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.

Your event app was never the only place people look for answers: some guests never install it, some just want a quick check before they commit to downloading anything. Until now, Sherlock couldn't follow them there. That gap closes today: enable guest mode, grab an embed snippet from Studio, and Sherlock shows up wherever you already have a website.

What's New

• One toggle, one snippet: turn on Guest mode for Sherlock in Studio and an embed code section appears, giving you a copyable snippet scoped to your event.
• Guest-scoped answers: Sherlock only draws on content you've explicitly marked "available for guests" in Studio. Nothing else leaks through.
• White-label aware: "Powered by Swapcard" shows on standard events and disappears automatically if your event is white-labeled.
• Fresh start, every time: no conversation history carries over between visits, so every session starts clean.

How It Works

1. Open the AI Agent page in Studio with Sherlock enabled.
2. Turn on Guest mode: the embed code section unlocks.
3. Copy the snippet; it's already scoped to your event.
4. Paste it into your website.
5. Mark the content you want Sherlock to use as available for guests in Studio, so it has something to answer with.

Key Behaviors & Options

• Scoped content only: even with the widget live, Sherlock will only ever surface guest-accessible content; anything not marked for guests stays out of the conversation entirely.
• Feedback built in: the same suggestions, app-support answers, chat, and thumbs up / thumbs down controls guests get in the app carry over to the embedded widget.
• No content marked yet? No problem, sort of: the embed still generates and works technically, but Sherlock won't have anything to answer with until you flag content as guest-available.

Why Organizers Will Love It

Your website is real estate you already own and control, and now it can answer attendee questions before they've even considered the app. It's a lower-friction first touchpoint for prospects browsing pre-event, and a safety net for onsite guests who'd rather not install anything. Same AI agent, same guardrails on what it can share, just meeting people where they already are.

💡 Pro tip: Mark your guest-accessible content in Studio before you flip on Guest mode, an embedded Sherlock with nothing to say is a rough first impression.

💡 Pro tip: This is a great addition to a pre-event landing page, let prospects get quick answers about the event without the "download our app first" wall.

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.

Plans change on-site all the time: a room gets double-booked, a booth gets reshuffled, someone realizes the meeting really should happen near catering. Until now, fixing that meant canceling the whole meeting and starting over, which reset every participant's RSVP and forced everyone to re-confirm from scratch. Not anymore: organizers and attendees can now edit a meeting's location directly from the Event App, on web and mobile, without touching anyone's status.

How It Works

1. Open the details page of any pending or confirmed meeting.
2. Tap Edit location.
3. Pick a new spot from everything available for that time slot, locations and exhibitor booths included, filtered by your meeting rules and permissions.
4. If you're changing to a new location, you'll land on the description step with the existing text already carried over.
5. Save. The meeting page reloads instantly with the updated location.

Key Behaviors & Options

• Statuses stay untouched: confirmed stays confirmed, pending stays pending. Editing a location no longer resets anyone's acceptance.
• Smart filtering: only locations actually free for that time slot and covered by your active meeting rules show up in the picker: no dead ends, no double-booking someone else's slot.
• Automatic notifications: every participant gets a "meeting updated" alert with the old location struck through and the new one front and center, so nobody shows up in the wrong place.
• Built-in guardrails: Save stays greyed out until you actually pick a different location, and if the meeting gets canceled or slips into the past while the page is open, the Edit location button quietly disappears.

Why Organizers (and Attendees) Will Love It

Canceling and rebooking a meeting over a simple room change used to torch attendance confirmations and generate a steady trickle of "why do I have to accept this again?" tickets. Now a location change is just... a location change. Everyone's calendar reflects reality, nobody loses their RSVP, and support stops fielding tickets that were never really about scheduling in the first place.

💡 Pro tip: Review your meeting rules before the event starts. Locations only appear in the picker when they're covered by an active request rule, so tightening those up front means smoother edits once things get busy on-site.

💡 Pro tip: If a location edit shows an error, it means nothing's available for that time slot under the current rules, try a different slot or loosen the rule's location scope rather than canceling the meeting outright.

A meeting request means nothing if the person on the other end was never free to begin with. Until now, availability wasn't very visible, so requests landed on people who couldn't take them, and the frustration piled up on both sides. This update fixes that at the source: everyone sets their own availability, and the booking flow respects it.

