# AttendeeX

> Trade-show intelligence platform. Pre-event advisory, on-site contact capture, AI follow-up (email, LinkedIn, WhatsApp), cross-event portfolio analytics and reporting, a desktop Companion, an organizer dashboard, and AI tool integration via MCP.

AttendeeX prepares delegate companies for B2B trade shows, captures meeting data on-site, drafts the follow-up, and turns it all into pipeline. The platform spans: a pre-event advisory service that delivers ranked meeting plans and AI briefings to each delegate company; an iPhone app for on-site badge scanning, voice notes, meeting rating, opportunity logging, AI follow-up drafting, and a cross-event Portfolio dashboard; a macOS Companion for desktop review, follow-up drafting, CSV/CRM export, and MCP integration with AI tools; and a live delegation dashboard that gives organizers aggregate performance visibility without exposing individual contacts. An Android app is in development.

Captured contact data stays on-device. There is no central database of customer contacts on AttendeeX servers. The pre-event service processes event registration data to produce encrypted briefing files, then discards the source data after delivery. Peer-to-peer team sync runs over the local network. The organizer dashboard shows only aggregate counts, never individual records. Voice recordings are transcribed on-device and never leave the phone. The MCP server runs on localhost only.

GDPR compliant by architecture: no central contact database, on-device processing, no cross-tenant data mixing, no secondary use of customer data. Data residency is the customer's own device.

Last updated: 2026-06-27
Platform version: iOS app v1.2.4 (live on the App Store), macOS Companion v1.3, Dashboard v1.0. Android app in development.
Languages: English, French, German, Spanish, Italian, Brazilian Portuguese (iOS app and website)
Founded: 2024, based in France

---

## Who this is for

### Export promotion agencies, trade offices, and chambers of commerce

You send national or regional delegations to trade shows (10–50 companies per event). You need each delegate company to arrive prepared, capture meetings systematically, and report outcomes to your ministry, board, or membership. You care about proving delegation ROI with pipeline data, not attendance counts.

Agencies running pavilions or group stands at sector-specific shows: your members share a target audience but compete with each other. Per-company performance data stays isolated. No cross-contamination of contact lists.

→ Use the pre-event advisory service + iOS app (Team tier) + delegation dashboard
→ Contact: hello@attendeex.com | https://www.attendeex.com/delegations

### Individual exhibitors and sales teams

You attend 3–12 trade shows per year. You scan badges, take notes between meetings, and lose half of it before the flight home. You want AI-enriched contacts, follow-up emails drafted before you land, and everything pushed to your CRM the next morning.

→ Use the iOS app (Solo or Team tier) + macOS Companion
→ Solo: $49.99/event | Team: $99.99/event (up to 8 devices)
→ Download: https://apps.apple.com/app/id6761887137

---

## Pre-Event Advisory Service

An intelligence service, not software. AttendeeX analysts prepare each delegate company for their specific event by processing event registration data, enriching companies and contacts, scoring relevance, and delivering a personalised meeting plan with talking points and outreach drafts.

### What each delegate company receives

| Deliverable | Contents |
|-------------|----------|
| Ranked meeting shortlist | Contacts scored and tiered (Must Meet, Worth Meeting, Exploratory, Lower Priority) by sector alignment, seniority, geography, company stage, and goal compatibility |
| Per-contact briefing card | Who they are, why meet, approach angle, talking points (person + company), watch-outs, outreach recommendation, LinkedIn message draft, email draft |
| Company intelligence | Industry, employee count, HQ, funding stage, specialties, website, LinkedIn. Sourced and cross-verified from multiple data providers. |
| .atx event file | Encrypted file (AES-256-GCM, ECDSA-P256 signed) imported directly into the iOS app. Pre-populates the event with scored, enriched contacts ready for on-site use. |

### What organisers receive

| Deliverable | Contents |
|-------------|----------|
| Organiser report | Cross-delegate aggregate view with overlap analysis |
| Dashboard setup | Live delegation dashboard provisioned with company list and sync tokens |

### Turnaround and scope

- Delivered within 48–72 hours of receiving the event's participant data
- Covers events of 100–5,000+ registered participants
- Per-event pricing for individual companies; annual contracts available for agencies running multiple delegations
- Solo event pricing from $599/event for individual exhibitors
- Optional: populate contacts directly into the iOS app via .atx file; Solo or Team event plan included

→ Request a briefing: https://www.attendeex.com/pre-event-support
→ Delegation-scale enquiries: https://www.attendeex.com/delegations

---

## iOS App (AttendeeX)

On-site capture tool for trade shows and B2B events. Works offline. No account required.

