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Workspace

Using the private Knowledge library

Use approved historical itinerary material as a private reference while creating new trips.

Steps

  1. Open Knowledge from the workspace sidebar.
  2. Upload approved PDF, DOCX, TXT, or CSV itinerary material that contains no personal or sensitive information.
  3. After indexing, add optional traveler-market tags to a source only when it applies to one specific market.
  4. Use matching excerpts as a reference while creating or editing a trip.
  5. Delete an upload when it is no longer useful; deleted uploads free an active-upload slot.

Notes

  • Knowledge is included with Agency and Custom workspaces.
  • A workspace can keep up to 50 active uploaded sources. Published workspace trips may also appear as private references.
  • References are not added to a proposal automatically. Review and edit every detail before publishing.