Optional Transfers, Add-Ons + AI Updates

Episode Overview:In this week's episode of Flight Path, David Shull (CEO and co-founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) dig into a packed week of quality-of-life shipping, a look at what is being built behind the scenes, and a candid conversation about the future of AI in travel advising. From optional transfer add-ons and smarter booking failure notifications to AI commission reconciliation and a new generation of conversational AI being built in Tern, the team covers both what is live now and what is coming. The episode closes with an exciting tease of an itinerary redesign and a look at how Tern is thinking about giving advisors an entirely new way to delegate work.Episode Topics:(00:00) Welcome and Week in Review David, Molly, and Brad share what had them all running on empty this week, from a major host transition to board prep to a quiet design handoff from Ursula before her vacation.(08:07) Optional Transfer Add-Ons via Project Expedition Advisors can now set transfers as optional add-ons on client itineraries, with flight and cruise details auto-filled and a one-click booking experience on the client side.(11:33) Project Expedition: No Markup, Same Price David explains that Tern now offers the exact same retail rates as booking direct through Project Expedition, making the integration a pure time-saver with zero cost difference for clients.(14:34) Quality of Life Improvements Molly walks through a series of community-driven fixes: corrected flight timeline bars, auto-exclusion of canceled travelers from group emails, cleaner team page views for agency admins, and a restored confirmation number field in unclaimed booking search.(16:24) Booking Failure Notifications and Resolution Brad breaks down a sneaky-hard improvement: advisors now receive detailed booking failure notifications with actionable next steps, including the ability to correct and resubmit without going back to the client for reauthorization.(22:05) AI Commission Reconciliation in Alpha Molly shares early results from AI-powered commission reconciliation for agency owners, including supplier-specific training for Disney and Arch Rome statements, and what it means for accounting teams spending most of their time on manual data entry.(27:49) The Broader AI Vision for Advisors David and Brad discuss how 70 to 75% of advisor workflow tasks could benefit from AI assistance, including a vision for personalized, context-aware payment reminders drafted in the advisor's own voice.(30:14) Delegating Work to AI Agents Brad goes deep on the first-principles vision for AI agents in Tern, including how advisors will eventually be able to assign recurring tasks to an agent that handles the first pass and checks back in for approval.(38:06) Real-World AI Feedback Loop David shares a story about an advisor who submitted feedback on the AI chat feature and had their specific use case addressed within 48 hours, illustrating how quickly the team is iterating.(41:08) Week Ahead Preview Molly teases continued progress on itemized package pricing (coming out of beta), AI commission reconciliation improvements, and client-facing itinerary polish. Brad drops that support for hiding canceled items on the itinerary is now in engineering.Show Highlights:Optional transfer add-ons are live, with auto-filled details and one-click client booking through Project ExpeditionTern now matches Project Expedition retail pricing exactly, making the integration a no-brainer for advisors who were previously hesitantAI commission reconciliation is in alpha with supplier-specific training already underway for Disney and Arch Rome70 to 75% of advisor workflow tasks could be touched by AI assistance, starting with personalized payment reminders drafted in the advisor's voiceA new generation of conversational AI is taking shape inside Tern, including the ability to create trips directly from notesItinerary redesign is coming