Conveyor

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1. changelog Oct 12, 2026 · issue 104

   ConveyorAI Cmd+K now streams live reasoning steps, matched sources, and audit trail as the agent answers questions.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠

   ⤢ ⤢ ⤢ ⤢
   └──▷ HOW TO FIND IT
   Audit an AI-generated answer to a vendor security question — useful when validating that the agent pulled from the right knowledge sources before sending a response.
   📍1. Press Cmd+K to open ConveyorAI search. 2. Type your security question and select the agentic search mode. 3. Watch live steps appear: knowledge search, source matching, narrowing, and answer drafting. 4. Click How this answer was put together to open the full reasoning audit panel.
   • Adds live step-by-step reasoning display to Cmd+K ConveyorAI agentic search, showing matched sources, narrowing logic, and answer drafting in real time.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠
   • Adds an How this answer was put together audit panel in Cmd+K to review which knowledge the agent used and how it reached its answer after the fact.

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2. ✨ Refreshed Launchpad: Jump back into your work in one click Sep 18, 2026 · release notes

   Conveyor refreshes Launchpad with one-click shortcuts for recent questionnaires and projects.

   • Adds jump back in shortcuts to the Launchpad for questionnaires and projects you were recently working on
   • Rearranges Add Questionnaire and Add RFP buttons to be more prominent on the Launchpad

   2 details in Everything

3. 🌐 Work on Non-English Word Questionnaires in English Sep 16, 2026 · issue 084

   Conveyor now translates non-English Word questionnaires to English for review, then exports in the original language or English.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠

   ⤢ ⤢ ⤢ ⤢
   └──▷ HOW TO FIND IT
   When you receive a security questionnaire in a foreign language, import it through the Questionnaires module to work on it entirely in English, then export back in the original language for the requester.
   📍1. Go to the Questionnaires module. 2. Upload your non-English Word questionnaire as you normally would. 3. Review and answer all questions in the English-translated view. 4. When finished, choose to export in the original language or keep it in English.
4. 🏷️ Product lines on the Trust Center access request form: Know what visitors want before you approve Sep 15, 2026 · issue 077

   Conveyor Trust Center access request form now collects product line interest and supports custom description and placeholder text.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠

   ⤢ ⤢ ⤢ ⤢
   └──▷ HOW TO FIND IT
   When running multiple products, enable product line selection so access request approvers immediately know which product a visitor needs — no follow-up email required.
   📍In the Conveyor console, go to Settings › Trust Center › NDA & Access and enable Public product lines to display them on the Access Request Form.
   • Adds product line selection to the Trust Center access request form so approvers see which product a visitor wants access to before approving.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠
   • Enables rewriting the access request form's description and placeholder text to collect custom information from visitors upfront.
   • Enables opt-in product line display via Settings > Trust Center > NDA & Access.
   • Adds product line selection to the Trust Center access request form so approvers see which product a visitor wants access to before approving.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠
   • Enables rewriting the access request form's description and placeholder text to collect custom information from visitors upfront.

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5. 🧭 Easier wayfinding: Dockable nav, a simpler cmd+k, and Ask ConveyorAI Sep 9, 2026 · issue 077

   Conveyor adds a dockable nav, redesigned cmd+k with products picker, and renames AI Answers to Ask ConveyorAI⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠

   ⤢ ⤢ ⤢ ⤢
   └──▷ HOW TO FIND IT
   Dock the navigation panel to give yourself more horizontal workspace when reviewing questionnaires or trust pages.
   📍In the Conveyor app, click the pin/dock icon on the left navigation panel to lock it in place, then continue working without it collapsing on mouse-out.
   • Adds a dockable navigation panel to reclaim screen space while working.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠
   • Redesigns cmd+k with a cleaner layout, a products picker matching the launchpad, and an empty-state guide clarifying when you are querying Ask ConveyorAI versus running a keyword search.
   • Renames the AI Answers feature to Ask ConveyorAI with a clearer state displayed when no answer is found.
   • Adds consistent headers and breadcrumbs across the app.
   • Adds a dockable navigation panel to reclaim screen space while working.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠

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6. 🔧 Small Upgrades: Legacy Role Guidance, Preview vs Download Analytics, NDA Alerts in Slack Sep 4, 2026 · issue 070

   Conveyor splits document preview vs.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠ download analytics, adds NDA signature alerts to Slack, and surfaces legacy role migration guidance.

   ⤢ ⤢ ⤢ ⤢
   • Tracks document previews and downloads as separate actions in Trust Center analytics and reporting, replacing the previous behavior where previewing a PDF counted as a download.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠
   • Sends a Slack message when a visitor signs your NDA, surfacing the buying signal without requiring a manual app check.
   • Adds a banner and inline help links to the Roles page prompting admins to migrate users off legacy roles to customized roles.
   • Tracks document previews and downloads as separate actions in Trust Center analytics and reporting, replacing the previous behavior where previewing a PDF counted as a download.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠
   • Sends a Slack message when a visitor signs your NDA, surfacing the buying signal without requiring a manual app check.

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7. 🏆 ConveyorAI for RFPs: The Whole Product, Rebuilt Sep 3, 2026 · issue 070

   ConveyorAI for RFPs rebuilt with an agentic answering engine, improved Word doc handling, and a unified proposal workspace.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠

   └──▷ HOW TO FIND IT
   Activate the new agentic answering engine so your team gets higher-quality, AI-driven answers on RFP proposal questions.
   📍In the Conveyor console, go to Settings › Answering › Custom Instructions and enable the new agentic engine.
   • Enables the new agentic answering engine for RFP projects via Settings > Answering > Custom Instructions.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠
   • Adds a rebuilt Word document experience with improved loading, parsing, and export for RFP proposals.
   • Introduces a unified proposal workspace that runs RFPs and security questionnaires from a single Conveyor knowledge base.
   • Enables the new agentic answering engine for RFP projects via Settings > Answering > Custom Instructions.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠
   • Introduces a unified proposal workspace that runs RFPs and security questionnaires from a single Conveyor knowledge base.

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8. 💬 Approve Questionnaire Answers Straight from Slack Sep 3, 2026 · issue 070

   Conveyor lets reviewers approve or edit questionnaire answers directly from Slack without logging in.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠

   ⤢ ⤢ ⤢ ⤢
   └──▷ HOW TO FIND IT
   Existing customers turning on Slack approvals for a specific questionnaire program.
   📍1. In Conveyor, go to Settings. 2. Select the questionnaire program you want to enable. 3. Open Self-Serve via Slack and toggle the feature on. 4. Reviewers assigned to questions will now receive draft answers in Slack with Approve or Edit buttons.
   • Adds Slack-native questionnaire review: assigned reviewers receive a rich Slack notification with the draft answer and buttons to approve or edit in-channel, with the result synced back to Conveyor.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠
   • Enables the Slack approval workflow per program under Settings > Self-Serve via Slack for existing customers.

