For associations and membership organizations, the first question at registration is always the same: is this person a member? Until now, answering it meant asking registrants for a membership number they rarely remember, or checking lists by hand after the fact.

Not anymore. With the upgraded Microsoft Dynamics integration, Swapcard checks with your CRM while someone registers. Members are recognized, priced and welcomed correctly from the very first click.

What’s new

• Membership Lookup: as someone registers, Swapcard checks your Dynamics 365 records to confirm whether they’re a member and what kind. Member rates, partner tiers and special offers then apply automatically.
• Profile Pre-fill: Swapcard can also bring in details you already hold about the person, like their name, job title or company. Members skip the typing and land on a form that already knows them.

How it works

1. A registrant starts signing up for your event.
2. Swapcard checks with your CRM to see who they are.
3. The right experience follows: member pricing, the right ticket options, and a form with their details already filled in.

Your team decides how members are recognized and what information comes back. Your membership rules stay in your CRM, exactly where they already live.

Key behaviors

• Your rules, your way: whether a member is identified by email, membership number or company, and whatever your tiers look like, the logic is yours to define.
• Renew or join: show expiring members a renewal offer and everyone else a membership offer, automatically.
• Personal data stays protected: profile details are only shared once the registrant has confirmed their identity, either by being signed in or with a quick code sent to their email.
• No disruption: events already using our current Dynamics membership check keep working as they do today. You choose when to switch each event over.

Why organizers will love it

Members expect to be recognized. Now they are: the right price on the first try, a form that fills itself in, and no “contact us for the member rate” detour. Your team stops cross-checking registrations against the CRM, your data stays clean, and membership becomes a smooth part of registration instead of an obstacle to it.

💡 Pro tip: Use membership expiry dates to your advantage. A registration that doubles as a renewal reminder is one of the easiest ways to keep members on board.

Your VIP guest was also registered as an attendee, so they got the VIP concierge section and the whole attendee homepage stacked underneath. That's over. On pages created after 20 October 2026, the Page Builder decides what each person sees from their highest-priority group in your event's group hierarchy. It's the rule the rest of Swapcard already uses, and what you check when previewing a page as a group is now exactly what that group gets live.

How it works

For every section restricted to specific groups:

• Pages created after 20 October 2026: a person sees the section only if their highest-priority group is one of the section's allowed groups. Someone in both Attendees and VIP is simply a VIP.
• Pages created on or before 20 October 2026: nothing changes. A person sees the section if any of their groups is allowed, so pages already live keep their current behavior.

The rule applies to every page you build in the Page Builder, your event homepage included.

Example: you build a VIP homepage with a concierge section for VIP only, and agenda and expo sections for Attendees. A sponsor's CEO registered in both groups now gets the VIP page you designed, and only that.

Since the top group now wins, check the order of your event groups before you build new pages: it decides who sees what. 🧭

A suggested meeting only works if people believe in it. Until now, the AI explanations behind Hosted Buyer meetings and people recommendations could feel generic, so buyers had trouble seeing why a match made sense. Now every explanation points to concrete common ground taken from your own profile fields.

What’s new

Our matchmaking AI now highlight more of your event’s profile data when it explains a match:

• Interest and Knowledge custom fields: when two participants have similar values, the explanation names at least one of them.
• Tree custom fields: hierarchical fields like Industry > Sub-industry now count too. If two people share a category, the explanation says which one.

How it works

1. Participants fill in their profile. They add their interests, knowledge, and any tree custom fields you set up for the event.
2. The AI generates the match. This covers suggested meetings in your Hosted Buyer Program and people in the AI recommendations carousel.
3. The explanation shows the overlap. It compares both profiles and cites the shared values.

Key behaviors

• Most specific match wins: if both people pick the same sub-category (e.g. Energy > Solar), the explanation cites Solar. If they only share the parent category (Solar vs. Wind), it cites Energy.
• No overlap, no mention: a field is never cited when the two people share nothing in it, or when one of them left it empty.
• Each tree field counts on its own: if your event has several tree fields (Industry, Job function, Region…), each one is checked separately. Only the ones with a shared value show up.

