AI Imports Now Keep Payment Schedules

Episode Overview: In this episode, the Tern team covers a big week of advisor updates: AI Assist improvements, stronger group-trip exports, and a stack of quality of life fixes. Brad Turner (Head of Design), Molly Johnson, and guest Ursula Holman (Design) share what shipped, why some advisor work is happening “under the hood,” and what’s coming next.

Episode Topics: (00:01) Welcome and what’s shipping AI, groups, and quality of life updates.

(05:20) Agency: terms and conditions now appear in forms New forms pull in agency T&Cs automatically; existing forms can add via sidebar; shared library copies retain them.

(06:42) AI Assist: progress + better imports Shows step-by-step progress while parsing, retains payment schedules, and asks why you discarded an import to improve results.

(11:38) Groups: export includes more key data Rooming info (room, check-in/out, nights), group payments and amounts due, custom form answers, and trip notes.

(15:22) Workflows: new tab on trips See applied workflows, remove future tasks/automations, and re-add cleanly without duplicates.

(16:20) Contacts: easier merges The selected contact no longer appears as a merge target, reducing errors.

(17:09) Trips: copy link without publishing Quick copy link near Publish without opening the email modal.

(18:01) Reporting and data improvements Name prefix cleanup, agent email available in exports, better package property attribution, military states in address dropdown, and continued Arch RoamRight fixes.

(21:15) Advisor momentum context Advisor squad is largest, but package pricing and AI foundations are complex and less visible until they ship.

(27:32) AI “under the hood” work Ursula built a detailed rules doc from dozens of advisor conversations to help AI fill only what’s known and skip what’s unclear.

(35:50) Tip: preview early and often Keep the traveler preview open and refresh; it shows the latest working version without publishing.

(37:12) Tip: updating group sub-trips Use a “00_Group Templates” library item and mark completed trips with an emoji.

(38:47) Next up Package pricing progress, trip-level commission locking, a collaborator role, and in-itinerary tour browsing for clients (Project Expedition).

Show Highlights: AI Assist now shows progress and retains payment schedules

Group exports now include rooming, payments, and custom answers

Trip workflows are easier to manage with a dedicated tab

Copy trip link without publishing is now available