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AI Matchmaking Guide for Networking

Learn how to set up AI matchmaking for event networking. This guide covers enabling matchmaking, setting up types (attendee-to-attendee, exhibitor-to-exhibitor), creating rules, and adjusting weightage to improve participant connections. Use results to schedule meetings or generate reports.

 

AI matchmaking is a powerful tool that helps attendees, exhibitors, and other participants in an event or conference to connect with the most relevant people. It allows users to be matched based on selected criteria and set rules. Below are the steps to set up AI matchmaking:

Steps to Enable AI Matchmaking:

  1. Go to Addons
    • Navigate to the "Addons" section in the Event Setup settings of your platform. 
  2. Enable Matchmaking
    • Find the matchmaking feature and enable it to activate the functionality. Click Update button at bottom right to save this setting.

  3. Access the Matchmaking Module
    • Now after it has been enabled, head to the matchmaking module from the "Networking" section.
  4. Create Matchmaking
    • Select the option to create a new matchmaking setup.
  5. Setup Matchmaking Type
    • Choose the type of matchmaking you want to enable:
      • Attendee to Attendee: Match attendees with other attendees.
      • Attendee to Exhibitor (or vice versa): Match attendees with exhibitors or exhibitors with attendees.
      • Exhibitor to Exhibitor: Match exhibitors with other exhibitors.

 

Setting Up Matchmaking Rules:

  1. Map Form Fields
    • After selecting the matchmaking type, fields will appear based on the form created for each entity type (e.g., attendees, exhibitors).
    • You can now map these fields to create different rules based on the selected entity types.

  2. Adding Rules

    • You can set up different rules for matchmaking by mapping various fields from the form to match participants according to specific criteria.
    • The platform allows users to add as many rules as required to enhance the accuracy of the matchmaking process.

    Note: Only the fields that are selectable will appear for mapping in the rules setup.

  3. Rule Weightage
    • By default, each rule gets equal weightage, and the total sum will always equal 100%.
    • Users can manually adjust the weightage percentage for each rule to emphasize certain criteria over others.
    • Important: Ensure that the weightage adds up to 100%. It is recommended that one rule should have more than 80% weightage for a focused match.

Finalizing and Using Matchmaking Results:

  1. Once Setup is Complete
    • Once you’ve set up your matchmaking rules, you can use the results in different ways.
  2. Download a Report
    • You can download the matchmaking report to see which participants were matched and the details of the match.
  3. Set Up a Meeting Scheduler
    • Use the matchmaking results to set up a meeting scheduler that allows matched participants to schedule meetings with each other.