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Help Center
Public Endpoints
Latest Releases
Going Live with your Portal
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Overview
Welcome to Conveyor!
Overview of ConveyorAI
How Conveyor utilizes OpenAI
ConveyorAI language support
What is ConveyorAI's hallucination rate?
Quick start: Questionnaire Automation
Quick start: Trust Center
Adding and Managing Content
What content should I add to Conveyor?
Other tips for curating a good Knowledge Base
Documents
Adding new documents
Editing documents
Organizing documents with folders
Document access
Document watermarking
Linking to Trust Center documents
Knowledge Base
AI Librarian
Adding question and answer pairs
Maintaining your Knowledge Base
Q&A access levels
Archiving Knowledge Base items
Past answers
Search
External sources
Questionnaire Automation
Questionnaire Automation overview
Questionnaire index view
Configure what sources are being used by ConveyorAI
Creating a questionnaire
Spreadsheet importing
How ConveyorAI answers questions
Working on questionnaires
Editing an answer
Switching views (Tweak vs. Focus mode)
Attaching evidence to questionnaire answers
Collaborating on questionnaires
Delegation Suggestions
Exporting questionnaires
RFP Export Templates
Keyboard shortcuts
Adjusting Tone & Verbosity
Browser and Portal Automation
Conveyor's browser extension
What permissions does Conveyor's browser extension require?
Automated portal support
ServiceNow automated support
OneTrust automated support
Automatic Importing from OneTrust
BitSight automated support
ProcessUnity automated support
Coupa automated support
Import from other portals
LogicGate automated support
Venminder automated support
UpGuard automated support
Prevalent automated support
Designing Your Trust center
Using the Portal Designer
Configuring the Public view of your Trust Center
Non-Disclosure Agreements (NDAs)
Adjusting global NDA logic
Setting up a Clickwrapped NDA
Redlining DocuSign NDAs
Using DocuSign templates
Viewing signed NDAs
Frequently asked questions about NDAs
Customizing the URL and going live
How to test what your customers will see
Advanced customizations and features
Customizing the send-from email address
Customizing fonts
Letting customers self-serve questionnaires
Customizing section headers
Embedded page via iframe
Sharing Your Trust Center
Connections overview
Passwordless authentication
Auto-expiring access for Trust Center connections
Manually sharing your Trust Center
Issuing pre-approved invitations
Letting visitors request access
Bypassing the NDA
Resending invite
Revoking a connection or individual user's access
Automating Trust Center access
Auto-approving connection requests
Bring-your-own-auth
Getting customer feedback on your Trust Center
Subscribing to Trust Center updates
Maintaining your Trust Center
Integrations
Integrations Overview
Confluence Integration
Google Drive Integration
Hubspot 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
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
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
Archive
OneTrust automated support
SUE, THE AI AGENT FOR CUSTOMER TRUST
Meet Sue, the AI Agent for Customer Trust
Building a queue in Salesforce: 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
RFP Projects
Going Live with your Portal
Suggest Edits
Updated about 1 year ago
