Using the Visitor AI Connector

Time to complete: 5–10 minutes
Prerequisites: An AI client connected to the Visitor AI Connector — see Connecting Your AI Client.

Overview

The Visitor AI Connector is at its best when your assistant combines several tools in one conversation. This page collects copy-paste prompts for the most common buyer workflows — reviewing vendor security posture, collecting documents, and managing Trust Center access.

Writing Effective Prompts

The Visitor AI Connector finds things by the words you give it. Five habits separate a clean result from a wrong guess:

Name vendors specifically. Your assistant searches Trust Centers by name. "Acme Corp's Trust Center" lands one clean match; "that vendor" makes it guess or ask.
A clarifying question is a feature. If multiple Trust Centers match your search, the assistant asks which you mean — that's it keeping you from visiting the wrong one. Answer it, don't fight it.
State what you're looking for. "Show me their SOC 2 Type II report" is better than "show me their reports." The more specific you are, the faster you get what you need.
One vendor per prompt for access requests. Keep access requests single and explicit so you know exactly what's being submitted.
For research, go broad. "Visit Acme's Trust Center and summarize their security posture" is fine — let the assistant pull and synthesize across documents and Q&A.

Review a Vendor's Security Posture

Ask a security question

"Does Acme Corp encrypt data at rest?"

Questions are sent to the vendor's Trust Center and answered from their approved knowledge base — the same Q&A experience you'd get visiting their Trust Center in a browser.

Get a quick security summary

"Visit Acme Corp's Trust Center and give me a summary of their security posture based on available documents and Q&A."

Check a specific control

"Ask Acme Corp's Trust Center: what is your incident response process?"

Collect Documents

Browse available documents

"Show me all the documents available on Acme Corp's Trust Center."

Download a specific report

"Download Acme Corp's SOC 2 Type II report and summarize the key findings."

Compare across vendors

"Download the SOC 2 reports from both Acme Corp and Globex, and compare their approaches to access control."

Check for updates

"List the documents on Acme Corp's Trust Center — have any been updated recently?"

Manage Access

Request access to gated content

"Request access to Acme Corp's gated Trust Center documents."

Your request is sent to the vendor for approval. Public content remains available while you wait.

Check your access status

"What's my current access status on Acme Corp's Trust Center?"

Find Trust Centers you can visit

"Search for Globex's Trust Center on Conveyor."

Run a Vendor Review

Kick off a new review

"Find Acme Corp's Trust Center, show me what documents are available, and download their SOC 2 report. Then ask them if they support SAML SSO and whether they've had any breaches in the past 3 years."

A single prompt can combine search, document collection, and Q&A — your assistant handles the steps in sequence.

Build a vendor comparison

"I'm evaluating Acme Corp and Globex. For each, visit their Trust Center and tell me: (1) what compliance certifications they have, (2) whether they encrypt data at rest and in transit, and (3) what their data retention policy is."

Prep for a security review meeting

"Visit Acme Corp's Trust Center. Download any available compliance reports, and ask their Trust Center about their disaster recovery and business continuity plans. Summarize everything I'd need for an internal security review."

When to Visit the Trust Center Directly

A few jobs are better done by visiting the vendor's Trust Center in your browser:

Signing NDAs — if a vendor requires an NDA for gated access, you'll need to sign it through their Trust Center website.
Large file downloads — for very large documents, downloading directly from the Trust Center may be more reliable.

Common Questions

Q: Are answers ever made up?
A: Answers come from the vendor's approved knowledge base and documents — the same source their Trust Center uses. If the vendor hasn't published the information, the assistant can't invent an answer for it.

Q: Can the assistant make changes to a vendor's Trust Center?
A: No. The Visitor AI Connector is read-only with respect to vendor content. The only action that changes state is requesting access, which sends a request to the vendor for approval.

Q: What if a vendor's Trust Center requires approval?
A: Your assistant can request access on your behalf. Once the vendor approves, gated content becomes available in your next conversation. Public content is always accessible regardless of approval status.

What's Next?

Visitor AI Connector overview — how authentication and access levels work.

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