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9. ⚙️ Edit Your Own Automation Rules, No Ticket Required Sep 2, 2026 · issue 070

   Conveyor admins can now self-serve edits to automation rule settings directly in the UI — no support ticket needed.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠

   ⤢ ⤢ ⤢ ⤢
   └──▷ HOW TO FIND IT
   Tune your Slack intake workflow — adjust which content is in scope, how many questions are handled, and what gets returned on completion — without waiting on support.
   📍Go to Settings › Workflow Automation › Automation Rules, then edit Content In Scope, Number of Questions, Update Requests, Answer Status Check, or Return complete materials to source in place.
   • Enables admins to edit automation rule settings — including Content In Scope, Number of Questions, Update Requests, Answer Status Check, and Return complete materials to source — directly on the Automation Rules page without filing a support request.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠

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10. 🤖 New Agentic Answer Engine, Now Opt-In for Proposal Questions Sep 2, 2026 · issue 070

    Conveyor adds an opt-in agentic answering pipeline for RFP proposal questions, with Labs support for security questionnaires.⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠

    ⤢ ⤢ ⤢ ⤢
    └──▷ HOW TO FIND IT
    Switch your RFP projects to the deeper agentic pipeline to reduce weak answers on high-stakes proposals.
    📍1. Log in as an Admin. 2. Go to Settings › Answering › Custom Instructions. 3. Open the pipeline dropdown and select Agentic. 4. Save. All new proposal questions will now use the agentic pipeline.
    • Enables security questionnaire teams to trial the agentic engine by creating a Test project (currently in Labs).⁠︀︄︇︀︅︉︀︅︀︀︃︀︀︅︅︀︅︊︀︄︆︀︃︄⁠

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11. Conveyor updates: 2026-09-02 Sep 2, 2026 · release notes

    Conveyor adds self-serve Automation Rules editing and an opt-in Agentic Answer Engine for proposals

    • Admins can now edit automation rule settings themselves via a toggle on the Automation Rules page, including Content In Scope, Number of Questions, Update Requests, Answer Status Check, and Return complete materials to source.

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12. 📄 The New Word Experience Now Covers RFP Projects Aug 21, 2026 · release notes

    Conveyor adds the new Word experience for security questionnaires within RFP projects

    • New steps feature: The new Word experience is now available for security questionnaires added to an RFP project.

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13. 💬 Follow-Up Questions in Slack Threads: Keep the Conversation Going seen Aug 19, 2026 · issue 050

    ConveyorAI now maintains full conversation context across Slack thread follow-ups, enabled by default for all Slack integrations.

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14. 📄 A New Word Experience (Labs Only): Editable Question Outlines and Instant Export seen Aug 19, 2026 · issue 050

    Conveyor Labs gets a rebuilt Word experience with editable question outlines and instant document export.

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    • New Labs opt-in Word experience renders security questionnaire documents in-browser exactly as they appear in Word, builds an editable question outline, and lets users remove misdetected questions or drag to rescan sections.
    • AI-drafted answers are placed back into the Word document in one to two minutes, with blue highlights marking AI-touched content that clear on edit.
    • Instant export replaces the previous ten-to-fifteen minute wait for Word document export.

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15. 🔌 Trust Center Feedback Data Now in the API and MCP seen Aug 19, 2026 · issue 050

    Conveyor exposes Trust Center survey feedback via a new GET /api/v2/trust_center/feedbacks endpoint and MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. tool.

    ⤢ ⤢ ⤢ ⤢
    • Adds GET /api/v2/trust_center/feedbacks endpoint returning Trust Center survey responses, including ratings, comments, and source, with filtering by source, rating, and date range plus standard pagination.
    • Exposes Trust Center feedback data as an MCP tool so AI agents can read survey responses directly.
    • Access to the new endpoint and MCP tool is governed by the Trust Center Designer permission set.

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16. 🤖 Trust Center AI Connector: Let Your Customers' AI Agents Run Their Own Vendor Review seen Aug 19, 2026 · issue 050

    Conveyor Trust Center adds an MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. server so customers' AI agents can run vendor reviews programmatically.

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    └──▷ HOW TO FIND IT
    Enable the MCP server so your customers' AI agents can programmatically run vendor risk reviews against your Trust Center.
    📍In the Conveyor console, go to Settings › Trust Center › Trust Center Agent and flip on Enable visitors to connect via MCP.
    • Adds a new MCP server for Trust Centers, enabled via the Enable visitors to connect via MCP toggle in Settings > Trust Center > Trust Center Agent, letting visitor AI agents pull documents and ask questions without human involvement.
    • Enforces existing access groups, NDA gates, and gating rules against the authenticating visitor email even when access is agent-driven, preserving all existing access controls.
    • Logs every agent login, document access, and question the same as a human visit, and supports scheduled reassessments by the customer's agent.

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17. Conveyor updates: 2026-08-17 Aug 17, 2026 · release notes

    Conveyor adds editable Word RFP outlines in Labs and a Trust Center MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. server for agentic vendor reviews.

    └──▷ HOW TO FIND IT
    Allow customers' AI agents to access your Trust Center data programmatically via the Model Context ProtocolModel Context ProtocolModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface..
    📍Flip on Enable visitors to connect via MCP in Settings, Trust Center, Trust Center Agent.
    • Adds Editable Question Outlines and instant export for Word security questionnaires (Labs)
    • Adds a new MCP server for the Trust Center, enabling customer AI agents to programmatically pull documents and answer questions

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18. Conveyor updates: 2026-08-14 Aug 14, 2026 · release notes

    Trusted Center feedback via API/MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. and conversation context in Slack threads

    • Adds GET /api/v2/trust_center/feedbacks endpoint to retrieve survey responses with filtering by source, rating, and date range

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19. 💬 Follow-Up Questions in Slack Threads: Keep the Conversation Going Aug 14, 2026 · release notes

    ConveyorAI now maintains conversation context within Slack threads for follow-up questions

    └──▷ HOW TO FIND IT
    Ask a contextual follow-up question within an existing ConveyorAI Slack thread without re-providing initial context.
    📍In the Slack channel, type '@ConveyorAI what about in the EU?' continuing a previous prompt
    • ConveyorAI remembers the full conversation in a Slack thread, allowing follow-ups to carry previous context

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20. 🎯 Auto-Assign Questions to the Right SME Group on Every Questionnaire seen Aug 12, 2026 · issue 043

    Conveyor extends AI-powered auto-assignment of questionnaire questions to SME groups across all questionnaire types.

