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.

On web, Sherlock was easy to miss and a little cramped — a small window that either got in the way of the page or hid where no one looked. Now it opens as a proper side panel that sits alongside your content instead of on top of it. Participants get their AI concierge exactly where they expect it, without losing sight of the session, exhibitor, or profile they're browsing.

What's new

Sherlock now lives in a dedicated side panel on the Web Event App and the Exhibitor Center. It's open by default the first time you land, so participants notice it without hunting for a button — and it's resizable, so everyone can set the width that suits their screen and reading habits.

Key behaviors & options

• Open by default — on first load with no saved state, Sherlock is already there, ready to answer. No searching, no tiny launcher to spot.
• Respects your choice — close it manually and it stays closed for the rest of the session, even on reload. Open-by-default only kicks in when there's no state yet.
• Resizable panel — drag to adjust the panel width within a set range, so Sherlock never crowds the content you're actually working with.
• Reading-direction aware — in left-to-right languages the panel sits on the right; in right-to-left languages (like Arabic) it flips to the left, matching the natural layout.
• Persistent across surfaces — move between the Event App and the Exhibitor Center and Sherlock holds its open/closed state and your active conversation, with no reload or flicker. Your context follows you.
• Mobile untouched — the native iOS and Android apps keep their current Sherlock experience; this update is web-only.

As part of our Hosted Buyer & Smart Meetings feature - where we generate optimized meeting schedules through smart matchmaking and participant preferences - we’re introducing a new enhancement to make the selection process even smoother.

You can now track and manage participants’ interest levels (“Highly Interested,” “Interested,” or “Not Interested”) directly during the selection phase. In the Studio, organizers will see every participant along with their selections, and can add or remove selections as needed. Contact details (email and phone number) are also available for quick follow-ups.

Once meetings are generated, organizers can see which selections led to confirmed meetings, review each meeting, or manually create additional ones if needed. Even after regenerating schedules, selections can still be managed on this page.

Organizers will also be able to view the number of meetings generated and attended for each participant, giving a clear overview of engagement.

This update is designed to make the selection flow easier, more flexible, and fully in the organizers’ control, so you can deliver the best possible networking experience for your event. It brings even more value: it helps organizers increase the quality of business connections, boost exhibitor satisfaction with more targeted meetings, and streamline operations during busy event days. With clearer insights and more control, exhibitions can deliver stronger ROI for exhibitors and a more seamless matchmaking experience for all participants.

Sherlock isn't just an event chatbot; it's your AI co-pilot for the full event experience. This release brings smarter discovery, end-to-end exhibitor lead management, on-demand badge access, and a conversational flow that actually understands what you mean when you say "book it." A lot has changed. All of it matters.

Smarter discovery, powered by AI

Sherlock now delivers AI-powered recommendations for people, exhibitors, products, and sessions, all matched to your profile. No more browsing through long lists hoping something sticks.

• Profile-matched recommendations: Sherlock surfaces the most relevant content based on who you are and what you're there for.
• Find people by role, industry, or shared interests: just describe who you're looking for in plain language.
• Deep links from chat: tap any recommendation to jump directly to an exhibitor booth, product page, session, or attendee profile.

Meetings and networking, handled end-to-end

Your meeting inbox and connection requests are now fully manageable inside Sherlock. No context switching, no digging through menus.

• Connection requests: list, accept, or decline incoming requests directly from the conversation.
• Meeting management: find open slots, accept or decline invitations, assign to a team member, and reschedule in a single sentence.
• Session ratings: rate talks you've attended without leaving the chat.

Exhibitors: from prospecting to export, in one place 📋

This release turns Sherlock into a full lead management workstation for exhibitor teams. No spreadsheets required, until you actually want one.

ICP-powered prospecting

Define your Ideal Customer Profile once, and Sherlock instantly surfaces matching prospects across your warm leads, existing contacts, and the full attendee list. Fast, focused, and ready to act on.

Qualify, manage, and export leads

• Custom qualification forms: capture notes and qualify contacts directly inside the conversation, using your existing form fields.
• Download leads to XLSX: export your full lead list with a single instruction. Say "download my leads" and Sherlock handles the rest.
• Booth meeting management: accept or decline meetings on behalf of the booth, and see each team member's workload at a glance.
• Marketplace access: browse booth upgrades and add-ons directly from Sherlock, without switching to another screen.

💡 Pro tip: Use the ICP search before the event to build a priority list by sending connection requests, then qualify on the spot during booth conversations from My Contacts. Then, your leads XLSX export will be ready by the end of the day!

Finally, Sherlock is now available on the Exhibitor Center for more lead management. 

Your badge, always in reach 🪪

Attendees can now access their event badge directly from Sherlock. No hunting through app menus at the entrance: just ask, and it's there.

Everything else that got better

• Multilingual support: Sherlock responds in your language, even if you switch mid-conversation.
• Smarter multi-turn flows: follow-up messages like "book it" or "send a request" are understood in context, without having to re-explain.
• Better response formatting: recommendations now highlight the relevant detail for each result, making it easier to compare and decide.
• New access point: Exhibitor Center: Sherlock is now available directly from the Exhibitor Center, right where your team is already working.

Why this matters for your event

Sherlock reduces the friction that costs organizers ROI and attendees time. Exhibitors close more meetings, qualify more leads, and leave with cleaner data. Attendees find the right people and sessions faster. And everyone spends less time navigating the app and more time at the event. That's the goal, and this release gets meaningfully closer to it.

Sherlock keeps improving based on your feedback. Keep sharing, more updates are on the way. 

The AI-Generated Session Summaries feature helps you transform hours of video content into digestible recaps in seconds. Instead of spending your post-event window manually reviewing transcripts or drafting highlights, you can now provide instant value to attendees who want to grasp the "key takeaways" before committing to the full replay.

