Plexxa for travel businesses · Optional modules · Switch on per user

An AI workspace that speaks fluent travel.

Everything Plexxa does for any business — knowledge library, live database answers, email AI, customer widgets — plus operations modules built specifically for agencies, tour operators and travel teams. Turn on what you need. Skip what you don't.

14-day trial · No credit card · Modules activate per user
Things travel teams actually ask Plexxa
QWhich clients are travelling next month? QHow many active bookings do we have? QWhose passports expire before their departure date? QWhat are our top five outstanding invoices? QWhat does Riviera pay in commission on suites? QWho on the team has actually been to Marrakech? QWhich follow-ups are overdue this week? QDraft a packing list for a Kimberley cruise in June.
Travel operations modules

Eight modules. One assistant that knows them all.

Each module is optional and per-user. Whatever you switch on, the AI assistant can see — so “which VIPs have birthdays this month?” works the moment CRM is live.

Travel CRM

Every client, remembered properly.

Client and household records with the details that matter in travel — preferences, dietary and accessibility requirements, passports and travel documents, loyalty programmes, birthdays and anniversaries. A lead pipeline and follow-up reminders keep prospects moving.

  • Client & household records
  • Passport & document tracking with expiry alerts
  • Travel preferences, dietary & accessibility needs
  • Loyalty programmes
  • Communication history & notes
  • VIP & prospect management
  • Lead pipeline & follow-up reminders
  • Birthdays, anniversaries & occasions
Explore Travel CRM “Which VIPs have follow-ups overdue?”
Workspace/ Clients
HC
Helen & David Cho
— Anniversary Aug 12 · prefers rail over coach
VIP
MT
Marcus Tan
— Passport expires in 4 months
Doc expiring
LP
Laura Petrov
— Lead · Japan 2027, family of 5
Pipeline
RW
R. Whitfield
— Follow-up was due Tuesday
Overdue
Booking management

Inquiry to ticketing, without the spreadsheet sprawl.

A full booking workflow — inquiry, quote, deposit, confirmation, ticketing, completion — on a dashboard, list, calendar or Kanban pipeline. Every service line lives on the booking: flights, accommodation, transfers, tours, cruises, insurance. Costs, selling prices and commissions are tracked per supplier, and itineraries, quotes and invoices generate as PDFs.

  • Dashboard, list, calendar & Kanban views
  • Passenger profiles, passport & APIS details
  • All service lines: air, hotel, transfer, cruise, insurance
  • Supplier confirmations, costs & commissions
  • Deposits, payments & outstanding balances
  • Internal & client-facing notes
  • PDF itineraries, quotes & invoices
  • AI answers on departures, stats & overdue payments
Explore Booking management “Which bookings have payments overdue?”
Workspace/ Bookings — pipeline
Quote
Petrov — Japan
5 pax · $32,400
Singh — Fiji
2 pax · $8,150
Deposit
Cho — Kimberley
2 pax · $19,800
Confirmed
Tan — NZ loop
4 pax · $14,200
Whitfield — Bali
6 pax · $21,700
Ticketed
Okafor — Uluru
2 pax · $6,900
Supplier intelligence

Rate sheets that answer back.

Upload supplier documents and rate sheets, and the AI extracts rates — with confidence shown — into a searchable directory. Validity periods warn you before rates expire, commissions are tracked, and you can compare up to four suppliers side by side, rates and commissions included.

  • Supplier directory & profiles
  • AI rate extraction with confidence
  • Validity periods & expiry warnings
  • Commission tracking
  • Product & price search
  • Compare up to four suppliers
Explore Supplier intelligence “What does Riviera pay on suites vs. Meridian?”
Workspace/ Suppliers
Riviera Cruises · Suite
$4,120 /pp
Commission 16% · valid to 31 Mar
Meridian Lines · Suite
$3,890 /pp
Commission 12% · valid to 30 Jun
Assistant
Riviera nets you $659/pp against Meridian's $467/pp on comparable suites — Riviera's rate expires 31 March, so quote before then.
[1] Riviera rates 2026.pdf · p.14 [2] Meridian contract.pdf · p.3
Travel Knowledge Hub

Your team has been everywhere. Now it's searchable.

FAM trips, site inspections and personal travel — recorded once, useful forever. Store destinations, suppliers, highlights, recommendations and detailed notes, attach documents, and browse who on the team knows what. Then just ask the assistant.

