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Echo Agent turns client details into a draft itinerary, option comparison, or proposal. It works from what you type, the files you attach, your enabled Sources, and public information on the web. It can hand you a Word, PDF, Excel, or PowerPoint file to edit. For document generation, keep every switch in Sources enabled. See Echo Agent for the Sources menu.

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Start from a suggestion

Open Echo Agent. With the Travel advisor track, a new conversation offers: Finish the sentence with the details and press Enter. These suggestion labels are from the latest version of Echo.

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Draft your first proposal

You can start from supplied details. A recorded consultation, calendar history, and custom Meeting Type are optional. Copy this fictional practice request, or replace it with your own client details:
Echo researches what it needs on the web and builds the document. Open Activity to follow along. When it’s done, you get a Download file link.
A proposal request using supplied details followed by an example returned file.Sample travel proposal returned for the fictional Novak details.
Download the file, read it against the details you gave Echo, and check every price, schedule, route, and availability before you use it with a client. Then refine it in the same conversation: “Swap day 6 and day 7”, “Add a rainy-day option in Kyoto”, “Make it a PDF”.

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Compare options

Attach supplier PDFs, rate sheets or quotes, or paste the options:
You get a table in the conversation, or an Excel file if you ask for one.

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Plan an itinerary

The plan combines what your client told you with public information, such as neighborhoods, opening patterns and travel times between places.

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What to check before you send

Echo researches the public web. It has no booking or supplier-system integration, so it can’t hold space or book anything, and prices it finds on the web may be out of date and aren’t quotes.
  • Confirm every price, schedule and availability with the supplier.
  • Check entry and visa rules with official sources.
  • Read the whole document before it goes to the client.
Echo drafts. You book and send.

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