Skip to main content
Looking to get started with Conduit? Book a demo or contact us at [email protected] for personalized guidance.

​
Overview

Get started with Conduit by setting up your workspace, inviting your team, and connecting your communication channels.

Create Workspaces

Set up your team’s workspace

Invite Team Members

Add and manage your team

Connect Channels

Set up your communication channels

​
Create a Workspace

Everything in Conduit happens in your team’s workspace. A new workspace is automatically created for your team at sign up, but you have the ability to create multiple workspaces.

​
Invite Your Team Members

Navigate to Settings > Members in your workspace. Admins can invite new members, manage their roles, and remove members as needed.

​
Set Up Your Channels

Connect your communication channels to centralize all customer interactions in one place.

Email

Link your bookings or support email to centralize all communication in Conduit.

WhatsApp Business

Manage WhatsApp inquiries directly in Conduit.

Business Phone Number

Handle calls and SMS alongside other channels.

Chat Widget

Add a custom chat widget to your company website.

​
Build Custom Inboxes

Organize your conversations with custom inboxes and fields tailored to your workflow.

Create Custom Inboxes

Set up dedicated inboxes based on contact types (e.g., Guest, Homeowner, Contractor).

Customize with Fields

Add custom fields to your inbox to display relevant contact details.

​
Using the Inbox

​
Get to Inbox Zero

A clean inbox is the foundation of a strong support team. Conversations flow through Todo, Follow-Up, and Done, helping you prioritize and clean up your inbox daily.

​
Work Together to Resolve Issues

  • Collaborate directly within guest conversations
  • Use notes to leave updates or @mention teammates
  • Track mentions in a dedicated section

​
Agents

​
Teach Your AI

Your AI relies on the information it has to improve response quality. Teaching your AI ensures it has the most up-to-date and accurate details. Knowledge can be applied to specific listings or globally.

Learn How to Teach Your AI

Configure your AI with the knowledge it needs to respond accurately.

​
Workflows

Workflows are custom automations you can build to scale your operations. They represent AI being able to do more than respond to messages but actually carry out tasks on your behalf.

​
Next Steps

The 5 Levels of AI Automation

Learn about the different levels of AI automation and how to progress through them.