Conveyor is a strong fit when security questionnaires are frequent enough to need a dedicated system. Its main advantage is that one Knowledge Library can support questionnaires, trust center self-service, RFPs, sales questions, and customer portals. The tradeoff is setup and upkeep: your team still needs current source material, clear reviewers, and enough volume to justify the product.
Independent reviewReviewed Jun 2026
Is Conveyor right for your team?
Conveyor helps security and customer trust teams answer questionnaires, run a trust center, respond to RFPs, and complete work in customer portals.
Best forB2B software companies handling frequent questionnaires and enterprise security reviews.
Main usersSecurity / GRC
Sources reviewed25
One Knowledge Library for questionnaires, the trust center, RFPs, and one-off sales questions.
Official pages, documentation, pricing, screenshots, company information, and customer stories.
Conveyor reports this result for security questionnaires built from a strong source library. Test it with your own content.
CRM, collaboration, ticketing, documents, knowledge bases, APIs, and browser extensions.
Where Conveyor is strongest
These scores reflect the materials reviewed for this page. Use them to plan your demo, not as a product rating.
01
AI answer support
Published support for drafting, checking, and approving answers.
02
Process coverage
Published support for intake, routing, review, approval, and reuse.
03
Integrations
Published CRM, collaboration, document, API, and knowledge connections.
Source coverageAmount of public product information available for review.
9/10
AI answer supportPublished support for drafting, checking, and approving answers.
10/10
Process coveragePublished support for intake, routing, review, approval, and reuse.
10/10
Portal supportSupport for customer portals and nonstandard questionnaire formats.
8/10
Trust centerDocument sharing, access controls, and customer self-service.
6/10
IntegrationsPublished CRM, collaboration, document, API, and knowledge connections.
10/10
Enterprise controlsPublished SSO, roles, audit, and rollout controls.
9/10
Customer evidencePublished customer stories, product screenshots, and supporting sources.
10/10
Pricing and rollout at a glance
Usage-credit subscription with free trust center tier
Conveyor publishes a free tier for a small trust center and uses credits for questionnaire and RFP work.
Plan for Knowledge Library setup, source cleanup, curated Q&A, past questionnaire imports, product-specific answers, reviewer assignments, confidence rules, and integrations.
Confirm who owns source cleanup, reviewer setup, and integrations.
Original-format export for spreadsheets and documents; portal answers delivered via extension.
Ask how the Knowledge Library, curated Q&A, and past answers export at contract end.
What Conveyor does
Conveyor combines three main uses: a trust center for sharing security and compliance material, automation for customer questionnaires, and RFP/RFX response. Conveyor says all three can use the same approved content.
ConveyorAI drafts answers from documents, curated Q&A, past answers, public sources, and private sources such as internal wikis. Reviewers can check the cited material before approving a response. The same Knowledge Library can also supply trust center answers, sales questions, Slack requests, and work completed through the browser extension.
Conveyor goes beyond storing answers: it handles intake, drafting, review, and sharing. Its value depends on the quality of the source material and the team’s review process.
Product screenshots
Conveyor questionnaire automation workspace.
Who should use Conveyor?
Use cases
Where Conveyor is most useful.
Security questionnaire automation
Draft, review, and export questionnaire answers from approved documents, Q&A, and past responses. Conveyor documents support for spreadsheets, documents, PDFs, and customer portals.
Customer trust center
Share security documents, control access, and answer common customer questions before they become new questionnaires.
RFP and RFX response
Use the same approved content to draft RFP responses, find supporting context, and collect input from subject matter experts.
Portal questionnaire handling
Import and complete questionnaires in third-party portals with a browser extension when customers do not provide a clean file.
Teams
Teams and users
The people most likely to use the product during questionnaires, RFPs, assessments, and customer security reviews.
GRC program managerManager or director / Security / GRC
Maintains the Knowledge Library, reviews drafted answers, tracks questionnaire status, and sends difficult questions to security, legal, or product teams.
Security assurance managerPractitioner / Customer trust
Turns source material and prior answers into drafts, checks citations, and manages review before responses are sent to customers.
Solutions engineerSales or solutions / Sales engineering
Uses approved answers and trust center material to handle recurring customer questions without sending every request back to security.
Conveyor adminAdministrator / Security operations
Configures source systems, product-specific answers, access controls, integrations, confidence rules, and ongoing library maintenance.
How Conveyor handles a questionnaire
Prepare the Knowledge Library
Admins connect or upload documents, curated Q&A, past answers, and selected public or private sources. Draft quality depends on this material.
Import the request
Teams can import security questionnaires, RFPs, one-off questions, and customer portal requests that use the same Knowledge Library.
Draft answers with citations
ConveyorAI finds relevant source material, drafts a response, assigns a confidence level, and shows citations for review.
Review and escalate
Security, GRC, sales engineering, legal, privacy, or product teams can edit answers and handle uncertain questions before sending the response.
Reuse approved corrections
Approved corrections and past answers can be reused. Their value depends on clear ownership, current sources, and product-specific answer rules.
