AI that plans executive dinners and field events.
CharacterQuilt plans B2B field events from the guest list to the follow-up. It builds a local guest list of target accounts from your CRM, books the private room and designs the invite, then sends the invitations and handles the follow-ups from your inbox.
How the play runs
- 1
Builds a local guest list from your CRM.
- 2
Books the private room and designs the invite.
- 3
Sends the invites and handles the follow-ups.
What you get
- A local guest list of the right accounts and people
- A venue booking and an on-brand invitation
- Invitations, reminders and post-event follow-ups sent from your inbox, with replies tracked
Works with
Salesforce · HubSpot · OpenTable · Gmail · Outlook, plus any tool your team logs into.
Questions, answered
Can CharacterQuilt book the venue?
Yes. It finds and books the private room, and an agent can handle the venue call, so your team can focus on the people in the room.
How are invitations and follow-ups sent?
From your team's own inbox in Gmail or Outlook, in your voice, after you approve the guest list and the invite.
Does anything go out without approval?
No. Anything that sends or spends waits for your approval, and every action traces back to the agent that took it.
