TripAxis Documentation

TripAxis is a complete operating system for travel agencies — combining CRM, AI-powered itinerary generation, ERP booking management, a live chat assistant, and workflow automation in one platform.

Quick Start

Get TripAxis running for your agency in four steps.

Logging In

TripAxis uses email + password authentication. Only pre-registered staff accounts can log in — self-signup is not open to the public.

Login URL

https://tripaxis.vercel.app/login

Session behaviour

Sessions are JWT-based and persist across browser restarts. Logging out clears the session cookie and redirects to the login page.

User Roles

TripAxis has three built-in roles. Access is assigned per user by an administrator in Settings.

KPI cards

Charts & panels

Revenue chart — bar chart of last 6 months' booking revenue. Lead funnel — visual pipeline showing count at each CRM stage. Recent Leads — last 5 leads with status badge. Upcoming Departures — bookings with travel date within the next 30 days, sorted by days remaining.

Pipeline stages

Adding a lead

Cross-module actions

From the lead detail slide-over panel you can:

Booking statuses

Creating a booking

Go to ERP → New Booking. Fill in:

Payment tracking

On the booking detail page, use Add Payment to record each installment. The system tracks:

Vendor management

Go to ERP → Vendors to maintain your vendor directory. Vendors (hotels, transport operators, airlines) can be selected when creating bookings for faster data entry.

Generating an itinerary

AI Suggestions panel

At the bottom of every itinerary, click AI Suggestions to expand a Gemini-powered panel with:

Linking to a lead

When generating from the CRM's Plan Trip button, the itinerary is automatically linked to the lead. You can also manually select a lead from the Link to Lead dropdown on the generation form.

How it works

A chat widget is embedded on your travel website. Visitors chat with your agency's AI assistant (powered by Gemini). The assistant answers travel queries, collects visitor details, and escalates to a human agent when needed.

Admin inbox

Session statuses

Automatic lead capture

When the AI collects a visitor's name AND phone number in conversation, a lead is automatically created in the CRM. The session shows a Lead Created indicator, and the lead appears in the pipeline under New status.

Embedding the widget

Go to Settings → ChatBot Widget and copy the embed code. Paste it before the </body> tag of your website. The widget is fully customisable (agency name, greeting, theme colour).

<!-- TripAxis Chat Widget -->
<script src="https://tripaxis.vercel.app/widget.js"
  data-agency="Sunrise Travels"
  data-color="#f0b429">
</script>

How automation rules work

Each rule has a Trigger (when something happens) and one or more Actions (what to do). Rules run automatically whenever the trigger condition is met.

Available triggers

Available actions

Lead → Booking End-to-End

The complete journey from first inquiry to confirmed booking:

AI Itinerary Generation

TripAxis uses Google Gemini 1.5 Flash to generate itineraries. Understanding how it works helps you get the best results.

What the AI generates

Tips for better results

Use the Special Requirements field for: vegetarian food, wheelchair access, anniversary surprises, early check-in. The AI incorporates these into the plan.

Chat Widget Integration

Embed the TripAxis widget on any website to capture leads and handle visitor queries 24/7.

Embedding on your site

<!-- Paste before </body> -->
<script>
  window.TripAxisConfig = {
    agencyId: 'YOUR_AGENCY_ID',
    agencyName: 'Sunrise Travels',
    themeColor: '#f0b429',
    greeting: 'Hi! Looking for your next adventure?'
  };
</script>
<script src="https://tripaxis.vercel.app/widget.js" async></script>

What the widget does

Demo Accounts

Use these credentials to explore the live demo at tripaxis.vercel.app:

Frequently Asked Questions

Can I customise the itinerary after AI generates it?

Yes. Hover any day card and click the pencil (✎) icon to edit activities, accommodation, meals, or transport for that specific day. Changes are saved immediately.

How long does AI itinerary generation take?

Typically 10–20 seconds. If it takes longer than 30 seconds, check your Gemini API key configuration in Settings.

Can multiple staff use the system simultaneously?

Yes. TripAxis is fully multi-user. Each team member has their own account and role. All data is shared in real-time across the team.

Is the data secure?

All data is stored in MongoDB Atlas (encrypted at rest). Sessions use JWT tokens over HTTPS. The admin panel is protected by authentication — the chat widget API endpoint is the only public-facing route.

Can I export bookings or leads to Excel?

PDF invoice export is available for itineraries. Full CSV export for bookings and leads is on the roadmap (Pro plan feature — contact us).

Does TripAxis work on mobile?

Yes. The admin panel is fully PWA-enabled and responsive. Install it on your phone via Add to Home Screen in Chrome/Safari for a native app experience. On mobile, use the hamburger menu (☰) to open the sidebar navigation.

What happens if the AI chat widget can't answer a question?

The bot escalates the session and marks it as Escalated in your inbox. Your staff will see a red badge and can take over the conversation by replying directly in the ChatBot inbox.

Support

TripAxis is built and maintained by Apie Tech. We're here to help.