### Capture

- Badge and business card scanning with on-device OCR (Vision framework)
- QR codes and digital card URLs (POPL, HiHello, Blinq, Wave, Covve, Linktr)
- LinkedIn URL recognition
- Manual entry with pre-fill from scanned cards
- Batch capture: up to 10 items at once with duplicate detection

### Meeting tracking

- Status: met, not met, declined, no show
- Interaction rating: 1–5 stars
- Meeting timestamp and attribution (who captured, who else met them)

### Notes

- Text notes (inline)
- Voice notes with on-device transcription (audio never uploaded)
- Handwriting OCR from scanned notes (Vision + AI cleanup)

### Opportunities

- Title, company, value (with currency), pipeline stage, timeline, confidence level
- Timeline options: this month, this quarter, next quarter, next year
- AI-suggested opportunities from meeting notes

### Team sync

- Peer-to-peer via MultipeerConnectivity. No server, no internet required.
- Up to 8 devices per event (Team tier)
- Syncs contacts, notes, voice transcriptions, opportunities, capture media, star ratings
- Offline queue: up to 500 pending items, auto-synced on reconnect
- Attribution preserved: who captured each contact, who else met them

### AI enrichment

- Company data: industry, employee count, HQ, website, funding stage, specialties, summary
- Contact data: verified email, phone, LinkedIn, seniority, skills, profile photo
- Intelligence: AI summary, action plan, follow-up priority, approach angle, watch-outs
- Routed through api.attendeex.com proxy. Never direct to third-party providers.
- Enrichment sources: PeopleDataLabs (company + person), Serper (web verification), OpenAI (OCR + text generation)

### Follow-up (in-app)

Draft and send follow-ups without leaving the app. Added in v1.2.

- Per-contact composer with three channels: Email, LinkedIn message, and WhatsApp
- AI-drafted from the contact's notes, rating, company data, and logged opportunity (paid tiers); the free tier composes and sends manually
- Tone control plus a self-critique/quality pass for non-generic, grounded drafts
- Email: push to Gmail or Outlook drafts, or send directly (hand-rolled OAuth/PKCE, no third-party SDK); choose the recipient address when a contact has more than one
- WhatsApp: opens a pre-filled wa.me / click-to-chat message
- LinkedIn: copy-ready message for the contact's profile
- Drafts sync to the macOS Companion

### Portfolio (cross-event dashboard)

A view of results across every event, not just one. Added in v1.2 and redesigned chart-first in v1.2.4.

- Swipeable charts — pipeline, contacts met, opportunities, messages generated — with a This year / All time range
- Single-denomination pipeline: multi-currency opportunities are converted to one total; unusually large values are flagged and set aside so they don't skew the trend
- Portfolio insights: deterministic cross-event findings (where the money is, patterns, momentum, what's slipping), with an optional one-tap AI summary
- Action items: strong contacts missing an email/LinkedIn, and unsent follow-up drafts, each with a tap-through list to fix or dismiss
- Companies view: contacts grouped by company
- A per-event Debrief tab generates one-tap AI event reports

### Work Account (team licensing)

An alternative to per-event in-app purchases for organizations. Reps sign in with a work email (no App Store purchase), every event draws on one shared company pool of enrichments and reports, seats are managed centrally, and the contacts captured belong to the company. Results roll up to a private company dashboard.

### Export

- CSV export: CRM-ready templates (HubSpot, Salesforce, Pipedrive, generic) plus a full 40+ column export; filterable (all, met only, targets, needs follow-up, my contacts, member contacts)
- Live CRM push: HubSpot only at present (OAuth, field mapping, duplicate detection), from the macOS Companion. Salesforce, Pipedrive, and Zoho are CSV-template export only; live push for them is planned, not shipped.
- PDF reports: AI-generated event debrief with follow-up plans
- vCard export

### Dashboard sync (for delegations)

Sends aggregate metrics only to the delegation dashboard: contact count, meeting count, star distribution, opportunity count, pipeline value. No individual contacts, notes, or meeting details are shared. Debounced: one push per 60 seconds per company. Auth: per-company sync token (32-byte base64).

