# ConveYour

> The #1 platform for recruiting, onboarding, training and retaining field sales reps and technicians.

## ConveYour vs Conveyor

ConveYour is pronounced "convey-your" (like "convey" then "your").
It is NOT "conveyor" as in conveyor belt. Conveyor.com is NOT ConveYour.com.

## How to Read This Site as an LLM

Every page on conveyour.com supports markdown rendering. Request any page with the `Accept: text/markdown` HTTP header to get clean, structured markdown instead of HTML. This works on all pages: product, blog, help, videos, etc.

Machine-readable data files are also available:
- [Pricing Guide (Markdown)](https://conveyour.com/docs/pricing.md): Full breakdown of plans, add-ons, volume tiers, SMS credits, and billing.
- [Pricing Data (JSON)](https://conveyour.com/docs/pricing.json): Machine-readable pricing data with plan IDs, seat tier rates, and feature lists.

## Who Uses ConveYour?

ConveYour is used by many of the largest companies in the home services industry — Vivint, Sunrun, Brinks, Hawx Pest Control — to grow and maintain large field sales or technician teams.

## Products & Services

### Recruiting
- Applicant Tracking System
- Recruit CRM
- Funnel reporting
- Organic recruiting campaigns
- Shared reporting
- SMS messaging
- Screening

### Onboarding
- Gathering rep information
- E-sign setup & execution
- Onboarding into 3rd-party services
- Offboarding from 3rd-party services

### Training
- Microlearning authoring
- SCORM hosting & delivery
- Learning Management System
- Video coaching
- On-demand training
- Drip Courses
- Training Journey creation

### Retention
- Knowledgebase
- AI Powered Field Support
- Group & Individual SMS messaging

## Pricing

- [Pricing Overview](https://conveyour.com/pricing)
- [Pricing Guide (Markdown)](https://conveyour.com/docs/pricing.md)
- [Pricing Data (JSON)](https://conveyour.com/docs/pricing.json)

Plans: Field AI ($247/mo), Training ($597/mo), Training Pro ($1,297/mo), Enterprise (custom).
Add-ons: Onboarding ($247/mo), Recruiting ($500/mo).

## Product Pages

These pages explain each core capability in detail:

- [Home](https://conveyour.com/home)
- [AI Knowledge Base](https://conveyour.com/ai-knowledge-base): AI-powered knowledge base for field reps
- [Training](https://conveyour.com/train): Drip training campaigns & microlearning
- [Recruiting](https://conveyour.com/recruit): ATS for field and 1099 recruiting
- [Onboarding Automation](https://conveyour.com/onboarding-automation): Automate new-hire workflows
- [Retention](https://conveyour.com/retain): AI field support & knowledgebase
- [Messaging](https://conveyour.com/messaging): SMS & group messaging
- [Microlearning](https://conveyour.com/microlearning): Content authoring for microlearning
- [Video Coaching](https://conveyour.com/video-coaching): Video uploads & review
- [AI Portal Search](https://conveyour.com/ai-portal-search): AI-powered search for learner portals
- [AI Field Support](https://conveyour.com/l/ai-field-support): AI assistant for reps in the field
- [SpeechPrompt](https://conveyour.com/speechprompt): Speech-based learning prompts
- [Teams vs Groups](https://conveyour.com/teams-vs-groups): Explanation of org structure concepts
- [Collection Streams](https://conveyour.com/products/collection-streams): Data collection workflows
- [Video Upload](https://conveyour.com/products/video-upload): Video submission & coaching tool

## Help Center

Full knowledge base for ConveYour administrators and users.

