> ## Documentation Index > Fetch the complete documentation index at: https://docs.callecho.ai/llms.txt > Use this file to discover all available pages before exploring further. # Echo for travel advisors > How travel advisors use Echo for client consultations: notes from every call, preferences remembered for next time, and proposals drafted from what the client said. The Travel advisor path is for advisors who plan trips with clients over calls and meetings. Echo can capture consultations, keep client preferences available for later, and draft itinerary or proposal documents from the details you provide. Your first useful task is [draft and review a trip proposal](https://docs.callecho.ai/tracks/travel/plan-trips.md). You need Echo ready and consultation details. A recorded consultation, calendar history, and a custom Meeting Type are optional. ![A new Echo Agent conversation for the Travel advisor work type, with the Plan an itinerary, Compare options and Draft a trip proposal starters.](https://mintcdn.com/callecho/3msX5gJvFFZ4hlDx/images/tracks/travel/new-conversation-travel-v1.png?fit=max\&auto=format\&n=3msX5gJvFFZ4hlDx\&q=85\&s=4e37e5ffa6c752f657601f3e5612f7da) ## What the track changes * Echo Agent suggests **Plan an itinerary**, **Compare options** and **Draft a trip proposal**. * Echo Agent knows you work as a travel advisor, so it frames answers for planning trips for clients. * Current default Meeting Types include **General meeting**, **Trip consultation** and **Itinerary review**. Your existing customized or used types stay available. See [Meeting Types](https://docs.callecho.ai/customize/meeting-types.md). Everything else is standard Echo. Echo does not connect to booking systems or supplier inventory. ## Elena Novak's Japan trip This example follows Sam Carter planning a Japan trip for Elena Novak and her family. Sam and Elena are invented. **1. Consultation** Sam can record a consultation with Echo or start from written client details. For a recorded consultation, Sam tells Elena that Echo is taking notes with an AI assistant, then starts capture. See [Your first meeting](https://docs.callecho.ai/get-started/first-meeting.md). **2. Trip brief and preferences** AI Notes can become a trip brief with travelers, dates, budget, interests, open questions, and next steps. Elena's preferences can help later client work. See [Review AI Notes](https://docs.callecho.ai/meetings/ai-notes.md) and [Contacts](https://docs.callecho.ai/memory/contacts.md). **3. Proposal draft** Sam asks Echo Agent to draft a proposal from the supplied details. Echo returns a document for Sam to review, check, and download. See [Plan trips with Echo Agent](https://docs.callecho.ai/tracks/travel/plan-trips.md). **4. Follow-up** Sam checks prices, schedules, and availability with suppliers before sending anything to Elena. Echo drafts. The advisor checks, books, and sends. ## Features by stage | Stage | Feature | What it helps with | | - | - | - | | Before | [Sources](https://docs.callecho.ai/agent/overview.md) | Controls whether Echo Agent can use meetings and saved files when it drafts | | Consultation | [Start a Meeting](https://docs.callecho.ai/meetings/start-a-meeting.md) | Captures the client conversation when you want a transcript and AI Notes | | Consultation | [Meeting Types](https://docs.callecho.ai/customize/meeting-types.md) | Lets you create an optional trip-note structure for repeated consultations | | After | [AI Notes](https://docs.callecho.ai/meetings/ai-notes.md) | Gives you a trip brief to review against the transcript | | Between | [Echo Agent](https://docs.callecho.ai/agent/overview.md) | Drafts itineraries, comparisons, proposal documents, and follow-up emails | ## Optional setup for consultations ### Make a Trip consultation Meeting Type Echo doesn't include a travel Meeting Type. Creating one takes a couple of minutes: 1. Open **Settings › Meeting types** and select **New**. 2. Name it "Trip consultation" and pick **Remote** or **In-person** as the default. 3. Switch on **Checklist** and add your **Rubric items**, for example: ```text theme={null} Travelers and ages Dates and flexibility Destinations and must-sees Budget Pace and interests Accommodation style Flights and departure city Passports, visas and insurance Dietary needs and accessibility Next steps ``` 4. Under **How Echo writes the wrap**, describe your trip brief. For example: "Write the notes as a trip brief with sections for Travelers, Dates, Destinations, Budget, Preferences, Must-dos, Open questions and Next steps. Use the client's own words for preferences." 5. Select **Save meeting type**. ### Add your standard answers Clients ask the same questions: cancellation terms, your planning fee, travel insurance. Switch on **FAQ Answers** for the Meeting Type and add your approved answers with **Import Q/A document**, and Echo shows the right answer word for word when the question comes up. See [Meeting Types](https://docs.callecho.ai/customize/meeting-types.md). ## A consultation, start to finish Use [Plan trips with Echo Agent](https://docs.callecho.ai/tracks/travel/plan-trips.md) first if you only need a proposal draft. Come back to the Trip consultation Meeting Type when you want repeated consultation notes to follow your structure. ## In person For consultations in your office or over coffee, use the phone app's **Take notes**, or choose **In person** in desktop setup. See [Echo on your phone](https://docs.callecho.ai/mobile/echo-on-your-phone.md). ## Echo Agent prompts to copy Use these inside **Echo Agent**. External AI apps use MCP through [Use Echo in other AI apps](https://docs.callecho.ai/anywhere/ai-apps.md). ```text theme={null} Draft a trip proposal for Elena Novak and family. Ten days in Japan in April. Tokyo, Hakone, and Kyoto. Two adults and two children, ages 8 and 11. Mid-range budget. One ryokan night, food experiences, trains instead of domestic flights, quieter neighborhoods, and no early starts. Word document. ``` ```text theme={null} Compare these travel options for the Novaks: the three Hakone ryokans in the attached PDFs. Make a table with room type, family suitability, distance from the station, what's included, and the main trade-off. ``` ```text theme={null} Draft a follow-up email to Elena with the decisions from today and what I still need from her. ``` > [card] [Use Echo in other AI apps](https://docs.callecho.ai/anywhere/ai-apps.md) > > Connect an external AI agent through MCP when you want that agent to read approved Echo Meetings. > [card] [Plan trips with Echo Agent](https://docs.callecho.ai/tracks/travel/plan-trips.md) > > Draft proposals, compare options, and download client-ready files for review. > [!NOTE] > > Tell clients you're taking notes with an AI assistant. Echo doesn't notify them for you. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.