Why organizers will love it

• More meetings accepted: when a buyer can see why a match makes sense, they’re more likely to say yes.
• Fewer “why am I meeting this person?” questions: the explanation answers that on its own, so your team gets fewer support requests.
• Your profile data does more: the fields you collect at registration now show up right where participants decide whether to meet.
• Better exhibitor ROI: clear, relevant matches lead to better conversations, and that’s what keeps exhibitors coming back.

💡 Pro tip: Explanations can only cite fields that are filled in. Make your Interest, Knowledge, and key tree fields required in the profile, or prompt hosted buyers to complete them before meetings are generated.

💡 Pro tip: Build tree fields with clear parent categories. Even when two people pick different sub-categories, a good parent category (Energy, Healthcare, Retail) still gives them a solid reason to meet.

Organizers now have more control and visibility over SwapAccess session scans directly in Studio.

Whether a scan needs to be added after the fact, moved to the correct session, or removed, you can now manage your session scan data directly in Studio.

You can now:

• Move individual or multiple scans between sessions.
• Add scans manually or via CSV import.
• Remove scans directly from Studio.
• View all scans for an attendee, including repeated scans 

These updates provide full visibility and control of SwapAccess session scan data directly in Studio.

The biggest bottleneck to Sherlock adoption was never the AI, it was the blank box. Attendees and exhibitors open the chat, don't know what to ask, and give up before they even start. Smart Predefined Questions closes that gap: the moment someone opens Sherlock, three suggested questions are already waiting, tailored to that exact person and event.

How it works

1. Sherlock's recommender engine pulls from five signals: the user's profile data, their past Sherlock interactions, the event's trend questions, the event timeline, and a set of hard-coded questions.
2. It ranks and narrows those down to the three most relevant questions for that specific attendee or exhibitor, and surfaces them the moment they open Sherlock.
3. Tap a suggestion, and it's sent straight to Sherlock as a message, kicking off a normal Sherlock reply, plan mode included, when the question calls for it.

Key behaviors

• Personalized when there's data: Returning users get questions ranked against their profile, their Sherlock history, trend questions, and the event timeline.
• Cold start, covered: New users with no profile data or interaction history still get three relevant questions, pulled from trend questions and a hard-coded set.
• No awkward gaps: Fewer than three good candidates? Sherlock shows whatever's available, no empty placeholders, no error states.
• Fallback built in: If the recommender comes up empty, or has an off moment, the hard-coded questions step in by default.
• No repeats: Once a question's been suggested and answered, or it's one Sherlock can't answer, it drops from that person's pool for the rest of the event.
• Always current: Close and reopen Sherlock, and the three questions recompute against the latest data available.

Why organizers will love it

Adoption for an AI agent lives or dies on that first message. Smart Predefined Questions turns Sherlock from "type something and hope" into a guided nudge, personalized per attendee, per exhibitor, per moment in the event. More people start a conversation, more of those conversations are relevant from message one, and matchmaking, session discovery, and exhibitor Q&A all get a running start instead of a cold open.

Sherlock has always been able to answer on the fly. But "find our best leads and send them meeting requests" isn't a one-shot question, it's a project. Sending Sherlock off to handle multi-step or ambiguous requests without a check-in point meant crossing your fingers and hoping the AI understood the assignment. Not anymore.

Two updates land together to fix that: Plan mode, so you see Sherlock's approach before it moves, and multiple-choice questions, so Sherlock can ask for missing context instead of assuming it.

Plan Mode: See the Steps Before Sherlock Takes Them

When an organizer asks Sherlock something that needs deeper reasoning, or that involves Sherlock actually doing something on your behalf, Sherlock now stops to lay out its plan first.