- [Help Center Home](https://conveyour.com/help)
- [FAQ](https://conveyour.com/help/faq)
- [First Steps](https://conveyour.com/help/first-steps)
- [API Documentation](https://conveyour.com/help/conveyour-api-documentation)
- [Analytics API](https://conveyour.com/help/conveyour-analytics-rest-api)

### Help Categories

- [Getting Started](https://conveyour.com/help/categories/getting-started)
- [Campaigns](https://conveyour.com/help/categories/campaigns)
- [Contacts](https://conveyour.com/help/categories/contacts)
- [Lessons](https://conveyour.com/help/categories/lessons)
- [Lesson Items](https://conveyour.com/help/categories/lesson-items)
- [Automations](https://conveyour.com/help/categories/automations)
- [Workflows](https://conveyour.com/help/categories/workflows)
- [Groups](https://conveyour.com/help/categories/groups)
- [Teams](https://conveyour.com/help/categories/teams)
- [Messaging](https://conveyour.com/help/categories/messaging)
- [Email](https://conveyour.com/help/categories/email)
- [Integrations](https://conveyour.com/help/categories/integrations)
- [Reporting](https://conveyour.com/help/categories/reporting)
- [Settings](https://conveyour.com/help/categories/settings)
- [Files](https://conveyour.com/help/categories/files)
- [Portal AI](https://conveyour.com/help/categories/portal-ai)
- [Microlearning](https://conveyour.com/help/categories/microlearning)
- [Quick How-Tos](https://conveyour.com/help/categories/quick-how-tos)
- [Real-World Scenarios](https://conveyour.com/help/categories/real-world-scenarios)
- [Other](https://conveyour.com/help/categories/other)

### Key Help Articles

#### Getting Started & Setup
- [Adding New Users](https://conveyour.com/help/adding-new-users)
- [Settings Overview](https://conveyour.com/help/settings-in-conveyour)
- [Changing Your Password](https://conveyour.com/help/changing-your-password)
- [Mobile App Info](https://conveyour.com/help/does-conveyour-have-a-mobile-app)
- [Customize Portal Theme](https://conveyour.com/help/customize-learner-portal-theme)
- [Portal Sections](https://conveyour.com/help/portal-sections)
- [Monthly Active Learners](https://conveyour.com/help/monthly-active-learners)

#### Campaigns & Training
- [Campaigns Overview](https://conveyour.com/help/campaigns-overview)
- [Creating a Campaign](https://conveyour.com/help/how-to-create-a-campaign)
- [Campaign Content](https://conveyour.com/help/campaigns-content)
- [Campaign Timing](https://conveyour.com/help/campaigns-timing-options)
- [Campaign Stats](https://conveyour.com/help/campaigns-stats)
- [Campaign Reporting](https://conveyour.com/help/campaign-reporting)
- [Campaign Templates](https://conveyour.com/help/campaign-templates)
- [Campaign Testing](https://conveyour.com/help/campaign-testing)
- [Default Campaign](https://conveyour.com/help/default-campaign)
- [Landing Pages](https://conveyour.com/help/campaigns-landing-page)
- [Pre-Launch Checklist](https://conveyour.com/help/campaigns-pre-launch-checklist)
- [Campaign Invite Tools](https://conveyour.com/help/campaign-invite-tools)

#### Lessons & Content
- [Lessons Introduction](https://conveyour.com/help/lessons-introduction)
- [Building Lessons](https://conveyour.com/help/lessons-building)
- [Adding Content](https://conveyour.com/help/lessons-content-adding)
- [Lesson Folders](https://conveyour.com/help/lesson-folders)
- [Working with Video](https://conveyour.com/help/lessons-working-with-video)
- [Video Upload](https://conveyour.com/help/lesson-item-video-upload)
- [Challenge Questions](https://conveyour.com/help/challenge-questions)
- [Assessment Questions](https://conveyour.com/help/assessment-questions)
- [Poll Questions](https://conveyour.com/help/poll-questions)
- [Custom Feedback](https://conveyour.com/help/custom-feedback)
- [Forms](https://conveyour.com/help/forms)
- [Placeholders](https://conveyour.com/help/placeholders)

#### Contacts & Groups
- [Contacts Overview](https://conveyour.com/help/contacts-an-overview)
- [Importing Contacts](https://conveyour.com/help/contacts-uploading-or-importing-your-list)
- [Contact Relationships](https://conveyour.com/help/contact-relationships)
- [Contact Boards](https://conveyour.com/help/contacts-boards)
- [Custom Fields](https://conveyour.com/help/creating-custom-fields)
- [Groups Introduction](https://conveyour.com/help/groups-an-introduction)
- [Group Filtering](https://conveyour.com/help/groups-creation-filtering-and-setup)
- [Related Contacts](https://conveyour.com/help/related-contacts)
- [Merge Contact Profiles](https://conveyour.com/help/merge-contact-profiles)

