Your AI Assistant Now Lives Where You Work

Episode Overview: David Shull, Molly Johnson, and Brad Turner cover a packed week. AI chat gets its own home in the navigation with new capabilities to search cruise templates, build comparison breakdowns, and add port images in seconds. The team also walks through agency updates on supplier management, commission payout logic, contact deduplication, and cleaner client payments. Register for the June 10 agentic AI reveal to see the full picture.

Episode Topics:

(0:00) Weekend check-in Back office deep dive and a live AI preview at the Las Vegas Travel Agent Forum.

(7:25) AI chat gets its own home Dedicated navigation icon with recent history, suggested prompts, and a full-screen experience.

(9:57) Cruise itineraries and comparisons in chat Search templates, build full itineraries, and generate side-by-side cruise comparisons from a few messages.

(14:14) AI adds port images automatically Chat populates images for every port on a cruise itinerary in one step.

(18:26) AI free beta and upcoming limits No usage caps for now. Limits and upgrade options arriving over the next month.

(22:00) Preferred suppliers and custom tags Mark preferred suppliers and add searchable tags that surface to advisors at booking.

(23:45) Commission payout logic per supplier Set timing rules by supplier type so advisors stop entering expected commission dates manually.

(26:43) Clearer client payment balances Invoices now show total cost, amount paid, and balance due, with on-property charges listed separately.

(31:59) Contact deduplication org-wide One-click merge for suggested duplicates, now working across all advisors and shared contacts.

(35:51) Required fields on client forms Red star indicators and automatic scroll to missed fields on submit.

(38:30) Insurance per itinerary and reporting updates Insurance options per itinerary, an advisor sales pie chart, and balance due fields added to reports.

(40:19) Trip names on calendar payments Payment entries now show the associated trip name alongside the activity.

(42:16) Advisor and supplier survey Tern is surveying advisors on their supplier experience, with $250 gift card giveaways for participants.

Show Highlights:

• AI chat has its own navigation hub with history and suggested prompts

• Chat builds cruise itineraries and comparison grids from a few messages

• Port images populate automatically through chat

• Preferred supplier marking and custom tags give agencies more control at booking

• Supplier payout logic removes manual commission date entry

• Client invoices now clearly show what is still owed

• Contact deduplication works org-wide with one-click merging