Documentation
Everything you need to know about using Autoura. From getting started to advanced workflows, find step-by-step guides for every feature.
Getting Started
Home
Communicate
Communication
Conversations, the WhatsApp inbox with AI translation, the Gmail inbox, email signatures, and parsing a request into the Quote Builder.
Concierge Leads
Triage planning briefs from the AI Concierge and turn them into itineraries.
AI Copilot
Review and send AI-drafted replies, manage the knowledge base, and track copilot analytics.
Content Library
Reusable destination content, AI prompts, and house writing rules for generated itineraries.
Message Templates
Create and send pre-designed messages via WhatsApp, email, and SMS with placeholder auto-fill.
Sell
Itinerary Creation
Build and price trips in the Quote Builder: paste a request, upload a file, or load an itinerary, and the AI lays out the days.
Itineraries
Build day-by-day trip plans with drag-and-drop reordering, shareable client links, and PDF export.
B2C Pricing
How the Quote Builder prices a trip from your rates and markup, and the B2C quotes it makes.
B2B Pricing
The B2B Calculator: price a tour programme for partners, with a rate sheet for 1–10 travellers, tour leader and single supplement.
B2B Quotes
Partner rate sheets: save, send by email or WhatsApp, export as PDF, and convert to bookings.
Converting Itineraries to B2B
Turn standard itineraries into B2B quotes, templates, and partner rate sheets.
Bookings
Bookings from accepted quotes or confirmed itineraries: travellers, payments, suppliers, extras and the traveller portal.
Extras & Upgrades
Add-ons and upgrades on top of a trip — at a set price or cost plus margin, on B2B quotes and bookings, and requested from the traveller portal.
Operate
Tasks, Departures & Capacity
The task board and operations tasks from a trip, scheduled group departures, and the capacity calendar the WhatsApp AI reads.
Follow-ups & Reminders
Follow-ups scheduled on a client, and the weekly payment reminder emails for unpaid invoices.
Resources & Documents
Assign guides, drivers, vehicles and hotels to a trip, and generate and send vouchers and service orders.
Tours
Tour Manager
Your tour catalogue: create, duplicate or import tours, edit their days, add variations by tier, and browse them in Tour Inventory.
Importing Tours
The two-sheet procedure — the tour and its day-by-day itinerary — in order, with the rules the import enforces: every meal and every day's sightseeing stated, nothing guessed.
Transport Packages
One price per vehicle for a cruise, a day tour or a multi-day road journey, from your own vehicle types; the group size picks the vehicle.
Suppliers & Rates
Suppliers
Your supplier directory: several roles per supplier, a SUP-#### code each, their hotels, ships and trains, contracts, and import / export that updates by code.
Tours & Rates
The fourteen rate pages and the Rates Hub: what each rate holds, its currency, EU and non-EU prices, and CSV import.
Bulk Import (CSV)
Sample, export, import — and how the supplier, property and rate sheets each match rows, treat blank cells and refuse what they cannot read.
People
Clients (CRM)
Your travellers: leads and customers, the New Client wizard, the profile with its trips, notes, follow-ups and communication log, and who may edit or delete.
Partners
The tour operators and agencies you sell to: a code, a currency and a default margin each, which the B2B Calculator and Quote Builder apply.
Team Members
Your staff directory — the guides, drivers and office staff trips, tasks and chats are assigned to. Not logins.
Finance
Invoices & Payments
Invoices and their statuses, payments, receipts, what clients owe and what you owe suppliers — and supplier bills read by AI, matched to expenses, approved and paid.
Expenses & Commissions
Trip and office expenses, approvals and CSV export; commissions generated from a trip or added by hand; and the yearly Reports.
Profit & Loss
What each trip earned (invoices net of tax, or the quote), cost and paid in commission — trip by trip and in your agency’s currency.
Settings
Team & Settings
Who can log in and as what, your own profile and email, the admin Settings page, Organization, Billing, Attraction Names, Day Blocks, Destinations, Copilot and WhatsApp.
Your Vocabulary
The 40 lists behind your dropdowns — tiers, supplier types, vehicles and more: rename, add, hide, reorder, delete or reset them.
Seasonal Premiums
Your peak dates as a premium on the selling price after margin, matched by departure date; applied in the B2B Calculator and every B2C quote.
Team Activity
Optional, transparent activity summaries: last seen, focused time, and work counts per member.
Integrations
WhatsApp (on Autoura’s account) and your own Gmail for the inbox, both live today. Accounting sync (Xero, QuickBooks) is planned.