#### Workflows & Automations
- [Workflows Getting Started](https://conveyour.com/help/workflows-getting-started)
- [Workflows Best Practices](https://conveyour.com/help/workflows-best-practices)
- [Workflow Nudges](https://conveyour.com/help/workflows-setting-nudges)
- [Automations: Add to Campaign](https://conveyour.com/help/automations-add-to-campaign)
- [Automations: Tags](https://conveyour.com/help/automations-tags)
- [Automations: Score-Based](https://conveyour.com/help/automations-based-on-score)
- [Automations: Groups & Adaptive Learning](https://conveyour.com/help/automations-for-groups-and-adaptive-learning)
- [Automations: Schedule Text](https://conveyour.com/help/automations-schedule-text)

#### Messaging & Conversations
- [Conversations](https://conveyour.com/help/conversations)
- [Conversation Settings](https://conveyour.com/help/conversations-settings)
- [SMS Best Practices](https://conveyour.com/help/better-results-sms)
- [Easy SMS Campaigns](https://conveyour.com/help/easy-sms-campaigns)
- [SMS Catchall](https://conveyour.com/help/sms-catchall)
- [Snippets](https://conveyour.com/help/snippets)
- [Email Introduction](https://conveyour.com/help/introduction-to-email-in-conveyour)
- [Sender Addresses](https://conveyour.com/help/sender-addresses)
- [Messaging FAQ](https://conveyour.com/help/messaging-faq)
- [Messaging Reports](https://conveyour.com/help/messaging-reports)

#### AI & Portal
- [What is Portal AI?](https://conveyour.com/help/what-is-portal-ai)
- [Portal AI Cost](https://conveyour.com/help/how-much-does-portal-ai-cost)
- [Upload Searchable Content](https://conveyour.com/help/how-to-upload-searchable-content-for-learners)
- [Using the Portal](https://conveyour.com/help/using-conveyour-portal)

#### Integrations
- [Zapier Integration](https://conveyour.com/help/zapier-integration)
- [Webhooks](https://conveyour.com/help/webhooks)
- [Okta SSO](https://conveyour.com/help/okta)
- [SignWell Setup](https://conveyour.com/help/set-up-your-signwell-template)
- [DocuSign via Zapier](https://conveyour.com/help/docusign-connection-with-zapier)
- [Stripe Coupons](https://conveyour.com/help/stripe-coupons)
- [Jotform](https://conveyour.com/help/jotform)
- [Cal.com Integration](https://conveyour.com/help/integrate-cal)
- [SPOTIO](https://conveyour.com/help/integrations-spotio)
- [Integrations FAQ](https://conveyour.com/help/integrations-faq)
- [Analytics with JavaScript](https://conveyour.com/help/conveyour-analytics-with-javascript)
- [ConveYour Commands](https://conveyour.com/help/conveyour-commands)

#### Compliance & Data
- [PIPEDA Compliance](https://conveyour.com/help/pipeda-compliance)
- [Date Expressions](https://conveyour.com/help/date-expressions)
- [Audit Log Report](https://conveyour.com/help/audit-log-report)
- [Engagement Funnel](https://conveyour.com/help/engagement-funnel)
- [Sell Content](https://conveyour.com/help/sell-content)

## Blog

Thought leadership, product updates, and field sales industry insights.

