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Help Center

Home Help Center Public Endpoints Latest Releases

Overview

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

ConveyorAI

Everything AI
How Conveyor utilizes OpenAI
ConveyorAI language support

Adding and Managing Content

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
Documents
Knowledge Base
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
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

Designing Your Trust center

Using the Portal Designer
- Configuring the Public view of your Trust Center
Non-Disclosure Agreements (NDAs)
Customizing the URL and going live
- How to test what your customers will see
Advanced customizations and features

Sharing Your Trust Center

Connections overview
- Passwordless authentication
- Auto-expiring access for Trust Center connections
Manually sharing your Trust Center
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
- Confluence Integration (Pre-July 2025)
Google Drive Integration
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

Archive

OneTrust automated support

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
RFP Projects

Triage questionnaire requests in Slack

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

Updated 1 day ago

Next Up

Triaging requests in Slack