Create client-ready itineraries in minutes with Itinerary Copilot

If you've ever spent hours copying and pasting trip details, wrestling with formatting, or second-guessing your proposal before hitting send, this one's for you.

Our recent Itinerary Copilot Workshop was designed to show travel advisors exactly how to use TravelJoy's built-in AI tool to build polished, client-ready itineraries and smart proposals in a fraction of the time. Here's everything we covered.

What is the best itinerary builder for travel agents?

Travel advisors need more than a blank template. The best itinerary builder for travel agents is one that understands the context of a trip, can pull in details from multiple sources, formats everything cleanly for the client, and lets you make changes easily without starting over from scratch.

That's exactly what TravelJoy's Copilot does. It lives directly inside your itinerary and smart proposal builder, so there's no switching between tools, no copying into a separate document, and no reformatting for the client view. You just tell it what you need, and it builds.

For travel advisors who are regularly creating complex, multi-day proposals for destinations around the world, having an itinerary builder that does the heavy lifting on formatting and structure is the difference between spending an hour on a proposal and spending just a few minutes.

Starting with Magic Importer

We kicked off the workshop with a real-world example: a Caribbean cruise for a family of three. The advisor already had a supplier document with all the trip details, and instead of manually copying everything into TravelJoy, she used Magic Importer.

Magic Importer takes your supplier document, matches the ship name, dates, and destinations automatically, and pulls in the corresponding cruise details, complete with photos to choose from. In a few clicks, the core of the smart proposal was built.

From there, Copilot took over for the finishing work.

What Copilot can do inside your itinerary builder

Once the proposal was populated, we used Copilot to do several things that would have otherwise taken significant manual effort.

Adding a title, intro, and cover photo: Rather than wordsmithing a headline and digging through stock photos, the advisor asked Copilot to generate a title and intro that matched the tone of the trip and add a cover photo featuring the ocean and a cruise ship. Done in seconds, and the result looked intentional and polished.

Adding a new day to an existing itinerary: The client decided to arrive a day early in Fort Lauderdale. Instead of manually inserting a new section and reordering everything, the advisor asked Copilot to add a new day for Saturday, March 18th, directly above the cruise departure. Copilot handled the placement automatically.

Pulling in a library item: This was one of the most popular moments in the workshop. Because the advisor already had a rooftop bar she recommends to Fort Lauderdale clients saved as a Library item, she was able to type a single prompt asking Copilot to add that Library item to the new Saturday section. Copilot found it, dropped it in with all its existing details and photos, and didn't disturb anything else in the proposal.

Turning call notes into excursion options: After a quick client call, the advisor had rough notes about excursion preferences for a Bahamas port day. She pasted those notes into Copilot along with a prompt to create an options section under that date. Copilot turned the raw notes into three clean, client-friendly excursion options the client could choose between, which is one of the key advantages of using a Smart Proposal over a standard itinerary.

Generating a packing list: With a single prompt, Copilot created a packing list tailored to a cruise with a Caribbean stop and placed it at the top of the proposal. Small touch, big impact. Clients notice when something like that is included.

The client experience on smart proposals

Once the proposal was complete, we shared it with the client so workshop attendees could see exactly what she would see. She reviewed her options, made her selection for the Bahamas excursion, and clicked Approve Proposal.

The moment she approved it, the Smart Proposal automatically converted into a live, ongoing itinerary. No rebuilding. No extra steps. Going forward, any changes the advisor makes are reflected in real time for the client.

This is the full loop that TravelJoy's itinerary builder is designed to support: build once, share with the client, and continue updating in the same document through the entire trip lifecycle.

A note on Copilot access

Copilot is included on TravelJoy's Pro plan with 50 requests per month. Based on usage data, that's generally enough to support five to ten proposals per month for most advisors. There's a usage tracker visible in the top right corner of the Copilot sidebar so you always know where you stand.

If you find you need more, you can add additional monthly usage or upgrade to Premium under Settings > Membership.

Keep learning

If you attended the workshop, your recording is on its way by email and includes the full chat and questions tab so you can revisit any resources shared during the session.

If you want a step-by-step reference for anything covered here, bookmark the TravelJoy Copilot Help Center guide. It walks through the core features in detail and is a great place to start if you want to go deeper on any of the steps we covered.t

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