Welcome to your all-in-one toolkit for a seamless and productive event experience! The Control Panel is your command center, helping you manage every aspect of the event with ease. Whether you’re engaging visitors at your booth, using Text Chat or Video & Audio Chat to connect, or rating and tracking top candidates, everything you need is at your fingertips. Effortlessly hand off attendees to colleagues for deeper conversations and keep the momentum going with follow-up actions after the event. Get ready to streamline your workflow, make meaningful connections, and achieve your event goals!
The Control Panel
- Chat Availability: Toggle on your Chat availability so you are able to connect and chat with attendees. If you need to take a break at any time, simply toggle your availability to "Away" without leaving the event.
- Search registrants: If enabled for your event, you can view signups & browse registrant profiles and resumes, view their answers to registration questions, and encourage them to attend by inviting them to your booth.
- Manage Schedule: If Scheduled Chats are enabled for your event, Manage Schedule lets you review registrant profiles & resumes, and then invite them to chat with you 1-on-1 in specific time slots.
- Lobby: Head to the event Lobby to see all event content and activities, including booths and Live Broadcasts. Look for "Your Booths" at the top of the Lobby to quickly find the booth(s) you are assigned to.
- History: Stay organized by accessing your chat History. Review all of the chats you had during or after your event and take follow-up actions, such as advancing certain candidates
- Rep Profile: You must complete your Rep Profile to participate, and you can edit it at any time before or during a live event.
Your Booth
- Present valuable information & convey your brand Content Tabs showcase your organization and its needs to engage attendees exploring booths.
- Chat when you're ready Click the green Chat button when you're ready to start chatting with visitors to your booth.
- Leverage data These real-time insights pull key metrics to help you better manage your timeand your team’s strategy. The number of attendees waiting to chat is also visible on your booth's Lobby card.
- Showcase the whole team Attendees are able to see who is staffing your booth & whether they are available or away
Text Chat
Get ready, get set, chat! If you've toggled your Chat availability to "Available" & clicked the green Chat button, you'll be automatically placed in a 1-on-1 text chat as soon as an attendee is available. It's that simple!
- Manage your chats If your event has given you permission to speak to more than one attendee at a time, you can reach all of your conversations here.
- Save your frequently used messages as Snippets Save time & energy by storing any frequently used questions or answers with handy Snippets. Learn more about Snippets in our Help Center.
- Review resumes as you're chatting A dedicated panel displays their resume so you can review it live while chatting with the attendee, or easily download it.
Video & Audio Chat booth
If you are assigned to a Text, Video & Audio Chat booth, you can easily transition your text chats into video and/or audio chats with the click of a button.
Pick the way you want to connect Once you're connected in a text chat, you’ll see a Video icon as well as a Call icon below the attendee's profile photo. Click an icon, confirm your selection, and the invitation to transition the chat is sent to the attendee. If they accept your invitation, the video or audio chat begins automatically.
Rate your chat
After your chat, it's important to choose a rating and write notes. A rating is required in order for you to enter your next chat, and helps you easily identify top candidates and quickly follow up with them after the event.
Identify the next step after your chat ends, use Next Steps to privately rate the candidate and determine whether to proceed further with them. Your event host, however, may decide to use a 5 star rating scale instead for rating your chats.
Write clear notes be sure to write detailed notes about their interests, skill sets, and availability.
Hand off Attendees
Rep Handoff, if enabled for your event, lets you pass an attendee to other Representatives within your specific chat booth, or if permitted, other booths. This is great to use for exceptional candidates that will benefit from speaking with multiple people at your organization, or to get other opinions.
- Handoff an attendee: To hand off an attendee you’ve finished chatting with to one or more fellow Representatives, on the Chat Ratings page, check Handoff [attendee name] to another Rep?
- Choose your colleagues: After you select which of your colleagues you'd like to pass the attendee to, you may leave a Handoff Note that is only shown to those selected Representatives.
- Easily manage your chat settings: You can also manage your own chat settings, and can choose to only accept handed off chats without being matched in standard booth chats. This is particularly helpful for hiring managers who would only like to accept chats with candidates who have been pre-screened for them by other Representatives.
- Streamlined invitations & chats: The handed off attendee, if they accept the new chat invitations, is placed in designated Representatives chat queues prioritized above any regular chats within that booth, and is automatically connected as soon as a colleague is available.
After an event: Keep the conversation going
Once the event is over, review all of your chats and follow up quickly with top candidates while the conversations are still fresh in your mind.
- Keep track of your connections: See all of your conversations, as well as attendee resumes and full chat transcripts, all in one place. You can access your chat History from the control panel for up to six months after the event.
- Take action! Follow-up actions include sending an email, forwarding their information to a colleague, or scheduling a follow up conversation by sharing a link to your public or third-party calendar.
- Review final thoughts: After a chat ends, you may receive an additional "final thought" message from the attendee you spoke with. This lets them restate their interest or tie up any loose ends from your conversation. If you receive one, a pop up notifier will appear in the bottom right corner of your screen. A counter on the control panel shows how many unread messages you have.