Conveyor offers security questionnaire automation and a customer trust center. Evaluate the approved source boundary, review workflow, customer access, and scope included in your proposed package.
Documented workflows
Conveyor's trust center product page describes a self-service portal for security documents and customer questions. Its Trust Center Agent documentation says visitor questionnaire answers use content approved for visitor use through publication to the trust center. It also describes disabling questionnaire support while retaining other agent functions.
Implementation considerations
Prepare a small set of approved documents and a sanitized customer questionnaire. Test a supported question, an ambiguous question, and a question whose source is unavailable. Inspect the answer's source and scope before evaluating speed.
Walk through the visitor's experience separately from the administrator's. Confirm how access requests are reviewed, how private material is restricted, and what happens when a source is withdrawn. Identify the internal owner who maintains customer-facing content.
Questions to verify in a demo
- Which trust center and questionnaire features are in the quote?
- How are internal and visitor-approved sources separated?
- Can the team inspect and correct source references and qualifications?
- What happens to answers and shared links after a document is retired?
- How do users export the final response in the customer's required format?
Scope to confirm
Compare users, questionnaire usage, customer access, integrations, implementation, and support on the same basis as alternatives. Review hosting, retention, model-use terms, exports, and source maintenance responsibilities directly. Public automation claims are not results of testing against your answer library.
Build a questionnaire workflow · Plan a trust center · Organize approved answers
Buying content reviewed October 1, 2026. Public sources; no hands-on product testing.