TripBrief AI interviews your clients with a warm, adaptive conversation — then hands you a decision-ready Advisor Brief with budget, dates, style, dealbreakers, and suggested starting points. No more 40-question forms. No more discovery-call ping-pong.
No credit card required. The demo is the real thing — chat with it like a client would.
5 min
to set up your branded link
5–10 min
for clients to finish the chat
0 calls
before the brief hits your inbox
These are real, unedited screenshots — the interview your client has, and the Advisor Brief you receive.


Every plan starts with a 14-day free trial.
Especially when your clients would rather do anything than get on a phone call.
TripBrief AI handles the discovery interview for you. Instead of a long call or a static form, your client has a warm, adaptive chat that asks about their occasion, budget, dates, travel style, and dealbreakers — then the AI organizes everything into a structured Advisor Brief. You start planning with complete information instead of spending your first hour collecting it.
That's exactly what TripBrief is built for. Most travelers today prefer texting over calls — your intake link opens in any browser and feels like messaging a friendly concierge. Clients answer at their own pace: on a lunch break, in the school pickup line, or at 11pm. No scheduling, no phone tag, no voicemail. You wake up to a complete brief without either of you picking up the phone.
No — and TripBrief is deliberately designed that way. The AI only does intake and summarizing. It never books travel, quotes prices, or confirms availability, and every brief reminds clients that their advisor is the expert. TripBrief does the interview so you can spend your time on what actually earns your fee: expertise, relationships, and great trips.
They tap your link and meet a friendly chat branded with your agency's name, logo, and colors. It asks one question at a time — never a form — and adapts as it goes: honeymooners get romance questions, families get kid-logistics questions. Most interviews take 5–10 minutes, and there's no app to download and no account to create.
A structured, decision-ready summary: who's traveling, the occasion and the "why" behind the trip, budget and flexibility, dates, destination ideas, travel style, accommodation preferences, interests, logistics, health and dietary notes, dealbreakers, and suggested action items. You can edit it, add notes, and export it as a PDF with your branding.
Forms get abandoned — they're long, impersonal, and can't follow up. A conversation adapts, asks natural follow-up questions, and digs into the emotional "why" behind a trip that a checkbox never captures. Clients finish a chat that feels like texting; they bail on question 23 of a form.
Yes. Each agency's data is fully isolated, conversations are used only to generate your brief, and client information is never sold or used to market to your clients. You own your client relationships — TripBrief just does the intake.
Minutes. Sign up free — 14-day trial, no credit card — add your branding, and you get a shareable intake link plus a website widget you can embed with one line of code. Send the link to your next inquiry and the brief lands in your inbox.
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