Help & Learning Centre
Intelligence & Knowledge
Capture lessons, review patterns, and build organizational memory from your trips.
Capture and Manage Knowledge Entries
Knowledge entries are manually written lessons, best practices, and insights you want to reuse across trips. Create, categorize, tag, and delete entries from the Knowledge Base page.
Complete a Trip Retrospective
The Trip Retrospective summarizes what happened, what went well, what was challenging, and what you learned. It draws on meetings, action items, notes, expenses, and execution data to build an outcome picture automatically.
Create or View a Trip Report
Generate a structured trip report from your trip data. View previous reports, and download any report as a Markdown file.
Knowledge Center Overview
The Knowledge Center aggregates patterns, lessons, and intelligence from all your trips into a single view. It shows location history, recurring issues, open follow-ups, and — when you belong to an organization — shared team knowledge.
Rate Your Trip
The Trip Review page lets you rate your travel experience, accommodation, and overall success on a five-star scale, and record lessons learned. Ratings feed into your Trip Intelligence history.
Trip Intelligence
Trip Intelligence shows your accumulated travel history — past destinations, hotels, and airlines — with average ratings from your completed trip reviews.
Understand Analytics
The Analytics page shows key metrics across all your trips — trips completed, meetings held, actions closed, follow-up rate, expenses by month, trips by workspace type, and action item status breakdown.
Use the AI Trip Summary
The AI Trip Summary generates a structured narrative from your trip data — covering the trip summary, executive briefing, key decisions, outstanding risks, recommended next actions, and client follow-up. Requires a PRO plan.