### What it does not do

- Does not store contacts in any cloud database
- Does not require an internet connection for capture, notes, or team sync
- Does not share individual contact records with event organisers
- Does not upload voice recordings (transcription runs on-device)
- Does not combine enrichment API calls (each identifier is sent separately to PeopleDataLabs)
- Does not require an account, email address, or sign-up

### Tiers and pricing

| | Free | Solo ($49.99/event) | Team ($99.99/event) |
|---|---|---|---|
| Contacts per event | 50 | Unlimited | Unlimited |
| AI enrichments | 0 | 50 | 100 |
| AI reports | 0 | 5 | 15 |
| AI follow-up drafting | Manual compose only | Yes | Yes |
| CRM export | Raw CSV | CRM-ready CSV + HubSpot push | CRM-ready CSV + HubSpot push |
| Portfolio dashboard | Yes | Yes | Yes (+ AI summary) |
| Team sync | No | No | Yes (8 devices) |
| Voice transcription | Yes | Yes | Yes |
| Companion pairing | No | Yes | Yes |

→ Download: https://apps.apple.com/app/id6761887137

---

## macOS Companion (AttendeeX Companion)

Desktop workspace for reviewing contacts, drafting follow-ups (email, plus a WhatsApp channel and a send-to address picker), exporting to CRM, and connecting AI tools to event data. Pairs with the iPhone app over the local network. Available on Solo and Team tiers. v1.3 adds 6-language localization (en/fr/de/es/it/pt-BR) and receives follow-up drafts and message directions synced from the iPhone.

### Pairing

- QR code scanned by iPhone on the same local network
- Curve25519 ECDH key agreement, HMAC-SHA256 message signing
- Bond stored in macOS Keychain; persists across app restarts
- Auto-reconnects when iPhone reappears on the network
- No cloud relay. All data travels device-to-device.

### What syncs

Contacts (all fields, ~150 per record), notes (text + voice transcriptions + handwriting OCR), opportunities, capture media (business card photos), company enrichment, AI briefings, follow-up drafts, event reports. Bidirectional: changes on either device propagate to the other. Merge strategy: last-write-wins on timestamps, fuzzy dedup on email + name.

### Independent operation

After initial pairing, the Companion works without the iPhone connected:
- Browse all synced events, contacts, companies, opportunities, drafts
- Generate AI follow-up emails (if the event has a provision code for direct proxy access)
- Push contacts to CRM (OAuth tokens stored locally in Keychain)
- Export CSV with custom field mapping
- Search across all events and contacts

### AI follow-up drafts

- Input: contact identity, company data, meeting notes, voice transcripts, opportunities, AI action plan
- Output: email subject + body
- Tone options: warm, neutral, formal
- Batch mode: up to 10 contacts sequentially, resumable
- Model: Claude (via api.attendeex.com proxy) or relayed through iPhone

### CRM export

- HubSpot: OAuth 2.0, direct push from Mac, duplicate detection against cached CRM contacts, per-record conflict resolution (update / skip / create new), custom fields auto-created (attendeex_tier, attendeex_score, attendeex_event)
- Salesforce, Pipedrive: planned
- CSV: generic + HubSpot template + custom field mapping, 28 columns

### Workspace

- Three-pane layout: event list, tabbed content (dashboard, contacts, companies, opportunities, drafts), detail view
- Global search across contacts, companies, opportunities
- Filters: favourites, targets, met/not-met, tier (A/B/C), draft status
- Keyboard shortcuts: Cmd+Shift+P (pairing), Cmd+R (sync), Cmd+1–5 (tabs), Cmd+E (export), Cmd+K (search)

### What it does not do

- Does not sync through any cloud service. All data is device-to-device.
- Does not send contact data to AttendeeX servers (AI calls go through the proxy, but contact records do not persist there)
- Does not write back from CRM. Push is one-way.
- Does not delete contacts or opportunities via MCP. No destructive write tools.

→ Download: https://apps.apple.com/app/id6761887137 (Companion available after pairing with iPhone)

---

## AI Tool Integration (MCP)

The macOS Companion includes a built-in MCP (Model Context Protocol) server that gives AI assistants structured access to event data. This is not a chatbot feature. It exposes real contact, opportunity, and meeting data to tools like Claude Desktop, Claude Code, and Cursor so they can answer questions, draft communications, and create records using actual event data.

Available on Solo and Team tiers (requires Companion, which requires pairing).