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    └──▷ HOW TO FIND IT
    Enable automatic SME routing for all incoming questionnaires so no question stalls waiting for manual triage.
    📍In the Conveyor console, go to Settings › Workflow Automation › Team Routing, configure your SME groups, then enable Assign the suggested group automatically.
    • Expands the Assign the suggested group automatically setting in Settings > Workflow Automation > Team Routing to cover all questionnaire types, not just intake questionnaires — unanswered or flagged questions are automatically routed to the matched SME group (e.g. Legal, Product) and that group is notified.
    • Automatic SME group assignment now works for questionnaires arriving via Salesforce, Slack, or direct team submission.

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21. 🔗 New Integration: Sync SharePoint Docs Into Your Knowledge Base seen Aug 12, 2026 · issue 043

    Conveyor adds SharePoint sync so compliance docs in your knowledge base stay current automatically.

    ⤢ ⤢ ⤢ ⤢
    └──▷ HOW TO FIND IT
    Connect SharePoint so updated compliance policies are automatically reflected in ConveyorAI answers.
    📍In Conveyor, go to Integration Settings › Add Integration › SharePoint, then choose a folder to sync — new files added to that folder (including nested subfolders) will be pulled in automatically.
    • Adds Microsoft SharePoint as a knowledge base integration, syncing documents and folders into Conveyor the same way Google Drive already does — including automatic ingestion of new files and nested subfolders for folder-level syncs.
    • ConveyorAI answers draw from the live SharePoint version of a policy document rather than a stale exported copy, keeping compliance responses current without manual re-uploads.

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22. 🤖 Portals Now Auto-Export When Answers Meet Your Auto-Complete Rules seen Aug 12, 2026 · issue 043

    Conveyor portals now auto-export answers back to the portal when auto-complete rules pass — no manual Export click needed.

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    • Portal questionnaires that pass auto-complete criteria now automatically export answers back into the portal, eliminating the manual Export step — enabled via Check auto-complete rules under Post answering in Settings > Sales Self-Serve > Automation Rules.

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23. 🎯 Auto-Assign Questions to the Right SME Group on Every Questionnaire Aug 7, 2026 · release notes

    Conveyor extends automatic SME group assignment to all questionnaires, not just intake ones.

    └──▷ HOW TO FIND IT
    Enable automatic routing for non-intake questionnaires via the Settings UI.
    📍In Settings, go to Workflow Automation › Team Routing and toggle on Assign the suggested group automatically.
    • Expands AI-powered delegation suggestions to cover all questionnaires rather than only intake questionnaires.

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24. 🔗 New Integration: Sync SharePoint Docs Into Your Knowledge Base Aug 3, 2026 · release notes

    Adds Microsoft SharePoint integration to sync documents into the knowledge base.

25. 📄 Download Signed NDAs Through the API seen Jul 29, 2026 · issue 029

    Conveyor adds a new API endpoint to download signed NDAs as PDFs with a temporary link.

    └──▷ TRY IT
    Pull a signed NDA PDF download link into your system after an authorization is completed — requires enabling the Signed Documents permission under Settings > Integrations > API Keys > Edit permissions first.
    copy

    $ curl -X GET 'https://app.conveyor.com/api/v2/exchange/gate_document_signatures/<gate_document_signature_id>' \
      -H 'Authorization: Bearer <api_token>'

    Enable the required API permission before making calls to the new endpoint.
    📍In the console, go to Settings › Integrations › API Keys › Edit permissions and enable Signed Documents.
26. 🔍 Search Your Knowledge Library and See Your Trust Center Subscribers via API seen Jul 29, 2026 · issue 029

    Conveyor adds Knowledge Library search and Trust Center subscriber visibility via two new API endpoints.

    └──▷ TRY IT
    Retrieve the full list of Trust Center subscribers to audit who will be notified when your subprocessor list changes.
    copy

    $ curl -H "Authorization: Bearer <your_api_key>" "https://app.conveyor.com/api/v2/vendor_subscriptions"

    • New GET /api/v2/knowledge_base/search endpoint enables keyword search across curated Q&As and past questionnaire answers, letting agents pull from existing approved language.
    • New GET /api/v2/vendor_subscriptions endpoint exposes the full list of subscribers receiving Trust Center subprocessor change notifications.
    • Both endpoints are also available as MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. tools, allowing agents connected via the Conveyor AI Connector to call them directly.

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27. 🔐 Refreshed Login and Sign Up, Now with One-Click Access from Email seen Jul 29, 2026 · issue 029

    Conveyor adds one-click magic-link login, eliminating manual token copy-paste during onboarding.

    • Adds a one-click button in login token emails that opens Conveyor with the authentication code pre-filled, removing manual copy-paste.
    • Rebuilt login and sign-up pages now surface previously hard-to-find features such as configurable roles and the AI Connector.

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28. Conveyor updates: 2026-07-28 Jul 28, 2026 · release notes

    Conveyor adds API endpoint to download signed NDAs as PDF and UI updates with email login buttons

    • Adds GET /api/v2/exchange/gate_document_signatures/{id} endpoint that returns a temporary link to download the signed NDA as a PDF.
    • Refreshes login and sign-up UI pages with a one-click button in token emails that auto-fills the authentication code.

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29. 📄 Download Signed NDAs Through the API Jul 28, 2026 · release notes

    New GET /api/v2/exchange/gate_document_signatures/{id} endpoint returns signature record and temporary PDF download link.

    • Requires new Signed Documents permission in API key settings (Settings > Integrations > API Keys > Edit)

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30. 🔐 Refreshed Login and Sign Up, Now with One-Click Access from Email Jul 28, 2026 · release notes

    Conveyor refreshes login/sign-up UI with one-click token button that auto-fills the code

    • Adds a clickable button in login token emails that opens Conveyor with the authentication code already filled in
    • Refreshed Login and Sign Up pages now surface previously hidden features such as configurable roles and the AI Connector

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31. 🔍 Search Your Knowledge Library and See Your Trust Center Subscribers via API Jul 24, 2026 · release notes

    New API endpoints for knowledge base search and trust center subscriber listing

    • Adds GET /api/v2/knowledge_base/search to run keyword searches across curated Q&As and past questionnaire answers
    • Adds GET /api/v2/vendor_subscriptions to list subscribers of Trust Center subprocessor change notifications

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32. 📄 Auto-Generate Bridge Letters in Your Trust Center with Smart Documents seen Jul 23, 2026 · issue 023

    Conveyor Trust Center can now auto-generate signed, dated bridge letters on demand via Smart Documents.

