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Note: When using the Conveyor Teams Bot, our integration provider Paragon will process the contents of the notifications and the data will flow through the Conveyor Teams Bot hosted in Azure in the USA. This data is processed in accordance with the agreements in place between our organizations.

Overview

This Bot brings updates about Conveyor workflows directly into Teams - allowing you and your team to quickly follow the status without opening Conveyor. This integration is ideal for teams who want to get notified about important updates to their Customer Trust workflows without needing to login to Conveyor. These updates include:

Questionnaire Automation

• Assigned to a Questionnaire/RFP
• @-Mentions or Question Assignments
• Questionnaires & RFPs Status Change
• Questionnaire Portal Import/Exports
• Questionnaire Exports - DOCX Format

Trust Center

• Trust Center Updates

Notifications from the bot include quick links to access the main Conveyor application and take further action.

Assigned to a Questionnaire/RFP

Receive notifications when you're added as a primary assignee or collaborator on a questionnaire:

@-Mentions or Question Assignments

Receive notifications when you get assigned to a specific question. You will also receive notifications when the question has new comments.

Questionnaires & RFPs Status Change

Receive notifications when a questionnaire you're collaborating on changes status.

Questionnaire Portal Import/Exports

Notifications for when a questionnaire you imported/exported is complete.

Questionnaire Exports - DOCX Format

Notifications for when a request to export a questionnaire to .docx is complete.

Trust Center Updates

Receive notifications when a visitor requests access to your trust center.