Time to complete: 3–5 minutes
Prerequisites: Trust Center enabled; Agent enabled for your tenant by Conveyor

Overview

The Trust Center Agent is an AI assistant that embeds ConveyorAI in your Trust Center. It helps visitors quickly find and download security documentation, get cited answers to due-diligence questions, and self-serve their security questionnaires. All while honoring your existing NDA and access permission rules.

What the Agent Does

Answers questions with citations: Summarizes from your Trust Center content and shows source references and related documentation.
Finds and retrieves documents: Searches by file name, title, or content (e.g., SOC 2 Type II 2025, data flow diagram) to enable quick and easy customer self-service.
Bundles multiple documents: Multiple documents can be searched for and returned at once and then bundled into a ZIP file for easy retrieval.
Proactively supports users: Reads customer access requests and preemptively pulls documents or answers questions that were asked in these requests to speed up review.
Respects gating: Enforces customer authentication, NDA, Access Groups, and document-level permissions.
Coming Soon - Completes customer questionnaires: Allows customers to upload their security questionnaire and receive a draft of all matched responses with cited sources and reference links to your Trust Center.

Benefits

For Visitors

Faster self-serve access to the right docs and answers.
Clear citations to build trust in responses.
One-click ZIP bundles of retrieved documents for easy internal review.

For Your Team

Fewer repetitive requests and triage.
Compliance preserved via existing gating and permissions.

How It Works

Visitor verifies their identity.
If required, visitor signs the NDA.
Visitor asks a question or requests documents.
The Agent searches only allowed content, returning cited answers and documents.
Visitor selects files and clicks Download to receive a ZIP bundle or copies the returned answer.
Event logs capture interaction data for tracking and reporting.

Security & Compliance

No gated content leakage: Respects all existing Conveyor permissions like Access Groups and document-level permissions in answers and citations.
Requires authentication: For security, customers will be required to log in to your Trust Center before getting access to the Agent.
NDA enforcement: Visitors must complete NDA before agent is available for interaction to ensure compliance with company policies
Audit Capabilities: Interaction logs support review of answer quality and retrieval relevance as well as tracking customer use and adoption.

Common Questions

When will the Trust Center Agent be available?
We will be launching to general availability, starting with early adopters, in early December 2025.

How can I get access to the Trust Center Agent?
Our team will be happy to work with you to get this enabled in your environment. Reach out to [email protected] to get started.

When will Questionnaire answering capabilities be available?
This capability is currently in development and we are targeting January 2026 for general availability.

Can we run the Agent in a fully public Trust Center? Not at this time. Currently the agent requires all users be authenticated to your Trust Center to use the agent for security.

How are answers cited? Answers include source citations which quote from documents in your Trust Center. Customers can select these links to view the document referenced and be brought to the page cited directly.

What’s Next?

See how visitors will use the Agent: **Using the Trust Center Agent (for Visitors) **
Keep your Trust Center content current to ensure high-quality answers: **Maintaining Your Trust Center **

Want to get access? Contact [email protected] and we'll help you get set up!

Need help? Visit the Troubleshooting guide or contact [email protected].