This week brings a meaningful step forward for AI chat, a long-requested update to installments, and a handful of improvements across group trips, the Chrome extension, and agency back office.
AI chat can now create trips and contacts
AI chat is still in beta, but it's taking on more of the work. Until now, you could ask it about your trips, contacts, and activities. Now you can prompt it to create them.
Say you just wrapped an intake call. You can ask AI chat to create a contact profile for your client's partner, spin up a new trip from your call notes, and build out the itinerary collaboratively from there. As you go, you can suggest cities, durations, structure days however you need, and review activities before they're added.
Every suggestion comes with approve and reject options, and rejecting prompts you for feedback. Please use it. The more signal we get on what's working and what isn't, the faster this improves. Learn more!
Custom installment labels
You can now rename installments to match how you actually use them.
Two common scenarios we've heard from you: you want to label your first installment as a trip deposit, or you want to indicate which traveler should pay which installment on a booking. Both are now possible. Rename any installment to whatever makes sense, and the label will show up on the pricing tab and during authorization so everyone knows what to expect and when.
To be clear, this is a visual label, not a formal traveler assignment. If you name an installment "Katie," it's a signal that Katie is the one paying that installment, but Tern isn't enforcing that on the back end. The help center article walks through the full details.
Optional add-ons in the Chrome extension
When you're importing an activity from an external itinerary through the Chrome extension, you can now flag it as an optional add-on with a single toggle. Once imported, it lands in the trip as an optional add-on with no extra steps. You'll need the latest version of the extension, which should auto-update within a few hours if it hasn't already. Learn more.
Quality of life improvements
- Itinerary scroll position holds when you add a template item, so long itineraries no longer bounce you back to the top.
- When selecting individual travelers to email from a group trip, we label any trips that are archived or cancelled.
- The group trip overview page now shows the date each sub trip was created, useful for sorting first-come, first-served signups.
- AI chat takes in more context. You can ask about trips by supplier, confirmation number, and other specific details.
- Shift + Return adds a new line in AI chat instead of sending the message.
- We’ve added commission statement status filters that are also sticky, so if you filter to open statements, that view holds when you come back.
- If you belong to multiple agencies, your default agency now shows first on the team, billing, financial settings, and integrations tabs.
- Insurance quotes are now frozen at purchase, so changes to trip details or travelers after quoting no longer cause purchase failures.