  • FAM trip & travel experience records
  • Destinations, suppliers & highlights
  • Attach documents to experiences
  • Tags & organisation
  • Destination coverage browser
  • Team expertise at a glance
Explore Travel Knowledge Hub “Who's stayed at the Lord Howe lodge, and what did they think?”
Workspace/ Knowledge Hub
SR
Sarah R.
— Kimberley cruise FAM · “book the gorge flight early”
Jun 2026
JT
Jamie T.
— Marrakech riads inspection · 12 properties
Mar 2026
NK
Nadia K.
— Lord Howe Island lodge stay · full notes + photos
Jan 2026
Quick Replies

Client questions, answered while they're still on the phone.

Type the client's question, get a knowledge-grounded answer with sources and page references, and copy it straight into your reply. Save the good ones as templates — with automatic placeholders for client names, destinations, dates and booking references — share them with the team, and see which get used.

  • Grounded answers with sources & page refs
  • One-click copy
  • Reusable response templates
  • Auto & manual placeholders
  • Team sharing & usage tracking
Explore Quick Replies “What's the child policy on the Fiji resort week?”
Workspace/ Quick Replies
Answer — ready to copy
Hi {{client_first_name}} — kids under 12 stay and eat free at the resort on {{booking_dates}}, and the kids' club runs daily 9–5. Under-4s need a cot booked in advance.
[1] Fiji resort factsheet.pdf · p.6 [2] Family policy — supplier email
Saved as template “Family policy — Fiji”
Shared · used 23×
Training & certification

New consultants, up to speed in weeks not months.

Upload and organise training material, then generate quizzes straight from your knowledge content. Track supplier and industry certifications across the team, and get AI-generated pre-call preparation for any destination, supplier or client enquiry.

  • Training material library
  • Quizzes generated from your knowledge
  • Results & answer review
  • Supplier & industry certification tracking
  • Pre-call prep briefings
Explore Training & certification “Prep me for a call about the Tasmania food & wine drive.”
Workspace/ Training
Cruise product essentials
86%
Kimberley region quiz
In progress
Riviera certification
— renews annually
Due Oct
IATA refresher
— 3 of 5 team certified
Tracked
Itinerary content

Brochure-grade copy, in your brand voice.

Generate destination descriptions, hotel copy, day-by-day itineraries, packing lists and custom travel content — using saved brand-voice profiles, your templates and your uploaded documents as context. Everything lands in a reusable content library, with your preferred terminology and words-to-avoid respected.

  • Destination, hotel & day-itinerary copy
  • Packing lists & custom content
  • Saved brand-voice profiles
  • Templates & documents as context
  • Reusable content library
  • Preferred terminology & banned words
Explore Itinerary content “Write a 3-day Uluru itinerary for the Chen family quote.”
Workspace/ Content studio
Day 2 — Uluru & Kata Tjuta · voice: “Warm expert”
Rise before the desert does. This morning's base walk circles Uluru as the rock shifts from ochre to ember — your guide will point out the rock art most visitors stride straight past…
[1] Uluru product guide.pdf [2] Brand voice — Warm expert
Currency hedging

The currency you bought, tracked to the last euro.

Buy — or forward-hedge — foreign currency to pay overseas suppliers, then draw each parcel down against the exact bookings and service lines you paid. Purchased, allocated and remaining stay accurate to the cent, so you always know how much of every hedge is left to spend.

  • Record purchased currency & forward contracts
  • Cost auto-computed from amount & rate
  • Draw down against bookings & service lines
  • Per-currency purchased / allocated / remaining
  • Expiry & settlement dates with alerts
  • Remove an allocation to return the funds
  • A clear trail of where every unit went
“How much of the EUR hedge is left?” Explore Currency hedging
Workspace/ Currency hedges — EUR forward
Purchased
€50,000
Allocated
€31,200
Remaining
€18,800
Petrov — Japan
— Rail passes, JR East
€12,400
Cho — Kimberley
— Lodge deposit
€9,800
Tan — NZ loop
— Coach & ferry package
€9,000
Included with every workspace

All of this sits on the full Plexxa platform.

The travel modules aren't a separate product — they plug into the same assistant, knowledge library and controls every Plexxa workspace gets.

Ready when you are

Run your travel business on answers.

14 days, no card, full feature set — travel modules included. Switch on what fits, and see what your team asks first.