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๐Ÿ“– Getting Started

  • Welcome to Conveyor!
  • Quick start: Questionnaire Automation
  • Quick start: Trust Center
  • Introducing ConveyorAI

๐Ÿ“š Content Library

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

๐Ÿช„ ConveyorAI

  • ConveyorAI
  • How Conveyor utilizes LLMs
  • ConveyorAI language support

๐Ÿ“ Questionnaire Automation

  • Configure what sources are being used by ConveyorAI
  • Adding 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
  • ๐Ÿ“ RFP Projects

Browser and Portal Automation

  • Conveyor's browser extension
    • What permissions does Conveyor's browser extension require?
  • Portal Automation
    • Tier 1: Fully Automated
    • Tier 2: Page Level Automation
    • Tier 3: AI Scan Automated

๐Ÿ›๏ธ Trust Center

  • ๐ŸŽจ Design and setup
    • Using the Designer
      • Branding your Trust Center
      • Customizing fonts
      • Managing sections
    • Configuring the public view of your Trust Center
    • Letting customers self-serve questionnaires
    • Previewing your Trust Center
  • ๐Ÿ”’ Security and access control
    • Non-disclosure agreements (NDAs)
      • Setting up a Clickwrapped NDA
      • Using DocuSign templates
      • Adjusting global NDA logic
      • Viewing signed NDAs
      • Redlining DocuSign NDAs
      • Document-specific NDA
      • Clickwrap legal compliance
    • Access groups
      • Creating and managing access groups
      • Managing document access
      • Adding Connections to access groups
  • ๐Ÿš€ Going live
    • Pre-launch checklist
    • How to test what your customers will see
    • Customizing the URL and going live
    • Connections overview
      • Passwordless authentication
    • Sharing your Trust Center
      • Issuing pre-approved invitations
      • Letting visitors request access
      • Resending invites
      • Bypassing the NDA
      • Revoking a connection or individual user's access
      • Auto-expiring access for Trust Center connections
      • Auto-approving connection requests
      • Bring-your-own-auth
  • ๐Ÿ‘ฅ Maintenance and engagement
    • Maintaining your Trust Center
    • Getting customer feedback on your Trust Center
    • Subscribing to Trust Center updates
  • ๐Ÿ› ๏ธ Advanced customization
    • Customizing the send-from email address
    • Embedded page via iframe
    • Trust Center localization

๐Ÿ”— Integrations

  • Integrations Overview
  • Confluence Integration
    • Confluence Integration (Pre-July 2025)
  • Google Drive Integration
    • Google Drive Service Account Setup
    • Sharing Files with Your Google Drive Service Account
  • Hubspot Integration
  • JIRA 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
    • Triage questionnaire requests in Slack
  • 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
  • Front Integration
  • Notion Integration

โš™๏ธ 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 โ€” SSO & SCIM Configuration on
    • User and Group Provisioning via SSO & SCIM
  • Product lines
  • How we share your information
  • Status and uptime

โš ๏ธ Troubleshooting

  • Trust Center Issues
  • Integration Issues

Sue, the AI Agent for Customer Trust

  • Meet Sue, the AI Agent for Customer Trust
  • Building a queue: Best practices
    • Building a queue in Salesforce: Best practices
    • Building a queue in Zendesk: 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
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Documents

Suggest Edits

Conveyor makes it easy to share security and compliance documents with customers via your Trust Center. These Documents can also be a critical source of information for the Questionnaire Automation.

From the "Documents" section of the Conveyor navigation bar, you can:

  • Add New Documents
  • Edit Documents
  • Organize Documents With Folders
  • Manage Document Access

Updated over 1 year ago