Efficiency Meets Creative Control

In the fast-paced world of events, attendees often scan session pages to decide which replay is worth their time. By providing an automated summary, you ensure your content is accessible and actionable immediately after the "Live" light goes out. Best of all, because the AI-generated text is fully editable, you can ensure every recap perfectly aligns with your brand’s tone or highlights a specific sponsor's contribution.

How this elevates your event management:

• Instant ROI for Attendees: Users can quickly scan a session's key takeaways before committing to the full video, significantly boosting on-demand engagement. 
• Hybrid Efficiency: Save hours of manual copywriting. The AI analyzes the transcript as soon as the session ends, giving you a professional draft to work from.
• Perfect Polish: You have the final say. If the AI misses a specific nuance or you want to add a call-to-action (CTA), you can jump in and edit the summary in seconds.

What’s New?

• Transcript-to-Summary: The platform automatically generates a concise summary based on the session's video transcript.
• Full Editorial Suite: Every AI-generated summary is 100% editable. You can tweak, rewrite, or expand the content before (or after) it goes live to attendees.
• In-App Visibility: Summaries are displayed directly on the session page, creating a professional "Netflix-style" browsing experience for your audience. 🍿

Compatible Session Types

This feature is built to handle your most important video content. You can use AI Summaries for:

• RTMP & Backstage: Perfect for keynote speeches and main stage broadcasts.
• Roundtables: Capture the essence of group discussions without the fluff. 🤝
• Video Files: Give your pre-recorded content a professional written overview.

How to get started

Once your session concludes, the AI processes the transcript and populates the summary section in Studio. Simply review the draft, make any desired edits to the text, and hit save to publish it to your attendee app. It’s like having a dedicated content writer for every single session! 🛠️

Sherlock is no longer just a guide; he’s now your most efficient team member. The latest update transforms Sherlock from a helpful assistant into a proactive networking and lead management agent. Whether you are an attendee looking to connect or an exhibitor hunting for ROI, Sherlock handles the logistics so you can focus on the conversation.

🚀 Lead Management on Autopilot for Exhibitors

Exhibitors can now manage their entire booth presence through a simple chat interface. Sherlock cuts through the menu clutter, allowing your team to stay on the showroom floor while he handles the data.

• Assign & Conquer: You can now assign or unassign meetings to specific team members through the chat, ensuring that every prospect has a clear follow-up owner.
• Booth Oversight: View your booth's meeting schedule, check in on team members, or browse available marketplace extras without leaving the conversation.

🤝 Networking and Meetings, Simplified

For every participant, Sherlock has evolved into a high-speed matchmaker. You can now use natural language to manage your entire event schedule and network.

• Instant Connections: You can now send connection requests with personalized messages and view your pending inbound requests just by asking Sherlock.
• Meeting Mastery: Finding a time to chat is easier than ever. Sherlock can list available meeting slots, schedule new meetings, or cancel existing ones if your plans change.
• AI-Powered Discovery: Leverage Sherlock’s brain to list recommended people, exhibitors, and products tailored specifically to your profile and interests.

📱 Full Engagement Toolbox

Beyond networking, Sherlock now helps you navigate every corner of the event app with deep-linking capabilities:

• Bookmark and Rate: Quickly bookmark sessions, products, or exhibitors. You can even rate a session directly through the AI after it ends.
• Stay Informed: Ask Sherlock to "show my notifications" or "list my meetings" to get an instant snapshot of your day.
• Deep Content Access: From browsing the full exhibitor list to viewing specific product categories, Sherlock provides a shortcut to every data point in the event.

Stop clicking and start connecting, let Sherlock handle the logistics while you own the floor.

The new Semantic Search engine helps your attendees find exactly what they need, even if they don’t know the exact keywords to type. By moving beyond simple character matching to understanding the intent and context behind a search, Swapcard is making discovery more intuitive than ever.

Whether an attendee is looking for a "Software Engineer" or a "Developer," our search now understands they are looking for the same thing. 🚀

🌟 Why this matters for your Event

• Smarter Connections: Attendees can find relevant peers based on professional roles, biographies, and skills, even if their terminology differs.
• Boost Exhibitor ROI: Potential leads will find exhibitors and products based on the meaning of their descriptions, not just the names.
• Global Accessibility: Our new multilingual model understands multiple languages simultaneously. A query in English can now surface relevant content written in French or Spanish. 🌍
• Empower Sherlock, your AI Agent: This upgrade acts as a "brain transplant" for Sherlock. By providing our AI agent with better, context-aware data, Sherlock can now deliver significantly more accurate and helpful answers to attendee questions.

🔍 What’s New in the Search Bar?

We’ve overhauled the way our system "reads" your event data across People, Sessions, Exhibitors, and Products:

• Role & Identity Matching: We prioritize job titles and companies to ensure the most relevant professional profiles appear first.
• Deep Bio Insights: Our search now "reads" biographies and "About" sections to capture expertise and interests that aren't listed in a simple title.
• Custom Field Integration: Data like "Interests," "Skills," or "Industry" is now baked into the search DNA, making niche discovery a breeze.
• Hybrid Power: We’ve combined the speed of traditional text search with the "intelligence" of semantic search, giving you the best of both worlds: precision and flexibility.

Pro Tip: You don't need to change a thing! These improvements happen behind the scenes. Your attendees will simply notice that the platform feels "smarter" and more responsive to their needs.

🛠️ Continuous Improvements

• Multilingual Support: We’ve integrated a Multilingual model, allowing for seamless cross-lingual searches (e.g., searching in Korean to find English sessions).
• Performance Monitoring: We’ve added real-time tracking to ensure these "smarter" results don't slow down the user experience.