Conveyor
Security questionnaire automation and customer trust
What is Conveyor?
Conveyor is a cloud customer-trust platform for automating security questionnaires, RFPs, trust-center access, and knowledge retrieval. It combines AI agents, a source-connected knowledge system, integrations, analytics, and a documented public API for security, compliance, presales, and revenue teams.
How to evaluate this tool
Decide whether you need a buyer-facing trust center as well as questionnaire response. Compare the scope of those workflows separately so a trust-center entry plan is not mistaken for a full response package.
Check during a demo: Test one security questionnaire and one document-access request. Check source citations, approval gates, portal completion, and how each workflow consumes the quoted allowance.
Also evaluate: 1up · Responsive
Editorial guidance based on the sources below; not a hands-on product test.
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Overview
Conveyor is an AI-native customer-trust platform for responding to security questionnaires and RFPs, running a self-service trust center, and making approved company knowledge available across sales and security workflows. Its latest publicly confirmed financing is the $20 million Series B announced in June 2025.
Key Features
- Questionnaire and RFP automation: Drafts sourced answers and supports original-file and web-portal workflows.
- Agentic trust center: Lets prospects request or self-serve security documents and answers with access controls.
- Knowledge management: Connects approved sources and identifies stale, conflicting, or duplicative material.
- AI agents: Can triage, answer, escalate, delegate, and return questionnaires according to configured policy.
- Analytics: Measures response speed, coverage, trust-center activity, and business impact.
- AI Connector and MCP: Makes permission-aware Conveyor knowledge available to supported AI clients including ChatGPT, Claude, and Gemini.
- Public API: Uses API-token authentication; current documentation states a limit of 2,000 requests per five minutes.
Integrations
Current integrations include Salesforce, HubSpot, Slack, Microsoft Teams, Google Drive, Microsoft SharePoint, Confluence, Notion, Jira, DocuSign, Ironclad, Zendesk, Front, ChatGPT, Claude, Gemini, MCP Server, External Sites, and the Public API. OneDrive is not listed.
Security & Compliance
The public trust center confirms SOC 2 Type II plus identity, access, audit, API, SCIM, annual-audit, and penetration-test controls. The legal security page states TLS 1.2 in transit and AES-256 at rest. The privacy policy says Conveyor is US-based and personal data may be processed in the United States; it describes GDPR compliance, which is recorded here as a privacy claim rather than a certification.
Pricing
Pricing is usage-based, not seat-based. Free is $0 with 10 trust-center credits per month, but no questionnaire automation or integrations. Business starts at $9,600 per year with unlimited seats, 100 trust-center credits, 20 questionnaire credits, and 10 RFP projects. Enterprise is custom-priced. A free trial is advertised without a public duration.
Best For
Conveyor fits B2B software vendors that handle recurring security reviews and want questionnaire automation plus a buyer-facing trust center. It is also relevant when customer-trust knowledge needs to flow into CRM, collaboration, contract, and AI-agent workflows.
Considerations
The free plan is a trust-center entry tier, not free questionnaire automation. Enterprise price and trial duration are not public, OneDrive is not listed, and teams focused only on traditional proposal authoring should compare its customer-trust-first workflow with broader proposal suites.
Pricing
Usage-based pricing with unlimited seats and no separate integration fees. The Free plan covers trust-center usage only; questionnaire automation and integrations require a paid plan. A free trial is advertised, but duration is not public.
Top alternative for evidence-first teams
Savix
Turn source documents into review-ready RFP answers — with the evidence visible.
Draft in batches, see the excerpt behind each claim, and route exceptions to a human before the response leaves your team.
- $99/mo · 1 user
- $300/mo · 10 users
- Unlimited RFPs
- Unlimited questions
- 14-day trial
Capabilities
6 AI-poweredAI Generation
Generates answers in original formats including portal-based workflows, filling responses directly in questionnaire forms without manual reformatting.
Knowledge Management
Detects duplicate, conflicting, and outdated content to reduce manual answer-bank maintenance.
Quality & Verification
Links generated responses to source material for review and validation.
Workflow & Collaboration
Handles triage, escalation, and delegation of incoming requests based on configurable policies.
Delivery & Access
Lets buyers self-serve security documents and AI answers behind one-click NDA gates.
Supports analytics, portal access, document management, questionnaire, and single-question workflows.
Makes permission-aware Conveyor knowledge available to compatible AI clients.
Reports on speed, precision, coverage, trust-center activity, and CRM-linked business impact.
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Security & Compliance
Data Residency: US
View security detailsIntegrations
Salesforce
HubSpot
Google Drive
Slack
Microsoft Teams
Confluence
Notion
DocuSign
Jira
Zendesk
FrontWho is Conveyor best for?
High-volume security questionnaire workflows with trust center and questionnaire automation in one system
CRM-linked visibility into document access and deal impact for security reviews
Combined security reviews and RFP/RFX responses with AI assistance
- PricingThe free tier excludes questionnaire automation and integrations; paid automation starts at $9,600/year, while Enterprise pricing and trial duration are not public
- TechnicalCustomer-trust-first positioning may be less natural for traditional proposal-only teams, and OneDrive is not listed on the current integrations page
- DeploymentNo on-premise deployment option
Competitive Overview
- Strong automation for security questionnaires and portal-based responses
- Integrated trust center plus questionnaire and RFP workflows in one product
- Well-documented public API with analytics, portal, questionnaires, and questions endpoints
- SCIM provisioning + audit logs + RBAC — strong enterprise governance
- Broad current integration list including SharePoint, Ironclad, and major AI clients
- Free plan does not include questionnaire automation or integrations
- Enterprise price and trial duration are not public
- OneDrive is not listed as a current integration
- Customer-trust-first design may not replace a full traditional proposal suite for every buyer
Alternatives to Conveyor
Data quality & freshness
Editorial research based on the linked sources, not a hands-on product test.
- Sources reviewed
- Sep 7, 2026
- Next review due
- Sep 14, 2026
- Sources checked
- 15 total · 13 official · 2 third-party
The 2026-09-07 review rechecked the cited current product, pricing, integration, and/or security sources. No material factual change was confirmed, and older evidence remains preserved with its original verification dates.