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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?

  • 🏒 Agency owners + admins β€” manage the roster, brand pipeline, and platform settings.
  • πŸ‘₯ Creator managers β€” onboard talent, monitor health, run retention.
  • πŸ“ž Deals managers β€” run the brand pipeline, send quotes, close deals.
  • 🎬 Creators / talent β€” submit deliverables, view payouts, sign contracts.
  • πŸ›‘οΈ Brands β€” review submissions, approve / request revisions, fund escrow.

First steps as an agency owner

  1. Complete tenant onboarding. Go to /onboarding/tenant if you haven't already. Sets up agency identity, tax info, branding, and workflow defaults.
  2. Invite your team. Users & Roles β†’ "+ New user" with role (owner / manager / coordinator / accountant).
  3. 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).
  4. Add your first brand account. Brands β†’ "+ Add brand". This is where you'll attach deals.
  5. 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.