Collaborate on Questionnaires
Time to complete: 6–8 minutes
Prerequisites: You've imported a questionnaire that needs collaboration
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.
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)
Tip:Even if a group has no members yet, you can still use it for color-coding and tracking progress.
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.
Assign questions in bulk
To assign multiple questions at once:
- Select the checkboxes next to the questions you want to assign.
- Click Bulk update → Update assignee.
- Choose the group or user to assign.
AI-powered delegation suggestions
After ConveyorAI drafts answers, it can automatically recommend Groups to handle flagged or unanswered questions.
Choose how it behaves under Settings → Workflow Automation → Team Routing:
| Option | What happens |
|---|---|
| Don't route questions | ConveyorAI won't suggest Groups. |
| Suggest a group for my approval | ConveyorAI recommends a Group and waits for you. A Suggestions button appears in the top-right of the Answers tab, where you can review which questions map to which Group and accept in bulk or per Group. |
| Assign the suggested group automatically | The suggested Group is assigned with no manual accept step, and its members are notified right away. |
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.
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
Need help? If you are feeling stuck contact [email protected].
Updated 3 days ago