Tools

Create Questionnaire Request

Create a questionnaire request for intake/triage workflows. Used to submit a questionnaire from an external system (e.g., Salesforce, a ticketing system) into Conveyor's processing pipeline. Provide either an external ID or Salesforce case IDs.

Grant Authorization

Grant Trust Center access to a user. You can either approve a pending authorization request (by providing the requestId) or directly invite a user by email. Optionally assign access groups, bypass NDA, and set an expiration date.

List Access Groups

Retrieve all access groups configured in your Trust Center. Access groups control which documents and content specific connections can see. Use these IDs when granting authorizations or managing document access.

List Questionnaires

Retrieve questionnaires submitted to Conveyor for AI-powered answering. Filter by status, product lines, or date ranges. Useful for tracking questionnaire progress and turnaround times.

Ask Security Question

Ask a single security question and receive an AI-generated answer from your Conveyor knowledge library. Useful for integrating Conveyor's answer capability into other tools, workflows, or chatbots.

Update Questionnaire Request

Update an existing questionnaire request with new context data or files. Used to add additional information to a previously submitted questionnaire intake request.

List Documents

Retrieve all documents in your Trust Center. Returns document metadata including name, access level, certification badge, folder, versions, and question answering settings.

Delete Document

Permanently delete a document from your Trust Center. This removes the document and all associated metrics. This action cannot be undone.

List Authorization Requests

Retrieve Trust Center access requests from customers. Filter by status to find pending requests that need review, or by email to find requests from a specific person. Use this to monitor and triage access requests to your Trust Center.

Submit Questionnaire

Submit a new questionnaire to Conveyor for AI-powered answering. Provide the customer domain, submitter email, and format. For portal-based questionnaires, provide the portal URL. For file-based, a file upload is required separately.

Create Folder

Create a new folder in your Trust Center to organize documents. Returns the created folder with its ID, which can be used when uploading documents.

Update Authorization

Update or revoke an existing Trust Center authorization. Modify access group assignments or revoke access entirely. When updating access groups, specify only the groups that should remain — omitted groups will be removed.

List Interactions

Retrieve Trust Center interactions (document views, downloads, Q&A activity). Can filter globally or by a specific connection, document, or question. Useful for understanding customer engagement with your security content.

List Authorizations

Retrieve all Trust Center authorizations (granted access records). Filter by status or email to find specific authorizations. Useful for auditing who has access to your Trust Center and their access group assignments.

Get Authorization Request

Retrieve details of a specific Trust Center access request by its ID. Returns the requester's email, status, message, and CRM information.

Delete Folder

Delete a folder from your Trust Center. This removes the folder but does not delete the documents within it.

Update Document

Update metadata of a Trust Center document. Modify the name, description, certification badge, access level, folder, access groups, and other settings. Only provided fields are updated.

Ignore Authorization Request

Deny/ignore a pending Trust Center access request. Sets the request status to "ignored" so the requester is not granted access. Requires the reviewer's email for audit purposes.

List Folders

Retrieve all folders in your Trust Center. Folders organize documents and can be used when uploading or updating documents.

List Connections

Retrieve Trust Center connections (organizations/users who have accessed your Trust Center). Useful for analytics, CRM synchronization, and monitoring who is engaging with your security documentation. Supports filtering by domain and pagination.

List Product Lines

Retrieve all product lines configured in your Conveyor account. Product lines are used to organize questionnaires and Trust Center content by product or service offering.

List Knowledge Base Questions

Retrieve knowledge base Q&A pairs that Trust Center visitors have asked. Useful for understanding what security questions customers are asking and managing your knowledge base content.