Agent User Guide

DeciSym BDR Conference Agent

The BDR Conference Agent helps you prepare for conferences. Give it a conference link, ask a question, and it gives you answers — speakers, sessions, companies, and more.

If you also have a Salesforce account connected, it can cross-reference conference speakers against your CRM contacts — but that's completely optional.

Note: This tool is in its first iteration. The core functionality is in place and more capabilities are coming in future updates.

Before You Start (One-Time Setup)

Required — Connect Your Broker Token

When your BDR Conference Agent is provisioned, you'll be shown agent credentials — a URL and an API key. These are used to configure the agent connection.

In watsonx Orchestrate, go to Manage > Connections
Search for "DeciSym", find the connection with ID decisym_bdr_key_value_decisym_02fe2ed5 and click Configure
Enter the URL and API key displayed during provisioning
Click Save

That's all you need to get started.

Optional — Connect Your Salesforce Account

If you want to cross-reference conference speakers against your CRM contacts, you'll need to set up the Salesforce connection. Follow the instructions in the IBM watsonx Orchestrate Salesforce documentation.

How to Use It

Just ask a question and include the conference link. The agent takes care of the rest.

Questions You Can Ask

About Speakers

"Who are all the speakers at this conference: [link]?"
"Who from [Company] is speaking at [link]?"
"What companies are represented at [link]?"
"Which companies have the most speakers at [link]?"

About Sessions

"What sessions are happening at [link]?"
"Show me all sessions related to [topic] at [link]."
"Who is speaking in the Keynote at [link]?"

CRM Cross-Referencing (requires Salesforce connection)

"Which of my CRM contacts are speaking at [link]?"
"Show me speakers at [link] who work at companies in my CRM."
"Are any of my Salesforce contacts presenting at [link]?"

Important: One Conference at a Time

The agent can only work with one conference at a time. When you ask about a different conference, the previous one's data is replaced.

Your CRM data is separate and stays available — you only need to refresh it if your Salesforce contacts have changed.

Limitations

This is the first iteration of the tool. Here's what to keep in mind:

One conference at a time. Asking about a new conference replaces the previous one's data.
Name matching is exact. When cross-referencing CRM contacts with conference speakers, names need to match exactly. Differences like "Mike" vs "Michael" won't be caught.
Website coverage varies.
- The agent extracts what's available on the conference website. If the full agenda hasn't been published yet, or if speaker info is loaded dynamically, results may be incomplete.
- The provided conference url must point to an agenda, https://www.redhat.com/en/summit/connect/philadelphia-2025 versus https://www.redhat.com/en/summit/connect.
CRM is optional. Everything works without Salesforce. You just won't be able to ask questions about your contacts.

More capabilities are planned for future updates.

Troubleshooting

Problem	What to Do
No matches found between CRM and conference	Check for name spelling differences or nicknames between your CRM and the conference site.
Conference data seems incomplete	The full speaker list may not be published yet, or the site may load content in a way that's difficult to extract.
Bearer token or broker error	Contact your administrator to verify your token is correct and hasn't expired.

Quick Reference

What You Want to Do	What to Say
See all speakers	"Who are all the speakers at [link]?"
Find speakers by company	"Who from [Company] is speaking at [link]?"
Explore sessions	"What sessions are at [link]?"
Find CRM overlaps	"Which of my CRM contacts are speaking at [link]?"
Refresh CRM data	"Pull my Salesforce contacts again"

Reach Out Directly

Email: support@decisym.ai