You can use Slack to submit Questionnaires to Conveyor's white glove Questionnaire-as-a-Service offering.
Ensure the Conveyor Slack App is installed in your workspace before proceeding. See Installation and Upgrades - Slack.
The very first time you submit a questionnaire, you need to ensure the channel is subscribed to our QaaS service. From the context of a Slack channel that is shared with Conveyor, enter the command:
/conveyor subscribe qaas
You will see the following notification:
You only need to do that step once per channel.
Anytime you're ready to submit a questionnaire, enter the following command in the channel you subscribed QaaS to in Step 1:
/conveyor new qaas
This will bring up a modal for you to complete:
The fields are:
- Customer web domain: The domain of the customer that has asked you to fill out a questionnaire. For example, if BigBank.co sent you a questionnaire, enter BigBank.co in the first field.
- (For some customers)Products: If you set up Product Lines in your organizational preferences, you will see a dropdown of the same products you set up here. That will help scope the questionnaire in a multi-product environment.
- Format: File or portal. If you select File, proceed to the next step.
Upon hitting "Submit," you will see a confirmation such as:
If you selected "File" in the previous step, you must then attach the file in the thread that was just created.
You'll know everything worked smoothly when you receive a confirmation message from Conveyor.
Updated 11 months ago