01Convert
Turn serious inquiries into paying planning clients.
Collect each client's trip details with a private intake form, turn the answers into a brief you review, and reply with a clear, branded proposal while the client is still deciding.
The operating system for independent travel professionals
Win more of the right clients. Deliver every trip in less time.
Platix turns a client's trip details into a reviewed brief, a mapped itinerary, and a client-ready proposal they approve on their phone—all in one AI-assisted agency workspace, with you deciding every step.
- 30 daysafter onboarding
- No credit cardrequired
- Guidedsetup with the Platix team
How Platix helps your agency
Make more from the demand you already have.
Convert more of your serious inquiries, deliver every trip in less time, and keep each client for the next trip and the referral—without another AI chat window to manage.
02Deliver
Serve more clients without adding another advisor.
Move from confirmed brief to mapped, reviewed proposal without rebuilding the same trip across forms, documents, and itinerary tools. AI handles the organizing and first draft; your judgment stays in control.
03Retain
Protect the relationship and earn the next trip.
Keep every decision, revision, deadline, and final itinerary in one agency-owned record. Nothing valuable falls through the cracks, and every completed trip becomes the foundation for repeat and referral business.
One operating system
From new inquiry to repeat client, keep the work moving.
One connected workflow gives every qualified lead a next step, every trip a responsible owner, and every client decision a durable home.
Collect the client's trip details
Send a private intake form, or paste the client's email. Their answers become a structured brief you review and approve.
Build from the confirmed brief
Use the approved client brief to create the working itinerary, rather than starting over in another document or AI chat.
Choose what the client sees
Pick the days, stops, photos, prices and bookings to include. Supplier costs, commission and internal notes never reach the client.
Review before clients see it
Assign advisors, request manager review, and publish an immutable proposal version only when it is ready.
Collect decisions without losing context
Share a client-safe proposal and keep feedback, revisions, approvals, and internal working notes in the right place.
Deliver and retain the relationship
Hand over a secure live itinerary, branded PDF, and calendar while preserving the record your agency needs for service, follow-up, and the next trip.
See it working
From the client's email to a proposal they approve.
Shown with a fictional agency, client and trip.
Agency workflow questions
Useful answers for how advisors work with clients.
Client intake
A practical client-intake workflow for travel advisors, including what to collect, what to avoid, and how Platix turns intake into structured agency work.
Read answerTrip Brief
How a travel agency can turn raw client requests into advisor-reviewed planning instructions before building an itinerary.
Read answerAI drafting
A controlled AI itinerary drafting workflow for agencies, including source briefs, review steps, partial results, and advisor responsibility.
Read answerPrivate trip workspace
Why agencies should separate the internal itinerary workspace from the client-facing proposal, with Platix as a structured example.
Read answerA deliberate boundary
Platix runs the workflow. Your agency owns the relationship.
Platix helps qualify the opportunity, shape and present the itinerary, and preserve the client record. It is not the booking agent, merchant, supplier, insurer, accounting ledger, or emergency travel service. Client-facing content stays separate from internal costs, references, and working notes.
Founding pilot
Bring one real revenue workflow.
We will set up your intake, proposal, review, and delivery workflow around one real client journey. You will see where Platix helps your agency convert, deliver, and retain—not in a generic demo, but in the work your team already does.
Apply for the 30-day pilotQuestions
What business outcomes is Platix built to improve?
Three: convert more qualified inquiries into paying planning clients, deliver high-quality trips with less advisor time, and retain the client relationship for repeat and referral business.
Does the AI replace advisor judgment?
No. Platix structures intake, identifies missing information, drafts working material, and helps move the workflow forward. Your agency decides what is suitable, what the client sees, and what is ready to deliver.
When does the 30-day pilot begin?
After the onboarding session, not when you submit the application. The pilot does not convert automatically into a paid subscription.
Is a credit card required?
No. The guided founding pilot does not require a credit card.
Does Platix book travel for clients?
No. Platix is an itinerary and proposal workspace. Your agency and booking systems remain authoritative for supplier reservations, payments, and emergency support.
Can I upload client information?
The pilot supports bounded itinerary and intake information. Do not upload payment-card data, passports, government IDs, authentication secrets, or unredacted highly sensitive medical information.