Events & venues / Early inquiry

Check the event against the venue before proposal work begins.

Planners first need to know whether a space can support their event at all. An AI agent can work through guest count, setup, timing, catering, AV, accessibility, budget, and operational requirements to make a practical fit check.

INQUIRY REVIEWVenue fit / event requirements
ILLUSTRATIVE
PLANNER’S BRIEF

“We need a 120-person awards dinner with a stage, seated meal, and space for a reception before dinner.”

120 guests Banquet + reception
SPACE 01Grand Hall
Banquet capacity150
STRONG FIT

Room for a stage and pre-dinner reception area.

SPACE 02The Gallery
Banquet capacity120
CONFLICT

Would not leave enough space for both stage and reception setup.

Explain why a space fits, not just its headline capacity.
PLANNERS OFTEN START WITH

“We need space for a 180-person company dinner.”

“Can you host a two-day conference with breakout rooms?”

“We need a wedding venue with indoor and outdoor options.”

“Can we fit 60 people classroom-style?”

“Do you have a room for a product launch with staging?”

“We need a venue that allows an outside production team.”

Capacity depends on the setup

Check the room in the format the event needs.

A room that holds 300 people for a reception may only hold 140 in classroom seating. The agent should understand event format first, then determine which venue characteristics matter.

ROOM CAPACITY RULESLAYOUT CHANGES THE FIT
01

Theater

02

Classroom

03

Banquet

04

Cabaret

05

Boardroom

06

Reception

07

U-shape

08

Expo or trade-show floor

09

Mixed seating and standing

Data SearchRoom capacities + layout rules → realistic spaces for this event setup

The room has to work around the event

Include the hours before and after guests arrive.

A space may be available during the event but unavailable for its load-in or setup period.

PREPAREEVENTCLEAR
Event dateSetup windowGuest arrivalEvent duration
TeardownVendor accessRehearsal timeOvernight holdsMulti-day use
Check the full time requirement: event date, setup, guest arrival, duration, teardown, vendor access, rehearsal, overnight holds, and multi-day use.

Collect what changes feasibility

A short qualification, not a long inquiry form.

Different events have different non-negotiables. The purpose is to identify the few requirements that determine whether the venue is suitable.

EVENT REQUIREMENTSSTRUCTURED STEP
01

Guest count

02

Event type and preferred date

03

Seating layout and breakout rooms

04

Stage, dance floor, and AV needs

05

Catering format and bar service

06

Accessibility, parking, and vendor access

07

Loading requirements and budget range

AI FormCapture several details together in a structured step.

A room can fit on paper and fail in practice

Surface the constraints before the sales conversation.

01Catering

Meal format · Outside catering · Dietary needs · Bar · Kitchen access · Service charges · Minimum spend · Vendor restrictions

02AV & production

Sound · Lighting rigging · Power · LED walls · Stage · External AV company · Loading dock · Ceiling height

03Budget

Room rental · Food and beverage minimum · AV · Staffing · Security · Furniture · Service fees · Parking · Overtime

For example, a planner requiring an external kosher caterer may need a venue or room that permits outside catering and supports the necessary kitchen access.

When a specialist should join early

Pass the event brief with the inquiry.

Some requirements make the best next step a person, not another automated answer. The handoff should preserve the event brief, not just contact information.

Unusual staging or large-scale productionComplex security or brand activationMulti-day conference or hybrid eventCustom catering, large wedding, or extensive accessibility needs
EVENT BRIEFREADY FOR THE TEAM
01

Event type and preferred date

02

Guest count, layout, and rooms needed

03

Setup and teardown timing

04

Catering and AV requirements

05

Accessibility needs and budget range

06

Special operations and preferred spaces

HUMAN HANDOFFSales or events specialist

Configured from AskHandle building blocks

What powers a practical venue-fit check

When current availability is connected, it can be considered alongside the event requirements to narrow realistic options.

01AI Form

Capture the few structured details that determine whether the venue is suitable.

02Data Search

Retrieve room capacities, setup rules, space details, and current availability when connected.

03Doc Search

Find written catering policies, packages, restrictions, and venue requirements.

04Human Handoff

Pass complex inquiries to the right sales or events specialist with the event brief attached.

The outcome

Understand whether the venue works before both sides spend time on the wrong opportunity.

Qualify event fit before proposal work, match guest count to the correct layout, account for timing, uncover catering and vendor constraints, surface production limitations, avoid clearly mismatched budget conversations, and give sales a structured event brief.

Common questions

What planners can learn before a proposal

Can the AI agent recommend a room based on event size and layout?

Yes. Data Search can provide room capacities and setup rules, allowing the agent to compare spaces against the planner’s event format.

Can it help with catering questions?

Yes. Doc Search or Data Search can provide catering rules, package information, minimums, and outside-vendor policies.

Can it qualify AV and production requirements?

Yes. The agent can collect technical needs such as staging, sound, lighting, rigging, power, and external production access, then identify when specialist review is required.

Can it collect the full event brief?

Yes. The AI Form node can capture structured details such as date, guest count, setup, catering, AV, budget, and accessibility requirements.

Can it work with date availability?

Yes, when current venue availability is connected. The agent can use that information alongside the event requirements to narrow realistic options.

What happens when the event is too complex for automated qualification?

The inquiry can move to Human Handoff with the event brief and relevant requirements already attached.