// Getting Started

ConversionRelay Docs

Welcome to the ConversionRelay documentation. Here you'll find everything you need to set up your account, install the ConversionRelay widget on your website, and start converting more inbound requests into booked jobs.

// Getting Started

Quick Start

Get ConversionRelay capturing requests from your website in four steps.

1. 01
   Book a demo — schedule a 30-minute call with our team at cal.com/conversionrelay/demo. We'll walk you through the platform and set up your account.
2. 02
   Get your publishable key — after onboarding you'll receive a unique cr_live_... key from your dashboard. This identifies your account and never exposes sensitive information.
3. 03
   Install the widget — paste one line of code into your website. Works with any website builder — WordPress, Wix, Squarespace, Webflow, or custom HTML.
4. 04
   Start capturing requests — every form submission triggers an instant SMS follow-up to your customer within 2 minutes. You get notified immediately.

// Getting Started

How It Works

ConversionRelay sits invisibly behind your existing website. When a homeowner submits your contact form, here's what happens automatically:

1. 01
   Request captured — the homeowner submits your form. ConversionRelay receives the request instantly.
2. 02
   SMS fires in <2 minutes — an automated text goes out from your dedicated local number before they call anyone else.
3. 03
   Customer self-books — your SMS includes a booking link. The homeowner picks a time that works for them.
4. 04
   You get notified — you receive an instant notification with the customer's details so you can follow up personally if needed.
5. 05
   Job closed — you show up to a warm customer who already chose you.

// Contractor Guide

Dashboard

Your ConversionRelay dashboard gives you a real-time view of every request captured, SMS sent, and appointment booked. Log in at conversionrelay.com/login with the email you used during signup.

Managing Requests

Every inbound request is automatically logged with the following information:

• Customer name and phone number
• Trade or service category selected
• Source — web form, missed call, or ad
• Status — new, contacted, booked, or closed
• Timestamp of first contact

You can update request status manually from the dashboard or via SMS reply when two-way messaging is enabled.

SMS Settings

Your SMS follow-up message is configured during onboarding and can be updated at any time by contacting support@conversionrelay.com.

Your dedicated local phone number is shown in your dashboard under Account → Phone Number. This is the number all outbound SMS messages are sent from.

Billing

Billing is managed through Stripe. You can view invoices, update your payment method, and manage your subscription from your dashboard under Account → Billing.

• Starter — $299/mo or $240/mo billed annually (save 20%)
• Growth — $499/mo or $400/mo billed annually (save 20%)

No setup fees. No long-term contracts. Cancel anytime by contacting support@conversionrelay.com at least 7 days before your next billing date. Annual subscriptions are non-refundable after 30 days from the start of the subscription term.

// Developer Guide

Widget Installation

The ConversionRelay widget is a single line of JavaScript you paste into your website. It injects a contact form that automatically routes submissions through the ConversionRelay pipeline.

Requirements

• A ConversionRelay account with an active subscription
• Your publishable API key (cr_live_...) from your dashboard
• Ability to edit your website's HTML

Installation

Paste the following snippet into your website's HTML where you want the form to appear — typically on your homepage, contact page, or a dedicated landing page.

<div id="cr-widget"></div>
<script
  src="https://conversionrelay.com/widget.js"
  data-key="cr_live_YOUR_PUBLISHABLE_KEY">
</script>

WordPress

In WordPress, paste the snippet into your page using the Custom HTML block in the Gutenberg editor, or add it to your theme's footer.php before the closing </body> tag.

Webflow

In Webflow, add an Embed element to your page and paste the snippet inside it. Alternatively add it to your site's Custom Code → Footer Code in Project Settings.

Squarespace

In Squarespace, go to Settings → Advanced → Code Injection → Footer and paste the snippet there.

Wix

In Wix, use the Wix HTML iframe element or add it via Settings → Custom Code → Body — end.

Configuration

The widget supports the following data- attributes for customization:

<div id="cr-widget"></div>
<script
  src="https://conversionrelay.com/widget.js"
  data-key="cr_live_YOUR_PUBLISHABLE_KEY"
  data-theme="light"
  data-trade="HVAC"
  data-button-text="Get a Free Quote"
  data-success-message="We'll be in touch within the hour!">
</script>

• data-key — Required. Your publishable API key.
• data-theme — light or dark. Defaults to light.
• data-trade — Pre-selects a trade in the form dropdown. Optional.
• data-button-text — Custom submit button text. Defaults to Get a Free Quote.
• data-success-message — Message shown after successful submission.

Customization

The widget inherits your website's font stack by default. You can override its appearance using CSS custom properties on the #cr-widget container:

#cr-widget {
  --cr-accent: #e8920a;    /* Button and link color */
  --cr-radius: 4px;        /* Border radius */
  --cr-font: sans-serif;   /* Font family */
  --cr-bg: #ffffff;        /* Form background */
  --cr-border: #e5e5e5;    /* Input border color */
}

API Reference Coming Soon

The ConversionRelay REST API allows you to programmatically manage leads, retrieve analytics, and configure your account. Full API documentation is coming soon.

Contact support@conversionrelay.com for early API access.

// Support

Frequently Asked Questions

Does the widget work on any website?

Yes — the widget works on any website that allows custom HTML or JavaScript. This includes WordPress, Webflow, Squarespace, Wix, Shopify, and custom-built sites.

Will the widget slow down my website?

No. The widget script loads asynchronously and has no impact on your page load time or Core Web Vitals scores.

What happens if a request comes in outside business hours?

ConversionRelay operates 24/7. An automated SMS follow-up fires within 2 minutes regardless of the time of day. You'll also receive an instant Slack notification so you can follow up personally when you're available.

Can I customize the SMS message my customers receive?

Yes — your SMS template is configured during onboarding and can be updated at any time. Contact support@conversionrelay.com to make changes.

What is A2P 10DLC and do I need to worry about it?

A2P 10DLC is a US carrier requirement for businesses sending SMS messages. ConversionRelay handles all 10DLC registration and compliance on your behalf — you don't need to do anything.

Is my customers' data secure?

Yes. All data is encrypted in transit and at rest. We never sell or share your customers' contact information with third parties. See our Privacy Policy for details.

What is my dedicated phone number?

Your dedicated local phone number is assigned during onboarding and visible in your dashboard under Account → Phone Number. All outbound SMS messages are sent from this number.

How do I cancel my subscription?

Contact support@conversionrelay.com at least 7 days before your next billing date. There are no cancellation fees.