    └──▷ HOW TO FIND IT
    Set up a bridge letter that self-dates on every download, eliminating manual paperwork for SOCSOCA security operations center, the team or function that monitors threats, investigates alerts and coordinates incident response. Its work can be internal, outsourced or shared. 1/SOC 2SOC 2An auditing framework from the American Institute of CPAs that certifies a service organization's controls around security, availability, and data handling, giving buyers assurance that a vendor meets baseline trust criteria. coverage gaps.
    📍In the Trust Center console, go to Documents › Add Documents, then select Smart Document, paste your bridge letter template with a date placeholder, and save.
    • Adds Smart Documents: admins create a template with a date placeholder and Conveyor auto-generates a fresh, signed, and dated bridge letter each time a visitor downloads it.
    • Supports folder organization, access controls, and other existing document settings for Smart Documents.
    • Built-in preview lets admins verify the generated output before making a Smart Document live.

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33. 📜 New Integration: Automate Trust Center Access with Ironclad seen Jul 23, 2026 · issue 023

    Conveyor Trust Center now integrates with Ironclad to auto-approve access and sync signed NDAs based on contract records.

    └──▷ HOW TO FIND IT
    Enable the Ironclad integration to start automating Trust Center access decisions based on existing contract records.
    📍In the Conveyor console, go to Trust Center › Integration Settings and connect Ironclad.
    • New Ironclad integration: auto-approve Trust Center access requests when a requester's email or domain matches an existing Ironclad contract record.
    • Enables automatic NDA gate bypass for counterparties with a signed NDA already on file in Ironclad.
    • Writes signed clickwrap NDAs back to Ironclad as new records with the PDF attached, keeping contract history in sync.

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34. 📝 Draft Changes to Your Trust Center Before They Go Live seen Jul 23, 2026 · issue 023

    Conveyor Trust Center now supports draft mode — stage layout changes privately and publish when ready.

    └──▷ HOW TO FIND IT
    Preview and publish Trust Center changes without taking the live site offline.
    📍In the Trust Center designer, open your Trust Center, select Create a draft, make layout or content changes, share the preview link for internal review, then publish when ready.
35. 🔌 Assign Questions and Write Answers Through the API seen Jul 23, 2026 · issue 023

    Conveyor's v2 questionnaires API now supports assigning questions and writing/updating answers in bulk.

    • Assigns questions to individual users or teams via the v2 questionnaires API, individually or in bulk.
    • Writes and updates questionnaire answers through a new API endpoint, with full edit history preserved.
    • Exposes questionnaire assignment and answer-writing through the MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. interface for AI agent workflows (e.g., Claude).

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36. 🛡️ Topic Preferences: Set Guardrails for How ConveyorAI Answers Sensitive Topics seen Jul 23, 2026 · issue 023

    Conveyor adds Topic Preferences so admins can set per-topic guardrails controlling how ConveyorAI answers sensitive questions.

    └──▷ HOW TO FIND IT
    Restrict ConveyorAI from giving generic answers on legal or financial topics by creating a guardrailed topic that flags or overrides responses whenever those subjects come up.
    📍In the Conveyor console, go to Knowledge Library › Topics and click Create Topic. Choose the topic (e.g., Legal Liability), select the desired action ("flag whenever this comes up" or answer this verbatim), and save.
    • New Topic Preferences feature lets Knowledge Editors, Admins, and Superadmins define per-topic guardrails for ConveyorAI, with actions such as answering verbatim, using specified sources, or flagging whenever a topic surfaces.
    • Richer downvote feedback is now available on any ConveyorAI answer, independent of Topic Preferences, enabling more granular quality signals.

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37. 🤖 Auto-Return Completed Questionnaires, No Human Touch Required seen Jul 23, 2026 · issue 023

    Conveyor can now automatically return completed questionnaires to the source system when they meet configurable criteria.

    └──▷ HOW TO FIND IT
    Eliminate analyst sign-off on already-complete questionnaires by configuring auto-return thresholds in your Intake workflow.
    📍In the Conveyor console, go to your Intake workflow settings and set your return criteria (e.g., minimum answered rate, no flagged or unanswered questions) to enable automatic return.
    • Adds auto-return for Intake questionnaires: set criteria such as minimum answered rate or no flagged/unanswered questions, and Conveyor returns the questionnaire to the source system without manual review.

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38. 🤖 Bring Your Customer Trust Program To Any AI Assistant with the AI Connector seen Jul 23, 2026 · issue 023

    Conveyor's AI Connector brings your trust knowledge base into Claude, ChatGPT, Gemini, and any MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface.-compatible assistant.

    └──▷ HOW TO FIND IT
    Connect Conveyor to your MCP-compatible AI assistant so sales can self-serve approved security answers without leaving their AI tool.
    📍Add https://mcp.conveyor.com/mcp as a custom connector in your AI assistant (Claude, ChatGPT, Gemini, etc.) and authenticate via OAuth with your Conveyor credentials.
    • New AI Connector integrates Conveyor with Claude, ChatGPT, Gemini, and any MCP-compatible AI assistant via a custom connector endpoint.
    • Enables sales and trust teams to query approved security answers, pull analytics, and update knowledge in plain language directly from their AI tool.
    • Preserves per-user Conveyor permissions through OAuth, so the AI assistant only surfaces data each user is already authorized to see.
    • Supports org-wide admin registration for enterprise clients, allowing a single setup to cover all users.

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39. 🤖 Bring Your Customer Trust Program To Any AI Assistant with the AI Connector Jul 22, 2026 · release notes

    Conveyor adds AI Connector integration with MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. to allow querying trust program data directly from Claude, ChatGPT, and Gemini.

    • mcp.conveyor.com/mcp endpoint allows integration of Conveyor's trust program data into any MCP-compatible AI assistant including Claude and ChatGPT.

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40. 🔄 Portals Added via API Now Auto-Import and Answer Jul 21, 2026 · release notes

    Portals created via the public API now auto-start import and answering pipelines.

