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Search for an answer, or browse by topic. Everything here is plain words — what each part of your assistant does, and exactly how to use it.
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Six short steps from signup to a live assistant answering your calls.
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Getting started11
Sign up, set up, and go live — the whole path.
Phones & forwarding7
Point your calls at your assistant and keep your number.
Your assistant37
Its voice, what it knows, and what it's allowed to do.
Scheduling6
Bookings, your week board, and calendar sync.
Money & billing1
Plans, what you're using, and payments.
Account & security3
Sign-in, your data, and keeping the account safe.
Troubleshooting3
Quick fixes when something isn't behaving.
Getting started
Create your account and set up your business
Step 1 of 6: sign up free and tell Conduit the basics about your business. Plan on about 30 minutes to a live assistant — you pay only when you go live.
1 min readGetting around Conduit
A quick map of your dashboard — your assistant, the menu on the left, and your day at a glance — so you always know where to look.
2 min readTeach your assistant about your business
Step 2 of 6: feed your assistant your website, services, and the questions customers ask most — so it answers like someone who works there.
1 min readHire your assistant and pick a plan
Step 3 of 6: choose Solo, Growth, or Office, activate your assistant, and get a phone number. You see the price before you pay — activation is pay-first.
1 min readConnect your phone to your assistant
Step 4 of 6: decide how calls reach your assistant — forward your own number or use your new one — and dial the one code your carrier needs.
1 min readMake your first test call
Step 5 of 6: call your own number, hear the AI-and-recording disclosure, and watch the call land in your History with a recording and transcript.
1 min readGo live and your daily rhythm
Step 6 of 6: finish the setup checklist, meet your morning briefing, and settle into the daily rhythm where the Inbox is your source of truth.
1 min readTaking the tour and finding your way around
A short guided tour runs on your first visit; replay it anytime from Get help or the setup checklist. First-visit tips point out each screen as you go.
1 min readThe Conduit app on your phone
The companion app shows who's answering your business phone right now, pings you on new messages, and keeps your forwarding codes one tap away.
1 min readWhat happens to your data
Your business data belongs to you: Conduit never sells it or trains AI on it, you can export everything anytime, and recordings auto-delete after 90 days.
1 min readRunning more than one business
Run several businesses from one account, each with its own number, assistant, and inbox; how many you get depends on your plan.
1 min readPhones & forwarding
Your number and who answers
Your Phone & texting settings in plain words — your number, whether your assistant or your phone answers first, and how open hours decide it.
1 min readForwarding your existing number
Two ways to connect your existing number to your assistant, forward every call or only the ones you miss, with the exact carrier code to dial once.
2 min readHow many times your phone rings first
Choose how many times your own phone rings before an unanswered call rolls to your assistant, 2 to 3 recommended; Verizon is fixed at about 5 rings.
1 min readiPhone owners: turn off Live Voicemail
iPhone's Live Voicemail (iOS 17+) answers calls before forwarding can reach your assistant; turn it off in Settings so callers get a live answer.
1 min readFull handoff (forward every call)
Full handoff forwards every call on your line to your assistant so your phone never rings, armed and disarmed by a code you dial yourself.
1 min readShift changes and who answers when
Conduit routes each call from your hours: your phone during business hours, your assistant after close or on closures, with shift-change notifications.
1 min readBusiness texting approval
A one-time carrier registration before your assistant can text customers. You'll need an EIN (free from the IRS). Review typically takes about a week.
3 min readYour assistant
Your assistant, at a glance
See everything your assistant does from one page — its health, what it knows, its voice, and call routing — and where to change any of it.
2 min readYour Inbox
Your assistant's plain-English write-up of everything it handled — calls, voicemails, and your daily briefing — a two-minute morning read.
1 min readYour call & text History
Every call and text your assistant handled — each with its recording, full transcript, and outcome — plus how to filter to what matters.
1 min readAround-the-clock call answering
Your assistant answers your business number — hand it out or forward your line to it — works out what callers need, books or messages, and logs every call.
1 min readWhat the call outcomes mean
Every call gets one outcome: booked, message taken, quote requested, emergency escalated, info only, abandoned, or spam, so you can scan results fast.
1 min readCaller name, number, and email in call logs
Every answered call shows the caller's name, number, and email when given, captured during the call and shown in your call log beside the transcript.
1 min readRecognized callers
When a repeat customer calls, your assistant recognizes their number and greets them by first name; recognition is by phone number only, never by voice.
1 min readVoicemail studio
Your own greeting plus a length cap, with every voicemail transcribed to your inbox and summarized; the fallback used after hours or if voice degrades.
1 min readSpam screening
Robocalls and solicitors are identified in the first seconds and politely ended; they never show in your stats, count against your calls, or wake you.
1 min readEmergency escalation
When a caller describes danger like gas, flooding, or sparking, your assistant advises 911 or the utility, then rings your emergency contacts in order.
1 min readAfter-hours answering
Choose what happens when you're closed: your assistant keeps answering fully, callers get voicemail plus a text-back, or calls forward to your cell.
1 min readConfirmations & reminders
Every booked job gets a confirmation text, a day-before reminder, and an optional morning-of reminder; customers can confirm or reschedule by reply.
1 min readMissed-call text-back
When a call is missed or abandoned, the caller gets a text within seconds, before they dial the next shop; needs carrier texting approval.
1 min readTwo-way texting
Customers text your business number and your assistant replies to booking questions and follow-ups; you see every thread and can take over instantly.
