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SamSetup

Sam builds your event's structure from a conversation.

Get the task types, deadlines, packages and settings your event needs, proposed together by Sam. Sam asks plain questions and uses your answers to shape the setup. You can build any part by hand, and nothing is saved until you say yes.

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Things to ask Sam

  • Try: Stands for Platinum and Gold. Slides a week before. Venue: insurance by 21 May, delivery by 28 May.
  • Try: Turn on the reminders, the sponsors are behind.
  • Try: I uploaded our logo, can you match the colours?
  • Try: Emails should come from Northgate Forum team and replies should go to hello@
  • Try: Check the dates against the agenda.
  • Try: Export everything for our records.
Sam, the setup agent
The result

What Sam made for Northgate Forum 2027

Explore the work delivered to sponsors, speakers and delegates at this sample event.

Veltrax Logistics' sponsor portal
  • Sam package and deadlines
  • Penny answers and reminders
Priya's speaker portal
  • Sam tasks and deadlines
  • Penny chases what is owed
The registration confirmation
  • Sam registration and email
  • Wendy the sign-up form
A sponsor's package, ready on day one
  • Sam package and deadlines
How it was made

Sam turns your request into work ready for your approval.

Watch Sam turn a request into a proposal in this replay for the fictional Northgate Forum 2027 at the Riverside Congress Centre in Rotterdam.

A replay on the fictional Northgate Forum 2027. The organiser asks Sam, the set-up agent, to add a Platinum package with ten passes and a keynote slot. Sam reads the three existing packages, the sponsor task types and the locked sponsor portal template, then proposes Platinum with the price left for the organiser to set, ten passes, one keynote slot, and three tasks counted back from 8 June 2027: the logo by 11 May, the stand plan by 18 May and the passes by 25 May. The approve card arrives in the conversation as soon as the draft is drawn. The organiser clicks Portal preview and the sponsor portal opens almost full screen in a browser window, as a Platinum sponsor will see it, with the three new tasks in orange. The organiser drags the Key dates card to the top of the side column, and a label points out Ask Wendy for design changes. The organiser closes the preview. The checks say every deadline is before the event, the portal uses the locked template and nothing is sent to anyone. The organiser approves and the packages table shows four packages, with Undo in the confirmation. In the same thread the organiser asks for the stand plan a week earlier, and Sam proposes the one change, 18 May to 11 May, which the organiser approves. The film ends in the Platinum sponsor's own portal: the package, its three tasks and the stand plan now due Tue 11 May, with the old date crossed out and a label pointing at it.
Fictional demo data: Northgate Forum 2027.
Setup agent

The work you can leave with Sam

  • Creating the organisation and the event: name, dates, time zone, venue, currency and the audiences you need.
  • Members and roles (owner, admin, staff), with every invite shown before it is sent.
  • Starting each new event from your defaults, with Sam copying across the task types, knowledge base and email copy.
  • Task types per audience, with due dates, hard deadlines and how firmly each reminder chases.
  • The form behind each task, built field by field with a live preview.
  • Packages and entitlements, with per-company overrides and a reason for each.
  • Handing the company, attendee and speaker spreadsheet import to Sam, who checks each row before writing it.
  • Registration links, the registration webhook and ticketing connectors set up for you by Sam.
  • Settings: key dates, hotels, venue and travel, branding, the email template and the sender.
  • The launch checklist, launch and post-event archiving handled by Sam.
In the workspace

Sam in four states

Wireframes of the product on the fictional Northgate Forum 2027. Open any frame to see it larger.

  • Empty, first use
    Sam, empty, first use: A new event: the setup jobs listed, each with the agent who owns it.Open larger
    A new event: the setup jobs listed, each with the agent who owns it.
  • Proposal waiting
    Sam, proposal waiting: A proposal you can assess: Sam names every hard deadline and shows the checks it ran.Open larger
    A proposal you can assess: Sam names every hard deadline and shows the checks it ran.
  • Approved
    Sam, approved: Approved by Andrew Burton. Undo stays available until launch.Open larger
    Approved by Andrew Burton. Undo stays available until launch.
  • Problem
    Sam, problem: Asked to email the venue, Sam offers a stand list to attach and confirms the email stays in your inbox.Open larger
    Asked to email the venue, Sam offers a stand list to attach and confirms the email stays in your inbox.
Hand-offs

Who Sam works with

See how work passes between agents, with each hand-off presented as a proposal for your approval.

  • SamSetupandWendyWebsite

    Sam passes your approved tasks and deadlines straight to Wendy, who builds them into a sponsor portal in your event's colours, type and graphics.

    Meet Wendy
  • SamSetupandPennyPortals

    Sam defines when reminders are due and who they come from. Penny handles the chasing within the cap you set.

    Meet Penny
  • SamSetupandAndyAgenda

    Sam keeps the venue details in place. Edit the rooms within that venue in Andy's agenda.

    Meet Andy

Add-ons

Choose a new module and it comes with its own agent. Extend Sam's module and Sam handles the added work.

  • Floor plan, stands and shop

    Arrives with its own agent

    Place stands on a floor plan and manage the stand builder, shop and artwork proofs through an add-on with its own agent. In the base setup, Sam keeps each company's stand number in a text field.

  • White label

    Extends Setup, run by Sam

    Sam can request a quote for white label, which extends the settings to include changes such as removing the Conectus footer from your event's portals and emails. The lock stays visible in Sam's settings.

Frequently asked questions

Does Sam change anything without asking me?
No. Sam proposes and you approve. A wording tweak is one click, and an invite or a launch shows every recipient first. Sends, charges and deletions are always approved by a person.
Can I set up the event without talking to Sam?
Yes. The first screen gives you both routes: Talk to Sam or set it up by hand. You can use every page with the panel closed. If you edit a proposed row, Sam's proposal is marked superseded.
Can Sam email the venue or our suppliers?
No. Work with the venue and suppliers stays in your own inbox. When they confirm something, tell Sam the outcome and he enters it, for example as a key date.
What if I approve something by mistake?
Undo it. You can undo one proposal, or everything Sam did in a run, and the audit log shows who proposed and who approved each change.

Make an enquiry or book a walkthrough

See your event's website take shape as you type, in the designs Wendy creates. We'll reply by email and arrange a walkthrough call if you ask.

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