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Conveyor AI Getting Started Guide

Get started with Conveyor AI, from starting your free trial to connecting your computer and completing your first dictation.

Welcome to Conveyor AI! This guide will walk you through setting up the app, connecting your computer, and completing your first dictation.

Before you begin: You’ll need an iPhone or iPad and a Mac or Windows computer.

1. Download Conveyor AI

Download Conveyor AI from the App Store on your iPhone or iPad.

Once installed, open the app to begin setup.

2. Sign In with Apple

Tap Sign In with Apple.

Choose the email address you’d like to use with your Conveyor account, then tap Continue.

After signing in, follow the introductory screens and tap Continue to move through setup.

3. Sign the BAA and Create Your PIN

During setup, you’ll be asked to:

  • Review and sign the Business Associate Agreement (BAA)

  • Create a 6-digit PIN

  • Enter the PIN again to confirm it

You’ll use this PIN to securely access Conveyor AI.

4. Start Your Free Trial

Follow the prompts in the app to begin your free trial.

No credit card is required, and your trial will not automatically convert to a paid subscription when it ends.

Once your trial is active, you’re ready to connect your computer.

5. Install Conveyor QR on Your Computer

Conveyor QR is the companion application that connects Conveyor AI on your iPhone or iPad to your Mac or Windows computer.

On your computer, download Conveyor QR here:

Using a Mac?

Mac users will need to allow Accessibility permissions for Conveyor QR.

6. Connect Your iPhone or iPad to Your Computer

Open Conveyor QR on your computer. You’ll see an orange and white QR code.

Then, on your iPhone or iPad:

  1. Open Conveyor AI.

  2. From the Live screen, make sure QR is selected.

  3. Tap Start Camera.

  4. Allow camera access if prompted.

  5. Scan the QR code displayed on your computer.

Once connected, the QR code on your computer will change to a green Ready indicator.

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Your iPhone or iPad will also show that you're connected and ready to dictate.

Try Your First Dictation

You’re ready to dictate!

On your computer:

  1. Open your EHR, document, email, or other application.

  2. Click where you want your text to appear.

Then, on your iPhone or iPad:

  1. Tap the microphone to begin dictating.

  2. Speak naturally.

  3. Your text will appear at the cursor on your computer.

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That's it! You've completed your first dictation with Conveyor AI!

Need Help Getting Started?

We'd love to help you optimize Conveyor for your workflow.

If you'd like personalized help setting up Conveyor or learning how to incorporate it into your workflow, you can schedule a one-on-one training session with our team.

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