What's New

Two things change on People and Exhibitor lists:

• Manage availability: a new button appears wherever time slots exist for an event, opening a simple flow to mark yourself available or blocked, day by day.
• Book a meeting: a dedicated "Need to meet?" section with a clear Book a meeting button, shown only to groups actually authorized to send requests.
• My Schedule/My Meetings: manage the availabilities directly from my schedule or my meetings with a quick new button "Manage your availabilities"

How It Works

1. Open the People list or Exhibitor list 
2. Tap Manage availability to open the availability sheet.
3. Each day lists your time slots: tap any slot to toggle it, or use the day checkbox to enable a whole day at once.
4. Slots already tied to a confirmed meeting show the other person's name and can't be toggled off.
5. Save: your availability is now visible to whoever books you.

Key Behaviors & Options

• Color-coded slots: green means open, grey means blocked or already booked (with the other person's name shown for context).
• Bulk day toggle: the checkbox next to a date enables every open slot for that day in one tap; a partial day shows a dash instead of a full check.
• Dismissible, not gone: on mobile, closing the availability/booking card with the ✕ hides it for the day, but it resurfaces every day through the event so it's never permanently missed.
• Request volume counter: once an event passes 50 total meeting requests sent, a running counter ("+50 meeting requests already sent," "+100," etc.) appears next to the Book a meeting button, updating every 50 requests.
• Scoped to who's eligible: the Book a meeting section only shows for attendees and exhibitors actually part of a group allowed to send requests.

Why Organizers Will Love It

Unavailable-participant requests were a quiet source of no-shows and support tickets, and for high-touch programs like hosted buyer tracks, they were becoming a real risk. By putting availability directly in the hands of attendees and exhibitors, every meeting request is sent against real, current availability. Fewer wasted requests, fewer awkward "sorry, I can't make it" replies, and networking numbers that actually reflect people showing up.

💡 Pro tip: Encourage attendees and exhibitors to set their availability before the event opens; the earlier it's filled in, the fewer meeting requests get blocked by an empty schedule on day one.

💡 Pro tip: The request counter is a nice social-proof nudge; if your event has strong meeting activity, it reinforces to attendees that the networking is real and worth engaging with.

An unassigned meeting is basically a meeting no one owns. For exhibitor teams juggling multiple requests during a live event, that gap between "meeting accepted" and "meeting actually covered" is where no-shows happen. That's exactly what this update fixes.

Exhibitor admins can now manage the full meeting lifecycle: assign a team member, accept or decline requests, and switch the assigned member at any point, without ever leaving the Swapcard event app.

How It Works

When a meeting request comes in for an exhibitor, the admin is prompted to assign it to the right person immediately:

1. Open the meeting details page in the event app
2. Tap Accept: an assignment panel opens automatically
3. Select a team member from the list (you're pre-selected by default and pinned to the top)
4. Members with a scheduling conflict are flagged as unavailable at this time
5. Tap Assign: the selected member receives a "new meeting" notification instantly
6. Changed your mind? Hit Maybe later to leave it unassigned for now

What Admins Can Do at Each Stage

Meeting management is now context-aware: the right actions surface depending on the meeting's current state:

• Pending meeting, unassigned: shows Accept and Decline buttons; accepting triggers the assignment flow
• Pending meeting, assigned: shows Accept and Decline, plus a Switch member option via the 3 dots menu
• Confirmed meeting, no one assigned: shows an Assign member button to fill the gap before the meeting happens
• Confirmed meeting, assigned to another member: shows a prominent Switch member button directly on the details page
• Confirmed meeting, assigned to me: Switch member is available from the 3 dots menu
• Past meeting, unassigned or assigned: Assign member / Switch member remains available for post-event record-keeping

Declining a meeting sends a notification to all relevant parties: everyone on a 1-to-1, or just the organizer on a multi-participant meeting.

