An AI Agent For Independent Travel Advisors
Every trip has a deposit date, a final payment date, a handful of confirmations and a commission that shows up months after travel. Your agent keeps track of all of it across supplier sites and your itinerary tool, with your login.
From $10/month 30 days free No credit card
Where The Day Goes
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Final Payment Dates Slip
Miss a cruise final payment and the booking can cancel. The dates live in five supplier sites and one spreadsheet.
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Commissions You Can’t Match
Payment arrives months after travel, and the host agency statement doesn’t line up with your booking numbers.
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Proposals Eat The Evening
A honeymoon proposal means three hotels, two flight options and a day-by-day plan, before the client has committed.
What Your Agent Does For You
In the tools you already use, with your own login, one item at a time.
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Draft Itineraries And Proposals
Give it your trip notes and bookings. It drafts the day-by-day itinerary in your itinerary tool for you to polish.
- Travefy
- Tern
- TravelJoy
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Track Deposits And Final Payments
It reads each confirmation, puts deposit and final payment dates on your calendar and makes a task to remind the client two weeks ahead.
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Check Supplier Bookings
It opens the cruise line or tour operator’s agent site, checks names, dates and dining against your notes and flags anything that doesn’t match.
- Cruising Power
- ClientBase
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Reconcile Commissions
It compares the host agency statement with your bookings sheet and lists what’s paid, what’s short and what’s overdue.
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Build Pre-Departure Packets
A week before travel it gathers confirmations, transfers and dinner reservations into one document and drafts the send-off email.
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Answer New Leads
When your website form fills in, it drafts a reply with your intake questions and planning fee and offers your consult link.
Ask In Your Own Words
Type it in a project chat, or send it from your phone. Your agent does the work and reports back in the thread.
- The Garcias’ Alaska cruise final payment is due January 20. Put it on the calendar and draft a reminder for January 6.
- Draft a 10-day Italy itinerary in Travefy from my notes: Rome three nights, Florence three, Amalfi four.
- Check the Smith booking on Cruising Power and make sure both names match their passports.
- Compare this quarter’s host commission statement with my bookings sheet and list anything missing.
- The Okafors leave Saturday. Put every confirmation in one PDF and draft the send-off email.
- Rachel wants a Greece honeymoon in June. Draft a reply with my intake questions and consult link.
The Plan That Fits
Most advisors work on their own under a host agency, and Personal covers you and your agents.
Personal
$10/mo
For 1 person and 5 AI agents. Try it free for 30 days, no card. Your agents run on your own AI plan.
Questions From Travel Agents And Advisors
Can it book trips for my clients?
It can fill in a booking up to the payment step on the supplier’s site. Booking and paying spend money, so they wait for your OK.
Does it work with my host agency’s systems?
If you can sign in to it in a web browser, your agent can work in it too. You connect it once and the password stays in the Vault.
Can it check visa requirements?
It can find the official government page for you to read and confirm. It doesn’t give legal or immigration advice.
Will it remember each client’s preferences?
Keep a project per client or trip with a shared folder and project log. The agent reads them before it works on that trip.
Does it work with Travefy, Tern or TravelJoy?
Yes. It drafts itineraries and updates trip records in them from its own browser, signed in as you.
Does my agent see my passwords?
No. Your logins stay in your Vault, a safe your agents can use but never read. You connect each app once at Settings › Connections and choose which agents can use it, and you can remove that access at any time.
Hand the busywork to your agent. You stay in charge.
From $10/month 30 days free No credit card
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