Meet Ace · Early access
An ace up your sleeve.
Ace is the agent inside Tripdocks. It reads every enquiry, drafts the quote and spots what slipped through. Then it waits for your yes.
Ace is in early access. The CRM it runs on is live today.
Reading 3 overnight enquiries07:02
[01] Ace noticed/ What slipped through
Ace keeps an eye on your work. And tells you what you missed.
Coming next
While your team sells, Ace reads across leads, trips, chats and your inbox, and flags anything that doesn't add up. It never fixes anything on its own.
Ace noticed5 today · 2 need you now
High
Allergy missing from the quotePriya Nair mentioned a nut allergy on WhatsApp. Quote QT-0522 has no meal note.WhatsApp chat · QT-0522
Draft a fixDismiss
High
Hotel not confirmed, check-in in 5 daysThe Shinjuku hotel for Hannah Becker is still pending with the supplier.Trip #48210 · Bookings
Draft a fixDismiss
Check
Passport expires too soonOmar Haddad’s passport expires four months after travel. Many countries ask for six.Trip #48377 · Documents
Draft a fixDismiss
Check
Quote dates don’t match the enquiryQT-0531 says 12–16 June. Mateo García asked for 14–18 June.QT-0531 · Enquiry
Draft a fixDismiss
FYI
Flight time changed in your inboxAn airline email moved Lucas Weber’s return flight by three hours. The itinerary still shows the old time.Gmail · Trip #48402
Draft a fixDismiss
What Ace watchesYou choose. Switch any of these off.
[02] What Ace takes on/ Sell · operate · money
Ace takes the first pass. Across the whole trip.
Early accessComing next
Every job ends the same way: a draft for someone on your team to approve. Each one is tagged with where it stands today.
Sell4 jobs
Summarise enquiriesEarly access
Reads every new enquiry and writes a two-line summary on the lead. Your routing rules still decide who gets it.In Leads and pipeline Draft quotesEarly access
Priced from your own suppliers, rates and markup, laid out in your template.In Quotes and itineraries Draft itinerariesComing next
Day-by-day plans with transfers, timings and notes.In Quotes and itineraries Operate3 jobs
Chase suppliersComing next
Asks for missing confirmations before they turn into a problem.In Reservations and suppliers Pre-departure packsComing next
Vouchers, tickets and a checklist ready for every traveller.In Client Portal Changes on the dayComing next
Spots a flight change and drafts the new plan and the message.In Operations Money3 jobs
Match paymentsComing next
Pairs each incoming transfer with the right installment.In Accounting and payments Payment remindersComing next
Drafts a polite note when a deposit or balance is late.In Accounting and payments [03] Memory and skills/ Ace learns two ways
It remembers. And you can teach it.
Coming next
Memory is what Ace picks up from your edits and chats. Skills are the playbooks your team writes on purpose. Both stay in your workspace.
Memory · learned as you workFrom your edits, approvals and chats
Stays
Families in Bali get a pool villa, with one night at a beach resort.Learned from 5 approved quotes
EditPricing
Europe packages carry a 12% markup. Dubai carries 8%.Learned from your edits
EditClient
Emma Clarke is vegetarian and avoids flights before 9 am.From a WhatsApp chat, 14 Oct
EditSee every memory, change it, or tell Ace to forget it.
Waiting for admin reviewTagged in chat
Groups of 10 or more pay a 30% deposit.Picked up from Sam R.’s chat with Ace. Once an admin approves it, Ace uses it as agency knowledge.ApproveEditReject
Skills · taught on purposeWrite a playbook once. Ace follows it.
Schengen visa checklistTeam skill
When to use itAny trip that includes a Schengen country
What Ace should do
- Add the visa checklist to the itinerary.
- Flag passports valid for less than three months after return.
- Remind the client to book a visa appointment six weeks ahead.
schengen-documents.pdfTest on a leadSave skill
Every draft shows its sources:Used skill · Schengen visa checklist
LibraryHoneymoon extrasGroup bookingsVisa checklistsOur cancellation policySki season rulesPreferred suppliers
Ready-made by TripdocksWritten by your team
[04] Routines/ On a schedule, or on a trigger
Set it once. Ace runs it on time.
