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Core features

Every capability, and what state it is actually in.

ConferenceOS covers event setup, programming, ticketing, sponsors, onsite operations, community, support, money, and a governed way for AI to act. Below is all of it — expand any capability for the full explanation, and every one is marked shipped, in development, or planned.

Everything your team manages, in one operating context.

A conference-specific system for the work before, during, and after the event—not another generic assistant working from copied text.

01Foundation

Event setup

Create multi-format events, venues, rooms, policies, ticket types, capacity rules, and branded public pages from one control plane.

  • Multi-event workspace
  • In-person, virtual, or hybrid
  • Venue and policy management
02Programming

CFP to schedule

Collect proposals, coordinate reviewers, confirm speakers, and move accepted sessions into a multi-track agenda without re-keying data.

  • Guided CFP intake
  • Structured review workflow
  • Track, room, and session builder
03Revenue

Tickets and partners

Connect ticket inventory, Stripe checkout, discounts, sponsor packages, deliverables, and partner reporting to the same event record.

  • Tiered ticketing
  • Sponsor workspace
  • Scholarship workflows
04Event day

Onsite operations

Give the team a focused operating view for registrations, QR check-in, room schedules, session status, and attendee support.

  • Fast registration lookup
  • QR-assisted check-in
  • Live schedule views
05Experience

Role-based portals

Serve organizers, speakers, sponsors, attendees, reviewers, and promoters with purpose-built views of one shared system of record.

  • Six role experiences
  • Private and public views
  • Consistent event data
06Intelligence

AI operations

Connect Claude, ChatGPT, or another MCP-compatible assistant to live event context and a bounded set of write tools scoped to the role on its key — with every call recorded.

  • Bring your preferred AI
  • Role-scoped write access
  • Every action audited
07Growth

Marketing and promotion

Run promotion from the same system that holds the event: connected ad accounts, AI-assisted creative, referral links, share kits, and registration attribution.

  • Meta, Google, and LinkedIn ad channels
  • UTM and revenue attribution
  • Referrals and speaker share kits
08Community

Attendee experience

Give attendees an installable app experience: personal agendas, session sign-ups, an opt-in directory, peer messaging, and recognition that rewards participation.

  • Personal agenda and reminders
  • Directory, messaging, and moderation
  • Installable PWA with push
09Relationships

Support desk and CRM

Answer the inbox and remember the people. Inbound email becomes tracked cases with queues, SLAs, and satisfaction scores — against the same contact records that hold every speaker, sponsor, and attendee you have ever worked with.

  • Shared inbox with queues and SLAs
  • One contact across every event and role
  • Deliverable chasing that runs itself
10Trust

Compliance and money ops

Operate accountably with consent management, GDPR/CCPA workflows, budgets and P&L, refund handling, audit trails, and a public status page.

  • Privacy and consent built in
  • Budgets, expenses, and revenue
  • Audit trail and status page

The detail behind the map.

Expand any capability for what it does and where its edges are. Nothing here is an add-on module or a per-feature upsell — but not everything here is finished, and the status on each one says which.

89Shipped — running in the product today
8In development — partly built, work in flight
21Planned — specified, not yet started
Show
SETUP

Event setup and branding

One workspace holds every event you run. Each carries its own dates, venue, policies, theme, and public site, and none of it is retyped from the last one.

Multi-event workspaceShippedRun this year, next year, and the regional spin-off from the same place.

Events are first-class records rather than one global configuration, so a workspace holds as many as you run. Each moves through Draft, Coming Soon, Published, Completed, and Cancelled, and the status governs what the public can see.

Speakers, contacts, and organizations persist across events. Someone who spoke in 2025 and sponsored in 2026 is one record carrying both histories — the thing a stack of separate point tools cannot do.

Event settingsShippedEverything configurable about an event, grouped rather than dumped into one form.

Separate sections for details, visibility, branding, public page layout, custom domain, tracking pixels, venue and rooms, tickets, CFP configuration, policies, attendee organizations, Slack, Discord, newsletter sync, embeds, the AI agent, its knowledge base, reviews, the Convince Your Boss generator, and a deliberately separated danger zone.

Deleting an event requires typing its name, and the name cannot be pasted — a guard added after a near-miss.

Theme editorShippedColours, typography, logo, and button style across every attendee-facing page.

Six presets to start from, plus two site templates that change the public layout rather than only its colours. The theme applies across the whole public event site, not just a header, and carries to next year's event.

One accurate detail: preview opens the public page in a new tab. There is no live editing canvas.

Custom domain per eventShippedServe the event from your own hostname, verified before it goes live.

Request a challenge, add the DNS record, verify it in settings. Verification is a real check against the record rather than a checkbox you tick.

