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Conveyor Documentation
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Help CenterConveyor Documentation
Help Center
Help Center
HomeHelp CenterPublic EndpointsLatest Releases

Overview

  • Welcome to Conveyor!
  • Overview of ConveyorAI
    • How Conveyor utilizes OpenAI
    • ConveyorAI language support
    • What is ConveyorAI's hallucination rate?
  • Quick start: Questionnaire Automation
  • Quick start: Trust Center

Adding and Managing Content

  • What content should I add to Conveyor?
    • Other tips for curating a good Knowledge Base
  • Documents
    • Adding new documents
    • Editing documents
    • Organizing documents with folders
    • Document access
    • Document watermarking
    • Linking to Trust Center documents
  • Knowledge Base
    • AI Librarian
    • Adding question and answer pairs
    • Maintaining your Knowledge Base
    • Q&A access levels
    • Archiving Knowledge Base items
    • Past answers
  • 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
    • Editing an answer
    • Switching views (Tweak vs. Focus mode)
    • Attaching evidence to questionnaire answers
    • Collaborating on questionnaires
    • Delegation Suggestions
  • 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
    • ServiceNow automated support
    • OneTrust automated support
      • Automatic Importing from OneTrust
    • BitSight automated support
    • ProcessUnity automated support
    • Coupa automated support
    • Import from other portals
    • LogicGate automated support
    • Venminder automated support
    • UpGuard automated support
    • Prevalent automated support

Designing Your Trust center

  • Using the Portal Designer
    • Configuring the Public view of your Trust Center
  • Non-Disclosure Agreements (NDAs)
    • Adjusting global NDA logic
    • Setting up a Clickwrapped NDA
    • Redlining DocuSign NDAs
    • Using DocuSign templates
    • Viewing signed NDAs
    • Frequently asked questions about NDAs
  • Customizing the URL and going live
    • How to test what your customers will see
  • Advanced customizations and features
    • Customizing the send-from email address
    • Customizing fonts
    • Letting customers self-serve questionnaires
    • Customizing section headers
    • Embedded page via iframe

Sharing Your Trust Center

  • Connections overview
    • Passwordless authentication
    • Auto-expiring access for Trust Center connections
  • Manually sharing your Trust Center
    • Issuing pre-approved invitations
    • Letting visitors request access
    • Bypassing the NDA
    • Resending invite
    • Revoking a connection or individual user's access
  • 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
  • Google Drive Integration
  • Hubspot Integration
  • Microsoft Teams Integration
    • Installing the Microsoft Teams Integration
  • Slack Overview
    • Installation and upgrades - Slack
    • Answer one-off questions
    • Add curated questions & answers
    • Share your Trust Center
    • Get notified about Trust Center customer activity
  • Salesforce overview
    • Setting up the Salesforce OAuth integration
    • Creating a scoped-down Salesforce account
    • Auto-approval and NDA bypass
    • Installing our Salesforce managed package
      • Uploading a questionnaire from Salesforce, Managed Package button
      • Inviting from Salesforce, Managed Package button
  • Zendesk Integration
  • DocuSign
  • Webhooks

Administration

  • Monitoring credit usage
  • Inviting and managing your team
  • Enabling MFA for Conveyor
  • Single sign on (SSO)
    • Single Sign On Provider Setup
    • Organization Login ID
    • Require Single Sign On
    • Exempt Users from SSO Requirement
    • Microsoft Entra ID — SSO & SCIM Configuration on
    • User and Group Provisioning via SSO & SCIM
  • 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 in Salesforce: 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

Working on questionnaires

Suggest Edits

ConveyorAI takes a lot of the work off your plate, but you'll still need to review answers, edit them, and bring in collaborators (especially in the early days, while you're still building out your Conveyor library).

Luckily, Conveyor makes it easy to:

  • Review and edit answers
  • Attach documents and evidence to questionnaire answers
  • Collaborate on questionnaires
  • Export questionnaires

Updated about 1 year ago