Collaborate on Questionnaires

Time to complete: 6–8 minutes
Prerequisites: You've imported a questionnaire that needs collaboration

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Overview

Collaborating on questionnaires is simple with Conveyor. You can assign questions to teammates or entire groups, manage workload in bulk, and even let ConveyorAI suggest the best groups to handle flagged or unanswered questions.

This guide walks through setting up Groups, assigning questions, and using AI-powered delegation suggestions.

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Setting up Groups

Before collaborating on questionnaires it's good practice to make sure your Groups are configured.
Click Settings in the upper-right of your Security Questionnaires Workspace to create or edit Groups.

Click Add a Group in the modal

Each Group can be given:

• Name - for example, “Legal,” “Privacy,” or “Security.” (Required)
• Color - for easy visual reference. (Required)
• Members - Conveyor users who receive notifications when assigned. (Optional)
• AI Suggestion Instructions - add short descriptions of each group’s responsibilities to improve AI recommendations. (Optional)

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Tip:

Even if a group has no members yet, you can still use it for color-coding and tracking progress.

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Assigning questions to teammates or groups

You can use the “Assign” button to assign a person or group to a specific question. Assignments help route questions to the right subject matter experts for review.

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Assign questions in bulk

To assign multiple questions at once:

1. Select the checkboxes next to the questions you want to assign.
2. Click Bulk update → Update assignee.
3. Choose the group or user to assign.

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AI-powered delegation suggestions

After ConveyorAI drafts answers, it can automatically recommend Groups to handle flagged or unanswered questions. If suggestions are available, you’ll see a “Suggestions” button in the top-right corner of the Answers tab.

Click into the suggestions to review which questions are assigned to which groups.
You can accept all suggestions or approve them group-by-group.

Once accepted, the group becomes the official Assignee, and its members receive notifications—just as if you had assigned them manually.

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Completing Assigned Questions

Once a question is assigned the assigned users or group members receive a notification. This can come through Email or Slack, depending on the users notification preferences.

Following the link in the notification will take assigned users to a view where they can complete all questions assigned to them or to a group they are part of. They simply type in the answer and select "Good to Go"

When they update or approve answers, progress is automatically tracked on the questionnaire.

What’s next

• Exporting Questionnaires

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Need help? If you are feeling stuck contact [email protected].