    • API-created supported portals automatically trigger the import and answering pipeline on creation

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41. 📄 Auto-Generate Bridge Letters in Your Trust Center with Smart Documents Jul 16, 2026 · release notes

    Auto-generate dated bridge letters via Smart Documents in the Trust Center

    • Enables template-based document creation with date placeholders, previewing, and standard folder/access controls.

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42. 📣 Send Trust Center Announcements the Moment You Post Jul 9, 2026 · release notes

    Adds immediate or scheduled delivery for Trust Center Announcements, removing the previous 9 AM ET batch delay.

    • Enables users to choose between immediate sending and scheduled timing when posting an announcement in the Trust Center.
    • Updates the Announcements workflow in the Trust Center UI to allow setting a specific date and time for subscriber notifications.

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43. 🛡️ Topic Preferences: Set Guardrails for How ConveyorAI Answers Sensitive Topics Jun 30, 2026 · release notes

    Topic Preferences let Knowledge Editors set guardrails for how ConveyorAI handles sensitive topics in the Knowledge Library

    • Adds a new Topics section in the Knowledge Library to create and manage Topic Preferences.

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44. Conveyor updates: 2026-06-29 Jun 29, 2026 · release notes

    Conveyor adds Ironclad integration, in-place cell mapping fixes, and v2 questionnaire API for bulk assignment and answer writing

    • Adds Ironclad integration to Trust Center to auto-approve access requests based on email/domain matches and write signed clickwrap NDAs back as records with PDF attachments
    • Enables deselecting and reselecting mapped cells during initial spreadsheet questionnaire mapping via a smart dialog that suggests similar cells for bulk correction
    • Adds v2 questionnaires API endpoints to assign questions to users or teams in bulk and write/update answers, requiring the Questionnaires and Questionnaire Requests write permission

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45. 📜 New Integration: Automate Trust Center Access with Ironclad Jun 29, 2026 · release notes

    Adds Ironclad integration for automated Trust Center access and NDA workflows

    • Integrates Conveyor Trust Center with Ironclad to automate access decisions based on contract records
    • Enables auto-approving access requests when requester email or domain matches an Ironclad record
    • Skips the NDA gate for counterparties who already have a signed NDA on file in Ironclad
    • Writes signed clickwrap NDAs back to Ironclad as new records with the PDF attached

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46. 🔌 Assign Questions and Write Answers Through the API Jun 29, 2026 · release notes

    New v2 questionnaires API endpoints to assign questions and manage answers programmatically.

    • The v2 questionnaires API now exposes new endpoints for assigning questions to users or teams in bulk
    • A new API endpoint allows writing or updating questionnaire answers programmatically

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47. 📑 Salesforce Exports Now Return the Original Document Format Jun 24, 2026 · release notes

    Salesforce questionnaires now export back as the original document format instead of a flat CSV

48. 📥 Intake Questionnaires from Multiple Sources at Once Jun 16, 2026 · release notes

    Enables connecting multiple intake sources (e.g. Salesforce, Jira) to a single Conveyor org.

49. 📝 Draft Changes to Your Trust Center Before They Go Live Jun 15, 2026 · release notes

    Adds draft editing for the Trust Center with live preview and publish workflow.

    • Allows creating a draft of your Trust Center layout or content to edit without affecting the live site.
    • Provides a shareable preview link to visualize draft changes before publishing.
    • Enables publishing the drafted Trust Center when ready, keeping the live version untouched during edits.

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50. 🤖 Auto-Return Completed Questionnaires, No Human Touch Required Jun 12, 2026 · release notes

    Auto-returns completed questionnaires in the Intake workflow based on configurable criteria

    • Adds auto-return capability to the Intake workflow for questionnaires meeting defined criteria

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51. Conveyor updates: 2026-06-10 Jun 10, 2026 · release notes

    New Trust Center filters, custom legal text, and v2 questionnaire export API

    • Adds filtering for email address, email domain, access status, and access groups to the Contacts and Requests tabs in the Trust Center audience view
    • Enables custom agreement and legal text (including NDA confirmation language, Terms of Service, and Privacy Policy) with markdown support via your Conveyor team
    • Adds new v2 API endpoints for exporting completed questionnaires, supporting CSV, XLSX, and doc formats via POST request and GET polling

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52. 📄 Customize the Legal Text Visitors See on Your Trust Center Jun 10, 2026 · release notes

    Conveyor adds customizable Legal Text and NDA confirmation language for Trust Centers.

    └──▷ HOW TO FIND IT
    Customize the NDA and legal terms displayed on your Trust Center to match your company's specific requirements.
    📍Reach out to your Conveyor team to update your Trust Center legal text
    • Allows customization of the agreement and legal text on your Trust Center, including NDA confirmation language and Terms of Service and Privacy Policy sections.
    • Supports markdown in custom legal text.

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53. 📤 Export Completed Questionnaires via API Jun 10, 2026 · release notes

    Conveyor v2 adds API-driven export capabilities for completed questionnaires, supporting CSV, XLSX, and doc formats to enable workflow automation.

54. 🔎 Filter Your Trust Center Contacts and Requests by More Criteria Jun 10, 2026 · release notes

    Trust Center audience views gain filtering by email address, domain, access status, and groups

    • Adds richer filtering in the Contacts and Requests tabs of the Trust Center audience view to manage visitors faster as traffic grows.

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55. ⚡ Submit RFPs to Conveyor Straight from a Salesforce Opportunity Jun 9, 2026 · release notes

    Adds Salesforce integration to submit RFPs from Opportunities via Projects v2 API

    └──▷ HOW TO FIND IT
    Install the new managed package and configure the Connected App to enable RFP submission from Salesforce Opportunities.
    📍Install Salesforce managed package v1.51 and configure a Connected App.
    • Adds ability to submit multiple questionnaire files grouped into a single project directly from a Salesforce Opportunity via the new Projects v2 API and Salesforce managed package v1.51.
    • Enables project status (draft, started, completed) flow-back to the Salesforce Opportunity for sales teams.

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56. ♻️ Mark Questionnaire Answers as Reusable via API May 27, 2026 · release notes

    Conveyor adds PATCH /api/v2/questionnaires/questions/{id} endpoint to mark questionnaire answers as reusable

57. Conveyor updates: 2026-05-26 May 26, 2026 · release notes

    Conveyor adds OAuth for MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. server, fine-grained API key scopes, and programmatic control of subprocessors, questionnaires, and knowledge base.