Policies, FAQ, and custom pagesShippedCode of conduct, refund terms, accessibility, and any page you need.

Policies render at their own public URLs and are stored as data rather than hardcoded. The FAQ doubles as grounding for the event's AI assistant, so answering a question once answers it in both places.

Private events and coming-soon modeShippedPassword-gate the whole event, or publish a countdown before the details are ready.

Coming-soon mode shows a countdown and collects notify-me signups. The password gate covers the entire public surface for internal or invitation-only events.

First-run setup wizardShippedA guided path from empty install to a first event.

Creates the organization and first event and picks a starter set of features, so a new deployment is not a blank admin screen.

Drag-and-drop page builderIn developmentArrange the public event page by dragging sections rather than toggling settings.

Section visibility, hero content, and public navigation are editable today. What is being built is direct manipulation: drag to reorder, hide what you do not want, and a footer column editor.

The footer editor is in review now. The wider section builder is specified and not yet started.

Media libraryPlannedOne place for event photos and video, tagged and reusable across the site.

Today images are uploaded where they are used, so the same photo gets uploaded repeatedly and there is no way to find what you already have. A shared library with tagging is specified; nothing is running yet.

TICKETS

Ticketing and registration

Ticketing runs through your own Stripe account, so the money is yours and lands on Stripe's normal payout schedule rather than being held until after the event.

Ticket types and tiersShippedAs many tiers as you need, with sale windows, capacity, and ordering.

Early-bird, regular, student, workshop, and virtual tiers, each with their own price, window, and limit.

Progressive ticket laddersShippedTiers that unlock automatically as the one before them sells out.

Group tiers into a ladder and the next price opens when the current one is exhausted, without anyone watching the dashboard at midnight. Inventory is enforced inside a serializable transaction, so a rush cannot oversell a tier.

Stripe checkout and refundsShippedHosted checkout on your own Stripe account, with full and partial refunds.

Checkout is a Stripe hosted session and the webhook confirming payment is signature-verified before anything is written. No card data touches ConferenceOS at any point.

Refunds are processed from the registration record and leave an audit trail with a reason.

Discount codesShippedPercentage or fixed-amount codes, validated server-side at checkout.

Codes have their own manager and are validated on the server during registration rather than trusted from the browser.

Custom registration questionsShippedAsk what you actually need to know, and report on the answers.

Questions are archived rather than deleted when retired, so last year's answers stay readable. Answers feed a registration-answers report and the special-needs roster.

Group and corporate registrationShippedOne buyer purchases a block, then each seat is claimed by its own attendee.

A group order generates claim links. Each seat holder fills in their own details, so you get real attendee records instead of ten copies of the buyer's name.

Buyers who must pay by invoice can request one, with a PO number and billing address; the organizer sends it through Stripe or marks it paid. Invoices download as a PDF from a signed link.

Self-service ticket transfersShippedAn attendee who cannot come hands their ticket to a colleague without emailing you.

The holder requests a transfer link by email and the recipient claims it. The registration moves rather than being cancelled and rebought.

Scholarship applicationsShippedApplications, review, approval, and an automatically generated discount code.

Approval issues a code to the applicant. Denials can carry a smaller discount instead of nothing, which is the difference between a rejection and an invitation.

Applications can be attributed to affiliate organizations, and approvals can be actioned in bulk.

External ticket URLShippedKeep selling on Eventbrite or Luma and still run the conference here.

Point the event at an external ticket page and the public Register and Buy buttons go there; native checkout is refused server-side rather than merely hidden.

Be clear-eyed about the trade. This is a link hand-off, not a sync: those registrations live in that system, so check-in, badges, and attendee messaging cannot see them.

Past-attendee import from EventbriteIn developmentBring years of Eventbrite history in so returning attendees are recognized.

The importer works. It pulls attendees, orders, check-in state, and question answers, deduplicates them, creates claimable profiles, and auto-claims a registration when the email is already verified.

The gap is packaging: it runs as an operator script, not a screen in the admin, so today it needs someone with shell access.

Conversational registrationPlannedLong forms asked one question at a time, which completes far better on a phone.

Aimed at the longest forms first — proposals, scholarships, volunteer signup, profile completion. Specified, not started.

CFP

Call for papers and speakers

Proposals come in, reviewers score them, accepted talks become sessions on the schedule. The speaker is typed once.

Public CFP with a guided formShippedA multi-step proposal form, with withdrawal under the speaker's own control.

Submitters withdraw a proposal themselves rather than emailing to ask. A lighter 'I would like to speak' form exists separately for people not ready to propose a specific talk.