Permission Logic

• Admin team members get the full assignment and switching experience
• Limited team members can only see meetings assigned to them, and can accept, decline, or reschedule, but cannot reassign to another member

Why Organizers Will Love It

Every unassigned meeting is a missed opportunity and a potential no-show. By making assignment a natural part of the accept flow, this update creates a direct link between an incoming request and a named, notified team member who owns it. The result: exhibitors show up prepared, attendees get the conversation they came for, and your meeting ROI numbers actually reflect reality.

💡 Pro tip: Remind exhibitor admins to assign a default team member as soon as meetings go live. Pre-assigning early avoids last-minute scrambles when the event floor gets busy.

Every meeting request is a potential deal. But when an exhibitor admin misses a notification or can't figure out what to do with it, that opportunity disappears before it even starts.

Exhibitor team admins can now act on meeting requests directly from the notification, without needing to dig into their schedule or inbox. Accept, assign to a team member, or decline all: in one tap.

What's New

Incoming unassigned meeting requests now trigger a notification showing the requester's name. From that notification, admins can:

• Accept: opens a modal (web) or bottom sheet (mobile) to assign the meeting to a team member
• Decline: instantly declines the request and sends a "meeting request declined" activity to the relevant participants
• Assign Later: closes the modal without assigning, and generates a follow-up activity with an "Assign" button to come back to it

How It Works

1. An unassigned meeting request comes in
2. The exhibitor admin receives a notification: "Meeting request with [attendee name]"
3. Tapping Accept opens the assignment interface
   • The admin is pre-selected and listed at the top by default
   • Team members with scheduling conflicts are flagged as unavailable
   • One or more representatives can be selected
4. Tap Assign to confirm
   • The assigned team member(s) receive a "new meeting" activity and push notification
   • The admin receives a confirmation activity showing the assigned name(s)
5. If they tap Maybe Later or close the modal, the meeting stays unassigned, and a follow-up activity with an Assign button keeps it surfaced

Key Behaviors

• Admin pre-assignment: by default, the admin is checked at the top of the list, so self-assigning takes a single tap
• Availability visibility: unavailable team members are clearly marked, preventing double-booking
• 1-to-1 vs. multi-person meetings: for 1-to-1 meetings, both the organizer and participant receive the declined activity; for multi-person meetings, only the organizer is notified
• Works on web and mobile: full parity across both surfaces

Why Organizers Will Love It

Meeting acceptance rates are one of the clearest signals of exhibitor satisfaction. When a request notification lacks context or requires navigating to a separate interface to act on it, requests go unanswered, and exhibitors feel the drop.

This redesign closes that gap. Exhibitors stay in control of their pipeline without ever leaving the notification. Fewer missed requests means fewer frustrated exhibitors, fewer support tickets, and stronger ROI conversations at the end of the event.

💡 Pro tip: Brief your exhibitor admins before the event opens: let them know that meeting requests now come as actionable notifications. A quick onboarding message in their briefing doc goes a long way toward faster acceptance rates on day one.

💡 Pro tip: Encourage exhibitor admins to review their team member list in advance and confirm availability settings are up to date. The assignment modal pulls from that data in real time: a clean roster means a smoother assignment flow.

Networking at events lives or dies by how easy it is to make the first move. If requesting a meeting takes too many taps, too much scrolling, or too much guesswork, attendees simply won't bother.

The meeting booking experience on attendee and exhibitor profiles has been fully redesigned. The Meet button is now the primary action on every profile: highlighted, prominent, and impossible to miss, if meetings are set up in the event. Time-slot selection has been moved out of the profile view entirely, keeping the page clean and focused on connection.

What's Changed

On Exhibitor Profiles

The exhibitor details page now leads with a clear action pair: a bold, highlighted Meet button alongside a Bookmark button. Time slots no longer clutter the header: visitors see the exhibitor story first, then take action.

Meet button highlighted: shown prominently when meetings are authorized for that exhibitor

• Bookmark: always available, sits cleanly alongside Meet
• Meet grayed out: when a meeting request has already been sent
• Meet hidden: once the attendee has reached their meeting request limit (5), only Bookmark remains

On Attendee/Person Profiles

The person's details page follows the same logic, with Meet taking priority over Connect.

