Get notified about Trust Center activity

Time to complete: ~3 minutes
Prerequisites: The ConveyorAI Slack app is installed.

Overview

Sales reps get a rush when a prospect takes action in the Trust Center. You can send those notifications in real time to Slack — subscribe a channel to all activity, to customer-uploaded questionnaires, or to a single prospect you're tracking. (You can also route activity to Salesforce.)

Subscribe a Channel to Activity

Run these commands in the channel you want to subscribe:

• /conveyor subscribe activity — Subscribes the channel to an hourly digest of everything customers do in your Trust Center (document downloads, question views, and more).
• /conveyor subscribe answerbot — Subscribes the channel to notifications when customers upload questionnaires to your Trust Center. Requires the questionnaires capability in the Trust Center Agent. To review and grade those answers, see Review Trust Center Agent answers.
• /conveyor follow {email or domain} — Subscribes the channel to one connection's activity. Great for a rep tracking a single key prospect in their own channel.

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Activity digest vs. answerbot digest: the activity digest (hourly) covers customer actions like downloads and views. The answerbot digest surfaces questionnaires and Trust Center Agent answers for review — see Review Trust Center Agent answers.

Manage Your Notifications

• /conveyor toggle emails — On activity notifications, shows or hides user email addresses.
• /conveyor unsubscribe activity / unsubscribe answerbot / unfollow {email or domain} — Stop the corresponding notifications in a channel.

Common Questions

Q: How often do notifications arrive?
A: The activity digest is hourly. The answerbot digest posts more frequently as customer answers come in.

Q: Why does a notification say an access grant was "auto-approved"?
A: Auto-approved grants explain the reason (for example, Salesforce, an existing connection, or HubSpot) so you know why access was given without manual review.

Q: Can different channels follow different prospects?
A: Yes. Use /conveyor follow {email or domain} in each channel to scope it to the connection that channel cares about.

What's Next?

• Review Trust Center Agent answers — Review and grade the answers customers receive.
• Share your Trust Center — Invite prospects and approve access from Slack.
• Slack command & notification reference — Every command and notification in one place.

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