We Redesigned the Itinerary (And Shipped 6 AI Updates)

Episode Overview: David Shull, Molly Johnson, and Brad Turner recap a packed pre-webinar week on Flight Path. The team walks through a full itinerary redesign with new header layouts and font options, six new AI chat capabilities, and a candid conversation about AI pricing, usage efficiency, and what Tern Pro means for advisors. The episode closes with quality-of-life improvements across bookings, commission reconciliation, and consortia preferences. Next up: the AI launch webinar on June 10 at 3:30 PM Eastern.

Episode Topics:

(00:00) Week in review The team shares a fragmented but productive week, with hiring momentum and webinar prep dominating the schedule.

(04:01) Itinerary redesign Brad and Molly walk through four new header display options, three font choices, and a series of fast-follow fixes shipped within days of launch.

(12:33) Bulk consortia preference updates Advisors can now filter their client list and mass-update opt-in preferences across Signature, Travel Leaders Network, and Virtuoso, replacing a clunky export process.

(15:39) New AI chat capabilities Six updates: file upload in chat, voice input, automatic context from the current page, manual context pinning, pricing and payment schedule generation, and rotating AI tips.

(23:30) Tern Pro and AI pricing David explains why AI costs behave differently from traditional software, and what Tern is doing to keep AI accessible while building a sustainable business.

(33:47) AI efficiency improvements Two major optimizations: a light model option that uses roughly a third of the credits of premium, and caching that cuts first-message costs by 4 to 6 times.

(44:01) Quality-of-life updates Accreditation selection moved earlier in the booking flow, a last-updated sort on the commission report, and significant AI reconciliation improvements for large supplier files.

Show Highlights:

• Itinerary headers now support full-bleed images, larger images, or minimized headers, with serif, sans-serif, or standard font options

• AI chat now accepts file uploads, voice input, and automatic page context so advisors spend less time explaining and more time getting things done

• Caching reduced first-message AI costs by 4 to 6 times, launched mid-week in direct response to advisor feedback

• AI reconciliation now handles large supplier files and retains all line items even when a supplier match is missing

• Webinar: June 10, 3:30 PM Eastern