How it works

1. You ask Sherlock a complex request (multi-step, action-oriented, or open to interpretation).
2. Sherlock detects it needs a plan and replies with a numbered breakdown of what it intends to do, formatted as a normal chat message.
3. You react to the plan:
   • Agree, and Sherlock proceeds to execute it.
   • Discuss changes, and Sherlock updates the plan and re-displays it for your confirmation.
   • Disagree, and Sherlock stands down. No action taken.

Key behaviors

• Nothing happens without your sign-off. Sherlock only starts executing after explicit agreement, no silent actions on your event.
• Plans are editable, not just approve/reject. Talk to Sherlock like you would a teammate: tell it what to change and it revises the plan in place.
• Same message format you already know. Plans show up as a regular Sherlock message in the thread, no new UI to learn.

Multiple-Choice Questions: Answer in a Tap, Not a Paragraph

The second piece: when Sherlock doesn't have enough context to give a solid answer, it now asks, with suggested answers you tap instead of typing out.

Key behaviors

• Single-select moves fast. Tap one answer and the flow jumps straight to the next question, or submits everything back to Sherlock if it's the last one.
• Multi-select waits for you. Tap as many answers as apply, then hit Submit to advance. The button stays disabled until at least one is selected.
• "Something else" always has a place. Every question includes a free-text fallback for the answer that isn't on the list.
• Ignore it and Sherlock adapts. Send a new message instead of answering, and Sherlock drops the question flow and answers your original request as-is, no dead-end conversations.
• Works everywhere Sherlock does. Same experience on the event mobile app and the web app.

Once every question is answered, Sherlock goes back into thinking mode and returns one refined answer that accounts for every response, instead of a generic best guess.

Built to Work Together

Plan mode and multiple-choice questions are designed to pair up. Ask Sherlock to identify and reach out to your best leads, and it might propose a plan (review the list, draft messages, send requests) and then tap you for the missing piece, like which seniority levels to prioritize, before it drafts a single message.

Why Organizers Will Love It

Exhibitor ROI and lead retrieval workflows live and die on trust: if you can't see what an AI agent is about to do, you don't hand it real work. Plan mode turns Sherlock from a black box into a collaborator you can steer mid-task. And multiple-choice questions mean neither your organizers nor your attendees have to write an essay just to get matchmaking, session, or networking recommendations that actually fit.

💡 Pro tip: Use plan mode for anything Sherlock will act on (sending messages, updating records), and let the clarifying questions do the work on anything ambiguous. Together they cut down on the "that's not what I meant" follow-up messages.

Sherlock is only as useful as the number of people who know to ask it something. Now the email manager can do that job for you: two ready-made blocks nudge attendees, exhibitors, and speakers straight to Sherlock, on WhatsApp or in the app, with zero copywriting on your end.

What's new

Two pre-built blocks are now available in the email manager:

1. Sherlock on WhatsApp: drops a subject, body, and "Chat with Sherlock" CTA straight into any email.
2. Sherlock in-app: same idea, but the CTA ("Discover Sherlock") opens the event in the app with Sherlock already launched.

Both blocks come fully written. All you add is the link.

How it works

1. Open any email in the email manager and browse the block library.
2. Add either the Sherlock on WhatsApp or Sherlock in-app block (or both).
3. Drop in the required link: your WhatsApp conversation link for the WhatsApp block, or the event deep link for the in-app block.
4. Send. Clicking the CTA takes attendees directly to the WhatsApp chat or into the app with Sherlock open.

💡 Pro tip: Leave the link field empty and Swapcard won't let you save or send, an inline error flags it immediately so a broken CTA never reaches an inbox.

Key behaviors

• Pre-written, pre-translated copy: Subject, body, and CTA are ready to go, no drafting needed.
• One required field per block: Just the WhatsApp link or the deep link, nothing else to configure.
• Validation built in: Missing link = blocked send, with an inline error on the block itself.
• Smart defaults:If Sherlock (or Sherlock on WhatsApp) is enabled for your event, the block is automatically added to key campaigns:
  • "It's almost go-time! Are you ready?" (attendees)
  • "Qualified prospects are waiting to meet you!" (exhibitors)
  • "Want to see who's attending your session?" (speakers)

Why organizers will love it

Awareness is the bottleneck for any AI agent, and now it's solved before you even open the email builder. These blocks turn every campaign into a Sherlock touchpoint automatically, no extra effort, no extra emails to design. More attendees discover Sherlock, more conversations happen, and your AI Agent actually earns its keep.

