Meetings Agent
Overview
The Meetings Agent gives planners a dedicated, conversational experience that replaces the traditional static RFP form. Instead of asking planners to complete a long form, the agent naturally gathers event requirements, qualifies the opportunity, and collects the information your sales team needs from the start.
The result? Less time spent qualifying leads, fewer incomplete submissions, and more time focused on building relationships and winning business.
This agent is built for the DMO indistry.
The Meetings Agent helps DMOs:
Reduce the time spent qualifying meeting planner leads
Capture complete event requirements from the beginning
Eliminate unnecessary back-and-forth to gather missing information
Give sales teams richer, more consistent opportunities to pursue
Deliver a more modern, conversational experience for meeting planners
Highlighted Functionality
Open each tab to learn about the capabilities.
The agent picks up on any mention of a meeting, convention, conference, retreat, or group event
The agent collects key details like:
Event type
Estimated attendance
Preferred dates
Peak room nights
Hotel room requirements
The agent asks one at a time, skipped if already answered.
A low-pressure nudge is used to push toward connecting with a sales rep, with a built-in graceful wind-down if the planner isn't ready to commit just yet
The agent collects:
• Full name • Email address • Phone number (optional) • Preferred contact method (email, phone, or either)
A full lead package (contact info, summary, transcript) is sent to the sales rep, and a confirmation email to the planner.
Meeting planner confirmation email example:
Sales rep email example:
How to Install
Reach out to your Account Manager to learn about the install process.
Last updated
Was this helpful?