Connections Overview

"Connections" are a core concept in Conveyor, representing customers with whom you are building trust. "Connections" manifest in Conveyor when you either grant a customer access to your gated Portal content or use Conveyor to complete that customer's questionnaire.

Connection Statuses

In the Connection table we let you know what the status is for each connection. A description of each of those statuses:

  • Active = interacted with the content in your Portal within the current contract period
  • Idle = has not interacted with the content in your Portal within the current contract period
  • Internal = access from within your organization. You are not charged for this activity, but it can impact the accuracy of your analytics.

Connection Data & Insights

The graphs at the top of the page let you see your recent connection engagement and how it's tracking against your historical data.

You can also see a list of all your connections in the table below. The highlighted columns below help you quickly see what actions they’ve taken in your Room and when they were last active.

If you click on an individual connection row in the table, you are taken to a detail view. This view gives you insights into how this connection has interacted with your Room. There is a complete log of actions taken by users including: document downloads, viewing specific Q&A results from your knowledge base, and exporting portions of your knowledge base as a self-served questionnaire.