Conveyor Changelog

Questionnaires imported from spreadsheets, PDFs, or DOCX files now retain their original sections, making large questionnaires easier to navigate and work with.

• Sections are automatically detected on import
• You can perform bulk actions by section
• RFP templates now nest questions under sections

Coming soon: section editing, detect sections in portal-based questionnaires.

Sue, your AI Agent, can now pull in data from multiple sources during triage! If you're using tools like Jira Service Desk or Zendesk, just drop a Salesforce Opportunity link in the ticket—Sue will automatically pull relevant deal info and combine it with the ticket context to make better decisions.

You can now view the original questionnaire PDF directly in the “Overview” tab when working on a questionnaire—making it easier to review AI-generated answers with full context, especially when the file was uploaded by someone else.

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Don't want to set the AI agent loose without knowing how it will perform? No sweat. You can now test your AI Agent’s behavior in a sleek, conversational interface that reflects Sue’s growing agentic abilities.

What’s new:

• Pre-filled test fields so you’re not starting from scratch every time
• Live rule tracking — watch your guardrails get checked off as Sue processes them
• Natural, descriptive responses — no more robotic outputs
• Chat back and upload files to iterate with Sue in real time

Whether you're validating your guardrails or just want to see how your AI Agent thinks, the new tester makes it faster, easier, and way more delightful.

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Access requests from users for NDA-gated content in your trust center will automatically be approved if there is a matching record in Hubspot.

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Conveyor's AInow better understands “rollup questions”—those short follow-ups that only make sense in the context of a previous question.

For example:

User: Hi ConveyorAI! Answer this: “Web Hosting” or "Continuous"
ConveyorAI: 🤔 That doesn't make sense… unless we know the parent question is:
“What service hosting models are provided as part of this service? Select from the list below.”

Now, Conveyor's AI classifies and connects these rollup questions to their parent context, so the AI gives more accurate answers, even when the question alone isn’t clear.

What this means for you:

• Better understanding of short or vague follow-ups
• Improved accuracy on complex questionnaires
• Already seeing a +10% boost in precision and a +9% boost in recall for rollup questions

You can now control Sue using natural language directly in ticket comments! Just mention “Sue” or “Conveyor” in your comment and she’ll know you’re talking to her.

Here’s what you can do:

Start/Stop Listening:

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Tired of Sue chiming in mid-discussion? Ask her to stop listening—and bring her back in when you're ready. Here are some example commands:

• “Sue, stop listening.”
• “This is out of scope, Conveyor.”
• “Sue, triage this one please.”
• “Start listening again, Sue.”

Override Custom Rules:

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Need to bypass ARR, NDA, or question count rules? You can now ask Sue to override them directly. Here are some example commands:

• “Sue, override the number of questions and finish the ticket.”
• “The NDA is approved. Conveyor, go ahead.”
• “Sue, just create the questionnaire.”

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Bulk select questions to update or delete multiple questions at once.

Select your questions, then:

1. Delete multiple questions at once
2. Apply custom prompts and AI adjustments to a group of questions at the same time

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Announcing Conveyor's newest Jira Service Management (JSM) integration! If you use JSM as your case or ticketing system, you can now integrate seamlessly with Conveyor's AI agent to triage, manage cases, collaborate with your team, and upload questionnaires to Conveyor. Installation is quick and easy, via a new Jira Forge App (currently a private link, marketplace listing TBD).

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Customers who use Zendesk’s ticketing system to manage requests from sales and other customer-facing teams can now send Conveyor's AI agent straight to their Zendesk queue to do triaging, communications, and questionnaire importing into Conveyor.

Sue, Conveyor's AI Agent for Customer Trust, not only helps teams share their SOC 2 and answer security questionnaires in seconds, she now takes on every manual step of the customer security review.

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Sue can make judgment calls and act independently to:

• Manage and complete seller requests while communicating across systems (wrong questionnaire file uploaded to a ticket? Sue will collaborate to get the right one, process it, and keep everyone in the loop)
• Automate questionnaire completion, rejection, or escalation based on your policies.

• Process and answer any questionnaire format—yes, even portals—with no manual tagging required.

• Auto-notify and communicate with teams to get requests reviewed and completed
• Curate a knowledge graph without a giant knowledge base
• Personalize a Trust Center based on customer insights from conversation intelligence tools

Sign up for early access here.

No more tagging cells for the AI to read for Excel questionnaires.

Simply upload and the AI will automatically read any format of excel questionnaire and place answers into the sheet in front of your eyes (instead of just at export). The same experience for Word and PDFs is now available for Excel.

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Use Microsoft Teams to get notifications right where you work. After connecting to Teams, you will be able to:

1. Approve requests from customers to access your trust center
2. Tag SMEs in the Conveyor app so they are notified in Teams for easy collaboration
3. Get notified in Teams on questionnaire status changes and updates

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You can now work on foreign language questionnaires in English!

Set your review language to English and you can make edits or answer unanswered questions in English, and ConveyorAI will automatically translate and update the answers in the original language before exporting.

Improvements to UX make it easier to see who’s assigned to each question, if there are comments, and where the mapped answers are in the original file.

When ConveyorAI generates an unanswered or flagged question, it will think through whether there is a highly relevant party to ask for help.

If yes, it will present these suggestions in a "Suggestions" slide out panel on the Questionnaire detail page. Users can reject or accept suggestions in order to assign the question to a collaboration group.

Conveyor now understands when a question is asking about internal policy-level scope (like a company policy for Multi-Factor-Authentication used by employees) versus an external product-level scope (like delivering Single-Sign-On as a capability for customers). This means ConveyorAI will answer questions with higher accuracy and the user spends less time on review.

