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Conveyor

Free · Free trial · From $9600/yr

Conveyor is an AI tool that handles all your customer trust workflows, like sharing security documents, answering questionnaires, and writing RFP responses. It uses AI to give accurate answers quickly, cutting down manual work by up to 90% so you can close deals faster.

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OverviewFeaturesUse CasesFAQIntegrationsPricing

About Conveyor

Who It's For

This tool is for companies and teams that manage customer trust, security reviews, and sales proposals. It helps security engineers, sales teams, and anyone responsible for answering customer questions quickly and accurately.

What You Get

You get an automated system for managing customer trust. This includes a secure trust center for sharing documents, AI that answers security questionnaires with over 95% accuracy, and assistance with RFP responses. It significantly cuts down the manual time spent on these tasks.

How It Works

Conveyor connects to your existing company knowledge and documents. Its AI then uses this information to automatically answer security questions in any format, fill out online portals, and draft RFP answers. It also helps manage access to your shared security documents.

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Features & Capabilities

⚙️ Core AI Capabilities

High Accuracy & Low Hallucination

Delivers 95%+ accurate AI answers with a sub-0.01% hallucination rate.

Adaptive Learning

The AI continuously learns from interactions to improve its intelligence and responses over time.

Multi-Source Integration

Integrates with any source material including external websites, Google Drive, and documents, handling various file formats.

Knowledge Library Management

Automatically maintains your knowledge library and proactively flags gaps or inconsistencies in information.

🔒 Trust Center Management

Secure Document Sharing

Enables secure sharing of sensitive documents behind a 1-click NDA gate for customers.

AI-Powered Self-Service

Allows customers to self-serve by getting AI-generated answers and downloading documents from a dedicated trust center.

Automated Access Control

Connects with CRM and communication systems like Salesforce and Slack to automate access granting and track engagement.

Comprehensive Interaction Analytics

Provides detailed analytics on every customer interaction within the trust center.

📝 Questionnaire & RFP Automation

AI-Powered Question Answering

Uses AI to automatically generate accurate answers for security questionnaires and RFPs in any original format, including portals.

Intelligent Agent Workflows

AI agents can triage, answer, escalate, and delegate tasks based on defined policies for efficient workflow management.

Browser Extension for Portals

Offers a sophisticated browser extension to auto-complete security questionnaires directly within third-party portals.

Collaborative RFP Response Drafting

The AI agent researches, collaborates, identifies red flags, and drafts first-pass responses for RFPs and RFxs.

Use Cases

Expediting Security Questionnaire Responses

Security and sales teams often spend significant time manually completing lengthy security questionnaires, delaying deal closures. Conveyor's AI agent automates the entire process by connecting to source materials and generating accurate answers in any format, including portal-based questionnaires, dramatically speeding up security reviews.

B2B SaaSFor: Security Engineers

Empowering Customer Self-Service for Security Trust

Companies frequently face requests for security documentation and compliance information, which can overwhelm internal teams and create bottlenecks. Conveyor's AI-powered Trust Center allows customers to securely self-serve AI-generated answers and download essential documents behind a 1-click NDA, enhancing transparency and operational efficiency.

TechnologyFor: Go-to-Market Leaders

Streamlining RFP and Proposal Management

The manual nature of responding to RFPs and RFxs consumes valuable time, preventing sales teams from focusing on strategic activities. Conveyor's AI agent researches, drafts initial answers, and identifies red flags from a connected content library, enabling faster, more accurate, and policy-compliant proposal submissions to accelerate sales cycles.

Enterprise SalesFor: Sales Development Teams

Frequently asked questions

Conveyor AI is an AI-powered platform that automates the trust-building process with customers by streamlining security questionnaires, RFPs, and trust center operations. The platform uses AI to generate accurate answers to security questions and automate complex compliance workflows, reducing manual work by up to 90%.

Conveyor offers several core capabilities, including building and launching a trust center to showcase your security posture with 1-click document downloads, allowing customers to self-serve AI answers from your trust center, auto-completing security questionnaires and RFPs with 95%+ accuracy, using a browser extension to auto-populate portal-based questionnaires, automating complex workflows across multiple customer requests, and integrating with systems like Salesforce to track revenue associated with questionnaires.

ConveyorAI drafts answers by matching each questionnaire question against your in-scope sources, including curated Q&A pairs, security documents, trust center content, external sources like company wikis, and past questionnaire answers.

Conveyor works with any questionnaire format, including traditional document uploads and browser-based portal questionnaires. The platform can preserve formatting, dropdown values, images, and other elements when exporting completed questionnaires.

Conveyor has an agreement with OpenAI that outlines data confidentiality requirements. All learning involves automated curation of customer-specific answers into that customer's knowledge graph. Importantly, no customer-specific answers ever go back into training customer-wide models, ensuring your data remains isolated and secure.

