All work

Current role

An AI assistant for a trade show portfolio

Answers routine attendee and exhibitor questions around the clock, checks registrations, hands off to a person when it should, and logs every chat to the CRM.

  • ~85% of inbound questions in scope
  • ~$3.1K to $3.7K saved per year, net

The problem

Most questions that reach a show team are repeats. Dates, hours, parking, how to exhibit, whether a registration went through. They show up at night and on weekends, and every one pulls someone off real work.

A generic chatbot can recite an FAQ, but it can’t see your own data, it doesn’t know when to stop and get a human, and nothing it learns makes it back to the CRM.

What I built

An AI assistant on the show websites, plus a version for staff inside Microsoft Teams.

  • One assistant per show. Each gets its own facts, its own allowed links and its own prompt, so answers never bleed between events.
  • Answers from a curated knowledge base, not the open internet. During registration season it could also check whether someone’s registration went through.
  • Knows when to hand off. Every reply is either an answer or a handoff to a person, nothing in between, with two tiers of escalation.
  • Consent first. The chat only loads after a visitor accepts cookies.
  • Remembers. A summary of each conversation is written to the contact’s record in the CRM, so the sales team sees what a prospect asked.
  • Staff version in Teams. Staff ask for registration counts, session sign-ups or exhibitor staffing gaps and get the answer in the chat, without opening three systems and at no hosting cost.

How it works

  1. Visitor asks Web chat on the show site
  2. Automation picks it up Pulls the conversation so far
  3. AI answers or hands off Show's own knowledge base, strict answer/handoff format
  4. Reply goes back Into the same chat thread
  5. CRM is updated Summary on the contact record
The website flow. The staff version in Teams uses the same engine with read-only data lookups.

A few design choices that mattered more than the model:

  • A fallback model. If the main model is unavailable, a smaller one answers instead of the assistant going quiet.
  • Answers only from what it’s given. If the knowledge base doesn’t cover it, the assistant says so and routes the question.
  • Separate per show, shared where it’s safe. Only a common block about the show family is copied between assistants.

The result

It’s scoped to handle about 85% of inbound questions. Visitors get an answer at 11pm on a Sunday, and the questions that do need a person arrive already summarized in the CRM.

It also paid for itself: retiring a $5,000 a year tool covered it, for a net saving of about $3,100 to $3,700 a year.

Built with Claude · GoHighLevel · Make · HubSpot · Microsoft Teams · Azure Bot Service