Your AI Assistant Now Builds Your Workflows
Advisors can now describe their process and have AI chat build the workflows and automations, plus customizable push notifications, smarter email list...
Transcript
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Episode Overview David Shull (CEO and Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) recap a CruiseWorld main stage demo, a silver Travvy, and a big week of updates. AI chat can now build forms, workflows, and automations and add Hotels by Tern rooms with live rates. They also cover mobile push notifications, email campaign upgrades, and agency closed betas, with the client portal opening next week.
Episode Topics (03:21) CruiseWorld and the Travvys: a live AI demo for 800 attendees and silver. (07:17) Custom notifications: choose email, in-app, or mobile push for each one. (11:44) AI chat upgrades: builds workflows, adds hotels with live rates, and safely deletes. (17:31) Email campaigns: stats as soon as you hit send, plus smarter list opt-ins. (21:45) Hotels by Tern: every property now shows on a cleaner map. (23:52) Quality of life: clearer sorting, shared template tags, and smarter email triage. (28:37) Agency closed betas: service fees, agent billing, and agent onboarding. (31:20) Coming up: new product hires and the client portal beta.
Show Highlights
- Describe your process and AI chat builds it
- Push notifications on your terms
- Campaign stats the moment you hit send
- Opt in contacts you know to protect deliverability
- Agency closed betas are open to anyone who asks
Keywords Tern, Flight Path podcast, AI product tools, automation templates, travel advisor workflow, forms, payments, CRM for travel agents, product updates