Meet highlighted, Connect secondary: when meetings are authorized between the two participants

• Meet highlighted only: when already connected with that person
• Meet grayed out: after a meeting request has been sent (up to 5 times)
• Meet hidden: once the 5-request limit is reached
• Pending states: incoming meeting and connection requests surface directly on the profile with inline Accept/Decline buttons, replacing the old invitation and pending indicators

How It Works

1. Open any attendee or exhibitor profile in the event app
2. Tap the Meet button, it launches the meeting booking flow directly
3. Select participants, choose a time slot, and send the request
4. The button state updates automatically to reflect the pending or confirmed status

Why Organizers Will Love It 💚

More visible meeting CTAs mean more meetings booked. It really is that simple. When participants see a clear, highlighted action the moment they land on a profile, they engage, which translates directly into more networking activity, more exhibitor interactions, and stronger event ROI.

Cleaning up the profile view also means attendees spend less time confused and more time connecting. The removal of time slots from the header reduces cognitive load at the exact moment participants are deciding whether to reach out.

💡 Pro tip: This update works alongside your existing meeting authorization settings in Studio. If meetings aren't enabled for a specific group or exhibitor, the Meet button won't appear, so your per-event networking configuration stays fully in control.

💡 Pro tip: The 5-meeting request limit per person is a built-in guardrail that keeps networking quality high. Participants who've maxed out on requests to a specific attendee will see only the Connect option, encouraging them to broaden their networking rather than spam a single contact.

You've always been able to sort your attendee and exhibitor lists. But "sort" used to mean one thing: pick a field, get a list. If that field happened to be a custom field, sticky headers appeared whether you wanted them or not. No separation between how items are grouped and how they're ordered within that grouping.

That changes today. People's views now support two independent sorting levels, just like Sessions has had all along.

What's New

In Studio, the single Sort by dropdown is replaced with two separate controls:

1. Section titles: define whether sticky group headers appear, and what they're based on. Choose None (no headers), Alphabetical, or any single-select custom field defined on your People or Exhibitor list.
2. Sort by: define how items are ordered within each section (or across the full list if Section titles are set to None). Choose from Most complete profiles, First name, Last name, Registration date, or any single-select custom field.

Both list view and grid view respect the same configuration.

Key Behaviors

• No headers + custom field sort: set Section titles to "None" and Sort by to a custom field (e.g. "Sponsor Package"). Exhibitors appear in your indexed order (Platinum → Gold → Silver) with no tier labels visible to attendees. Clean list, clear hierarchy.
• Section headers + secondary sort: set Section titles to "Industry" and Sort by to "Name". Attendees see clean group headers; within each group, exhibitors are alphabetically ordered.
• Alphabetical headers + any sort: set Section titles to "Alphabetical" and Sort by to "Registration date". Letter headers appear only for letters that have at least one person.
• Empty groups disappear: if no one belongs to a section title value, that header simply doesn't render. No blank "Bronze" header floating awkwardly at the bottom.
• Custom field sort without headers: this is the key new use case. Sort by a custom field without exposing the grouping logic to attendees.

How to Configure It

1. In Studio, open your event and navigate to the People page.
2. Open the page's settings panel and go to the Data tab.
3. Under sorting, you'll now see two dropdowns: Section titles and Sort by.
4. Select your desired combination and save. Changes apply instantly across Web, iOS, and Android.

 Why Organizers Will Love It

Sponsorship tiers are sensitive. Showing a "Bronze" sticky header above three lonely exhibitors can feel unflattering, for them, and for you. Until now, the only way to prioritize Platinum sponsors at the top of your list was to also expose the tier structure to every attendee.

This feature breaks that constraint. Surface your VIP speakers first, keep your premium exhibitors front and center, and build the attendee experience you actually intended, without leaking your internal hierarchy.

It also brings People views to full feature parity with Sessions, giving organizers a consistent, powerful sorting toolkit across all content types.

💡 Pro tip: Sponsorship tiers without the labels: Create a single-select custom field called "Sponsor Level" with values indexed in your preferred order (Platinum, Gold, Silver, General). Set Section titles to None and Sort by to Sponsor Level. Platinum exhibitors float to the top of the list: attendees just see a clean, ranked directory.

💡 Pro tip: Speaker spotlight: Use a custom field like "Featured" (values: Featured, Standard) with Section titles set to None and Sort by set to Featured. Your keynote speakers appear first, no header required.