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Overview
Conduit gives your team one workspace for customer conversations, AI agents, workflow automation, and operational records. Start by setting up the workspace and channels, then build the V3 agent surfaces that control what the AI knows, how it behaves, and what actions it can take.Create workspace
Invite teammates, configure roles, and set the workspace basics.
Connect channels
Bring email, WhatsApp, phone, SMS, widget, and other channels into Conduit.
Build agents
Configure external, internal, and voice agents from the V3 Agents area.
Set Up The Workspace
Everything in Conduit happens in your team’s workspace. A workspace contains your members, inboxes, connected channels, Knowledge Base, agents, tools, workflows, records, and settings.Workspace setup
Configure the workspace, invite teammates, and decide who can manage agent settings.
Inbox and fields
Organize conversations by inbox, contact type, routing, and custom fields.
Connect Channels And Integrations
Connect your communication channels to centralize all customer interactions in one place.Link your 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.
PMS and integrations
Sync structured business data that agents can use in conversations.
Marketplace
Install apps, agent templates, skill templates, and workflow templates.
Build The V3 Agent System
V3 separates the agent system into focused surfaces. Use each one for the right kind of configuration.Agents
Create external, internal, and voice agents, then configure persona, behavior, triggers, and publish state.
Knowledge
Add pages, folders, documents, links, and synced data sources that agents can retrieve as facts.
Skills
Write reusable instructions that combine policy, process, variables, and tool-use guidance.
Tools
Enable connection tools, custom Python or JavaScript tools, MCP tools, and per-agent overrides.
Test And Deploy
Validate changes before you let the AI act on its own.Operator
Use Conduit’s workspace assistant to help inspect, edit, and reason about agent configuration.
Sandbox testing
Test a specific agent with realistic customer, listing, and reservation context.
Road to Autopilot
Follow the Connect, Teach, Test, and Deploy loop to expand automation safely.
V3 migration
Review what changed for teams moving from the older interface to V3.
Using the Inbox
A clean inbox is still the daily operating surface. Conversations flow through Todo, Follow-Up, and Done, while agent activity, sources, and tool calls give your team visibility into how each response was produced.The 5 Levels of AI Automation
Learn about the different levels of AI automation and how to progress through them.