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  1. 🏛️ Trust Center
  2. 🪄 Trust Center Agent overview

Enabling the Trust Center Agent

Time to complete: 5–10 minutes
Prerequisites: Agent access must be enabled by Conveyor Support.

Overview

This page explains how to request access to the ConveyorAI Trust Center Agent, enable it in your Trust Center, and configure your brand accent color to control the Agent’s header top bar. Use this guide when you’re ready to turn on AI-powered Q&A and document retrieval for your visitors!

Enable the Agent in Designer

  1. Open Trust Center Designer
  2. Navigate to Designer → ConveyorAI Configuration
  3. Disable the Questionnaire Eliminator toggle (if currently enabled). The Agent replaces the Questionnaire Eliminator functionality and so must be disabled before you can enable the new Agent.
  4. Switch on Enable ConveyorAI Trust Center Agent.
  5. Choose which capabilities you want the agent to include:
    • Document searching and retrieval and one-off questions
    • Questionnaire and bulk question answering
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Note while you can enable document searching and retrieval independently of questionnaire capabilities, you need to enable the document search and question capabilities to enable questionnaires as these capabilities are needed to complete questionnaires for customers!

Customize the Agent Top Bar Color

The Agent uses a new organization setting: primary color to style a new top bar. If no color is set, the top bar will default to 50% of your organization's selected accent color.

To update your primary color:

  1. Go to Organization Preferences → Brand Settings.
  2. Under Primary Color, enter a hex value or choose a color.
  3. Click Save.
Brand Settings modal showing the Primary Color section highlighted.

This shows where you set your Trust Center’s primary color used for the primary top bar and effects for the Agent.

Test the Experience

Once the Agent is enabled:

  1. Utilize the Trust Center Preview in Designer by navigating to preview in the left side navigation.
  2. Choose an authenticated permission type and click on the ConveyorAI button in the header to open the agent and test interactions.
  3. Validate that permissions and visibility are working as expected.
Trust Center page showing the preview mode selector with options to choose a viewer type. The panel includes tabs for ‘User segment’ and ‘User email address,’ buttons for ‘External – Approved,’ ‘External – Not approved,’ and ‘Myself,’ an optional ‘Add access group’ dropdown labeled ‘Search for an access group,’ and a green button labeled ‘View as segment.’ ConveyorAI chat panel appears on the right.

Use preview mode to test what the Trust Center Agent will show for different visitor types — by selecting a user segment, choosing an access group, or entering a specific user.

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Note when testing questionnaire capabilities in preview mode, testing is only available if you preview as "myself". All other agent capabilities can be tested as any permission type.

Common Questions

Q: Can I run the Questionnaire Eliminator and the Agent at the same time?
A: No. The Agent replaces the Questionnaire Eliminator. You must disable it before enabling the Agent.

Q: What happens if no primary color is set?
A: The top bar will default to 50% of your organization's selected accent color.

Q: What happens if I want to use the agent but I have no gated Trust Center content?
A:

Need help? Visit the Troubleshooting guide or contact [email protected] .

Updated 1 day ago