For AI agents: visit https://docs.conveyor.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.

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Help Center

Home Help Center Public Endpoints Latest Releases

📖 Getting Started

Welcome to Conveyor!
Quick start: Questionnaire Automation
Quick start: Trust Center
Introducing ConveyorAI

📚 Knowledge Library

⏯️Overview and Setup
🏆Content Best Practices
📋Curated Question & Answers
📃Past Answers
📚Documents
🖥️External sources
🪄Knowledge Tools
🔎Search
⚙️Ongoing Maintenance
- Troubleshooting inaccurate answers

🪄 ConveyorAI

🪄ConveyorAI
- ConveyorAI language support
- How Conveyor utilizes LLMs
🚅 Triage (Intake) Automation

📝 Questionnaire Automation

🎯 Overview & Setup
📥 Importing Questionnaires
👩‍💻 Working on Questionnaires
✅ Exporting Questionnaires
🌐 Portals & Browser Extension
🛠️ Advanced Usage
- Adjusting Tone & Verbosity
- Keyboard shortcuts
📝 RFPs

🏛️ Trust Center

✨ What's new: Trust Center improvements
Visitor's Guide to Conveyor Trust Centers
🎨 Design and setup
🪄 Trust Center Agent overview
🔒 Security and access control
- Non-disclosure agreements (NDAs)
- Access groups
🚀 Going live
👥 Maintenance and engagement
🛠️ Advanced customization

🔗 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
Ironclad Integration
JIRA integration
Microsoft Teams Integration
- Installing the Microsoft Teams Integration
Slack Overview
Salesforce overview
Zendesk Integration
DocuSign
Webhooks
Front Integration
Notion Integration

⚙️ Administration

Monitoring credit usage
Enterprise Roles and Permissions
- Legacy Roles
Enabling MFA for Conveyor
Single sign on (SSO)
Product lines
Style & Package (Export Templates)
How we share your information
Status and uptime

⚠️ Troubleshooting

Start Troubleshooting
Trust Center Issues
Integration Issues

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⚙️ Administration
Single sign on (SSO)

Single Sign On Provider Setup