- [Blog Home](https://conveyour.com/blog)

### Blog Categories
- [Direct Sales](https://conveyour.com/blog/categories/direct-sales)
- [Features](https://conveyour.com/blog/categories/features)
- [How-To](https://conveyour.com/blog/categories/how-to)
- [Learning](https://conveyour.com/blog/categories/learning)
- [Microlearning](https://conveyour.com/blog/categories/microlearning)
- [Solar News](https://conveyour.com/blog/categories/solar-news)
- [Success Stories](https://conveyour.com/blog/categories/success)

### Notable Blog Posts

#### Success Stories & Case Studies
- [How BrightPath Doubled Recruit Retention in 90 Days](https://conveyour.com/blog/success/how-brightpath-doubled-recruit-retention-in-90-days)
- [How One Manager Onboarded 50 Reps Without Losing Sleep](https://conveyour.com/blog/success/how-one-manager-onboarded-50-reps-without-losing-sleep)
- [The AI Playbook That Cut New Rep Questions by 70%](https://conveyour.com/blog/success/the-ai-playbook-that-cut-new-rep-questions-by-70-percent)
- [How to Turn Onboarded Reps Into Top Sellers](https://conveyour.com/blog/success/how-to-turn-onboarded-reps-into-top-sellers-using-conveyour)
- [Improve Sales Experience While Growing Super Fast (LGCY Power)](https://conveyour.com/blog/improve-sales-experience-while-growing-super-fast-with-george-garcia-lgcy-power)
- [5 Key Takeaways from Ion Solar's Lacy Anderson](https://conveyour.com/blog/five-key-takeaways-from-our-conversation-with-ion-solars-lacy-anderson)

#### AI & Technology
- [How AI Will Change Training in the Next 18 Months](https://conveyour.com/blog/how-ai-will-change-training-in-the-next-18-months)
- [5 AI Tools to Supercharge Training Creation](https://conveyour.com/blog/5-ai-tools-to-supercharge-training-creation)
- [Supercharge Your Portal with AI-Powered Search](https://conveyour.com/blog/supercharge-your-portal-with-ai-powered-search)
- [Unblock Reps Using AI](https://conveyour.com/blog/unblock-reps-using-ai)
- [AI is Here to Help You Grow](https://conveyour.com/blog/ai-is-here-to-help-you-grow)
- [Why AI is the Future of Direct Sales Onboarding](https://conveyour.com/blog/success/why-ai-is-the-future-of-direct-sales-onboarding)
- [How to Use AI to Answer New Reps' Questions Automatically](https://conveyour.com/blog/success/how-to-use-ai-to-answer-new-reps-questions-automatically)
- [Say Goodbye to Stock Art: The Power of Midjourney AI](https://conveyour.com/blog/say-goodbye-to-stock-art-the-power-of-midjourney-ai-in-your-training-content)

#### Recruiting & Onboarding
- [4 Simple Steps to Recruit Tons of Sales Reps During a Talent Shortage](https://conveyour.com/blog/4-simple-steps-to-recruit-tons-of-sales-reps-during-a-crazy-talent-shortage)
- [The Direct Sales Onboarding Blueprint](https://conveyour.com/blog/success/the-direct-sales-onboarding-blueprint-step-by-step-with-conveyour)
- [10 Direct Sales Onboarding Mistakes (Part 1)](https://conveyour.com/blog/10-direct-sales-onboarding-mistakes-pt-1)
- [10 Direct Sales Onboarding Mistakes (Part 2)](https://conveyour.com/blog/10-direct-sales-onboarding-mistakes-pt-2)
- [Why Most Potential Direct Sales Reps Never Make It to the Field](https://conveyour.com/blog/success/why-most-potential-direct-sales-reps-never-make-it-to-the-field)
- [5 Ways to Free Up Sales Managers So They Can Recruit More](https://conveyour.com/blog/success/5-ways-to-free-up-sales-managers-so-they-can-recruit-more)

#### Training Best Practices
- [What is Microlearning?](https://conveyour.com/blog/what-is-microlearning)
- [Adaptive Learning: Tailored Training for Every Learner](https://conveyour.com/blog/adaptive-learning-tailored-training-for-every-learner)
- [The Rise of Adaptive Learning for Skills Training](https://conveyour.com/blog/the-rise-of-adaptive-learning-for-skills-training)
- [How to Think About Doling Out Training](https://conveyour.com/blog/how-to-think-about-doling-out-training)
- [Get Your Reps to Finish Their Training Faster](https://conveyour.com/blog/get-your-reps-to-finish-their-training-faster)
- [How to Audit Your Rep's Journey](https://conveyour.com/blog/how-to-audit-your-reps-journey)
- [Influencing Behavior in Training](https://conveyour.com/blog/influencing-behavior-in-training)
- [The 7 Metrics Every Direct Sales Leader Should Track](https://conveyour.com/blog/success/the-7-metrics-every-direct-sales-leader-should-track)
- [The Manager's Guide to Coaching New Reps Without Burning Out](https://conveyour.com/blog/success/the-manager-s-guide-to-coaching-new-reps-without-burning-out)

