Chat can now save the email it just wrote straight to your template library. Trip PDFs can carry the supplier documents your travelers actually need. And agency admins can clean up duplicate suppliers without contacting the Tern team.
Save AI-composed emails as templates
Now chat can write email templates and save them for future use. Ask chat for an email template, and it writes in your writing style, asks which form you want attached, and saves the finished template to your library. Start from an email chat just wrote for a client, or start from scratch and ask for a template directly.
Once it's saved, open the template to check the form came across correctly and slot in variables like recipient first name. Every trip after this one, it's already written.
Package and insurance documents in your PDF download
Until now, neither insurance or package documents made it into the trip PDF you send your clients.
Both are options in the PDF download now. When you select specific documents, you'll see the insurance document attached to that insurance activity and any documents added to packages in the trip, and they come through in the attached documents section of the generated PDF.
Combine that with the controls you already have, like including only the daily overview or dropping the cover image, and you can build the exact document each client needs.
Merge duplicate agency suppliers
Duplicate suppliers lead to inaccurate reporting and confusion for advisors when submitting bookings.
Agency admins can merge duplicate suppliers directly. Open the 3 dot menu in the back office, search for the source supplier, and choose the supplier you want to keep. Bookings, commission payments, statements, and templates all move to the supplier you keep.
A few things to know before you merge:
- The duplicate is permanently deleted and cannot be restored.
- If the source supplier has a payout rule that conflicts with the one you keep, that rule is not supported.
- Suppliers with active integrations or ships attached cannot be merged, so Project Expedition and insurance suppliers are out of scope.
No support ticket required. Your supplier list stays accurate and up to date.
Quality of life
- Global suppliers that map to a Tern integration now show an official tag when you set up agency suppliers, so you pick the right Chubb or Arch RoamRight the first time and bookings submit without issues.
- Agencies can purchase a single seat. Useful for agencies under a host who need to pay for an assistant and don't need 2 or more seats.
- Reopen statement is now clickable when you're reviewing line items in unclaimed bookings, so you can jump straight into the statement and make changes while you match.
- Advisors already under a host no longer see the "are you part of a host agency" question during account setup. Just the affiliations question.