The AI That Builds Trips With You

Episode Overview: David, Molly, and Brad cover Tern's fastest-moving area right now: AI.

David demos AI chat building trips from scratch, generating activities from client details, and reading your task list to tell you what to work on today. Molly walks through a new payments update plus fixes across group trips, commission statements, and agency settings. Brad covers Chrome extension updates, insurance fixes, and design refinements.

Next week: itemized package pricing, AI reconciliation in open beta, and workflow task assignment.

Episode Topics:

(00:00) Welcome and week in review David, Molly, and Brad catch up on their weeks. Molly shares what she's learning running a 900-agent migration herself. David talks about following up on the Project Tradition retail parity announcement and watching advisors use tours and activities to drive extra revenue before summer.

(08:45) Payments update: customizable installment labels Advisors can now rename installment labels, including calling the first payment a deposit, matching how they actually communicate with clients. Molly explains the two use cases that drove the request, and Brad reveals his mom was one of the people who flagged it.

(11:41) Chrome extension update: set items as optional on import When importing an activity or item via the Chrome extension, advisors can now toggle it as an optional add-on before it lands on the itinerary, cutting out a step for anyone building itineraries from third-party sources.

(13:01) AI demo: creating trips, activities, and contacts from notes David demos the global AI chat, showing how it reads a notes intake, proposes a trip name and travelers for approval, then builds out activities based on the conversation, including dietary preferences and cruise details pulled from the note itself.

(19:49) AI task search and filtering The AI can now search, read, and filter tasks, including filtering by date range. Molly tests it live by asking "what should I do today?" and gets back a prioritized list of overdue tasks and client inquiries.

(21:49) Quality of life: group trips, commission statements, and agency defaults Group trip updates include clearer labeling for canceled or archived travelers and a new column showing when each subtrip was created. Commission statements now have a sticky status filter. Multi-agency users now land on their default agency automatically in settings.

(26:36) Partner integrations: insurance and Project Expedition fixes Insurance quotes now lock to the trip state at time of quoting, preventing errors when trip details change before purchase. Project Expedition transfer timing logic is now specific by departure type, resolving a confusing error for train and cruise departures.

(30:01) More quality of life: itinerary scroll fix and design refinements A scroll-position bug when adding items to long itineraries is fixed. Brad and Spencer quietly shipped smaller icon sizing across buttons, a tweak Brad and Ursula had been waiting to make for months.

(32:11) Week ahead Itemized package pricing going live, AI reconciliation moving toward open beta, workflow task assignment shipping, and David hitting the road for a host agency keynote.

Show Highlights:

• The AI can now build a full trip from a notes intake, including travelers, dates, and a proposed activity list, all with advisor approval before anything is created

• Ask the AI "what should I do today?" and it returns a prioritized list based on your tasks and client inquiries

• Advisors can now label installments as deposits, matching the language they already use with clients

• Chrome extension now lets you set imported items as optional add-ons at the point of import

• Insurance quotes now lock to the trip state at time of quoting, preventing purchase errors

• Commission statement filters are now sticky, so your open-only view stays set when you return

• AI tool count is at 8, with 70 more capabilities on the roadmap for the coming weeks