Case studies / Conference Badge
Conference Badge · AI agent and audit
An AI agent for enquiries, and four broken workflows fixed
7,800+contacts scheduled to non-marketing
4broken workflows found and fixed
1,000sregistration events synced a month
Conference Badge makes event badges and handles registration. I provide ongoing HubSpot consulting for the team.
What I built
- An AI chatbot and AI agent inside HubSpot to handle inbound customer enquiries
- Upkeep of the sync that moves badge and registration records into the CRM, several thousand record events a month
- Marketing 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
- A workflow audit that found and fixed four silent failures, plus backfills for missing lead sources and event dates
- A lead-labelling workflow for outbound email replies, ready to switch on
- A Help Desk channel for support email, which had been logging to a personal inbox
- An automation SOP with workflow training videos
Result
Enquiries go to an AI agent inside HubSpot, and the broken workflows run as designed.
Stack: HubSpot customer agent, chatbot, Help Desk, workflows, leads, OutboundSync.
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