case study · Off the Beaten Path

From trip brief to client proposal, in one workspace.

Help your planners find vendors, spot itinerary gaps and prepare client documents using the trip data you already have.

Meet Meera, the AI trip-design assistant MindBlaze built for Off the Beaten Path, connected to their Salesforce records.

Request a trip-design demo See the assistant in action

30-minute walkthrough · Built around your team’s questions

Your trip and your AI assistant, side by side.

Ask for an activity while you work on the itinerary. Here, the planner requests a sunset kayak tour in Dubrovnik, and the EMS assistant prepares the reservation for the planner to review and approve.

EMS with a Croatia itinerary and route map beside an active assistant conversation. The planner asks for a sunset kayak tour in Dubrovnik on 18 May. The assistant responds with a tour for four travelers and displays a reservation action awaiting approval.
A request, a response, and an action to approve. The assistant conversation and reservation details appear beside the trip. Product screenshots use sample data. Open any image to inspect the full screen.

For plannersFind gaps without opening each trip record.

For operationsWork from the same Salesforce trip data.

For clientsReceive a clear, branded journey proposal.

AI assistant inside EMS

Ask for an activity. Review the reservation.

Meera works inside Experience Management Studio (EMS). Give it a trip-planning task, and it prepares the reservation details for your approval.

The planner asks: Add a sunset kayak tour in Dubrovnik on 18 May. The EMS assistant proposes Adriatic Sea Kayak, from 5:30 to 8 PM, for all four travelers, and asks for approval to create it.
1. Give the assistant a task. A request for a sunset kayak tour becomes a proposed activity with a vendor, time and traveler count. Sample trip data shown.
The same EMS interaction shows a Create single reservation action for the Sunset Sea Kayak Tour in Dubrovnik on 18 May 2027, from 5:30 to 8 PM, for four travelers. Approve and continue and Reject buttons await the planner’s decision.
2. Review the action before it runs. Check the reservation details, then approve or reject. This demo shows the assistant waiting for approval to create the trip record.

See how this could fit the way your team plans trips.

Request a trip-design demo

from plan to proposal

Give clients a journey they can picture.

Turn the trip into a branded web proposal with a day-by-day itinerary, pricing, inclusions and an acceptance button.

Review the draft, then publish it to a private, expiring link. Clients can view it on a phone, tablet or desktop, or you can export a PDF.

When the plan changes, update and republish the proposal so the shared version reflects the changes you’ve approved.

A sample Captivating Croatia proposal with a Dubrovnik cover photo, journey navigation, Save as PDF and Accept proposal controls.
The client’s view. A complete proposal cover with journey navigation, PDF export and acceptance. Sample trip and traveler details shown.

Use the same trip to prepare the story and the paperwork.

Draft descriptions for each leg of the journey and generate working documents from trip records. Your team reviews the wording and details before sharing.

Three connected narrative cards for Zagreb and Plitvice, Split and the islands, and Dubrovnik, each with dates and a Show narrative button.
Keep the story with the trip. Open each segment’s narrative from one visual outline. Demo data shown.
The Travel Guidebook screen shows the sample trip dates, a Generate DOCX button, Word preview and a data preview section.
Prepare the guidebook. Review the trip details, generate the Word document and preview it. Demo data shown.

Built around your team’s way of working.

This is a custom MindBlaze implementation for Off the Beaten Path. Your version would use your inventory, planning rules and client documents.

The demo is a chance to see the workflow and discuss which part would be useful for your team.

  1. Choose one planning workflow

    Start with the part of trip design that takes the most manual work, such as finding lodging or preparing a proposal.

  2. Connect your data and approvals

    Bring together the relevant trip records, vendor inventory and document templates. Define what planners must review.

  3. Pilot with your planners

    Test on representative trips, review the output together and refine the workflow before expanding.

Do we need to use Salesforce?

This build uses Salesforce. If your team uses a different system, tell us which one when you request a demo. We’ll discuss the data and integration work a similar workspace would need.

Does the AI make bookings on its own?

The workflow shown here uses planner review before saving proposed additions to the trip. Any implementation needs clear approval rules for changes to reservations, prices and client-facing information.

What would a project cost?

Scope depends on your systems, data, workflows and documents. We use the first conversation to understand those needs before proposing a pilot and its cost.

see it with your team

See a trip take shape, from brief to proposal.

Request a 30-minute walkthrough with MindBlaze. Bring your planning questions; we’ll show you the workflow and discuss how it could fit your business.

  • Review a trip and find missing details.
  • Ask the EMS assistant to prepare a reservation and review its proposed action.
  • Walk through the client proposal.

Free walkthrough · No obligation

Request your demo

Leave your details. We’ll email you within one business day to arrange a time.

For example: finding vendors, checking itinerary gaps or preparing proposals.

We’ll use these details to respond to your demo request.