Reviewer roster and scoringShippedInvite reviewers, score proposals, and record conflicts of interest.

Reviewers claim an invite by token and work a queue. A reviewer can recuse themselves from a proposal and the recusal is recorded rather than handled by convention.

Statuses move individually or in bulk, and the whole submission set exports to CSV.

Accepted talk becomes a sessionShippedOne action puts an accepted proposal onto the schedule.

This is the handoff spreadsheets lose. The session carries the speaker, abstract, and track from the proposal, so nothing is retyped and nothing drifts.

Speaker directory and share kitsShippedSpeaker profiles, a public directory, and generated share cards.

Each speaker gets a profile page and a share page with an automatically generated card image for social posts.

One limit worth knowing: cards generate individually. There is no gallery, no automatic check for broken ones, and no bulk download sized per platform.

Speaker dashboardPlannedA logged-in home where a speaker sees their own sessions, tasks, and deadlines.

Stating this plainly because our own materials have claimed otherwise: the speaker portal route exists but renders an under-construction placeholder. There is no speaker self-service dashboard today.

Speakers are organizer-managed and speaker communication happens over email. The automated 7/3/1-day deadline reminder system described in older documentation is not running either — it was superseded, and its endpoint returns a not-implemented response.

Track chairsPlannedPer-track ownership so a programme committee can work without seeing the whole event.

Scoped CFP review, per-track run sheets, and public track listings owned by their chair. Specified, not started.

Automatic proposal correspondencePlannedThank-you, accepted, and declined emails that send themselves.

Status changes do not trigger their own correspondence today; a person sends it. Templating and automatic sends are specified.

AGENDA

Schedule and sessions

A multi-track agenda built from the same records that hold the speakers and the rooms, with conflicts surfaced as you work rather than discovered onsite.

Multi-track drag-and-drop builderShippedBuild the grid by dragging sessions across tracks, rooms, and times.

Sessions are dragged into place and resized in 15-minute steps, and the resize handle is keyboard-operable rather than mouse-only. Sessions publish individually or in bulk, so a partly-built agenda can go live without exposing the half you are still arguing about.

The schedule check flags room and track conflicts as they appear and never blocks an edit. It reports; you decide.

Rooms, venues, and layoutsShippedReal rooms with real capacities, reusable across events.

Venues carry rooms, capacities, and layouts. Offsite and side events are their own records with their own public pages rather than being faked as sessions.

Session sign-ups with waitlistsShippedCap a workshop, take sign-ups, and let the waitlist promote automatically.

Attendees sign up and cancel themselves; organizers can confirm or cancel on their behalf and export the list. When a seat frees, the waitlist promotes and the attendee is notified.

Reminders ahead of a session go out by email and push notification.

Personal agendasShippedEach attendee builds their own day from the published schedule.

The personal agenda sits in the attendee's event home alongside their pass and onboarding checklist.

Workshop materialsShippedAttach slides, repositories, and prerequisites to the session that needs them.

Materials are managed per session, so attendees find them where they are already looking rather than in a separate email.

Embeddable schedule widgetShippedPut the live agenda on your own marketing site.

Embeds are token-scoped with a host allowlist and frame-ancestors policy, and the token can be rotated — so a widget can be revoked without touching the schedule.

Session reviews and pull quotesShippedPost-session feedback, moderated, with the best lines pulled out for reuse.

Reviews are held for moderation before they show. Pull quotes can be extracted from session feedback automatically and then edited, which turns feedback into next year's marketing copy.

Recaps and post-event pagesShippedSession recaps, generated as a draft and edited by a human.

Recaps generate in bulk, are editable, and export in a form the newsletter can use. The draft is a starting point, never a publish button.

Virtual and hybrid sessionsIn developmentVirtual sessions with their own registration, and attendance recorded against them.

What ships: virtual sessions with a separate registration flow, attendance recording, CSV registrant import, and a real two-way sync with Beehiiv Webinars including session mapping and reconciliation.

What is thinner than it sounds: Zoom, Livestorm, YouTube Live, StreamYard, WebinarJam, and custom RTMP are supported as stored join and registration links, not API integrations. You paste the link, ConferenceOS routes attendees to it, and attendance arrives by CSV. Beehiiv is the only provider with a live data sync, and recording URLs are pasted by hand.

EXPO

Sponsors and exhibitors

Packages, booths, benefits, and comp tickets tracked against the same event record — and a portal where the sponsor does their own work instead of emailing you assets.

Tiers, benefits, and add-onsShippedDefine what each level includes, and track whether it was delivered.

Benefits are individually status-tracked, so 'logo on the shirt' is a thing that is or is not done rather than an assumption. Add-ons are sold and assigned separately from tiers.