Coming next
Pick when it runs, what Ace does and where the result goes. Anything meant for a client still waits for your yes.
New routine · Morning briefRT-07
1
WhenEvery weekday at 8:00 am
2
Ace doesSummarises overnight leads and flags anything urgent
3
Send it to
My WhatsAppEmailSlackIn Tripdocks
My WhatsAppEmailSlackIn TripdocksAsk me before anything reaches a client
Run once nowSave routine
Your routines4 active
Morning briefWeekdays, 8:00 am · WhatsApp
Tomorrow 08:00Quotes about to expireFridays, 4:00 pm · Email
Fri 16:00Late depositsWhen a deposit is 2 days late · Draft for review
On triggerPre-departure pack48 hours before departure · Draft for review
On trigger[05] Ask from anywhere/ In Tripdocks · on WhatsApp
Coming next
Ask Ace anything. From Tripdocks or your own WhatsApp.
Message Ace like a colleague. Ask about a trip, forward a supplier PDF, or approve a draft with one word, even when you're away from your desk.
Which quotes expire this week?⌘ K
Three quotes expire by Sunday.
QT-0531Mateo García · LisbonThuOpen
QT-0518Sara Khan · ThailandFriOpen
QT-0522Priya Nair · MaldivesSunOpen
AceTripdocks · Bluewave Travel
What's still due on the Becker trip?
$2,400 second installment, due Friday. The Tokyo hotel is still waiting on the supplier.
PDFShinjuku-confirmation.pdf
That's the Tokyo confirmation. Mark the hotel confirmed on Trip #48210?
Yes
Done. Filed the PDF and logged it on the trip.
0:09
Message Ace
[06] Connections/ Your apps · your own AI
Ace works across your apps. Your AI can work in Tripdocks.
Connect the tools your agency already uses, one sign-in each, and decide how far Ace can go in every one. Read only, or read and draft.
GmailConnected by Maya K. · Ace files supplier emails on the right trip
Email and calendarGmail
Outlook
Google Calendar
Zoom
GmailOutlookGoogle CalendarZoomFiles and docs
Google Drive
Google Sheets
OneDrive
Dropbox
Notion
Airtable
Google DriveGoogle SheetsOneDriveDropboxNotionAirtableAccounts and payments
Zoho Books
QuickBooks
Xero
Razorpay
Stripe
Zoho BooksQuickBooksXeroRazorpayStripeTeam and support
Slack
Microsoft Teams
Freshdesk
HubSpotZoho CRM
SlackMicrosoft TeamsFreshdeskHubSpotZoho CRMMarketing
Instagram
Canva
Calendly
InstagramCanvaCalendlyMaps
Google Maps
Google MapsAnd more on request.Coming next
Bring your own AIEarly access
Connect Claude or ChatGPT to Tripdocks and ask about your pipeline in plain language.ClaudeChatGPT
Which leads came in from Meta ads this week?
Nine. Four are quoted, three are new and two have gone quiet.
- Sign in once. No keys to copy.
- It asks before changing anything important.
- Disconnect it any time.
[07] You stay in control/ Approval · access · record
Up your sleeve. Never behind your back.
Ace works like a careful new hire. It asks first, sees only what it should, and leaves a note on everything it touches.
Always asks firstThese never happen without a yes from your team.
Sending anything to a client
Logging or refunding a payment
Changing a booking
Deleting a lead or a trip
Same access as youAce sees what the person it works for can see. Your roles still decide who sees what.
RoleMarginsSupplier rates
OwnerSeesSees
Sales agentSeesHidden
OperationsHiddenSees
Ace, for a sales agentSeesHidden
Every step on the recordWhat Ace did, who approved it, and when.
08:02Ace drafted quote QT-0418. Approved by Maya K. at 08:15
08:04Ace flagged a missing allergy note. Opened by Sam R.
08:06Ace drafted a follow-up for Lucas Weber. Edited and sent by Maya K.
08:09Ace matched a $2,400 transfer. Waiting on Tom B.
How it's built. Ace works only on your workspace's own data, follows the same permissions as your team, and logs every step it takes.Read how Ace is built
[08] Early access/ Questions, answered
Get Ace early. Help shape what it learns next.
Early-access teams run Ace on their real enquiries and talk directly to the people building it.