Tern's AI Guides You Through Your Work

Episode Overview:

David Shull, Molly Johnson, and Brad Turner cover a week of meaningful AI chat improvements. The biggest change: instead of typing answers back into the chat, advisors can now pick from clickable options and move through workflows in seconds. David demos this live, including a cruise search pulling ports, ships, and cabin options on command. Abby, Head of Customer Experience, walks through the relaunched Tern and Learn training hub, which now ships content alongside every weekly product update. Agency permissions, preferred supplier tags, and a quality-of-life roundup round out the episode.

Episode Topics:

(0:00) Week in Review Early advisor reactions in the Facebook group about the AI assistant saving hours on 60-day cruise itineraries.

(4:46) Tern and Learn Update Abby walks through the relaunched training hub at turn.travel/learn and new agency owner courses shipping in near real time.

(11:37) AI Chat: What Shipped Clickable multiple-choice responses, automatic chat renaming, and expanded cruise port knowledge.

(14:06) AI Onboarding Demo David demos the onboarding skill live, showing the AI asking targeted questions and walking through a cruise search by port and date.

(17:17) More AI Updates Trip details section awareness, default currency support, ship-specific search, and cabin options.

(20:33) Agency Permissions New role-level controls over team data access and credit card visibility on trips.

(22:49) Supplier Tags and Preferred Status Preferred supplier star indicator for agents and custom tags for filtering by region, consortia, or travel type.

(26:03) Quality of Life Updates Trip board performance improvements, insurance refresh, and filtered contact list export.

(29:43) Commission Improvements RTF file support, statement-level adjustments, and orphaned commission cleanup on deleted statements.

(37:24) Week Ahead Insurance in a package, itinerary item hiding, rule-based commission dates, group subtrip syncing in beta, and ASTA Conference in San Diego.

Show Highlights:

• AI chat surfaces clickable options so advisors stop typing answers mid-workflow

• Onboarding skill tailors the experience based on what the advisor wants to do first

• AI searches cruise ports, ships, and cabin options when building itineraries

• Preferred supplier tags guide agent booking behavior without cluttering client-facing profiles

• AI commission reconciliation now supports RTF files and statement-level adjustments

• Tern and Learn ships training content the same week new features go live

Keywords:

Tern, Flight Path podcast, CRM for travel agents, AI product tools, travel advisor workflow, itinerary builder, product updates