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
Sell
Itinerary Creation
AI-powered itinerary generation from WhatsApp conversations and the Pricing Grid.
Itineraries
Build day-by-day trip plans with drag-and-drop reordering, shareable client links, and PDF export.
B2C Pricing
Price itineraries interactively in the pricing grid with automatic rate lookup.
B2B Pricing
B2B price calculator with rate sheets, pax tables (1–40), and single supplement.
B2B Quotes
Save, manage, and export B2B quotes with PDF generation.
Converting Itineraries to B2B
Turn standard itineraries into B2B quotes, templates, and partner rate sheets.
Bookings
Convert quotes to bookings, manage passengers, and track payments and status.
Extras & Upgrades
Add-ons, upgrades and options offered on top of a trip — priced off-margin, per-row currency, and attached from the itinerary.
Operate
Tasks, Departures & Capacity
Kanban task boards, scheduled group departures, and the capacity calendar.
Follow-ups & Reminders
Client follow-ups from the CRM and automated invoice payment reminders.
Concierge Leads
Triage planning briefs from the AI Concierge and turn them into itineraries.
Resources & Documents
Manage operational resources and generate vouchers, contracts, and supplier documents.
Tours
Suppliers & Rates
Suppliers
Supplier directory with contact details and a portable SUP-#### code, CSV import/export, and property hierarchies for hotels, transport, guides and cruises.
Tours & Rates
Ready-made packages and rate management across every category, with per-rate CSV import and your own vocabulary on the labels.
Bulk Import (CSV)
The shared CSV pattern — download a sample, fill a row per record, import. How it upserts by code, what it never overwrites, and why an unknown supplier code is skipped.
Communicate
Communication
Conversations, WhatsApp inbox with AI translation, email inbox, and the AI parser.
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.
Finance
Settings
Team & Settings
Team management, user roles, organization branding, billing, and the preferences that reach across the app — Vocabulary, Extras and Seasonal Premiums.
Your Vocabulary
Relabel the product in your own words — the built-in terms, per tenant — without renaming anything under the hood.
Seasonal Premiums
Your high-demand dates as a premium on the whole price after margin — set the dated windows once and every quote in them lifts automatically.
Team Activity
Optional, transparent activity summaries: last seen, focused time, and work counts per member.
Integrations
WhatsApp Business API and Gmail OAuth, both live today. Accounting sync (Xero, QuickBooks) is on the roadmap for Q3 2026.