Sign in Get started

Guides

Setup & how-to guides

How to set things up and run them day to day — signup and forwarding through to billing, security, and what to do when something looks off. 38 articles.

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.

Getting 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.

Teach 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.

Hire 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.

Connect 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.

Make 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.

Go 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.

Taking 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.

The 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.

What 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.

Running 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.

Phones & 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.

Forwarding 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.

How 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.

iPhone 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.

Full 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.

Shift 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.

Business 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.

Your 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.

Your Inbox

Your assistant's plain-English write-up of everything it handled — calls, voicemails, and your daily briefing — a two-minute morning read.

Your 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.

What 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.

Caller 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.

When 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.

What 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.

How 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.

Can 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.

Scheduling

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.

Closures 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.

Handing 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.

Quiet 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.

Money & billing

Your plan, usage, and billing

Pick a plan, see what you've used this month, top up a busy month, or change plans — and where your payment is handled safely.

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.

Deciding 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.

Cancelling 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.

Troubleshooting

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.

Getting 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.

If 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.

Common questions

Where should I start if I'm brand new to Conduit?: The six-part “Begin here” series walks you from creating a free account to a live assistant answering calls, in order. Each step is short and tells you what the next one needs.
Do I have to change or port my phone number?: No. Your assistant comes with its own local number you can hand out directly, or you can keep the number your customers already know and forward it — either every call, or only the ones you miss. Forwarding is one carrier code, dialled once on your phone.

Last verified 2026-08-06.

Stuck? Talk to a human

Email support@conduitapp.ai — a real person reads every message. No ticket bots, no phone tree.