Where to open it
From the top navigation: Click the chat bubble icon labeled "Ask Tern" at the top of any page. It opens as a slide-out drawer and works from anywhere in Tern.
From your dashboard: Use the "Ask Tern" panel on your home dashboard.
From a trip: Open the trip and go to the Itinerary tab. The AI Assist section of the sidebar opens AI Chat with the trip and itinerary attached:
Ask Tern about this trip, next to the AI Assist heading, opens AI Chat with the trip attached and nothing sent yet.
Import itinerary, Draft destination guide and Draft packing list open AI Chat and send a request for you, so AI Chat starts working right away.
1. Ask Tern about this trip opens AI Chat with the trip attached. 2. These shortcuts open AI Chat and start the request for you.
One chat, wherever you open it
Every entry point opens the same AI Chat drawer. The trip page shortcuts don't start a separate trip chat. They open AI Chat with that trip already attached, so you don't have to name it. AI Chat used to live in a trip's Notes panel. It has moved to its own hub in the top navigation.
If you open AI Chat from the top navigation instead, name the trip in your request. For example: "Add Jane to all activities in the Smith Hawaii trip." AI Chat always shows a confirmation card before it saves anything, so you can accept or reject each change.
Asking about a specific note
When you're editing an individual note, an "Ask AI" button opens AI Chat with that note attached as context. This is a shortcut into the same global AI Chat. The chat itself does not live inside Notes.
Who can use it
Available to all advisors.
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