Front Office AI · CHANNELS
Trade-show & CRM Import
The trade-show shoebox, emptied in one afternoon.
What it does
Same pipeline, second door: upload the CSV from the trade show, the purchased directory, the old CRM export.
Every file needs a REFERENCE ("AI4 trade show Las Vegas 2026") and a consent confirmation — imported contacts are nurture-only and NEVER auto-called; consent is a rule, not a setting.
Free machine checks on arrival (syntax, freemail, competitor patterns, duplicates) cost zero AI tokens; the wizard walks flagged rows one by one; duplicates never create a second contact — they add a funnel to the existing story.
Benefit: 400 badge scans become 400 correctly-qualified, correctly-funneled leads — with the industry note from the booth conversation preserved on each one.
Works together with
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