1 min readTelling your assistant what to find out
Add the questions you'd ask yourself — where the work is, when they need it, the best time to call back — and your assistant works them in naturally.
1 min readLeads: what your assistant took down
Every customer who reaches out becomes a lead: what they need, the details you asked for, when to reach them, and what your assistant already promised.
1 min readMid-call texting
While on a call, your assistant can text the caller a helpful link like your services page or directions, using your own details; it never texts prices.
1 min readScreened calls: robocalls and wrong numbers
Your assistant files spam, misdials and solicitors into Screened so they stay out of your day — always visible, always one tap from being restored.
1 min readAssistant inbox
One place where everything your assistant does lands: overnight voicemails, call reports, quote and invoice updates, each item linking to its evidence.
1 min readPeople you always take calls from
Add the numbers you never want screened — family, your accountant, a key supplier. They get a warm, brief hello and reach you directly, even after hours.
1 min readHow you hear about a call and its lead
One email per call with everything in it — plus a text, a push, and the app. Never four emails about the same conversation.
2 min readMorning briefing
Every morning at your chosen time: calls answered, jobs booked, money quoted, and the short list of things that need you, by email, text, or both.
1 min readMonthly recap
On the first business day of each month, one inbox card shows what your assistant did last month, every number a real count from your account.
1 min readNight school: how your assistant improves
Each night Conduit reviews the day's calls and drafts optional knowledge fixes and safe wording tweaks for your approval; nothing changes without your OK.
1 min readQuestions it couldn't answer
When callers ask something your assistant can't answer, it notes the question; recurring ones become an inbox card you answer in a sentence to teach it.
1 min readWebsite prefill
Paste your website or Google Business Profile link at setup and your services, FAQs, and hours are drafted for you to review and edit.
1 min readWhen the assistant gets something wrong
When your assistant gets something wrong, tap 'why?' on any call to see the price-book or policy line behind it, then fix the source for the next call.
1 min readWhat may your assistant do alone
Set how much your assistant may do alone per action; risky money and consent actions stay locked to 'ask you first' and can't be changed.
1 min readHow approvals work
Anything with dollars on it waits for your approval: approve sends it as drafted, deny discards it, and drafts expire after 24 hours.
1 min readCan a caller pretend to be you?
Inbound callers can never change your settings, hours, or prices by phone, not even by claiming to be you; changes happen only in the dashboard, signed in.
1 min readUniversal search
Press Cmd-K to search everything — contacts, calls, texts, quotes, invoices, jobs — with fuzzy matching so 'the lady with the noisy furnace' finds Judy.
1 min readLead sync (Zapier & webhooks)
Send every completed call and booked appointment to any tool via a webhook (a Zapier Catch Hook works out of the box) as signed, verifiable JSON.
1 min readEmail inbox (coming soon)
Coming soon: give your assistant its own email address and auto-forward chosen mail; it triages, summarizes, and drafts replies for your approval.
1 min readFull email sync (coming soon)
Coming soon: true two-way sync with Gmail or Outlook so your assistant can send as you; ships after the providers' security reviews.
1 min readReview requests (coming soon)
Coming soon: after a job wraps, the customer gets a friendly text asking for a Google review; tell us you want it and we'll notify you when it ships.
1 min readSocial marketing (coming soon)
Coming soon: Facebook and Instagram posts drafted from your real jobs and reviews, sequenced after the money features earn your trust.
1 min readDispatcher brain
A planned upgrade, not active yet: routing bookings around addresses, drive time, and your crew. For now, set your service area in Settings → Business.
1 min readScheduling
Your Schedule
The week board where every job your assistant books shows up automatically — how to read it, open a job, and move between weeks.
1 min readBooking & scheduling
Your assistant books real jobs into your open slots, never double-books, and reads the booking back; callers can reschedule or cancel by phone.
1 min readCalendar sync
Connect Google Calendar so bookings appear within seconds and your own events block those slots; Google is the only provider today, not Outlook or Yahoo.
1 min readClosures and vacation days
Add a closure or vacation range and your assistant tells callers you're closed and when you're back, and won't book jobs into those days.
1 min readHanding off for a couple of hours
The 'for 2 hours' button on the app Home hands calls to your assistant with a timer that flips back automatically; regular hand-off clears at midnight.
1 min readQuiet hours & texting rules
US law (TCPA) limits business texting to about 8am to 9pm local; Conduit queues later messages until 8am and honors STOP opt-outs permanently.
1 min readMoney & billing
Account & security
Locking down your account
Lock down the account that runs your phone line: password reset, two-step verification with backup codes, and signing out other devices.
1 min readDeciding from your phone
Approvals and escalations appear in the app's Activity tab and as notifications with Approve and View; you can also call or text back from a call's detail.
1 min readCancelling and taking your data with you
Cancel any time with no fees; service runs through your paid period, you can export everything in one click, and can port your number before it's released.
1 min readTroubleshooting
If Conduit ever has an outage
If the AI can't take a call, it falls through to a voicemail line that greets callers in your name and transcribes messages, never dead air.
1 min readGetting help from a human
Reach Conduit support by email at support@conduitapp.ai — a real person reads every message. No ticket bots, no phone tree, no queue.
1 min readIf your texting registration is rejected
How to read a carrier rejection, which fixes happen automatically, what's yours to change, and where to get help. Resubmitting is always free.
4 min readStuck? Talk to a human
Email support@conduitapp.ai — a real person reads every message. No ticket bots, no phone tree.
Email support