> ## Documentation Index
> Fetch the complete documentation index at: https://docs.conduit.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Conduit Start Guide

> Set up your Conduit workspace, connect channels, build V3 agents, and move from copilot to autopilot.

<Info>
  Looking to get started with Conduit? [Book a demo](https://forms.default.com/717549) or contact us at [support@conduit.ai](mailto:support@conduit.ai) for personalized guidance.
</Info>

## 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.

<CardGroup cols={3}>
  <Card title="Create workspace" icon="building" href="/setting-up-conduit/set-up-your-workspace">
    Invite teammates, configure roles, and set the workspace basics.
  </Card>

  <Card title="Connect channels" icon="plug" href="/setting-up-conduit/connect-email">
    Bring email, WhatsApp, phone, SMS, widget, and other channels into Conduit.
  </Card>

  <Card title="Build agents" icon="sparkles" href="/agent-hub/agents">
    Configure external, internal, and voice agents from the V3 Agents area.
  </Card>
</CardGroup>

## 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.

<CardGroup cols={2}>
  <Card title="Workspace setup" icon="gear" href="/setting-up-conduit/set-up-your-workspace">
    Configure the workspace, invite teammates, and decide who can manage agent settings.
  </Card>

  <Card title="Inbox and fields" icon="inbox" href="/setting-up-conduit/inbox-contacts">
    Organize conversations by inbox, contact type, routing, and custom fields.
  </Card>
</CardGroup>

Admins can invite new members and manage roles from **Settings > Members**.

## Connect Channels And Integrations

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

<CardGroup cols={2}>
  <Card title="Email" icon="envelope" href="/setting-up-conduit/connect-email">
    Link your support email to centralize all communication in Conduit.
  </Card>

  <Card title="WhatsApp Business" icon="whatsapp" href="/setting-up-conduit/connect-whatsapp">
    Manage WhatsApp inquiries directly in Conduit.
  </Card>

  <Card title="Business Phone Number" icon="phone" href="/setting-up-conduit/connect-phone-and-sms">
    Handle calls and SMS alongside other channels.
  </Card>

  <Card title="Chat Widget" icon="comments" href="/setting-up-conduit/connect-widget">
    Add a custom chat widget to your company website.
  </Card>
</CardGroup>

Connect business systems and data sources after your channels are working.

<CardGroup cols={2}>
  <Card title="PMS and integrations" icon="database" href="/setting-up-conduit/connect-pms">
    Sync structured business data that agents can use in conversations.
  </Card>

  <Card title="Marketplace" icon="grid" href="/agent-hub/marketplace">
    Install apps, agent templates, skill templates, and workflow templates.
  </Card>
</CardGroup>

## Build The V3 Agent System

V3 separates the agent system into focused surfaces. Use each one for the right kind of configuration.

<CardGroup cols={2}>
  <Card title="Agents" icon="sparkles" href="/agent-hub/agents">
    Create external, internal, and voice agents, then configure persona, behavior, triggers, and publish state.
  </Card>

  <Card title="Knowledge" icon="book-open" href="/agent-hub/knowledge-base">
    Add pages, folders, documents, links, and synced data sources that agents can retrieve as facts.
  </Card>

  <Card title="Skills" icon="cube" href="/agent-hub/skills">
    Write reusable instructions that combine policy, process, variables, and tool-use guidance.
  </Card>

  <Card title="Tools" icon="wrench" href="/agent-hub/tools">
    Enable connection tools, custom Python or JavaScript tools, MCP tools, and per-agent overrides.
  </Card>
</CardGroup>

## Test And Deploy

Validate changes before you let the AI act on its own.

<CardGroup cols={2}>
  <Card title="Operator" icon="wand-magic-sparkles" href="/agent-hub/operator">
    Use Conduit's workspace assistant to help inspect, edit, and reason about agent configuration.
  </Card>

  <Card title="Sandbox testing" icon="flask" href="/agent-hub/testing-agents">
    Test a specific agent with realistic customer, listing, and reservation context.
  </Card>

  <Card title="Road to Autopilot" icon="road" href="/agent-hub/road-to-autopilot">
    Follow the Connect, Teach, Test, and Deploy loop to expand automation safely.
  </Card>

  <Card title="V3 migration" icon="arrow-right" href="/v3-migration">
    Review what changed for teams moving from the older interface to V3.
  </Card>
</CardGroup>

## 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.

<Card title="The 5 Levels of AI Automation" icon="arrow-right" href="/overview/the-5-levels-of-ai-automation">
  Learn about the different levels of AI automation and how to progress through them.
</Card>