Features to test in a demo
Knowledge Library
The Knowledge Library supplies approved content to ConveyorAI, trust center answers, questionnaire drafts, RFP responses, and one-off sales questions.
- It can use documents, curated Q&A, past answers, public sources, and private sources such as internal wikis and document repositories.
- Conveyor documentation recommends focused, high-quality content and warns that outdated or conflicting material can reduce answer quality.
- Companies with several products should separate answers by hosting, data handling, compliance, and security scope.
Questionnaire automation
ConveyorAI drafts answers from approved sources. The questionnaire workspace supports editing, review, collaboration, and export.
- Conveyor documents support for spreadsheets, documents, PDFs, and customer portals.
- Before enabling automatic sending, test citations, confidence rules, and reviewer assignments.
Trust center
Conveyor combines document sharing, gated access, visitor analytics, and AI-assisted answers in its trust center.
- The trust center is most valuable when it reduces repetitive diligence requests before a questionnaire becomes necessary.
- Ask how NDAs, document permissions, customer domains, analytics, and Salesforce activity work together.
Portal and browser extension
The browser extension helps when customers require answers in third-party portals instead of sending a file.
- Conveyor documents portal questionnaire workflows, browser extension support, and AI scanning for unsupported portals.
- Test at least one customer portal that has caused real manual work for your team.
Integrations and customer examples
Integrations
Connections to source documents, review tools, customer portals, and sales systems.
SalesforceCRM
Links customer and sales context to security review activity.
HubSpotCRM
CRM support listed in Conveyor’s public integration materials.
SlackCollaboration
Notifications and one-off customer question workflows.
Microsoft TeamsCollaboration
Collaboration and notification support.
Google DriveDocument storage
Imports and syncs source documents.
ConfluenceKnowledge base
Imports private content from internal wikis.
NotionKnowledge base
Imports private content into the Knowledge Library.
DocuSignDocument workflow
Document integration listed in Conveyor’s public materials.
Chrome browser extensionCustomer portal
Helps complete questionnaires in third-party customer portals.
Questionnaires APIAPI / webhook
API for questionnaire actions and data.
Knowledge Base APIAPI / webhook
API for Knowledge Library actions and data.
WebhooksAPI / webhook
Sends Conveyor events to other systems.
Technical features
APIs and AI tooling
Features to ask about if APIs or AI tooling matter to your team.
Trust Center AgentAsk which visitor types can use the agent, what content it can expose, how disclaimers work, and how unanswered or low-confidence questions are escalated. ->
Conveyor documents an AI assistant in the Trust Center that can find documents and answer customer questions with source citations.
ConveyorAI confidence and hallucination controlsAsk to see confidence thresholds, citation review, source-consistency failures, and how your team can prevent auto-release of uncertain answers. ->
Conveyor documents confidence colors, retrieval-augmented generation, source-consistency checks, and a 0.1% hallucination rate for information security questionnaires built from a strong source library.
MCP serverAsk whether MCP access is included in your package, which actions are exposed, and what admin controls and audit logs exist. ->
Conveyor publishes an MCP server that connects its data and actions to compatible AI tools. This is mainly relevant to teams building their own AI-assisted processes.
Documented APIsAsk which APIs are available in your plan and whether API or webhook usage is limited by package, credits, or security review. ->
Conveyor lists APIs for analytics, questionnaires, its Knowledge Library, trust center audiences and design, one-off questions, and webhooks.
Customer stories
Results reported by Conveyor
These results come from Conveyor case studies. Ask customer references whether they saw similar results.
ZapierThese figures come from Conveyor. Ask a reference with similar questionnaire volume whether it saw comparable results. ->
A Conveyor case study says Zapier cut time spent on security questionnaires by 75%, tripled questionnaire capacity, and needed a security team member for only 20% of questions.
Sprout SocialRelevant to software companies that answer for several products. Confirm the result with a comparable customer reference. ->
A Conveyor case study says Sprout Social saves more than 200 hours a year, gets a perfect first draft for 87% of AI answers, and manually reviews fewer than 2% of questions.
TemporalRelevant to small customer trust teams with frequent enterprise reviews. Confirm the result with a reference. ->
A Conveyor case study says Temporal saves 240 hours a month, more than $100,000 a year, and completes questionnaires 90% faster.
Nucleus SecurityRelevant to teams that coordinate reviews across security, sales, and customer success. Confirm the result with a reference. ->
A Conveyor case study says Nucleus Security cut questionnaire time by 90% and review time by 60%.
Compare Conveyor with alternatives
What to compare
Conveyor
Loopio →Responsive →Best for
B2B software companies handling frequent questionnaires and enterprise security reviews.Loopio helps proposal and response teams manage RFPs, due diligence, security questionnaires, approved answers, and expert review.Responsive helps teams manage RFPs, proposals, security questionnaires, approved content, and AI-assisted drafting.Test in a demo
Shortlist Conveyor if you handle frequent enterprise security questionnaires, maintain reusable security material, or want your trust center and questionnaires to use the same approved content.Test your questionnaire, integrations, and setup requirements.Test your questionnaire, integrations, and setup requirements.Buyer checklist
Demo
What to test in a Conveyor demo
Use your own source material and questionnaires to test citations, customer portals, and review controls.