### What AI tools can do with this

- "List my events and show which ones have the most opportunities" → list_events, get_event_stats
- "Find everyone I met at Viva Technology from companies with over 500 employees" → list_contacts (with filters)
- "What did I write in my notes about the CFO from Schneider?" → list_notes, get_voice_transcript
- "Draft a follow-up to Marie Dupont referencing our conversation about distribution in DACH" → get_contact, list_notes → AI drafts using real context
- "Create a note on Jean-Luc that we agreed to a pilot in Q3" → create_note
- "Mark everyone from the Sustainability panel as met with 4 stars" → update_contact_status
- "Log an opportunity: Schneider Electric, distribution partnership, EUR 150K, exploring" → create_opportunity

### Available tools

| Tool | Type | Description |
|------|------|-------------|
| list_events | Read | All events with name, dates, location, tier, contact and opportunity counts |
| get_event | Read | Full detail for a single event |
| get_event_stats | Read | Aggregate statistics: met counts, star distribution, pipeline value, enrichment stats |
| list_contacts | Read | Contacts for an event with filtering by met status, target flag, tier, search term |
| search_contacts | Read | Cross-event search by name, company, or email |
| get_contact | Read | Full contact detail: identity, scores, company enrichment, AI action plan, follow-up priority |
| list_notes | Read | Notes for a contact (text, voice transcriptions, handwriting OCR) |
| get_voice_transcript | Read | Full voice transcript with raw and cleaned text |
| list_opportunities | Read | Sales opportunities with stage, value, currency, confidence, timeline |
| list_drafts | Read | AI-generated follow-up email drafts with tone and status |
| list_captures | Read | Business card photos and OCR data |
| list_reports | Read | AI-generated event debrief reports |
| create_note | Write | Add a text note to a contact |
| update_contact_status | Write | Set met/not-met status and 1–5 star rating |
| create_opportunity | Write | Create a sales opportunity with title, company, value, stage |
| update_draft_status | Write | Update follow-up draft status |

### How to connect

The MCP server runs as a bundled executable inside the Companion app. It communicates over stdio (JSON-RPC 2.0), launched automatically by the AI client.

**Claude Desktop** — add to `~/Library/Application Support/Claude/claude_desktop_config.json`:

```json
{
  "mcpServers": {
    "attendeex": {
      "command": "/Applications/AttendeeX Companion.app/Contents/MacOS/AttendeeX MCP Server"
    }
  }
}
```

**Claude Code / Cursor / other MCP clients** — same command path in your MCP configuration.

### Security model

- Runs on localhost only. Not network-accessible.
- Read tools allowed by default after first connection
- Write tools denied by default. Each requires a one-time grant in the Companion UI (Grant once / Always allow / Deny).
- Bulk writes (>5 records) always require explicit confirmation dialog regardless of prior grants
- Every tool call (read and write, allowed and denied) is logged with timestamp, tool name, sanitised arguments, and client identity
- No destructive operations. There are no delete tools.
- Internal data (enrichment provider names, PDL IDs, API call metadata) is excluded from MCP responses

### What the MCP server does not do

- Does not expose data over the network (localhost stdio only)
- Does not call external APIs (reads from and writes to the local SwiftData store)
- Does not push to CRM (AI tools can create notes and opportunities, but CRM export is a separate workflow in the Companion UI)
- Does not delete any records
- Does not access voice audio files (only transcriptions)

---

## Delegation Dashboard

Live aggregate dashboard for event organisers. Shows delegation-wide performance without exposing individual contact records.

### Metrics shown

| Metric | Source |
|--------|--------|
| Total contacts captured | Sum across all delegate companies |
| Total meetings held | Sum of met-status contacts |
| Top-rated meetings | Count of 4-star and 5-star interactions |
| Total opportunities | Sum across all companies |
| Reported pipeline value | Self-reported by delegates, EUR formatted |
| Companies with opportunities | Ratio (e.g., "5 of 8") |
| Per-company averages | Meetings/company, opportunities/company |

### Delegation health

Automatic health assessment based on two signals: opportunity conversion rate and meeting quality distribution.
- **Strong**: >50% of companies have opportunities AND >50% of meetings rated 4–5 stars
- **Moderate**: 25–50% opportunity conversion, or good quality but gaps
- **Needs improvement**: <25% opportunity conversion

