What your connected AI can and cannot do

Steps

1. Connect your assistant first (see "Connect Claude or ChatGPT").
2. Ask it to look things up: trips, a trip's brief, its itineraries, its proposal and the client's latest decision, open client requests, your calendar for a date range, a client's consent settings, or contacts by name, email or phone.
3. Ask it to make changes: create or update clients, leads and trips, add or update travellers, import a roster (it can preview first), and add a dated note to a trip, client or lead.
4. Open Skills in the left menu. A skill is a how-to your assistant follows, such as plan-trip-options, follow-up-sweep, client-memory-touch, next-trip-nudge, trip-brief and grade-outcomes.
5. Ask your assistant to run one by name. Each run, how it ended and its grade show on that skill's page.
6. The owner or an admin can use "Add a skill" to write your own, and "Edit" to change a starter. Your edit is kept when the app updates.

What you will see

• It cannot delete anything, and it cannot send emails, texts or payments. It writes drafts and notes for you to use.
• Money amounts: trip budgets are whole currency units; itinerary and proposal figures are in cents.
• Before creating someone it should search first; if a client with the same email or phone exists, it saves the new record and tells you about the possible duplicate.
• Limits: an import is 200 travellers at most, a note is up to 2,000 characters, and a calendar request is up to 400 days.
• What it did this month shows on Home > Digest, with time and money saved as estimates.

Common problems

Related

• Connect Claude or ChatGPT
• Capture the trip brief