Conveyor offers export options for all generated data and completed questionnaires in standard formats like PDF and Excel for audit and archival purposes. Data retention policies can be configured to comply with your organizational or regulatory requirements.

If Conveyor AI delivers incorrect or incomplete answers, you should review the provided responses for accuracy, submit corrections through the platform's feedback mechanism to improve future AI performance, validate AI-generated security details with internal subject matter experts before sharing with customers, and contact support for assistance in fine-tuning AI agent responses.

Conveyor provides multiple support options including email, live chat, and an extensive online knowledge base. The platform also hosts user forums and community groups where customers can share tips and solutions. Enterprise clients receive prioritized support and dedicated customer success managers.

Yes. Conveyor supports customization through configurable templates and integrations that allow you to incorporate your unique security policies and regulatory standards. Developers can extend functionality by mapping AI responses to specific compliance frameworks such as FedRAMP or HIPAA.

Conveyor is optimized for integration with common enterprise systems. However, you may encounter limitations with legacy platforms or unsupported file formats. If you experience issues uploading complex or non-standard questionnaires, preprocessing documents or working with support can often resolve the issue.

Conveyor AI includes accessibility features designed to support users with disabilities, such as keyboard navigation and screen reader compatibility. The platform meets recognized accessibility standards to ensure equitable access and continually assesses improvements based on user feedback and industry guidelines.

Pricing is determined by the number of organizations accessing your trust center and/or the number of questionnaires and RFPs you process through Conveyor. Contact Conveyor directly for specific pricing details based on your organization's needs.

Tags

knowledge base managementdue diligencesecurity questionnaire automationrfp automationproposal generation

Specifications

Deployment
Browser
API
Browser
Target Audience
Startup
Business
Enterprise
Complexity
Low-code

Pricing

Free

Per annually

Free
  • Best for teams sharing a small number of documents, Q&A's, and don’t need much automation
  • 10 Trust Center Credits/month
  • No access to Questionnaire Automation (AI drafts, import/export, browser extensions, AI agents, etc.)
  • No access to Advanced Integrations
  • Basic connections: Free & Unlimited
  • Standard connections: Free - Up to 120/year
  • Advanced connections: Not included
  • Trust Profile Hosting: Hosted by Conveyor
  • Rooms & Knowledge Base: Up to 15 documents
  • Rooms & Knowledge Base: Up to 15 Q&As
  • Tag docs & Q&As by product line
  • Automate access approvals by domain
  • Ability to create access groups
  • Clickwrap NDA
  • Auto-watermarking of downloaded docs w/ Conveyor branding
  • Metrics & Reporting: Aggregate only
  • Basic SSO
  • Basic API access
  • Standard Integrations: DocuSign, Slack, Salesforce
  • No Dedicated Customer Success Manager or advanced support features

Professional

Per annually

$9600
  • Best for teams that want to use the AI questionnaire response, have multiple products, and/or need more automation
  • Full Conveyor platform
  • Unlimited seats
  • 100 Trust Center Credits
  • 20 Questionnaire Credits
  • 10 RFP Projects
  • Basic connections: Free & Unlimited
  • Standard connections: Choose quantity when contracting
  • Advanced connections: Choose quantity when contracting
  • Trust Profile Hosting: Custom domain
  • Rooms & Knowledge Base: Unlimited documents
  • Rooms & Knowledge Base: Unlimited Q&As
  • Tag docs & Q&As by product line
  • Automate access approvals by domain
  • Ability to create access groups
  • Clickwrap NDA
  • Auto-watermarking of downloaded docs with No Conveyor Branding
  • Metrics & Reporting: Aggregate & details
  • Integrations: DocuSign, Advanced Slack, Advanced Salesforce
  • SSO: SCIM
  • API access
  • Dedicated Customer Success Manager
  • AI drafts accurate product-specific answers
  • Import/export any format or template
  • Browser extension for one-off search
  • Browser extension for portal questionnaires
  • AI Agents research, triage, process, delegate, and escalate work with humans
  • Connect AI to any source (websites, shared drives, help centers, docs, etc.)
  • AI Librarian to proactively identify duplicate & conflicting sources
  • Collaboration +AI auto-suggests and notifies SMEs
  • Customize tone and verbosity of answers
  • Go/no-go, red flag identification (RFP only)
  • Security Questionnaire & RFP Automation Metrics & reporting
  • User/sales training
  • ROI business case
  • Quick-start setup
  • 9-5 Slack support
  • Mutual success plan

✓ Free trial • ✓ Free plan • ✓ Plans from $9600 / annually

Integrations

Salesforce
Slack
HubSpot
Google Drive

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Links

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