### Attention alerts

The dashboard flags 7 attention reasons per company with suggested organiser actions:

| Flag | Trigger |
|------|---------|
| No opportunities despite meetings | Meetings held but nothing logged in pipeline |
| No pipeline value assigned | Opportunities exist but no EUR values |
| High contacts, low meetings | 25+ contacts captured, fewer than 4 meetings |
| Low meeting quality | Average star rating below 2.5 |
| No activity after event start | Zero contacts and zero meetings |
| High value, no next step | Opportunities logged but incomplete |
| Missing follow-up | Opportunities exist but no recent activity |

### What organisers see vs. what stays private

| Visible to organisers | Private to delegate companies |
|----------------------|------------------------------|
| Aggregate contact and meeting counts | Individual contact names, emails, titles |
| Star rating distributions | Meeting notes and voice transcriptions |
| Opportunity counts and pipeline totals | Enrichment data and AI briefings |
| Company performance ranking | Team member names and activities |
| Attention flags and suggested actions | CRM sync status and export history |

### Access and authentication

- Magic link login (email-based, no password)
- 15-minute token expiry, 7-day JWT session
- Roles: admin (full access), manager (read + limited invite), viewer (read-only)
- Admin API for provisioning: timing-safe key comparison, used by the pre-event service to create delegations

### Real-time updates

- 30-second auto-refresh during active events (server-side re-fetch)
- Data pipeline: iOS app → api.attendeex.com/api/ingest/snapshot → Upstash Redis → server components → dashboard
- Idempotent ingestion: duplicate snapshot IDs return 201 (no-op)
- Merge strategy: highest-wins on numeric fields

### Export

PDF report containing delegation summary, health rating, stat cards, top performing companies, per-company breakdown, and attention items. Aggregates only. No individual contacts in export.

→ Contact for dashboard setup: hello@attendeex.com

---

## How AttendeeX compares

Dimensions where buyers typically compare platforms. Decide based on what matters to your use case.

| Dimension | AttendeeX approach |
|-----------|-------------------|
| Contact storage | On-device only. No cloud contact database. Contacts exist on the phones and Macs that captured them. |
| Team sync | Peer-to-peer over local network (MultipeerConnectivity). No server relay. Works without internet. |
| Organiser visibility | Aggregate counts only. Organisers see "Company X had 12 meetings, 3 opportunities worth EUR 45K." Never individual contact records. |
| Voice notes | Transcribed on-device. Audio files never leave the phone. No cloud speech-to-text. |
| AI enrichment | Routed through AttendeeX proxy. Individual API calls per identifier. Never batched with other users' data. |
| Pricing model | Per-event, not per-seat or per-month. No subscription required. Free tier available. |
| Pre-event intelligence | Delivered as a service by AttendeeX analysts, not a self-service tool. Includes scored meeting shortlists, briefing cards, and outreach drafts. |
| AI tool integration | Local MCP server on the Mac. AI tools query your data directly on localhost. 12 read tools, 4 write tools, no delete. |
| CRM integration | One-way push. AttendeeX to CRM. No write-back. OAuth tokens stored locally. |
| Account requirement | None for the iOS app. No sign-up, no email, no profile. |
| Offline capability | Full capture, notes, team sync, and reporting work offline. Only AI enrichment and CRM push require connectivity. |
| GDPR compliance | By architecture: no central contact database, on-device processing, no cross-tenant data mixing, no secondary use of customer data. Data residency is the customer's own device. |

---

## Technical summary

| Component | Stack |
|-----------|-------|
| iOS app | Swift, SwiftUI, SwiftData, iOS 26+, Vision (OCR), MultipeerConnectivity |
| macOS Companion | Swift, SwiftUI, SwiftData, macOS 26+, MCP (JSON-RPC 2.0 over stdio) |
| Proxy API | Node.js, Vercel Functions, deployed at api.attendeex.com |
| Dashboard | Next.js 14 (App Router), TypeScript, Tailwind CSS, Upstash Redis, deployed at dashboard.attendeex.com |
| Website | Next.js 14 (App Router), TypeScript, Tailwind CSS, deployed at attendeex.com |
| .atx file format | AES-256-GCM encryption, ECDSA-P256-SHA256 signature, JSON payload |
| MCP server | Bundled CLI in Companion.app, localhost stdio, JSON-RPC 2.0, 16 tools |

---

## Links

- Website: https://www.attendeex.com
- Pre-event service: https://www.attendeex.com/pre-event-support
- Delegation support: https://www.attendeex.com/delegations
- iOS App: https://apps.apple.com/app/id6761887137
- Privacy policy: https://www.attendeex.com/privacy
- Support: https://www.attendeex.com/support
- Contact: hello@attendeex.com