Overview

• Welcome to Conveyor!
• Overview of ConveyorAI
• Quick start: Questionnaire Automation
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Adding and Managing Content

• What content should I add to Conveyor?
• Documents
• Knowledge Base
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Questionnaire Automation

• Questionnaire Automation overview
• Configure what sources are being used by ConveyorAI
• Creating a questionnaire
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Browser and Portal Automation

• Conveyor's browser extension
• Automated portal support

Designing Your Trust center

• Using the Portal Designer
• Non-Disclosure Agreements (NDAs)
• Customizing the URL and going live
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Sharing Your Trust Center

• Connections overview
• Manually sharing your Trust Center
• Automating Trust Center access
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Integrations

• Integrations Overview
• Confluence Integration
• Google Drive Integration
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Administration

• Monitoring credit usage
• Inviting and managing your team
• Enabling MFA for Conveyor
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Archive

• OneTrust automated support

SUE, THE AI AGENT FOR CUSTOMER TRUST

• Meet Sue, the AI Agent for Customer Trust
• Building a queue: Best practices
• Seeing all requests Sue has touched
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PHIL, THE AI AGENT FOR PROPOSAL MANAGEMENT

• Meet Phil, the AI Agent for Proposal Management
• RFP Projects

ConveyorAI

• Everything AI

Getting Started

• Generating an API token

Analytics API

• GET Connectionsget
• GET Product Linesget
• GET Knowledge Base Questionsget
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Portal API

• GET Authorization Requestsget
• GET Authorization Requests Queueget
• GET Authorization Requestget
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Questionnaires API

• POST Questionnairespost
• POST Questionnaire Requestspost
• PATCH Questionnaire Requestpatch

Reviews API

• POST Reviewspost