Letting customers self-serve questionnaires

Time to complete: 15–30 minutes
Prerequisites: Your Trust Center is set up and your Knowledge Base has at least 100 curated Q&A pairs.

Let customers upload and auto-answer security questionnaires

Once your Trust Center is set up, you can enable the ability for visitors to upload their questionnaires directly. ConveyorAI uses your curated Q&A pairs, documents, and external sources (like your website or Help Center) to generate accurate, sourced answers — automatically.

This means what used to take hours manually can now be handled in minutes, with full control over what information is exposed.

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Important:

Customer-facing ConveyorAI only uses curated Q&A pairs that the visitor has access to. It respects all access levels — so you can keep sensitive docs gated behind NDAs while still providing fast, helpful answers.

⏱️ Why it matters

Teams that enable customer self-serve questionnaires typically reduce questionnaire response times by up to 90%.
This lets sales and security teams focus on exceptions and deal blockers, not repetitive manual work.

Steps to enable customer self-serve questionnaires

Step 2: Customize the disclaimer text and test the flow

In the Designer, open the section called Customer Questionnaire Automation.

Here you can:

• Customize the disclosure text that customers see before uploading.
• Click Test the experience to walk through the customer flow yourself.

Step 3: (Optional) Subscribe a Slack channel to Answerbot

You can subscribe a Slack channel to receive periodic summaries of:

• What customers are uploading
• What answers they’re getting
• Opportunities to provide feedback to improve Conveyor’s models

Assuming you have the Conveyor Slackbot installed (see Slack setup), run the following in the Slack channel of your choice: /conveyor subscribe answerbot

You’ll receive notifications (batched every 5 minutes) summarizing activity.

Best practices

• Keep your Knowledge Base current. Review and refresh Q&A pairs regularly to maintain accuracy.
• Write clear disclaimer text. Set expectations about what the AI can and can’t answer.
• Monitor Slack. Use feedback from ConveyorBot notifications to improve content quality.

Common questions

Can customers see restricted documents in answers?
No. ConveyorAI respects all access levels. If a content is restricted to an access group, answers will not include that content.

Can I turn this feature off temporarily?
Yes. You can uncheck the “Enable questionnaire eliminator” box in your Trust Center settings at any time.

How many Q&A pairs do I really need?
Minimum of 100 for basic performance, ideally ~200 for best results. Quality and relevance matter more than sheer quantity.

Where do uploaded questionnaires go?
They’re processed securely and surfaced through Slack (if enabled) and within your Conveyor account.

What's next?

• Security and access Control - set up NDAs, access groups, and document permissions
• Managing document access - fine-tune who can view what content
• Previewing your Trust Center - test the full experience before launch
• Going live - start sharing with customers

Need help? Contact [email protected] for configuration assistance or best practices.