Commission Reconciliation Just Got a Whole Lot Simpler

Commission Reconciliation Just Got a Whole Lot Simpler

Episode Overview:David, Molly, and Brad are back with a packed episode covering the biggest AI chat upgrades to date, a major new agency back-office feature, and a meaningful update to groups. This week's AI updates go deeper than new features: they address the frustration advisors have felt when the chat forgets their preferences, and start to answer the bigger question of how AI memory should actually work inside a platform built for travel. On the agency side, a long-requested feature around unclaimed commissions is heading into beta, and it closes a loop that agencies have been managing manually for years.


Episode Topics:(0:00) Week in Review: Molly's QA life, Brad's AI usage rollout, David's Singapore trip with the APAC team(5:27) AI Can Now Search Your Photo Library: The chat can pull images directly from your branded content folders using metadata and folder names, putting the right photo in the right place without manual searching.(7:21) Save Your Writing Style to Chat: Advisors can now tell the AI to save preferences like tone, formatting, and style directly from a conversation, so it carries those instructions into future sessions.(8:18) How AI Memory Actually Works in Tern: David explains why AI doesn't "learn" on its own, what evals are, and how Tern is building structured memory objects so preferences persist across conversations.(14:19) Unclaimed Commission Feature Heading to Beta: Agents can now view unclaimed bookings at their agency, claim the ones that belong to them, and get notified on approval, cutting out the manual back-and-forth that agencies have relied on outside the platform.(21:15) Quality of Life Updates: Reorderable lodging rooms on itineraries, year-over-year reporting comparisons replacing month-over-month, and a new search infrastructure powering faster, smarter task search across the app.(25:46) Groups Subtrip Syncing: Beta progress update, including the new ability to opt existing trips into syncing behavior and controls that let advisors edit individual subtrip fields independently.(29:27) What's Coming in Two Weeks: Tern Pro AI usage limits go live July 1, more agency back-office features shipping shortly after, and continued itinerary improvements.


Show Highlights:AI chat can now pull photos directly from your library by folder name and metadataWriting style preferences can be saved mid-conversation and applied to future chatsUnclaimed commission claiming is coming to beta, with approval workflow and email notifications built inYear-over-year reporting comparisons now replace month-over-month KPIsTask search now covers title, description, trip, and contact, and is significantly fasterGroup subtrip syncing beta is expanding with opt-in for existing trips and independent field editing

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Avsnitt(93)

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