (14:27) Any public link: pull page content, rates, or forms into chat.

(16:11) New chat skills: reorder, delete, mark booked, log payments, reporting. (19:07) Reports by question: find the right report by what you want to know. (21:08) Hotels by Tern: first check-in, optional add-ons, own templates.

(28:10) Quality of life: faster booking adds, supplier billing details.

(31:46) Agent CRM betas: agent profiles, programs, and onboarding.

(36:42) Required forms beta: saved client profiles coming next.

Show Highlights

• Let AI build options while you focus on your client
• Offer pre and post-cruise hotels as optional add-ons
• Onboard new agents into a profile you’ve already set up

Keywords

Tern, Flight Path podcast, AI product tools, itinerary builder, CRM for travel agents, travel advisor workflow, payments, forms, product updates