Attendees live on WhatsApp. Now Sherlock can meet them there, without your organization's name disappearing behind Swapcard's. If you run branded apps, you can request a dedicated WhatsApp number, connect it through Meta, and put Sherlock to work answering attendee questions right where they already are.

How it works

1. Request a number. From WhatsApp sender settings, organization admins submit a request form with the phone number's country and legal entity. Customer Success reviews it and assigns a number once approved.
2. Connect via Meta. Click "Add WhatsApp account," then "Connect with Meta" to launch Meta's embedded signup. Enter your number, grab the verification code Swapcard displays, and drop it into the Meta popup to confirm.
3. Bind it to your app(s). Pick which branded application(s) this WhatsApp account should serve: attendees on that app will see Sherlock respond from your number.
4. Manage it anytime. Every linked application shows its phone number alongside Copy URL, Copy phone number, and Download QR code actions, plus an Edit option to change bindings on the fly.

Key behaviors

• One number, multiple apps: a single WhatsApp account can serve several branded applications at once.
• Built-in guardrails: no branded app yet? The request button greys out with a banner pointing you to create one first. Try to save with zero apps selected, and you'll get a clear validation message instead of a silent fail.
• QR codes on demand: download a ready-to-share QR code for each linked app, perfect for on-site signage or booth collateral.
• Clean teardown: deleting a WhatsApp account removes it and all its app bindings in one confirmed action.

Why organizers will love it

Branding isn't just a logo, it's every touchpoint attendees have with your event, WhatsApp included. This closes the gap between "attendees want to message us where they already are" and "our support has to live inside one app." Now it doesn't.

💡 Pro tip: Have the Meta Business account details and your legal entity info ready before you start the request, it's the single biggest thing that slows approval down.

No more bouncing between the chat and the full-page map. Sherlock now shows exhibitors, sessions, and venue facilities exactly where they are, and gets attendees there, without ever closing the conversation.

What's new

Ask Sherlock for a location, and it answers with an actual map, not just text:

• "Show me the event map" → Sherlock drops an embedded ExpoFP map preview right into the chat, level selector included.
• "Where's the AWS booth?" → the preview opens zoomed in and pinned on that exact spot.
• "Where are the Chinese exhibitors?" or "What's in Hall 5?" → the relevant hall or zone lights up, with the matching exhibitor list alongside it.
• "How do I get from Hall 3 to Hall 4?" → Sherlock asks where you're starting from, then draws the route straight to your destination.

Key behaviors

• Pinch, zoom, pan: the embedded map behaves like the real thing, without hijacking the conversation's scroll.
• Closest match first: ask about several exhibitors or sessions at once, and Sherlock pins the closest one to you first (or the first one found, if it doesn't know where you are).
• No dead ends: if a location or route doesn't exist on the map, Sherlock says so instead of showing a blank or broken screen.
• Smart reuse: once the map has loaded in a session, Sherlock reuses that instance instead of reinitializing it every time.
• Open map button: every map reply comes with a one-tap way out: on web it opens full-page alongside Sherlock; on mobile, Sherlock steps aside and the map goes full screen.

Why organizers will love it

Fewer "where is..." messages bouncing between attendees and your help desk, and a much smoother onsite experience overall. Attendees get answers without breaking their flow, exhibitors get found faster, and your floor plan finally works as hard as your AI assistant does.

💡 Pro tip: This release covers single-destination directions. Multi-stop itineraries (visit A, then B, then C) and full route optimization across a wishlist aren't in scope yet, but the groundwork's there for it.