A suite of new options for in-the-moment answer AI Adjustments, including changing the verbosity level, adjusting the tone of an answer, or adding a custom prompt ("If the question mentions privacy, add this link to our privacy policy!")

Plus, apply your preferred settings universally so the AI knows exactly how you like your answers, every time. The ability to set global custom prompt and verbosity settings can now be found on the Organization Preferences page.

All you have to do is add in OneTrust URL and the AI will import questions, answer them, and export each answer back into the right place in the portal for you. (More portals coming soon!)

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Refer to the docs site for more on how to use the URL import and how to use the auto-export back into the portal.

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List View for Subprocessors in Trust Center

Toggle between the "Tile View" and the "List View" when you showcase your subprocessors on your trust center.

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Add Custom "Privacy Policy" and "Terms of Service" Links for Trust Center.

Now you can link to your own privacy policy on the "Request Access" modal instead of using Conveyor's.

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Upload SIG/SIG Lite and HECVAT/HECVAT Lite questionnaires as "Documents" and Conveyor will auto-parse and source questions/answers from these standard formats (same way it works for the CAIQ!)

Need help with a questionnaire? Tag a subject matter expert (SME) and they will get a link to everything they're tagged in - all in one spot. SMEs have one place to go for all the questionnaires that need their help, and they can get there easily from slack so you get answers fast.

ConveyorAI will automatically reflect on “best practices” for security questionnaire answers so you get better answers with fewer edits needed.

Stop maintaining thousands of Q&A pairs and link Conveyor to your Confluence instance to pull the most updated data to use in questionnaire  and RFP answers.

ConveyorAI Adjusts Answer Verbosity and Tone for RFPs vs. Security Questionnaires‍

ConveyorAI will default to an answer style that is more verbose and detailed when you pick “RFP” as the file type.

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‍AI Librarian Proactively Flags Duplicates in Knowledge Base‍

ConveyorAI will proactively notify you when it finds outdated or conflicting answers across past answers or Q&A pairs.

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‍Browser Extension Update: Auto-Import All Questions with 1-Click 

Simply plug in your URL when you create a new questionnaire in app and ConveyorAI will scan and pull in questions from OneTrust portals for easy question answering, editing, and review.

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Improved analytics dashboards means you can see:

• Which team members are self-serving answers to questions internally (NEW)
• Precision and accuracy rates of ConveyorAI in your instance (NEW)
• Questionnaires created and completed
• Avg number of days it takes to complete questionnaires
• Avg number of questions
• Security influenced revenue
• Frequently used FAQs and documents
• Trust center customer activity

Have a customer question? Just type “@Conveyor” and ask anything. Plus, safety thresholds determine if questions are escalated to an approver before being returned to your sales reps.

Improved AI when Customers Self-Serve Questionnaires in the Trust Center 

Foreign language support when customers upload questions for instant answers. Supported languages: French, Spanish, German, Portuguese, Japanese, Chinese, Vietnamese, Turkish, Russian.

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Customer-facing AI uses all sources to generate answers for customers‍

Improved Foreign Language Support for Questionnaires

ConveyorAI will consistently generate answers in a single language (as opposed to question by question) for an entire questionnaire or RFP. Supported languages: French, Spanish, German, Portuguese, Japanese, Chinese, Vietnamese, Turkish, Russian

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Answer Verbatim From Source

Some users strongly prefer to use the exact same wording in a response as it's original source. Now, you can see every time ConveyorAI uses a verbatim answer versus one that combines multiple sources.

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Improved Multi-Product Questionnaire Answers

ConveyorAI can now provide complex answers in multi-product questionnaires, covering the specific answer per product line. For example, 'What is the RTO?' with 2 product lines may result in 'For product A the RTO is X and for product B the RTO is Y'.

Point ConveyorAI to any source like your marketing site, product documentation, and help center along with the security documents in your trust center and Q&A pairs for more precise answers.

You never have to answer the same question twice. ConveyorAI now automatically understands and remembers any edits so you don't have to manually push new answers to your knowledge base or update source data.

Set up the Salesforce integration to see if customers have downloaded a SOC 2 or where your questionnaire is in the queue.

Get insights like how many questionnaire credits you've utilized, how many questionnaires you've completed in a given month, your average number of questions per questionnaire, and more.

Bypass NDAs when inviting customers to portal

Already know that a user has an NDA on record? Bypass it directly from the Share modal rather than having to bypass after the fact.

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Bulk add documents

This improvement allows you to add many PDFs at once faster, regardless of what their contents are, and more easily see and edit their metadata.

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Help your sales team visualize where customers are in the deal cycle with new activity updates in SFDC and lead creation based on access requests to your trust center.

Monitor how close you are to your credit limit directly in the web app.

Conveyor's AI reads, cites, and links answers to the original documents in your trust center -- links your customers can use to access the exact document. Fewer Q&A pairs in your knowledge base means less time spent on maintenance.

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No more copy/pasting in portal questionnaires. Fill with precise answers, review directly in the portal, and sync back to the app.

When customers ask for supporting documents in a question, AI will automatically add a link to that document you have hosted in your trust center.

Some customers will self-serve entire questionnaires on their own if given the option. Now they have that option. AI will use all of the information in your knowledge base to generate answers a customer uploads.

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• Copy a direct link to a document to share
• Clicking on a badge now navigates to the related document

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• Quick approve all flagged questions
• Collaborators receive email notifications when their questionnaire changes status
• Add questions to an existing questionnaire
• In the list view, see who edited a questionnaire answer most recently
• Processing speed improvements for well-formatted .xls files
• One-click fill answers into a focused input in OneTrust
• Delegate questions to subject-matter experts 
• See past searches in your search history
• Drag the extension anywhere on the page

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