    • Adds OAuth 2.1OAuth 2.1A consolidated draft of the OAuth authorization framework that merges OAuth 2.0 with its most important security BCP updates, dropping unsafe flows so tools can delegate user access without handling credentials directly. sign-in support for the Conveyor MCP ServerMCP ServerA process that exposes tools, resources, and prompts over Anthropic's Model Context Protocol, letting an AI agent call external APIs or local services through a standardised interface. alongside existing API keys
    • New POST /api/v2/subprocessors endpoint to programmatically add vendors with fuzzy matching
    • POST /api/v2/knowledge_base/questions endpoint to create Q&A pairs in the Knowledge Library
    • Fine-grained permissions allowing API keys scoped to specific resources and actions
    • Trust Center document viewer now displays associated product lines for SOC 2SOC 2An auditing framework from the American Institute of CPAs that certifies a service organization's controls around security, availability, and data handling, giving buyers assurance that a vendor meets baseline trust criteria. reports and other documents

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    • Redesigned NDA Settings page showing translation status and per-language controls

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58. 👀 Refreshed NDA Settings: See and edit translated NDAs from one screen May 26, 2026 · release notes

    Conveyor adds unified UI to view and edit translated NDAs directly from the NDA and Access settings page.

    • Enables in-line editing of per-language NDA controls on the refreshed NDA and Access settings page

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59. 📄 Product Line Visibility on Trust Center Documents: Show visitors which products each document covers May 26, 2026 · release notes

    Trust Center documents now display associated product lines in the viewer properties panel

60. 🔐 OAuth Sign-In for the Conveyor MCP Server May 26, 2026 · release notes

    Conveyor MCP ServerMCP ServerA process that exposes tools, resources, and prompts over Anthropic's Model Context Protocol, letting an AI agent call external APIs or local services through a standardised interface. adds OAuth 2.1OAuth 2.1A consolidated draft of the OAuth authorization framework that merges OAuth 2.0 with its most important security BCP updates, dropping unsafe flows so tools can delegate user access without handling credentials directly. sign-in support for consumer AI client integration.

    • Adds OAuth 2OAuth 2An open authorization framework (RFC 6749) that lets a service grant limited access to a user's resources on another service without exposing credentials, giving cyber tools a standard way to authenticate against third-party APIs..1 sign-in capability to the Conveyor MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. server alongside existing API key authentication.

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61. 🗣️ Update Questionnaires via API or AI via MCP: Manage Conveyor work headlessly May 26, 2026 · release notes

    Conveyor adds PATCH endpoint for questionnaires, enabling headless updates via API or MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. clients.

    • Adds PATCH method to the questionnaire endpoint allowing updates to status, due date, assignee, and notes fields.

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62. 🧹Clean up your Knowledge Library with AI: New API and MCP Support May 26, 2026 · release notes

    Conveyor adds Public API and MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. server support for managing Knowledge Library Q&A pairs

    • Adds POST /api/v2/knowledge_base/questions endpoint to create Q&A pairs programmatically.
    • Introduces an MCP server for AI clients (Claude Code, OpenAI playground) to run bulk curation prompts against the Knowledge Library.

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63. Conveyor updates: 2026-05-13 May 13, 2026 · release notes

    Redesigned Trust Center with mobile support; Excel import maps multiple response columns automatically.

    • Trust Center now supports proper mobile rendering for responsive access across devices.
    • Excel questionnaire imports automatically map multiple response fields and context columns to inform AI answers.

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64. ✨ Excel import improvements: Flexible Response Fields and Question Context: May 13, 2026 · release notes

    Conveyor improves Excel questionnaire processing by enabling automatic column detection for responses and AI context fields.

    • Excel import now detects and maps multiple response columns and context fields like Priority automatically upon upload.

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65. 💅 Trust Center Glow Up: A cleaner, more self-serve experience May 13, 2026 · release notes

    Redesigned Trust Center landing with mobile support and self-serve visitor flow

66. Conveyor updates: 2026-05-12 May 12, 2026 · release notes

    Conveyor adds API endpoints for KB answer verification and analytics data retrieval

    • Adds PATCH /api/v2/knowledge_base/questions/:id endpoint to programmatically mark KB answers as verified or unverified
    • Adds GET /api/v2/questionnaires/questions, GET /api/v2/oneoff_questions, and GET /api/v2/trust_center/conversations endpoints to retrieve questionnaire questions, one-off Q&A data, and Trust Center Agent conversations via API
    • Adds MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. tools knowledge_base_patch_question, analytics_get_questionnaire_questions, analytics_get_oneoff_questions, and analytics_get_trust_center_conversations for use in Claude Code and other MCP-compatible clients

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67. 🤖 Pull Question and Trust Center Conversation Data via API May 12, 2026 · release notes

    New GET endpoints to pull questionnaire questions, one-off questions, and Trust Center conversations via API

    • GET /api/v2/questionnaires/questions returns every questionnaire question with ConveyorAI answers, final answers, grading, status, last editor, and cited sources.
    • GET /api/v2/oneoff_questions returns every question asked through the API, Slack, browser extension, web app, and Trust Center Agent, with answers, confidence levels, sources, and who asked.
    • GET /api/v2/trust_center/conversations returns full Trust Center Agent conversations with nested messages, visitor emails, and referenced documents.

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68. 🤖 Verify Knowledge Base Answers via API May 12, 2026 · release notes

    Adds PATCH /api/v2/knowledge_base/questions/:id to programmatically verify KB answers via API or MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface.

    • Adds PATCH /api/v2/knowledge_base/questions/:id endpoint with status=verified and status=unverified parameters to mark knowledge base answers as verified or unverified via API
    • Adds knowledge_base_patch_question MCP tool for programmatic KB answer verification in Claude Code and similar clients

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69. 🫣 Trust Center: Empty Knowledge Base section now hides May 11, 2026 · release notes

    Trust Center Knowledge Base section auto-hides when no public Q&As are shared

    • The Knowledge Base section is now automatically hidden on Trust Centers with zero publicly shared Q&As

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70. Conveyor updates: 2026-04-15 Apr 15, 2026 · release notes

    Conveyor adds direct Trust Center Agent text customization and test environment controls for Curated Q&As.

    • Adds editable fields in the Trust Center Agent settings page for disclaimer text, file disclaimer, and questionnaire fallback messaging.
    • Adds ConveyorAI Environments toggle (Live, Test, or Both) to individual Curated Q&A items in Knowledge Base for pre-live validation.

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71. 👷♂️ Customize Trust Center Agent Text Directly in Settings Apr 15, 2026 · release notes

    Trust Center Admins can now customize agent text (disclaimers, questionnaire fallback) directly in settings without Active Admin access.

