From the Slides tab in the Setup window, upload your PowerPoint or PDF.  Click the arrow icon and select the file from your network or click and drag your file to this area to upload.

Slides will upload first then convert. You can change tabs or close the panel while the file uploads/converts in the background.

To replace the existing file, click the Replace icon copy and select the updated file.  The first slide deck you upload cannot be deleted, it can only be replaced.

You can hide a slide by hovering over it and clicking the eye icon. This will will grey out the slide thumbnail and prevent it from being shown to the audience.

Slide decks and individual slides cannot be deleted, only replaced or hidden.

To download the existing file, click the Download icon.

Find information on slide deck specifications here.

Upload your video clips in the Video tab.  Click the arrow icon and select the file from your network or click and drag your file to this area to upload.

To rename the video, click the name and then type a new/edited name.

Make sure the Audio checkbox is selected, so the audio can be heard by the audience.

To delete the video, click the trash can.

To download the video, click the download icon.

Find information on video clip specifications here.

Polls are a great way to capture the voice of the audience.  Poll questions can be used for all present types, and are available during on-demand viewing. 

Click on Polls to add and style questions.

Find more information on creating and managing poll questions here. 

Add links to your presentation using URL. 

Find more information on creating and managing URLs here. 

You can upload a custom virtual background that aligns with your brand or console design in the Virtual Backgrounds tab. 

Find more information on using this feature here. 

Use lower third banners to highlight speakers or introduce new sections of your presentation. 

Find more information on creating and using lower third banners here. 

In Setup under the Assign Tools option, Producers can control which tools are available for each role and choose whether those tools are open or closed by default. This helps ensure your team sees only what they need to see. Use the checkboxes to decide which tools are available for each role. Then choose if the tool is open by default.

Note: When you copy an event the assigned tool settings carry over, ensuring consistency across your events.

Why Assign Tools?
Before sharing the Presenter link with speakers, the Producers will need to decide which tools the Presenters and Q&A Screeners should have access to. Assigning tools by role ensures:

• Focus for Speakers: One-time or guest speakers aren’t overwhelmed by unnecessary options or distracted from their primary speaking role.
• Efficiency for Producers: Producers have full control over the event without clutter.
• Security & Control: Limits access to sensitive tools (e.g., broadcast controls) to authorized roles only.
• Streamlined Experience: Each role sees only what they need, reducing confusion and mistakes during live events.

Recommended Tools by Role

Producers
By default, Producers have full access to all tools, including:

• Communication Tools: Q&A, Team Chat, Attendees, Attendee Chat, Presenters List
• Event Features: Breakout Rooms (if added to the audience console), Preview, Engagement Tools, Pulse Check
• Visual Elements: Lower Thirds, Virtual Backgrounds
• Setup: Slides, Video Clips, Polls, URLs, Banners, and Backgrounds

 
Presenters

• Slides 
• Slide Notes
• Polls (open if they will push polls themselves)
• Video clips (optional, usually closed unless they need control)
• Q&A (open if they will engage with audience questions)
• Team Chat (should be included so they can communicate behind the scenes with fellow presenters)

 
Q&A Moderators

• Q&A (open by default)
• Team Chat (should be included so they can communicate behind the scenes with presenters)
• Attendee Chat (optional, unless they manage audience engagement)
• Everything else closed to avoid distraction

 
Best Practices

• Use tools strategically: Open only what’s essential for each role.
• Keep it simple for speakers: Less is more. Avoid giving them tools they won’t use.
• Test before going live: Confirm each role’s view matches your plan.
• Keep it consistent: Create an event template to maintain consistency across events, as tool assignments will carry over.