Interactive prospectusShippedA live prospectus page, with a PDF, reflecting real remaining inventory.

Availability is driven by actual commitments rather than a document someone remembers to update. When it is not ready, the page says so rather than showing stale numbers.

Booth picker and floor plansShippedSponsors hold and confirm their own booth against a real floor plan.

Booths are generated from a venue layout with real map geometry, then held, confirmed, released, or blocked. A hold lasts 30 minutes, so browsing does not lock the floor.

The sponsor picks from their own portal and the organizer can override. Virtual booths are supported for hybrid and online events.

Sponsor portalShippedReal self-service: assets, benefits, booths, add-ons, and comp tickets.

This is the sponsor-facing half of the deal and it is fully built, unlike the speaker equivalent. Sponsors upload assets, mark benefits complete, claim add-ons, and manage their own comp-ticket allocation.

Lead disclosure is consent-gated: a sponsor sees attendee details only where the attendee explicitly granted data sharing, and that consent can be withdrawn at any time.

Comp-ticket allotmentsShippedGive a sponsor a block of tickets and let them hand them out by claim link.

Allotments are allocated, revoked, and marked sent from the portal. Claim tokens are hashed and expire. Recipients claim their own seat, so you get real attendee records.

Community partnersShippedNon-paying partners tracked and published separately from sponsors.

Meetups, user groups, and media partners get their own records and their own public page rather than being squeezed into the bottom sponsor tier.

Sponsor onboarding wizardPlannedSponsors sign themselves in with a magic link and a wizard collects everything.

Today a sponsor's access is set up by the organizer. The planned version is self-serve from the moment the deal closes.

Two related gaps are specified with it: sponsors and partners hold a single embedded contact rather than multiple named people, and logos are pasted as URLs rather than uploaded.

Sponsor lead capturePlannedBadge scanning at the booth, with lead export and ROI reporting.

An offline-capable scan app for booth staff. This is a real intention with no scheduled work behind it, which is worth saying rather than implying it is close.

ONSITE

Onsite operations

The event-day view: who is here, who is in the room, and what still needs a person. Built for a laptop on a registration desk, not for a reporting dashboard.

Check-in with QR lookupShippedSearch by name, scan a code, check someone in, and undo it when you get it wrong.

There is a dedicated check-in app at its own URL as well as the console view, so a volunteer can work the desk without the rest of the admin.

Undo matters more than it sounds. The common desk error is checking in the wrong similarly-named person, and reversing it needs to be one click.

Session attendance evidenceShippedScan attendees into sessions, with automatic detection of implausible records.

Detectors flag duplicate scans, overlapping sessions, impossible attendance, late entry, and early exit. Flagged records go to an exception desk where a human corrects them.

This exists because attendance feeding continuing-education credit has to survive being audited.

Continuing education readinessIn developmentCredit programmes, provider approvals, attendance evidence, and a pre-flight check.

The spine ships: credit bodies, provider approvals, programme roles, a pre-flight readiness check, and generated attendee-facing copy explaining what they earned.

What does not exist is the artifact at the end — issued certificates, learner transcripts, and third-party verification. You can run a compliant programme and evidence it; you cannot yet hand the attendee a certificate from here.

VolunteersShippedPost what you need covered, take signups, approve them.

Volunteer needs are defined per event with a public signup page and an organizer approval workflow.

VendorsShippedA directory of who you are paying, linked to what you spent.

Vendor records connect to the expense side, so the AV company is one entity rather than a recurring line item.

Badge printing and kiosksPlannedPrint at a self-service kiosk instead of pre-printing everything.

A feature flag for kiosk check-in exists in the codebase with nothing behind it. Treat this as not started.

Incident reportingPlannedCode-of-conduct reports routed to staff with an alert.

Specified, with a flag reserved and no surface built. For an event with a code of conduct this is a real gap, and we would rather say so than let a flag name imply otherwise.

PEOPLE

Attendee experience and community

What the attendee gets: a personal home for the event, an opt-in way to find each other, and privacy controls that are enforced rather than decorative.

Attendee event homeShippedOne page holding the pass, the agenda, the checklist, and the morning brief.

Onboarding is a checklist rather than an email sequence, so someone who joins late can catch up in one place.

Installable app with pushShippedAdd the event to a phone home screen and receive push notifications.

A progressive web app rather than a store download, so there is no install friction and no app-review cycle before the event.

Push is opt-in per attendee and subject to the same consent record as email and SMS.

Opt-in attendee directoryShippedFind other attendees — only those who chose to be findable.

Off unless the organizer enables it, and off per attendee unless they opt in. Field-level visibility is the attendee's choice rather than an all-or-nothing toggle.

