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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

📚 Content 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
Documents
Search
External sources

🪄 ConveyorAI

ConveyorAI
How Conveyor utilizes LLMs
ConveyorAI language support

📝 Questionnaire Automation

Configure what sources are being used by ConveyorAI
Adding a Questionnaire
- Spreadsheet importing
How ConveyorAI answers questions
Working on questionnaires
Exporting questionnaires
- RFP Export Templates
Keyboard shortcuts
Adjusting Tone & Verbosity
📝 RFP Projects

Browser and Portal Automation

Conveyor's browser extension
- What permissions does Conveyor's browser extension require?
Portal Automation

🏛️ Trust Center

🎨 Design and setup
🔒 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
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
Inviting and managing your team
Enabling MFA for Conveyor
Single sign on (SSO)
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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Triage questionnaire requests in Slack

Refer to this page to learn more about triaging questionnaire requests in Slack

Updated 2 months ago

Next Up

Triaging requests in Slack