    • Adds editable fields for disclaimer text, file disclaimer, and questionnaire fallback messaging to the Trust Center Agent settings page

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72. Conveyor updates: 2026-04-08 Apr 8, 2026 · release notes

    Conveyor Labs adds MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. server for AI tools, Enterprise custom roles, and questionnaire return to ticketing systems.

    • Adds Conveyor MCP ServerMCP ServerA process that exposes tools, resources, and prompts over Anthropic's Model Context Protocol, letting an AI agent call external APIs or local services through a standardised interface. (Labs) allowing AI clients like Claude or Cursor to connect directly to Conveyor
    • Adds Settings > Members & Access > Roles path for creating custom Superadmin-controlled user permissions
    • Adds Send to Salesforce (or Jira, Slack, Zendesk) action button on completed questionnaires originating from ticketing systems

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73. 🔐 Enterprise Roles and Permissions: Control Who Can Do What Across Your Team Apr 8, 2026 · release notes

    This release introduces granular access control via custom roles.

74. 🧩 Conveyor MCP Server (Labs): Connect Your AI Tools Directly to Conveyor Apr 8, 2026 · release notes

    Conveyor Labs releases an MCP ServerMCP ServerA process that exposes tools, resources, and prompts over Anthropic's Model Context Protocol, letting an AI agent call external APIs or local services through a standardised interface. (Labs) to connect AI tools like Claude and Cursor directly to Conveyor for access management and Trust Center queries.

    • Introduces the Conveyor MCPMCPModel Context Protocol, a standard for connecting AI applications to external tools and data sources. A compatible server exposes capabilities an assistant can use through a common interface. server in Labs, allowing MCP-compatible clients to connect directly to Conveyor.
    • Enables AI assistants to approve pending access requests, view customer activity in the Trust Center, audit Knowledge Base content, track questionnaire completion rates, and identify popular document downloads.

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75. 📊 Multi-Column Questionnaire Support and a Redesigned Mapping Experience Apr 1, 2026 · release notes

    Conveyor adds auto-detection of multi-column questionnaire formats and a guided mapping sidebar

    • Auto-detects multi-column answer choices (Yes/No/N/A) when uploading spreadsheet questionnaires
    • Adds a guided step-by-step mapping sidebar with Change Pattern Selection, Smart Select, and pattern application across the sheet

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76. Conditional question support for spreadsheet questionnaires: ConveyorAI now handles follow-up logic automatically Mar 18, 2026 · release notes

    ConveyorAI adds automated conditional logic for Excel questionnaires

    • Automatically detects parent/child relationships in imported Excel questionnaires to handle conditional follow-up questions.
    • Cascades N/A responses to child questions when a parent section is marked inapplicable, and regenerates children if parent answers change.
    • Adds context cards for each child question showing dependency information with one-click navigation to the parent question.

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77. Conveyor updates: 2026-03-18 Mar 18, 2026 · release notes

    Conveyor adds conditional logic handling for Excel questionnaires and Slack-triggered Knowledge imports

    • Adds automatic parent/child detection and N/A cascading for conditional questions in imported Excel spreadsheet questionnaires.
    • Enables importing Trust Center Q&A pairs from Slack by reacting to messages with a configured trigger emoji.

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78. Visitor Feedback: Post-Visit Email Surveys Mar 13, 2026 · release notes

    Automated post-visit email surveys extend feedback loops beyond active sessions by following up with approved visitors.

79. Trust Center Agent: Expanded Knowledge Sources Feb 27, 2026 · release notes

    Trust Center Agent now answers from company philosophy, subprocessors, and certifications

    • Trust Center Agent now draws from What We Offer, Our Philosophy, Coming Soon, Announcements, Subprocessors, Quick Summary, and Badges/Certifications sections.
    • Visitors can now get answers about company philosophy and security certifications directly from the agent instead of seeing blank responses.

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80. Visitor Feedback Feb 27, 2026 · release notes

    Trust Center visitors can rate their experience and leave comments directly in the interface.

    • Adds an in-app visitor feedback feature allowing rating (1-5) and optional comments from the Trust Center header.

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81. Conveyor updates: 2026-02-27 Feb 27, 2026 · release notes

    Conveyor adds in-app visitor feedback collection and expands Trust Center Agent knowledge sources.

    • Enables Visitor Feedback collection via Trust Center → Designer → Visitor Feedback
    • Expands Trust Center Agent knowledge sources to include What We Offer, Our Philosophy, Coming Soon, Announcements, Subprocessors, Quick Summary, and Badges/Certifications

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82. Touchless Questionnaires are Here Jan 21, 2026 · release notes

    Conveyor adds an AI Trust Center Agent that auto-fills customer security questionnaires via chat upload.

    • Adds Trust Center Agent to automatically analyze uploaded security questionnaires and generate answers from your Knowledge Library without requiring additional credits
    • Allows account admins to toggle the Agent on and enable questionnaire filling in Trust Center settings

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83. Automatically Import Hidden Conditional Questions from Portals Jan 7, 2026 · release notes

    Conveyor adds deep scan for portal imports to discover conditional questions automatically.

84. New Fully Supported Portals: Aravo & HyperProof Dec 29, 2025 · release notes

    Conveyor adds official support for Aravo and HyperProof portals with auto-detection and answer pushback.

    • Adds Aravo to the list of fully supported portals for automatic questionnaire import and reviewed answer pushback
    • Adds HyperProof to the list of fully supported portals for automatic questionnaire import and reviewed answer pushback

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85. Shorter, More Concise Default Answers Dec 16, 2025 · release notes

    Conveyor defaults to concise Q&A answers instead of forcing verbatim context reuse.

    • Default Q&A prompt no longer forces word-for-word reuse of context
    • Users can still enable verbatim wording via custom prompts

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86. Better Handling of Questionnaires that Contain Pre-filled Answers Dec 1, 2025 · release notes

    Conveyor now highlights pre-filled answers in uploaded questionnaires, letting users choose to keep or overwrite them with AI results.

    • Highlights any answers that already exist in uploaded questionnaires
    • Allows users to choose whether to overwrite existing answers with AI or keep imported answers

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87. Conveyor updates: 2025-12-01 Dec 1, 2025 · release notes

    Conveyor adds pre-filled answer handling in uploaded questionnaires and HubSpot Trust Center auto-approval features.

    • Adds UI highlight for pre-filled answers in uploaded questionnaires with overwrite/keep choice
    • Enables HubSpot integration to bypass NDAs for recognized visitors
    • Supports domain-based auto-approval for Trust Center access requests via HubSpot integration
    • Implements exact email address matching within HubSpot integration

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88. November Roundup Nov 30, 2025 · release notes

    Trust Center admin view now supports grid layout with drag-and-drop reordering for featured documents.

