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📖 Getting Started
Welcome to Conveyor!
Quick start: Questionnaire Automation
Quick start: Trust Center
Introducing ConveyorAI
📚 Knowledge Library
Best Practice Guide: Structuring a Winning Knowledge Library in Conveyor
Ongoing Maintenance
What content should I add to Conveyor?
Other tips for curating a good Knowledge Base
Knowledge Base
AI Librarian
Adding question and answer pairs
Explorer
Maintaining your Knowledge Base
Q&A access levels
Archiving Knowledge Base items
Past answers
Documents
Adding new documents
Editing documents
Organizing documents with folders
Document access
Document watermarking
Linking to Trust Center documents
Featuring documents in your Trust Center
Search
External sources
🪄 ConveyorAI
ConveyorAI
How Conveyor utilizes LLMs
ConveyorAI language support
📝 Questionnaire Automation
🎯 Overview & Setup
What is Questionnaire Automation?
How ConveyorAI Answers Questions
Configuring Answer Sources
📥 Importing Questionnaires
Import Spreadsheets (Excel/CSV)
Import Word Docs & PDFs
Import Portal Questionnaires
👩💻 Working on Questionnaires
Review and Edit Answers
Attach Documents & Evidence
Collaborate on Questionnaires
✅ Exporting Questionnaires
🌐 Portals & Browser Extension
Portal Support
Installing Browser Extension
Using the Browser Extension for Portals
🛠️ Advanced Usage
Adjusting Tone & Verbosity
Keyboard shortcuts
📝 RFPs
RFP Export Templates
🏛️ Trust Center
🎨 Design and setup
Using the Designer
Branding your Trust Center
Customizing fonts
Managing sections
Configuring the public view of your Trust Center
Letting customers self-serve questionnaires
Previewing your Trust Center
🪄 Trust Center Agent overview
Using the Trust Center Agent (for Visitors)
🔒 Security and access control
Non-disclosure agreements (NDAs)
Setting up a Clickwrapped NDA
Using DocuSign templates
Adjusting global NDA logic
Viewing signed NDAs
Redlining DocuSign NDAs
Document-specific NDA
Clickwrap legal compliance
Access groups
Creating and managing access groups
Managing document access
Adding Connections to access groups
🚀 Going live
Pre-launch checklist
How to test what your customers will see
Customizing the URL and going live
Connections overview
Passwordless authentication
Sharing your Trust Center
Issuing pre-approved invitations
Letting visitors request access
Resending invites
Bypassing the NDA
Revoking a connection or individual user's access
Auto-expiring access for Trust Center connections
Auto-approving connection requests
Bring-your-own-auth
👥 Maintenance and engagement
Maintaining your Trust Center
Getting customer feedback on your Trust Center
Subscribing to Trust Center updates
🛠️ Advanced customization
Customizing the send-from email address
Embedded page via iframe
Trust Center localization
🔗 Integrations
Integrations Overview
Confluence Integration
Confluence Integration (Pre-July 2025)
Google Drive Integration
Google Drive Service Account Setup
Sharing Files with Your Google Drive Service Account
Hubspot Integration
JIRA integration
Microsoft Teams Integration
Installing the Microsoft Teams Integration
Slack Overview
Installation and upgrades - Slack
Answer one-off questions
Add curated questions & answers
Share your Trust Center
Get notified about Trust Center customer activity
Triage questionnaire requests in Slack
Salesforce overview
Setting up the Salesforce OAuth integration
Creating a scoped-down Salesforce account
Auto-approval and NDA bypass
Installing our Salesforce managed package
Uploading a questionnaire from Salesforce, Managed Package button
Inviting from Salesforce, Managed Package button
Zendesk Integration
DocuSign
Webhooks
Front Integration
Notion Integration
⚙️ Administration
Monitoring credit usage
Inviting and managing your team
Enabling MFA for Conveyor
Single sign on (SSO)
Single Sign On Provider Setup
Organization Login ID
Require Single Sign On
Exempt Users from SSO Requirement
Microsoft Entra ID — SSO & SCIM Configuration on
User and Group Provisioning via SSO & SCIM
Product lines
How we share your information
Status and uptime
⚠️ Troubleshooting
Trust Center Issues
Integration Issues
Sue, the AI Agent for Customer Trust
Meet Sue, the AI Agent for Customer Trust
Building a queue: Best practices
Building a queue in Salesforce: Best practices
Building a queue in Zendesk: Best practices
Seeing all requests Sue has touched
Triaging requests in Slack
Phil, the AI Agent for Proposal Management
Meet Phil, the AI Agent for Proposal Management
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Going Live with your Portal
Updated 2 days ago
Welcome to Conveyor!
