Getting started
Conply delivers role-specific compliance training to your staff via Slack or Microsoft Teams and tracks every completion in an audit-ready dashboard. Supporting Gibraltar (GFSC) and Luxembourg (CSSF) regulated firms.
Create your admin account
Sign up at conply.org. Your account becomes the firm admin automatically.
Invite your team
Add staff from the admin dashboard. They get a sign-in link by email.
Enable the Slack reminder
We configure this during onboarding. Your team gets one message per working day in Slack or Microsoft Teams 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.
How training works
For each module, Conply's AI agents retrieve relevant sections of your jurisdiction's regulation (Gibraltar or Luxembourg), 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.
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.
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:
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
Slack & Teams reminders
Conply posts a daily reminder at 09:00 UTC on working days via Slack or Microsoft Teams. Each team member's preferred channel is set in the admin dashboard.
Slack setup
SLACK_BOT_TOKEN: a bot token from your Slack workspaceSLACK_CHANNEL_ID: the ID of the target channel or DM
Create a Slack app with chat:write, users:read, and im:write permissions, install it to your workspace, and set the environment variables.
Teams setup
TEAMS_WEBHOOK_URL: an Incoming Webhook URL from your Teams channel
In Teams, go to the target channel, click Manage channel, add an Incoming Webhook connector, and copy the URL.
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.