89. Core Questions Nov 21, 2025 · release notes

    Adds Core Questions to Knowledge Base Explorer for standardized high-impact Q&A responses.

    • Core Questions feature introduced in Knowledge Base Explorer identifies and standardizes high-impact customer queries.
    • Standardized questions provide clear, consistent responses across various phrasing.

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90. Conveyor updates: 2025-10-31 Oct 31, 2025 · release notes

    KB Explorer for benchmark analysis and gap identification; browser vertical resizing; minimal verbosity style; direct PDF URLs in KB

    • Adds Knowledge Base Explorer UI to run benchmark analyses, identify gaps, create Curated Q&As, and track progress
    • Adds vertical resizing of the browser extension from top or bottom edge
    • Adds minimal verbosity style for more concise AI answers
    • Allows linking directly to PDFs via URL instead of requiring upload

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91. Control Who Can Export Questionnaires and Improved ‘Add Questionnaire’ Flow Sep 24, 2025 · release notes

    New export permission controls for Questionnaires and improved Add flow

    • export permissions added to user roles so Admins can control who can export questionnaires (disabled by default)

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92. UX Improvements Sep 10, 2025 · release notes

    Conveyor adds in-product editing of product lines and bulk AI answer regeneration on questionnaires

    • Adds ability to edit product lines directly on questionnaires without re-uploading or contacting support.
    • Adds bulk regeneration of AI answers for multiple questions within a questionnaire.

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93. Full Portal Automation for GraphiteConnect Sep 5, 2025 · release notes

    Conveyor adds full import/export automation for GraphiteConnect portal questionnaires

94. August Roundup Aug 31, 2025 · release notes

    Conveyor August Roundup adds document folder sharing links, Salesforce permissions check modal, and email support for One-Off Questions API

    • Adds the ability to share links to entire document folders, with visibility determined by individual file permissions
    • Adds a new modal that checks whether a connected Salesforce OAuth user has correct permissions for selected features
    • Adds optional email addresses to the One-Off Questions API requests; requests without an email default to the API key owner

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95. July Roundup Jul 31, 2025 · release notes

    Conveyor adds archive product line support and bulk questionnaire deletion.

    • Adds ability to archive product lines without removing associated records
    • Adds bulk delete for questionnaires via the All tab

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96. Import Notion Content as an AI Source Jul 9, 2025 · release notes

    Adds ability to import Notion pages into the Conveyor knowledge base as an AI source.

97. June Roundup Jun 30, 2025 · release notes

    Conveyor June Roundup: Rich text answers, exact wording AI, faster loads, and smarter past answer imports.

    • Adds support for images and formatting in AI-generated answers via a rich text editor
    • Enables exact wording from sources in ConveyorAI answers by default
    • Reduces large questionnaire loading time to ~2 seconds with massive performance improvements
    • Ignores placeholder answers (e.g., yes/no/na or [vendor to elaborate]) during past answer imports
    • Adds ability to edit AI-imported past answers directly from import history for spreadsheet imports

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98. Fully Customize AI Prompts Per Questionnaire Jun 11, 2025 · release notes

    Conveyor adds per-questionnaire customization of AI prompts and verbosity

    • Enables custom verbosity and free response prompt settings for individual security questionnaires or RFPs in the Conveyor web app and browser extension

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99. Customize your Trust Center Social Sharing Image Jun 2, 2025 · release notes

    Adds customizable social sharing thumbnail for Conveyor Trust Centers via brand settings.

100. Share Trust Center Videos Publicly and Behind NDA May 30, 2025 · release notes

     Conveyor allows sharing Trust Center videos publicly or behind NDA instead of only for authorized visitors.

     • Adds the ability to make Trust Center video resources fully public to any visitor, removing the previous restriction to authorized visitors only.

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101. May Roundup May 28, 2025 · release notes

     Conveyor adds individual Confluence page syncing, comment editing, and account UI search.

     • Adds the ability to select individual Confluence pages when adding content to the knowledge base in ConveyorAI
     • Enables users to edit comments they created within the Account UI

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102. Full Automation of Portal Questionnaires Using Only URL: More Portals Added May 23, 2025 · release notes

     Conveyor adds auto-import/export support for UpGuard, Venminder, Bitsight, and LogicGate questionnaires via URL alone

     • Enables full automation of questionnaire workflows for UpGuard using only the questionnaire URL.
     • Enables full automation of questionnaire workflows for Venminder using only the questionnaire URL.
     • Enables full automation of questionnaire workflows for Bitsight using only the questionnaire URL.
     • Enables full automation of questionnaire workflows for LogicGate using only the questionnaire URL.

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103. Conveyor's AI Agent is now integrated with Front May 22, 2025 · release notes

     Conveyor adds Front integration for AI agent Sue to automate security questionnaire triaging in shared inboxes.

104. Upload Questionnaire in Slack for AI Agent Apr 30, 2025 · release notes

     Adds the ability to upload questionnaires directly in Slack for AI Agent processing

     • Enables direct questionnaire upload in Slack for Conveyor's AI Agent (Sue) to triage and communicate with requestors

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105. Prevalent Portal Support Apr 23, 2025 · release notes

     Adds one-click import/export of Prevalent questionnaire questions via the browser extension.

106. See AI Agent Triage Requests In-App Apr 17, 2025 · release notes

     Adds in-app interface to review, classify, approve escalations for AI agent (Sue) triage requests

     • Enables viewing individual AI agent triage requests and their classifications in-app
     • Adds ability to view questionnaires created by the AI agent during triage
     • Adds ability to approve escalations and handle errors for AI agent requests from the UI

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107. New Portals Added for One-Click Completion: BitSight, LogicGate, Venminder, UpGuard Apr 1, 2025 · release notes

     Conveyor adds one-click compliance portal integration for BitSight, LogicGate, Venminder, and UpGuard.

108. March Roundup Mar 21, 2025 · release notes

     March Roundup adds DOC/DOCX preview, auto-approval to access groups, and parallel questionnaire processing.

     • Adds DOC and DOCX file types to the UI questionnaire preview feature, allowing direct viewing within Conveyor's interface
     • Adds configurable access group assignment for auto-approved users via a new configuration setting in Auto-Approvals

     2 details in Everything

109. Trust Center Goes Global Mar 18, 2025 · release notes

     Conveyor Trust Center adds auto-translation for French, Spanish, and Japanese.