QR contact exchangeShippedScan a badge to connect, instead of photographing it.

Each attendee has a connect code they can regenerate if it leaks. Connecting requires the scan, so there is no way to enumerate people you have not met.

Peer messaging with moderationShippedAttendees message each other, and can block and report.

Blocking is immediate and unilateral. Reports become tracked cases in an organizer moderation queue with a resolution workflow, rather than an email someone might miss.

Reviews and testimonialsShippedCollect feedback, moderate it, and publish the parts you choose.

Reviews are held for moderation and can be highlighted onto public pages. Nothing publishes itself.

Tracked referralsIn developmentReferral links with real click and conversion tracking, credited as karma.

Tracking is real: referral codes carry clicks and conversions, and a conversion is credited when the Stripe webhook confirms the purchase.

The reward is karma points and nothing else. There is no reward configuration, no tiers, and no payout surface, so do not read this as an affiliate programme.

Karma and badgesIn developmentRecognition for participation — configured, but not yet visible to attendees.

Organizers define badges and karma activities today, with sensible defaults to start from, and the ledger records what people earn.

The honest gap: there is no attendee-facing surface. Nobody can see their own badges or karma, which means the feature currently rewards people privately. It is configured and waiting for its display.

AI attendee matchmakingPlannedSuggested one-to-one meetings based on what people came to do.

The privacy groundwork it needs — opt-in directory, per-field visibility, governed messaging — is already in place. The matching and in-app booking are not built, and no work is currently in flight.

COMMS

Communications

Reaching the right people, through the channel they agreed to, with a record of what was sent.

Broadcast composer with segmentsShippedWrite once, preview the audience, send a test, then send.

Audiences come from saved segments rather than exported lists, so a send always reflects the current state of the event. Every broadcast is previewed against a live count first.

Saved audience segmentsShippedReusable definitions like 'checked in but attended no sessions', evaluated fresh each time.

Segments are queryable, exportable, and pushable to the CRM. They are also exposed as agent tools, so an assistant can evaluate one without being handed the attendee list.

Consent-aware channel preferencesShippedPer-channel opt-in that actually gates sending.

Attendees manage email and SMS preferences from a signed link that needs no login. The preference is enforced at send time, and an opt-in-health report shows where consent is thin.

Transactional and organizer emailShippedConfirmations, invites, receipts, and campaign sends through Resend.

Delivery callbacks are signature-verified, and an unconfigured webhook secret causes a refusal rather than acceptance of unsigned traffic.

SMSShippedOrganizer SMS broadcasts and event-day alerts through Twilio.

Twilio is fully integrated with signature-verified inbound handling, SMS contact verification, SMS opt-in as a first-class consent channel, organizer-initiated broadcasts, and the event-day morning brief.

One precise limit: automatic session reminders go by email and push, not SMS. There is no SMS reminder-campaign builder.

Newsletter platform syncShippedKeep Beehiiv, Kit, or Mailchimp in step with registrations.

Beehiiv is the deepest of the three, with field mapping, signup routing, bulk sync, and webinar attendance sync. Kit and Mailchimp are implemented as contact sync.

Slack and Discord notificationsShippedEvent activity posted into the channel your team already watches.

Configured per event with an incoming webhook and an on/off switch. No platform-level credentials required.

Automation builderPlannedYour own when-this-happens-do-that rules, without a developer.

Several automations run on a fixed schedule today — session reminders, morning briefs, SLA breach alerts, task due reminders. What is planned is letting an organizer author their own triggers and actions.

GROW

Marketing and attribution

Promotion run from the same system that holds the event, so a click can be followed all the way to a paid registration.

Promotions studioShippedGenerate campaign copy and creative from the event's own data.

Creative is generated from real sessions, speakers, and dates rather than from a blank prompt, then exported or pushed to a connected channel. Prohibited-word guards run over generated copy.

Promotion playbooksShippedFive prebuilt campaigns: early bird, speaker announcement, track spotlight, sponsor thank-you, last chance.

These are fixed sequences defined in code. Making them editable and configurable by the organizer is specified separately and not yet built.

Connected ad accountsShippedMeta, LinkedIn, and Google Ads connected per event, with spend reported back.

Each channel connects by OAuth per event and reports its own state — not configured, disconnected, connected, or error — rather than failing silently. Campaigns are pushed and their status updated from the promotions surface, and spend syncs back for ROI reporting.

Per-channel on/off toggles are specified and not built, so today connecting a channel is the switch.

UTM attribution to registrationsShippedFirst- and last-touch attribution, followed through to revenue.

Both first and last touch are stored on the registration itself and indexed, feeding a marketing-attribution report and a paid-promotion ROI report. 'Did that campaign sell tickets' has an answer rather than an opinion.

