ConferenceOS manual

These guides ship with this version of ConferenceOS. Pick a guide, jump to a section from the table of contents, or open the full page for the complete manual chapter.

Everyone

User handbook

Choose a role guide, understand event scope, and learn the common safety model.

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Event organizers

Organizer guide

Create an event, publish its schedule, manage registrations, and operate event day.

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Event organizers

Event setup and publishing

Create an event, configure its public experience, tickets, policies, and signed-out launch checks.

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Program teams

Program, CFP, and content

Run the CFP and review process, publish the schedule, and manage speaker, virtual, review, and recap content.

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Registration and event-day teams

Audience, registration, and event day

Operate tickets, registration, segments, check-in, attendance, scholarships, volunteers, and media workflows.

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Relationship and service teams

CRM, partners, and support

Use CRM, sponsorship, partner, vendor, and inbound support workflows without crossing event or consent boundaries.

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Communications and reporting teams

Outreach, analytics, and reporting

Draft and verify outreach, create promotion assets, and interpret analytics, finance, traffic, and reports.

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Event and instance operators

Operations and administration

Manage readiness, projects, integrations, access, data requests, Demo Mode, agents, and closeout.

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Site admins

Users and roles

See everyone with access, add organizers before they sign up, and change or remove site, event, and MCP access.

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Attendees

Attendee guide

Register, read event information, use the published schedule, and check in.

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Speakers and CFP submitters

Speaker guide

Submit a proposal and understand the current speaker workflow.

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Attendees and speakers

We added you from a past event: how to update your details

Sign in with the email we have, add and verify your other emails, and see which past records we link to your account.

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Sponsors

Sponsor guide

Review public sponsor information and use an organizer-provisioned sponsor portal.

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CFP reviewers

CFP reviewer guide

Use the current reviewer entry point and score proposals without overstating the portal.

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Event promoters

Promoter guide

Use the current promoter entry point and handle shared event reports safely.

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Onsite check-in staff

Check-in staff guide

Use the narrow check-in surface and handle common onsite exceptions safely.

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Event volunteers

Volunteer guide

Find an opportunity, submit a signup, and prepare for an assigned shift.

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Deployment operators

Self-hosting guide

Configure a safe installation and understand the current database and integration gates.

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Event operators

Using AI agents

Connect an event-scoped agent whose read and write tools are bounded by its role.

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