Conveyor Changelog

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!)

‍

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.

‍

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.

‍

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.

‍

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.

‍

‍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.

‍

‍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.

‍

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.

‍

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

‍

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.

‍

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.

‍

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.

‍

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.

‍

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.

‍

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

‍

• 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

‍