# Using the Browser Extension for Portals

## Overview

The Conveyor **Browser Extension** lets you automate questionnaires directly from customer portals, without needing to leave the page. Once installed, you can use it to **import questions, review AI-generated answers, and export them back** into the portal.

> 📘 **Prerequisite:**
> 
> Make sure you’ve installed the <a href="https://chromewebstore.google.com/detail/conveyor/djkpbjhiilodaficngfbddkhaendinhh" target="_blank">Conveyor Browser Extension</a> before starting.

***

## ✅ Fully Automated Portals

Fully Automated Portals do not need to use the browser extension to be completed. You simply Add A Questionnaire in Conveyor like you normally would and Conveyor can process the portal in the background.

👉 Read More at [**Importing Portal Questionnaires**](https://docs.conveyor.com/docs/importing-portal-questionnaires)

## ⚙️ Partially Automated Portals

For partially automate portals ([see list](<>)), Conveyor provides partial **page-level automation**. This means you can import and export directly from each page using the Browser Extension — no copying, no reformatting.

### Step 1 – Open the portal

When visiting a supported portal, the extension automatically detects the page. A **popup** will appear in the lower-right corner of your browser. If it doesn’t appear, click the Conveyor Extension icon manually.

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***

### Step 2 – Create a questionnaire

Click **Questionnaire Details** to open the extension and create a new questionnaire.  
Provide a name and any optional details, then click **Save**.

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***

### Step 3 – Import questions from the page

Click the **Camera icon** at the bottom of the extension window to scan and import all visible questions.  
For multi-page questionnaires, repeat the scan on each page.

![](https://files.readme.io/0e90c2ff0b8611f7a2e33985478ccbba3e9bc24ee60b7dcbf8129fdd1207a6e2-image.png)

> 💡 **Tip:**
> 
> Use **“This Page”** or **“All Pages”** to control how much content the extension scans at once.

***

### Step 4 – Export answers back to the portal

Once ConveyorAI generates answers, export them back to the portal:

- Click **Export** to fill all answers at once.  
- Or use **Fill & Next** to review and export one question at a time.

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***

## 🧠 AI Scan for All Other Portals

If your portal isn’t on the supported list, you can still use **AI Scan** to import questions.  
AI Scan lets ConveyorAI detect and capture question text and multiple-choice options directly from any portal page.

### Step 1 – Add questions

Open the Browser Extension and click **Add New Questions** at the bottom of the window.

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***

### Step 2 – Scan and import

Click **Scan & Import This Page** to let ConveyorAI read and extract questions automatically.  
You’ll see imported questions populate in your questionnaire as the scan completes.

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Repeat this step for each page of the questionnaire as needed.

***

### Step 3 – Review imported questions

Once the scan completes, review the imported questions in Conveyor.  
ConveyorAI automatically detects multiple-choice options when present.

![](https://files.readme.io/e0c234592459d11fe83789b7ede75ca17949ff0185ae88824304f09dc2178cde-Screenshot_2024-08-22_at_10.57.04.png)

***

### Step 4 – Manual mapping (optional)

If a question wasn’t imported correctly, you can manually select and highlight it within the portal to add it yourself.

![](https://files.readme.io/f3206f572f2d89893c4f8991ef70fcba5268551bffcf0dbebf85121c85eeaec9-image.png)

> 💡 **Note:**
> 
> For AI Scan portals, importing is automated — but exporting answers must be done manually.

***

## What’s next

- [Automated Portal Support](./portal-automation-overview.md)  
- [Importing from Portals](../importing-questionnaires/importing-from-portals.md)  
- [Exporting to Portals](../exporting-questionnaires/exporting-to-portals.md)