There are three types of project that I have found most useful, and I want to walk you through each one so you can see how the feature applies to work you are already doing.
The client project
A client project is a workspace dedicated to a specific client or a specific booking. It holds everything relevant to that client: their questionnaire or consultation notes, the brief you are working from, any supplier documents you are evaluating, and a set of project-level instructions that tell the tool what you need for this particular engagement.
The project instructions for a client project might include: the client’s names, their travel style and preferences as you understand them, any sensitivities or non-negotiables, the destination and dates, what stage the booking is at, and what kind of output you are most likely to need from this project, whether that is proposal language, email drafts, itinerary content, or research comparisons.
Let me give you a concrete example. You have a couple, , who have come to you for a two-week trip to Italy: five nights on the Amalfi Coast, four nights in Tuscany, and three nights in Rome. You create a client project. You upload their questionnaire, your notes from the initial consultation, the three boutique hotel options you are considering for the Amalfi section, and the villa shortlist for Tuscany. Your project instructions note their travel style, their budget range, the fact that Priya has limited mobility and cannot manage steep cobblestone streets or long walking transfers, and that James is a serious food and wine enthusiast who wants at least two cooking experiences built into the itinerary. This is their first trip to Europe together and they want it to feel curated rather than rushed.
Every conversation you open in that project already has all of this. When you ask the tool to draft the proposal opening, it knows who these clients are, what they care about, and what the trip is. When you ask it to compare the three Amalfi Coast hotels against this couple’s specific priorities, it already has the briefs uploaded and the client context loaded. You are not rebuilding the brief each time. You are working inside it.
The destination project
A destination project is a workspace that holds everything you know about a specific destination or region. It is your AI-assisted destination knowledge base.
You might create a destination project for Abidjan, for example. It is a destination your corporate clients travel to regularly, but reliable, practical information is harder to come by than for more established business travel cities. Upload the hotel inspection notes from properties you have vetted, your own observations from a site visit or a familiarisation trip, the ground handler briefings you have received, and any research you have compiled on visa processes, airport transfer logistics, and which airlines are currently operating direct or convenient connections from Johannesburg.
Set the project instructions to orient the tool toward your market: corporate travellers who need accurate logistics, vetted accommodation, and practical guidance they can trust.
When a client enquiry comes in for Abidjan, you open that project and you are already working from a rich base of accumulated knowledge, supplemented by the tool’s own training. You can ask it to draft a pre-trip briefing that covers arrival logistics, hotel recommendations based on this traveller’s specific requirements, or a comparison of the properties you have vetted against criteria like proximity to the Plateau business district, reliable Wi-Fi, and on-site dining options for late arrivals.
Destination projects grow over time. Every ground handler update you upload, every post-trip observation from a colleague or a returning traveller you add, every revised airline schedule or visa process change you load in makes the project more useful for the next enquiry. For a destination like Abidjan, where the publicly available information is often thin or out of date, that accumulated first-hand knowledge is precisely what makes your advice worth paying for. The project ensures it is always at your fingertips rather than scattered across emails and memory.
A task-specific project is a workspace built around a type of work rather than a client or a destination. The most common examples for travel advisors are a client communications project, a proposals project, or a terms and conditions interpretation project.
A client communications project, for example, might hold your best email templates, examples of pre-departure communications and post-trip follow-ups that landed well, your standard tone and format preferences, and project instructions that specify how you write for different stages of the client cycle. When you need to draft a booking confirmation, a pre-departure briefing, or a follow-up after a trip, you open that project and the tool already knows your voice, your structure, and your standards.
A terms and conditions project might hold the T&Cs and cancellation policies from the suppliers and consolidators you work with most frequently, airline rebooking rules, travel insurance policy documents, and your own notes on how you have interpreted specific clauses for clients in the past. When a client calls with a cancellation query, a booking change, or a dispute over what is and is not covered, you open the project and ask the tool to find the relevant clause, summarise it in plain language, or draft a response to the client that explains their position clearly. For advisors who spend significant time unpacking complex supplier terms under pressure, this project pays for itself the first time a crisis lands on your desk at four in the afternoon.
A proposals project might hold your proposal template, examples of proposals that won business, your standard terms, and instructions that specify your proposal structure, your tone for closing recommendations, and the level of detail you include at each stage. Every proposal you draft inside this project benefits from the accumulated standards you have set.
Task-specific projects are less common than client and destination projects, but for advisors who handle a high volume of a particular type of work, they remove a significant amount of repeated briefing and make the most demanding moments in the week, the crisis calls, the complex policy questions, the time-sensitive client responses, faster and more reliable.
