Help & setup

Get Conply running for your firm

Everything you need to set up team members, enable Slack reminders, and produce compliance records. Most firms are live within a day.

Getting started

Conply delivers role-specific Gibraltar compliance training to your staff via Slack and tracks every completion in an audit-ready dashboard.

You only need three things to go live. Most firms complete setup in under an hour.
1

Create your admin account

Sign up at conply.org. Your account becomes the firm admin automatically.

2

Invite your team

Add staff from the admin dashboard. They get a sign-in link by email.

3

Enable the Slack reminder

We configure this during onboarding. Your team gets one message per working day with a direct training link.

Inviting team members

Open the admin dashboard and switch to the Team Compliance tab. Click Add team member in the top right.

You'll be asked for:

Work email

They'll use this to sign in

Full name

Appears in the compliance matrix

Job title

Optional, useful context for audits

Sector

Crypto, iGaming, or Both

Once added, they'll receive an invitation email with a sign-in link. They click it, land on the platform, and start training immediately. Their row appears in the compliance matrix marked as Overdue until they complete their first module.

Click the bell icon next to any Overdue row to send an immediate Slack reminder to that person.

How training works

For each module, Conply's AI agents retrieve relevant sections of Gibraltar regulation, then generate three unique multiple-choice scenarios grounded in that text. The user selects an answer, sees an explanation citing the specific statute, and progresses to the next scenario.

3
Scenarios per session
66%
Pass mark
<10
Minutes per session

Below the pass mark, the user can retry immediately. Each retry generates entirely new scenarios. Users can view their own training history at any time, showing all 8 modules with completion status, scores, and download buttons.

Compliance records & audits

Every completed module produces a downloadable PDF record containing the user's email, the module name, the completion date and time, the score, and a footer identifying Conply as the issuer.

These PDFs are designed to be the evidence a regulator asks for during a supervisory visit. They can be produced on demand.

Records can be downloaded from two places:

  • The user's own progress page: staff can self-serve their own records
  • Immediately after completing a module: the results screen has a Download button

Admins can see every completion across the team in the compliance matrix. Bulk export is on the roadmap. For now, you can download individual records per user.

Sectors & module mapping

When you add a team member, you assign them to one of three sectors. Conply uses this to decide which of the 8 modules are required for them:

CryptoAML, DLT Regulatory Principles, Senior Manager, Sanctions, Market Integrity, KYC, Data Protection7 modules
iGamingAML, Responsible Gambling, Senior Manager, Sanctions, KYC, Data Protection6 modules
BothAll 8 modules8 modules

The compliance matrix shows a dash where a module isn't required for that user's sector, a green tick when they've completed it, and a red cross when they haven't.

Security & data

Hosting

Vercel (edge network) with a Supabase database (EU region). All data stays within EU-regulated infrastructure.

Encryption

All data encrypted in transit (TLS 1.2+) and at rest (AES-256). Database connections use SSL.

Access control

Staff training data is isolated per firm. Only your admin users can see your team's data.

GDPR

Personal data processed under legitimate interest for delivering compliance training. Data subjects can request access, correction, or deletion.

Data retention

Records retained for your subscription plus 90 days for regulator transitions. Deleted on request after cancellation.

AI processing

Scenarios generated by Anthropic's Claude API. Prompts contain module topics and regulation text only. No personal data is sent to the AI model.

If you require a data processing agreement (DPA) or have specific security questions, contact us.

Technical setup

This section is for technical administrators. If you're a compliance officer using the platform, you can skip this. We handle setup for paying customers during onboarding.

Slack reminders

Conply posts a daily reminder message to your nominated Slack channel at 09:00 UTC on working days. To enable this, you need:

  • SLACK_BOT_TOKEN: a bot token from your Slack workspace
  • SLACK_CHANNEL_ID: the ID of the target channel
  • SLACK_MODULE_ID: the default module to link to (optional; defaults to AML)

Create a Slack app with the chat:write permission, install it to your workspace, invite the bot to the channel, and set the environment variables.

Admin access

Admin access is set explicitly in the database to prevent accidental privilege escalation. Sign in at least once so your user row exists, then run this SQL in the Supabase SQL editor:

UPDATE public.users
  SET role = 'admin'
  WHERE email = 'you@yourfirm.com';

Subsequent admins can be promoted the same way. There is no self-serve UI for admin promotion on purpose. Role changes should leave a trail in the database.

Frequently asked questions

+Can a user retake a module they've already passed?
Yes. Each scenario is freshly generated, so retaking a module produces three new scenarios. Both attempts are recorded; the most recent score is what shows in the compliance matrix.
+What happens if a staff member changes role or sector?
Contact us and we'll update their record. A self-serve UI for editing team members is on the roadmap.
+What if a team member leaves?
Their completion records are preserved in the audit trail. We can mark them as inactive so they no longer appear as Overdue. Let us know and we'll sort it.
+Can we use our own logo or brand the platform?
Custom branding is part of the Enterprise tier. Book a demo and we'll discuss what you need.
+Is the regulation content kept up to date?
Yes. Scenarios are grounded in real Gibraltar statute via our retrieval system. When new regulation comes into force, we update the source documents and the change is reflected in generated scenarios immediately.
+How do I cancel?
Email us. There's no contractual minimum on the Starter or Team tiers. Cancel any time. Your audit trail remains accessible for 90 days after cancellation in case you need to produce records during a regulator transition.

Still stuck?

We're happy to help you get up and running.

Email us