What is the Bizzabo Event OS Copilot?

The in-platform Event OS Copilot is designed to help organizers and their teams learn and use Bizzabo more efficiently than ever before. To get started, simply click the Book icon at the bottom-right corner of your screen.

The Copilot Hub offers a range of features to enhance your Bizzabo experience, including access to BizzaKnowledge articles, interactive product walk-throughs, video content, and generative AI tools. Explore these resources to seamlessly navigate and master Bizzabo and a new digital onboarding experience.

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What is the new digital onboarding, and how does it help you and your team with it?

The Bizzabo event OS Copilot is a quick-access tool that allows you to walk you through how to perform prompted actions and find information within the product using simple commands, questions, or keywords. During onboarding, it guides you through essential steps, provides shortcuts, and offers instant access to help resources, making your setup faster and more efficient.

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What are the benefits of our digital onboarding?

1. Faster Time to Value – Get up and running quickly with step-by-step tutorials, interactive product walkthroughs, and guided resources.

2. Learn at Your Own Pace – Access self-service resources like help center articles, videos, and FAQs whenever it’s convenient for you.

3. Proactive Guidance & Tips – Receive automated recommendations and best practices based on your specific usage and where you are on the platform.

4. Easy & Streamlined Access to Support – Reduce frustration with in-app prompts and tooltips that guide you exactly where you need to go. Plus, support is always just a click away!

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How do I open the Event OS copilot?

The in-platform event Copilot was designed to help organizers and their new team members learn and use Bizzabo more quickly and easily than ever! To get started, simply click on the Book icon at the bottom right-hand side of your screen! This will launch the copilot Help Hub on the right-hand side of your screen, allowing users to access the knowledge base without leaving the platform, go through product walkthroughs, chat with support, and ask questions to Bizzabo’s AI copilot on how different elements of their event can be set up!

In addition, when the HelpHub is opened, documentation relevant to the area of the platform you are in currently in will be prompted without having to search for anything. 

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How do I open the Platform Digital Onboarding in the Event OS copilot?

At the bottom of the hub are additional resources with links to the full knowledge base, product updates, and an option to contact a member of the support team and the access to the digital onboarding.

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How long does it take to perform the onboarding?

The onboarding time varies depending on the steps you choose to complete. You can focus on the essential steps that are most relevant to your needs, allowing for a personalized and efficient experience.

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What are the details of the onboarding session?

The onboarding session is designed to provide a comprehensive overview of our platform, broken down into 4 key parts:

Part 1: FUNDAMENTALS

BizzaBasic Setup / Setting up Team Members: This section covers the essential initial configuration of your account, including setting up team member access and permissions.

Creating first event + Event Dashboard: Learn how to create your first event and navigate the event dashboard to manage key information and settings.

Setting up payment processor: We will guide you through integrating a payment processor to handle ticket sales and transactions.

Part 2: UNDERSTAND CONTACTS & REGISTRATION JOURNEY

Contacts: Learn how to manage and organize your contacts within the platform.

Understanding and Setting Up Registration: This section covers the intricacies of setting up registration forms and processes.

Managing Ticketing Experience for Attendees: We'll show you how to create a seamless ticketing experience for your attendees.

Managing Tickets and Orders: Learn how to track and manage tickets and orders effectively.

Customizing Email Campaigns: Discover how to create and customize email campaigns to engage your audience.

Part 3: AGENDA & WEBSITE CONTENT

Launching Website: Learn how to launch your event website and customize its content.

Agenda Builder: We'll guide you through using the agenda builder to create and manage your event schedule.

Session Settings & Options: Explore the various settings and options available for individual sessions.

Session Registration: Learn how to set up registration for specific sessions within your event.

Speakers, Sponsors, & Moderators: Discover how to add and manage speakers, sponsors, and moderators for your event.

Part 4: EVENT EXPERIENCE & ANALYTICS

Event Experience: We'll cover strategies for creating a memorable event experience.

Virtual Event (Venue): Learn how to set up and manage a virtual event venue.

Onsite Event (Essential Onsite): We'll cover the essential components for managing an onsite event.

Community: Discover how to foster a community around your event.

Mobile App: We'll show you how to utilize the mobile app to enhance the attendee experience.

Data & Analytics: Learn how to access and interpret event data and analytics.

This comprehensive onboarding session will equip you with the knowledge and skills necessary to effectively utilize the Bizzabo Event OS and host successful events.

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Who to reach out to if I have an Onboarding question?

You can get in touch directly with your CSM via email, or contract our Bizzabo Customer Care team. Our Customer Care team is available with 24/7 support, and is here to assist with product questions and how-tos. So, how do you get in touch? Easy! Just select one of the three options below:

Visit the Customer Care Portal - Send and View Requests

Within your Bizzabo Dashboard, you can now access our Customer Care by clicking here https://knowledge.bizzabo.com/hc/en-us/requests. Select "Send a request to Customer Care," fill out the form, and submit it. The more information you provide, the better our team will be able to assist you.

Email us: Reach out to support@bizzabo.com for more complex technical questions. This article is a great resource to reduce wait times and improve your overall experience when submitting support tickets: How to create an efficient support ticket.

Give us a call: Call one of the following hotline numbers for live assistance based on your location.

Americas: 1-646-934-8814

Outside of the Americas: +44-203-519-1489

Australia: +61272582928

Chat with us: Open up the in-platform Copilot and click on the yellow “Contact Support” button at the bottom of the pop-up