Jump to Content
Conveyor Documentation
HomeHelp CenterPublic EndpointsLatest Releases
Help CenterConveyor Documentation
Help Center
Help Center
HomeHelp CenterPublic EndpointsLatest Releases

Overview

  • Welcome to Conveyor!
  • Overview of ConveyorAI
    • How Conveyor utilizes OpenAI
    • ConveyorAI language support
    • What is ConveyorAI's hallucination rate?
  • Quick start: Questionnaire Automation
  • Quick start: Trust Center

Adding and Managing Content

  • What content should I add to Conveyor?
    • Other tips for curating a good Knowledge Base
  • Documents
    • Adding new documents
    • Editing documents
    • Organizing documents with folders
    • Document access
    • Document watermarking
    • Linking to Trust Center documents
  • Knowledge Base
    • AI Librarian
    • Adding question and answer pairs
    • Maintaining your Knowledge Base
    • Q&A access levels
    • Archiving Knowledge Base items
    • Past answers
  • Search
  • External sources

Questionnaire Automation

  • Questionnaire Automation overview
    • Questionnaire index view
  • Configure what sources are being used by ConveyorAI
  • Creating a questionnaire
    • Spreadsheet importing
  • How ConveyorAI answers questions
  • Working on questionnaires
    • Editing an answer
    • Switching views (Tweak vs. Focus mode)
    • Attaching evidence to questionnaire answers
    • Collaborating on questionnaires
    • Delegation Suggestions
  • Exporting questionnaires
    • RFP Export Templates
  • Keyboard shortcuts
  • Adjusting Tone & Verbosity

Browser and Portal Automation

  • Conveyor's browser extension
    • What permissions does Conveyor's browser extension require?
  • Automated portal support
    • ServiceNow automated support
    • OneTrust automated support
      • Automatic Importing from OneTrust
    • BitSight automated support
    • ProcessUnity automated support
    • Coupa automated support
    • Import from other portals
    • LogicGate automated support
    • Venminder automated support
    • UpGuard automated support
    • Prevalent automated support

Designing Your Trust center

  • Using the Portal Designer
    • Configuring the Public view of your Trust Center
  • Non-Disclosure Agreements (NDAs)
    • Adjusting global NDA logic
    • Setting up a Clickwrapped NDA
    • Redlining DocuSign NDAs
    • Using DocuSign templates
    • Viewing signed NDAs
    • Frequently asked questions about NDAs
  • Customizing the URL and going live
    • How to test what your customers will see
  • Advanced customizations and features
    • Customizing the send-from email address
    • Customizing fonts
    • Letting customers self-serve questionnaires
    • Customizing section headers
    • Embedded page via iframe

Sharing Your Trust Center

  • Connections overview
    • Passwordless authentication
    • Auto-expiring access for Trust Center connections
  • Manually sharing your Trust Center
    • Issuing pre-approved invitations
    • Letting visitors request access
    • Bypassing the NDA
    • Resending invite
    • Revoking a connection or individual user's access
  • Automating Trust Center access
    • Auto-approving connection requests
    • Bring-your-own-auth
  • Getting customer feedback on your Trust Center
  • Subscribing to Trust Center updates
  • Maintaining your Trust Center

Integrations

  • Integrations Overview
  • Confluence Integration
  • Google Drive Integration
  • Hubspot Integration
  • Microsoft Teams Integration
    • Installing the Microsoft Teams Integration
  • Slack Overview
    • Installation and upgrades - Slack
    • Answer one-off questions
    • Add curated questions & answers
    • Share your Trust Center
    • Get notified about Trust Center customer activity
  • Salesforce overview
    • Setting up the Salesforce OAuth integration
    • Creating a scoped-down Salesforce account
    • Auto-approval and NDA bypass
    • Installing our Salesforce managed package
      • Uploading a questionnaire from Salesforce, Managed Package button
      • Inviting from Salesforce, Managed Package button
  • Zendesk Integration
  • DocuSign
  • Webhooks

Administration

  • Monitoring credit usage
  • Inviting and managing your team
  • Enabling MFA for Conveyor
  • Single sign on (SSO)
    • Single Sign On Provider Setup
    • Organization Login ID
    • Require Single Sign On
    • Exempt Users from SSO Requirement
    • Microsoft Entra ID — SSO & SCIM Configuration on
    • User and Group Provisioning via SSO & SCIM
  • Product lines
  • How we share your information
  • Status and uptime

Archive

  • OneTrust automated support

SUE, THE AI AGENT FOR CUSTOMER TRUST

  • Meet Sue, the AI Agent for Customer Trust
  • Building a queue in Salesforce: Best practices
  • Seeing all requests Sue has touched
  • Triaging requests in Slack

Phil, the AI Agent for Proposal Management

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

Creating a scoped-down ServiceNow account

Suggest Edits

This page is under construction - coming soon!

Next step

Return to the ServiceNow documentation to finish setting up your Salesforce account.

Updated about 1 year ago


  • Table of Contents
    • Next step