Invitation listsShippedImport a list, send invites, and watch the funnel convert.

Invitees are imported by CSV and claim by token, so an invitation produces a real attendee record rather than an untracked email.

Convince Your BossShippedA justification letter the attendee can send to whoever signs off.

Configured per event by the organizer and generated for the attendee. It is among the most-used pages on a conference site and almost never built.

Traffic and page analyticsShippedViews, popular pages, and referrers, without a third-party tracker.

First-party tracking against your own event, so it survives ad blockers and does not require a consent banner for someone else's script.

Campaign landing pagesPlannedPurpose-built pages for paid traffic to land on.

Paid traffic currently lands on the event home or the registration page. Dedicated campaign pages are specified; a flag exists with nothing behind it.

SUPPORT

Support desk

The questions arrive by email whether or not you have somewhere to put them. This gives them queues, owners, and a clock.

Shared inbox with tracked casesShippedInbound email becomes a case with an owner, a status, and a history.

Mail is ingested and routed into queues. Replies are threaded, support CC participants and reply-all, so the conversation stays in one place.

A presence indicator warns when someone else is already replying — the small thing that stops two people answering the same person differently.

Queues, routing rules, and SLAsShippedRoute by category, set a first-response target, and get told when it breaches.

Breach and idle-case checks run on a schedule rather than depending on someone watching the queue.

Notes, tags, snooze, and saved viewsShippedThe working furniture of a real desk.

Notes support @mentions and stay internal. Templated auto-acknowledgement can be switched on per queue.

Satisfaction ratingShippedOne tap on resolve, reported by queue and by assignee.

Rated through a signed link with no login, which is the reason the response rate is worth anything.

AI support assistantShippedA chat widget grounded in this event's real data and knowledge base.

The assistant answers from the event's schedule, FAQ, venue, and knowledge base rather than from general knowledge, and can be given a persona and avatar per event. It is enabled per event and off by default.

Prompt-injection guards run on the input, and the assistant answers rather than acts — it cannot change the event.

Support address routingPlannedPoint your own support@ address at a specific queue.

Ingestion is built and running. What remains is mapping particular addresses to particular queues, which today is wired rather than self-serve.

CRM

Relationships and pipeline

One contact record per person, carried across every event and every role they have ever held with you.

Unified contact recordsShippedSpeaker, sponsor, attendee, and volunteer histories on one person.

The record includes support history, so whoever picks up the next conversation can see the last one. Organizations roll their people up.

Pipeline, notes, tasks, and tagsShippedWork sponsorship deals where the sponsor data already lives.

Pipeline stages, tasks with owners, notes, and tags, all attached to the same records the event uses.

Deliverable trackingShippedChecklists with due dates for what a sponsor or speaker owes you.

Deliverables generate from templates — a speaker pack, a sponsor package — rather than being typed per deal, and chase themselves on a schedule.

Prospect import with dry runShippedPreview exactly what a CSV will create before it creates it.

The preview shows what would change and nothing is written until it is confirmed, which is the difference between an import and an accident.

Unrenewed-sponsor lookupIn developmentWho sponsored last year and has not come back — answerable, but only by the assistant.

It is the most valuable question at the start of a cycle, and the logic exists and works.

It exists only as an agent tool. There is no organizer screen for it, so you get the answer by asking your assistant rather than by opening a view.

Twenty and Monday.com syncShippedPush registrations and sponsors into a CRM you already run.

One-way export, rate-limited and batched. Monday.com works the same way, configured per event with a board id.

Sales pipeline as a sellable modulePlannedA surface a seller can work all day, with sponsor mail landing in it as a lead.

The pieces exist separately — pipeline, deliverables, support ingestion. Joining them into a sales workspace is specified and not started.

HubSpot and Salesforce adaptersPlannedNative connectors for the two CRMs teams most often already run.

Both are real intentions with no scheduled work and no code behind them. Until they exist the honest routes are the REST API, CSV export, or the Twenty and Monday.com adapters.

PROD

Production and project management

Running a conference is a project. This is the part that tracks who is doing what by when, inside the same system as the event.

Projects, tasks, and milestonesShippedBoards and lists per event, with assignees and due dates.

Tasks carry notes, @mentions, and file attachments, and due-date reminders run automatically. A per-event team page shows who is on it.

Project playbooksShippedInstantiate a whole production plan from a template, previewed first.

Preview what a playbook will create before creating it, then generate the project. Task dates reschedule in bulk when the event date moves.

Templates are curated system defaults today. There is no path for an organizer to author and save their own.

Backward planning from show dayPlannedPick the event date and get the production plan counted backward from it.

