AI-assisted drafting can turn an advisor request or approved Trip Brief into a private agency trip draft. It accelerates the first pass; it does not replace advisor judgment, manager review, or supplier verification.
Prepare the request
Start with the strongest available client evidence. Link an approved Trip Brief when one exists, then use the trip request to clarify the desired route, duration, travel style, fixed bookings, pace, accessibility needs, and other material constraints.
Use Advisor-reviewed Trip Briefs when raw client intake needs to become structured planning instructions before AI drafting.
The best source brief has the essentials filled in first: destinations, dates or duration, traveler count, pace, and budget. Optional details such as trip purpose, hotel style, budget inclusions, must-haves, avoidances, dietary needs, mobility needs, decision priorities, and arrival or departure constraints make the draft more useful, but they should not be treated as required when the client does not know them yet.
Do not paste payment-card data, passports, government IDs, authentication secrets, or unredacted highly sensitive medical information into the request. Keep the prompt focused on itinerary planning.
If no approved Trip Brief is ready, Platix can create an unlinked agency trip when policy and feature access allow it. The advisor is responsible for confirming that the request contains enough information and that the resulting work is connected to the correct client later.
Create the draft
Open the agency trip workflow, enter a trip title and request, choose the assigned advisor, and optionally select the approved Trip Brief. Then choose Draft with AI.
The request and approved Trip Brief are supplied to the planning workflow. The created trip stays private inside the agency organization and retains available client and approved-brief lineage.
Depending on the quality of the input and available provider data, the result may be:
- a complete first draft with planned days and verified places;
- a useful partial trip with disclosed items that need review;
- an editable route and day shell when detailed planning could not be completed safely.
The workflow should return tangible work whenever the core destination and duration are trustworthy. A partial result is not a silent success: review its planning notes and unresolved details before continuing.
Review the AI draft
Treat every generated field as draft content requiring advisor review. Check:
- destination identity, dates, duration, and overnight allocation;
- flight, rail, ferry, and transfer boundaries;
- whether each day follows the approved Trip Brief;
- place identity, opening hours, travel time, and geographic order;
- meal timing and the balance between activities and transit;
- family, mobility, accessibility, and pace requirements;
- warnings, assumptions, fallback days, and unverified details;
- whether private brief details were kept out of client-facing prose.
AI can produce plausible but incorrect facts. Confirm critical details with authoritative supplier, government, venue, or booking sources.
Revise before review
Use the normal trip editor and supported agent workflows to correct the draft. Keep the original client requirement authoritative when a generated suggestion conflicts with it.
If the trip contains a partial day or placeholder, improve that part instead of discarding useful verified work. If the route or duration itself is wrong, return to the client evidence and correct the brief before rebuilding large portions of the itinerary.
After changes, submit the current revision for manager review when agency policy requires it. Later edits can make an earlier approval stale.
Understand feature and usage limits
AI drafting is available only when enabled for the workspace and permitted by the current entitlement. Usage allowances can vary by plan or pilot configuration.
When an allowance or provider limit prevents drafting, keep the reviewed brief and continue manually rather than repeatedly submitting the same request. Use workspace analytics to monitor AI usage before a busy delivery period.
Client delivery remains separate
Creating an AI draft does not publish it, send it to the client, or create a client-safe proposal. The advisor must review the trip and explicitly select the content that enters a proposal.
This boundary keeps internal notes, uncertain suggestions, supplier references, private costs, and unfinished work out of the traveler experience.