The Profiler Module
Getting to know your customers inside out
The Profiler Module is your AI-powered engine for understanding what your clients truly want, before they even ask. Connect your systems, track every interaction, and build rich, evolving traveler profiles that power hyper-personalized itineraries, recommendations, and marketing. Whether you're importing data or starting fresh with Personas, this is where intelligent travel personalization begins.
Trusted by travel industry innovators
The Solution
Every detail, perfectly captured
The Profiler Module is the intelligent foundation of The Trip Boutique AI. Built to seamlessly connect your systems, capture every client interaction, and convert fragmented data into rich, real-time traveler profiles.
Data Integration & Setup
Connect, centralize and control your data.
Whether your data lives in a back-office system, CRMs, inbox, or spreadsheets, the Profiler module brings it all together. Easily integrate your existing tools and workflows to start building smarter client profiles from day one.
Connect your back-office systems or CRMs
Import client date from existing platforms or files
Set up your ideal profile tracking framework
Data Collection
Capture every client touchpoint
The AI-powered Profiling Assistant listens and learns from every interaction transforming meetings, notes, forms, and messages into structured, searchable client insights.
Voice notes from in-person meetings
Written notes and uploaded files
Transcripts from online meeting platforms
From submissions from onboarding, feedback or inquiries
Form Creation & Custom Intake
Build smarter forms, capture better context
Design custom onboarding forms, new inquiry questionnaires, and feedback touch points to collect exactly the data you need. No more generic intake, just intentional, contextualized client info.
Drag and drop form builder
Intake templets tailored to travel businesses
Syncs instantly with client profiles
AI-Driven Insights Builder
Your AI Advisor, always learning
As interactions happen, the Profiler continuously refines what it knows, building a dynamic client profile enriched with preferences, behaviors, and evolving needs. It identifies and organizes data into key travel segments:
Destination interest
Travel habits and behaviors
Preferred hotels, flights, food and activities
Custom tags based on your business logic
Cross-Module Personalization
Power every module with personalization
Once captured, client data becomes fuel for every part of your business. The Profiler module syncs instantly with all other The Trip Boutique AI modules, unlocking seamless personalization at scale.
Personalized itinerary creation
Tailored travel recommendations
Customized marketing and emails
Smart Start with Personas
No Data? No problem. Start with personas
Even if you're starting with minimal client data, the Profiler lets you work smarter from the beginning. Use ready-made Personas to segment your clients and let our AI enrich profiles automatically over time.
Segment new clients by traveler type
Gradual enrichment via behavior and interaction tracking
Future-ready personalization without the wait
.avif)
.webp)
Give your travel business an AI Brain
Supercharge human insights with AI precision to revolutionize travel sales in just one call. No pressure, only efficient solutions.
Key Benefits of Profiler
Let AI handle the heavy lifting while you focus on delivery Wow
The Profiler Module streamlines how you capture, qualify, and convert client information, so you can spend less time managing data and more time crafting unforgettable travel experiences.
Save hours
From syncing client data to updating preferences in real time, the Profiler replaces hours of manual work with seamless automation, so you can focus on high-value client relationships.
Qualify anyone instantly
With integrated forms, voice inputs, and past data, every lead is instantly enriched. Know exactly who you're speaking to and what they want, before the second conversation even starts.
Ask the right things
Design onboarding and inquiry forms that go beyond basics. Ask meaningful questions tailored to your niche, and collect exactly the data you need to personalize with precision.
Communicate sharply
From emails to itineraries, use real client insights to personalize communication at scale. Never sound generic again, your messaging adapts to each client’s preferences and priorities.
Capture anything
From spoken words to uploaded files, from email threads, to online meeting transcripts, the Profiler captures it all and turns it into usable, actionable profile data.
Always know why
Understand not just what your clients want, but why they want it. With behavioral data, historical patterns, and interaction history, you’ll always have the full picture before recommending anything.
FAQs
Got questions? We’ve got the answer to the most common ones!
Does the CRM support detailed client profiling, including preferences, trip history, and loyalty programs?
Yes, the Profiler module acts as a CRM, capturing detailed client profiles including preferences, trip history, communication history, and loyalty program information. Advisors can use this data to offer personalized travel recommendations.
Can the CRM handle client onboarding processes and automatically update profiles based on interactions?
Yes, the system allows for customizable onboarding processes, either through an advisor-led form or via external links sent to the client. Once completed, the client’s profile is automatically updated with the relevant data.
How flexible is the profiling system in terms of adding new fields or categories?
The Profiler module is highly flexible and can be customized with additional fields or categories based on the agency’s needs. This allows for capturing unique client data points that are important for providing personalized services.
Still have questions?
Let’s discuss your specific challenges and show you how our solution fits.
Do you prefer email communication?