Playbooks produce tasks; they do not yet compute the timeline from the event date. Making the plan date-aware is specified.

MONEY

Money operations

What came in, what went out, and what it means — in the same place as the event that generated it.

Revenue dashboardShippedTicket and sponsor revenue against a target you set.

Revenue realization is reported separately from bookings, so committed-but-unpaid sponsorship does not read as money in the bank.

Budgets and expensesShippedCategories, line items, vendors, and a profit-and-loss view.

Expenses are also reachable through the agent tools, so a budget can be populated by an assistant working from your invoices — behind a separate permission that ticket and schedule access does not grant.

Refunds with an audit trailShippedFull and partial refunds, with the reason recorded.

Processed through your own Stripe account. No card data is stored by ConferenceOS at any point.

Reporting libraryShippedTwenty-nine built-in reports, printable, exportable, and shareable by link.

Attendees, no-shows, headcount, ticket sales, registration velocity, revenue summary and realization, invoices, expenses, CFP funnel, speaker readiness, session popularity and feedback, sponsor commitments and benefit fulfilment, sponsor comps, scholarships, volunteers, vendors, check-in flow, marketing attribution, paid-promotion ROI, broadcast performance, opt-in health, special-needs roster, registration answers, and broken outbound links.

Reports share by tokenized link, so a board member can read one without an account.

Refund deadlines from the event datePlannedPolicy dates that calculate themselves instead of being retyped each year.

Refund windows are written into policy text today. Deriving them from the event date is specified.

AI

AI and extensibility

Connect the assistant you already use to live event context and a bounded set of actions. Not a chatbot bolted on the side — the same permission system the rest of the product uses.

MCP server with read and write toolsShippedRead and write tools, open to any MCP-compatible assistant.

Model-neutral: Claude, ChatGPT, or anything else that speaks MCP. Reads cover the event, schedule, speakers, registrations, venue, FAQ, sponsors, saved segments, CFP submissions, and expenses. Writes cover speakers, CFP status, event details, sessions, FAQ entries, CRM notes, tasks, tags, pipeline stages, and expenses.

No single connection sees every tool. Tools are filtered by the role on the key: a read-only key sees only reads, each administrator role adds the writes for its scope, and only a system administrator sees everything.

Role-scoped, event-pinned keysShippedA key carries a role and, usually, exactly one event it is allowed to touch.

Three roles escalate cumulatively: speaker administrator, event administrator, system administrator. A key with no role is read-only.

An event-pinned key is refused if it names a different event, and infers the event when one is not given. Writes addressed indirectly — updating a speaker via a session id — re-check scope after loading the record, so pinning cannot be walked around by addressing something sideways.

Budget writes need a separate permission on top of the role. Being able to edit the schedule does not confer being able to edit the money.

Write previewsShippedCRM and budget writes show you the change before committing it.

CRM and expense write tools preview by default, returning the rows that would change, and commit only on explicit confirmation. Imports are idempotent and never overwrite an existing record.

Stated precisely, because the distinction matters and our own copy used to blur it: core content writes — speaker, CFP status, event, session create and update, FAQ — apply directly rather than previewing. They are fully audited, but they are not dry-run by default.

One-click connector sign-inShippedConnect an assistant by OAuth instead of pasting a key around.

Standards-based discovery and dynamic client registration with PKCE, so a compliant client can find and connect to the server on its own. Token exchange mints a short-lived key rather than a permanent one.

A human connecting this way is capped at event-administrator scope and can never reach the system tools, whatever their role elsewhere.

Full audit trail on every callShippedEvery agent call recorded, with before-and-after state on writes.

Calls are attributed to either the API key or the specific human behind it. A denylist hard-blocks shell, file, deployment, secret, schema, and billing tool names even if one were ever registered by mistake.

Versioned REST APIShippedNine endpoints under /api/v1 with 21 granular scopes and a published OpenAPI document.

Events, event detail, check-in, FAQ, registrations, rooms, scholarships, session reviews, and stats. Uniform response envelope, key authentication, scope enforcement.

Worth knowing before you plan against it: this is not full CRUD. There are no collection endpoints for sessions, sponsors, speakers, CFP, communications, or reports. For those, the MCP tools go further than the REST API does.

AI content generationShippedSession recaps, pull quotes, promotional creative, and image suggestions.

Everything generated is a draft an organizer edits and approves. Nothing publishes itself, and prohibited-word guards run over generated marketing copy.

Outbound webhooksPlannedPush event changes to your endpoints as they happen.

Stating this plainly because this site claimed otherwise until recently: ConferenceOS verifies inbound webhooks from Stripe, Resend, and Twilio, but does not publish outbound webhooks to your systems. To react to changes today, poll the REST API or use a CRM adapter.

