Getting started
Welcome to TalentOS
TalentOS is the operating system for talent and influencer agencies β contracts, escrow, brand campaigns, and creator management in one place.
Who uses TalentOS?
- π’ Agency owners + admins β manage the roster, brand pipeline, and platform settings.
- π₯ Creator managers β onboard talent, monitor health, run retention.
- π Deals managers β run the brand pipeline, send quotes, close deals.
- π¬ Creators / talent β submit deliverables, view payouts, sign contracts.
- π‘οΈ Brands β review submissions, approve / request revisions, fund escrow.
First steps as an agency owner
- Complete tenant onboarding. Go to /onboarding/tenant if you haven't already. Sets up agency identity, tax info, branding, and workflow defaults.
- Invite your team. Users & Roles β "+ New user" with role (owner / manager / coordinator / accountant).
- Add your first talent. Two options: one-off via Creators β "+ Add creator", or bulk import via Bulk Imports (CSV upload, up to 10,000 rows).
- Add your first brand account. Brands β "+ Add brand". This is where you'll attach deals.
- Create your first contract. Contracts β Create walks you through template selection and signer setup.
Key concepts
- Tenant
- Your agency. Each tenant is isolated β your data isn't visible to other agencies on TalentOS.
- Roster
- The list of creators / talent your agency represents. Roster entries hold contact info, rate cards, and performance history.
- Deliverable
- A unit of work a creator owes against a deal β e.g. "1 Instagram reel for X brand." Lifecycle: briefed β in_production β submitted β approved β published.
- Escrow
- Funded by the brand at deal start, locked until deliverables are approved, then released to the talent (minus your commission).
- Settlement
- The end-state of a deal β escrow released, commissions deducted, taxes withheld (TDS / GST), payouts generated.
Need more help?
Browse by topic in the sidebar, or open a support ticket.