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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.

2 min readLast verified 2026-07-20dashboardnavigationhomegetting started

Conduit has one job: answer your phone, book work, and text people back — then show you what happened. This guide is a two-minute map of the Home screen so you always know where to look. You'll never need to understand anything technical to run it.

The menu on the left

Everything in Conduit is reachable from the left-hand menu. Four places cover almost everything you'll do.

The Conduit Home screen with the assistant button and the Inbox, History, and Schedule menu items marked
Your assistant — open it to change its name, voice, and what it's allowed to doInbox — anything that needs a yes/no from you lands hereHistory — every call and text, with the recording and transcriptSchedule — the jobs your assistant has booked
  • Your assistant ①. This is where you name it, pick its voice, and choose what it can and can't do.
  • Inbox ②. Your assistant checks with you before doing anything sensitive. Those requests wait here — usually a two-minute read in the morning.
  • History ③. A record of every call and text, each with its recording, full transcript, and outcome.
  • Schedule ④. The calendar. Every job your assistant books shows up here automatically.

Your day at a glance

The Home screen itself is a summary of your shop right now. Three things are worth knowing.

The Conduit Home screen with the connect-your-phone row, the daily briefing, and the needs-your-attention list marked
Connect your phone — scan a code to send your calls to your assistantToday's briefing — a plain-language recap of what your assistant has doneNeeds your attention — the short list of things waiting on you
  • Connect your phone ①. Until your calls are pointed at your assistant, this row shows you exactly how to do it. Once you're connected, it's your quick reference.
  • Today's briefing ②. A running, plain-English summary — calls answered, jobs booked, messages taken.
  • Needs your attention ③. The one list that's worth a daily look. If it's empty, you're all caught up.

The 30-second daily habit

Open Home once a day and glance at Needs your attention. If it's empty, you're done — your assistant handled everything else on its own.

What's next

Once you know your way around, the next step is connecting your phone so real calls start reaching your assistant.

Common questions

Do I need to check Conduit every day?

No. Your assistant handles calls and texts on its own. Most owners glance at Home once a day and only step in when something is waiting in "Needs your attention."

Where do I change my assistant's name or voice?

Open your assistant from the button at the top of the left menu, then use its settings. Nothing you change there affects calls already in progress.

Related

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.

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.

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