The Dashboard Fix That Every Travel Advisor Has Been Waiting For

The Dashboard Fix That Every Travel Advisor Has Been Waiting For

Episode Overview:

In this episode of Flight Path, David Shull (CEO and co-founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) dig into a packed week of updates at Tern. The team covers a major dashboard improvement that group travel advisors have been requesting, a series of notes and AI chat upgrades, and over ten quality of life fixes pulled directly from advisor feedback. From overnight flight handling to smarter AI that can now search trips and learn from user behavior, this episode is loaded with improvements that make Tern feel faster, smarter, and more intuitive. The team also teases what is coming next, including itemized package pricing, AI reconciliation for agency owners, and Tern's first AI create tool.

Episode Topics:

(00:00) Welcome and Week in Review David, Molly, and Brad share what kept them busy this week, from digging through advisor feedback in Canny to cleaning up integration edge cases post-webinar.

(03:56) Dashboard Scrolling Is Finally Here Molly breaks down the most-requested dashboard fix: all four dashboard sections now scroll so advisors with large group trips can see every payment, authorization, form response, and task without workarounds.

(07:27) Notes Get a Major Quality of Life Upgrade Notes no longer require a title, timestamps now reflect when a note was originally created, notes can be imported with a retroactive created date, and a single note can now be associated with multiple contacts and trips.

(13:00) AI Chat Can Now Search Trips The AI chat no longer needs a note to find trip information. It can now search trips directly and answer questions about activities, with richer context for each activity type shipping on April 3rd.

(14:14) How Tern Uses AI to Make AI Better David explains how Tern analyzes AI chat behavior to identify where it falls flat, and introduces a new thumbs down feedback button so advisors can directly help improve AI responses.

(19:07) Email Triage and What the AI Is Still Learning David walks through how email triage works today, the edge cases the team is solving for, and why shorthand like "WDW" is a great example of the constant iteration happening under the hood.

(21:30) Performance Improvements Across the App Brad covers speed upgrades to global task loading, commission payouts, and contact search, which is now dramatically faster with a loading indicator added for good measure.

(25:31) Quality of Life Fixes From Advisor Feedback Molly runs through fixes including auto-extending trip end dates for late-arriving overnight flights, credit card authorization details that now stay visible for five minutes, middle names showing for multi-gen travelers, emojis rendering correctly on Tern invoices, and statements that now default to your account currency.

(32:36) Week Ahead: What Is Coming Next Brad previews insurance placement improvements and better handling for canceled bookings. Molly shares that itemized package pricing is nearly out of beta and AI reconciliation for agency owners is coming soon. David teases Tern's first AI create tool inside the chat experience.

Show Highlights:

  • Dashboard now fully scrolls across all four sections

  • Notes can now be linked to both a contact and a trip at the same time

  • AI chat can now search trips independently

  • New thumbs down button lets advisors help train the AI

  • Overnight flights now auto-extend your trip end date

  • Credit card details now stay visible for five minutes

  • Emojis now render correctly on Tern invoice exports

  • Statements now default to your account currency

  • AI reconciliation for agency owners entering beta

  • AI create tool in early exploration

Jaksot(82)

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