TRUST

Trust, compliance, and operations

The unglamorous half. Consent that is enforced rather than merely recorded, and a deployment you can actually run.

Authentication and sessionsShippedClerk-backed sign-in with Google, Microsoft, GitHub, and LinkedIn.

Authorization is enforced server-side per route. Authenticated users who lack permission land on an unauthorized page rather than being bounced to sign-in, which is a meaningfully less confusing failure.

On SAML: ConferenceOS authenticates through Clerk, so enterprise SAML depends on your Clerk plan and configuration rather than on anything we ship. We would rather point at that than imply we built it.

GDPR and CCPA workflowsShippedData subject export and erasure, run from the admin.

Erasure anonymizes in place rather than hard-deleting, so financial and order integrity survives a valid erasure request. Requests are tracked as records rather than handled ad hoc.

Consent capture and withdrawalShippedPer-channel and per-sponsor consent, withdrawable by the attendee.

Sponsor lead disclosure reveals only attendees who explicitly granted it, and withdrawal takes effect immediately. Consent is checked at the point of use rather than at the point of collection.

Bot protection and rate limitingShippedPublic forms and the agent endpoint are rate-limited and guarded.

Coverage spans registration, group and transfer flows, sponsor claims, CFP, volunteers, scholarships, media applications, reviews, verification, contact, and the support chat. The agent endpoint is limited to 60 requests a minute per principal by a limiter that survives a restart.

Moderation and prompt-injection guardsShippedGuards on both what attendees post and what the AI is fed.

Peer messaging has report and block with an organizer queue; reviews and testimonials are held for moderation. Agent guardrails and a prohibited-word list run over model input and generated copy.

Audit log and activity feedShippedA readable history of what changed and who changed it.

Human and agent actions land in the same log, attributed to the actor. The per-event activity feed is the readable view of it.

Status page and hardening checkShippedA public status endpoint plus an internal configuration audit.

The hardening check inspects the deployment's own configuration and reports what is unset or unsafe, rather than assuming it was handled at install.

Demo, test, and QA modesShippedShow the product, run Stripe in test mode, or walk the whole page tree.

Demo mode is read-only and banners itself clearly. Test mode puts payments into Stripe test mode with a visible indicator, so nobody demonstrates with real money by accident.

Field-level PII encryptionPlannedEncrypt personal data at rest, not only credentials.

Being specific rather than reassuring: OAuth tokens and webhook URLs are encrypted at rest today. Attendee personal data is not. It sits in a managed Postgres database with storage-layer encryption and access controls above it, but there is no field-level encryption and we will not describe it as though there is.

Default-deny authorizationPlannedOne policy governing who sees what, instead of per-route checks.

Route-level authorization is real and enforced in production today. What does not exist is a single default-deny spine — permission is asserted route by route, which is harder to audit and easier to miss on a new page.

Related and also planned: distinct role-specific views for every person type, including volunteers, press, and staff.

Configuration backup and restorePlannedExport an event's whole configuration and restore or clone it.

This site previously described a config backup feature. It does not exist — there is no configuration export, snapshot, restore, or event-clone in the product. Database-level point-in-time recovery is an infrastructure practice for the hosted deployment, not something you can drive.

Self-hosting and upgradesIn developmentRun your own instance and see what version it is on.

The version of a deployment is visible in the admin, and a tenant upgrade rehearsal and promotion pipeline exists. One-button update and deployment-wide integration key management are specified and not built.

ConferenceOS is slated to be open-sourced under Apache 2.0.

Features that carry context forward.

Each stage starts with the work already completed, so decisions and data do not disappear at the boundary between teams.

01

Plan

02

Publish

03

Program

04

Sell

05

Operate

06

Report

Why this page contradicts our own marketing.

Most feature pages are written from a roadmap. This one was written by going through the application code — routes, permissions, the agent tool registry, the integration list — and marking what a person can actually go and use.

Shipped

You can use it today

There is a working surface an organizer or attendee reaches. A database column, an environment variable, or an unused feature flag does not qualify.

In development

Real, and incomplete

Usually the engine works and the visible half does not, or it runs but only for someone with shell access. The detail says which half you get.

Planned

Specified, not started

Written down and intended. Some has work in flight and some has none, and where there is none we say so rather than implying momentum.

Corrections

Some of this used to be wrong

This review found capabilities we had described as finished that were not — a speaker portal, outbound webhooks, configuration backup. They are marked honestly now. If you find another, tell us and we will fix it.

Built for the people doing the work

See what changes when the organizer can simply ask.

Organizer overview