Case studies / Conference Badge

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AI agent and audit

An AI agent for enquiries, and four broken workflows fixed

Event badges and registration · Ongoing consulting

HubSpotOutboundSyncHelp DeskAI agentWorkflows
7,800+contacts scheduled to non-marketing
4broken workflows found and fixed
1,000sregistration events synced a month

The story

What changed

Before

Conference Badge makes event badges and handles registration. I provide ongoing HubSpot consulting for the team.

After

Enquiries go to an AI agent inside HubSpot, and the broken workflows run as designed.

The build

What I built

In the order the work was done.

OutboundSyncHelp DeskAI agentWorkflows

Stack: HubSpot customer agent, chatbot, Help Desk, workflows, leads, OutboundSync.

How I build AI agents and Help Desk projects

  1. 01An AI chatbot and AI agent inside HubSpot to handle inbound customer enquiries

  2. 02Upkeep of the sync that moves badge and registration records into the CRM, several thousand record events a month

  3. 03Marketing contacts had reached 9,159 on a 7,000 tier because a welcome workflow marked every app signup as marketing. I fixed the workflow and scheduled 7,800+ signups to non-marketing, back under the tier from 1 November 2026

  4. 04A workflow audit that found and fixed four silent failures, plus backfills for missing lead sources and event dates

  5. 05A lead-labelling workflow for outbound email replies, ready to switch on

  6. 06A Help Desk channel for support email, which had been logging to a personal inbox

  7. 07An automation SOP with workflow training videos

Result

Enquiries go to an AI agent inside HubSpot, and the broken workflows run as designed.

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