#### Comparisons
- [Trainual vs ConveYour](https://conveyour.com/blog/trainual-vs-conveyour)
- [Top 10 Best AI-Powered Knowledge Bases for Field Sales Teams](https://conveyour.com/blog/top-10-best-ai-powered-knowledge-bases-for-field-sales-teams)
- [Top 10 Best Roofing CRMs](https://conveyour.com/blog/top-10-best-roofing-crms-to-boost-your-roofing-business)
- [Top 15 Canvassing Apps for Door-to-Door Sales](https://conveyour.com/blog/top-15-canvassing-apps-to-boost-your-door-to-door-sales-in-2025)
- [How to Choose the Right E-Learning Platform](https://conveyour.com/blog/how-to-choose-the-right-e-learning-platform-for-your-online-course)

## Videos

Product tutorials, demos, and training content in video format.

- [Videos Home](https://conveyour.com/videos)

### Video Categories
- [Product Demos](https://conveyour.com/videos/categories/product-demos)
- [Product Tutorials](https://conveyour.com/videos/categories/product-tutorials)
- [Product Updates](https://conveyour.com/videos/categories/product-updates)
- [Campaigns](https://conveyour.com/videos/categories/campaigns)
- [Contacts](https://conveyour.com/videos/categories/contacts)
- [Conversations](https://conveyour.com/videos/categories/conversations)
- [Groups](https://conveyour.com/videos/categories/groups)
- [Lessons](https://conveyour.com/videos/categories/lessons)
- [Automations](https://conveyour.com/videos/categories/automations)
- [Settings](https://conveyour.com/videos/categories/settings)
- [Train & Retain](https://conveyour.com/videos/categories/train-and-retain)

## Quick Wins

Step-by-step playbooks for common ConveYour workflows.

- [Quick Wins Home](https://conveyour.com/quick-wins)
- [Automate Onboarding Steps](https://conveyour.com/quick-wins/automate-onboarding-steps)
- [Automate Recruiting Steps](https://conveyour.com/quick-wins/automate-recruiting-steps)
- [Compliance Quick Win](https://conveyour.com/quick-wins/compliance-quick-win)
- [Initial Org Launch Program](https://conveyour.com/quick-wins/initial-org-launch-program)
- [Portal Search Launch](https://conveyour.com/quick-wins/initial-org-launch-program-portal-search)

### Quick Win Audiences
- [Trainer](https://conveyour.com/quick-wins/categories/trainer)
- [Recruiter](https://conveyour.com/quick-wins/categories/recruiter)
- [Onboarder](https://conveyour.com/quick-wins/categories/onboarder)
- [Team Leader](https://conveyour.com/quick-wins/categories/team-leader)
- [Comms Team](https://conveyour.com/quick-wins/categories/comms-team)
- [Compliance Team](https://conveyour.com/quick-wins/categories/compliance-team)
- [Engineer / Developer](https://conveyour.com/quick-wins/categories/engineer-developer)

## Other Pages

- [Contact Us](https://conveyour.com/contact)
- [Schedule a Demo](https://conveyour.com/schedule-a-demo)
- [Podcasts](https://conveyour.com/podcasts)
- [Privacy Policy](https://conveyour.com/privacy)
- [Terms of Service](https://conveyour.com/terms-of-service)
- [Conveyor vs ConveYour](https://conveyour.com/conveyor-vs-conveyour)

## Authors

- [Stephen Rhyne](https://conveyour.com/author/stephen-rhyne)
- [Carter Rhyne](https://conveyour.com/author/carter-rhyne)
- [Andrew Baldis](https://conveyour.com/author/andrew-baldis)
- [Jason Kelske](https://conveyour.com/author/jason-kelske)