Bring a messy questionnaireDo not rely only on a clean questionnaire prepared by the vendor.
Test a spreadsheet, a document, and a customer portal. Watch how Conveyor imports questions, finds context, cites sources, and flags uncertain answers.
Inspect source citationsThis quickly shows whether the Knowledge Library is ready for use.
Open several drafted answers and check whether each citation points to a current, authoritative source rather than an old answer or a broad marketing page.
Force an escalationA safe system should know when not to answer.
Ask a legal, privacy, product, or out-of-scope question and check whether Conveyor sends it to the right reviewer.
Setup
What setup requires
Conveyor can reduce repetitive work, but it needs reliable source material and a clear owner for the Knowledge Library.
Source setup matters
Conveyor recommends using current documents, curated Q&A, past answers, and selected public or private sources. Plan time to remove outdated or conflicting material.
Product-line complexity
If your company has several products, test whether the same question receives the right answer for each product, hosting model, and compliance scope.
Review policy design
Decide which answers can be sent automatically, which need review, and who corrects an answer after it reaches a customer.
Verify before buying
What to confirm before buying
Confirm pricing, package limits, access controls, and AI data handling before you sign.
Pricing and credit model
Conveyor publishes a free trust center tier and uses credits for questionnaire and RFP work. Confirm the annual price, included credits, overages, and package restrictions.
LLM and data handling
Conveyor documents using OpenAI, Anthropic, and Google. Ask for the current subprocessor list, retention terms, zero-retention agreements, and available model or region options.
Portal automation scope
Confirm which customer portals are automated, which need the browser extension, and what happens when a portal is not supported.
Integration depth and plan
Confirm what each required CRM, collaboration, document, and knowledge integration can do and which package includes it.
Data export at contract end
Ask how the Knowledge Library, curated Q&A, past answers, corrections, and audit history export if you leave Conveyor.
What isn’t publicly documented
Confirm these items directly during procurement.
ItemPublic statusWhat to confirm
SIG / SIG LiteConveyor does not list standard framework support. Import a current SIG during the demo.
Verify with vendor
CAIQConveyor does not list CAIQ support. Import a current CAIQ during the demo.
Verify with vendor
SSO / SCIMConfirm SSO and SCIM availability and plan requirements.
Verify with vendor
Multilingual supportConveyor does not publish language coverage. Confirm the languages you need.
Verify with vendor
EU data residencyAsk about model routing and regional data options.
Verify with vendor
No-training commitmentConfirm whether customer data trains vendor or third-party models.
Partial / indirect
Full library exportAsk how the Knowledge Library, curated Q&A, and past answers export at contract end.
Verify with vendor
Company information
Conveyor is a privately held software company based in San Francisco. It was founded in 2021 and is led by founder and CEO Chas Ballew. The company focuses on AI-assisted customer security reviews. Employee count and funding status were current when this profile was reviewed and may change.
Company snapshot
Founded2021
HeadquartersSan Francisco, CA
Employees11-50 employees
Company typePrivately held
Funding stageSeries B
Legal nameConveyor, Inc.
FoundersChas Ballew
LeadershipChas Ballew, Founder and CEO
Questions to ask Conveyor
Ask these questions in the Conveyor demo, then test the answers with your own content and approval process.
- Does the product answer customer requests, send vendor assessments, or both?
Conveyor mainly helps your team answer customer questionnaires and share security material. It is not a full third-party risk management system for assessing suppliers.
- Can every AI-drafted answer be traced to its source?
Conveyor says drafted answers use source material. In the demo, open several citations and test what happens when sources conflict or go out of date.
- Which questionnaire files and customer portals can it handle?
Conveyor documents file and customer portal support. Test a real spreadsheet, PDF, and difficult portal before buying.
- Which standard and custom questionnaires does it support?
Conveyor does not publicly document support for standard frameworks. Import SIG and CAIQ, plus one of your custom forms, during the demo.
- Does it include buyer-side vendor risk assessment?
Conveyor is not primarily a buyer-side vendor risk product. If you need to score suppliers before sending assessments, evaluate that separately.
- Can its trust center prevent repeat questionnaires?
Conveyor includes a trust center where customers can access approved security material. Confirm access controls, NDA steps, analytics, and which requests still become questionnaires.
- How does review, approval, answer ownership, and audit history work?
Conveyor documents review and approval controls. In the demo, test a low-confidence answer, expert assignment, final approval, and the audit record.
- Does it connect to the systems your team already uses?
Conveyor lists 12 integrations across CRM, collaboration, document storage, knowledge bases, document workflows, customer portals, and APIs and webhooks. Examples include Salesforce, HubSpot, Slack, Microsoft Teams, and Google Drive. Confirm what each connection can do, whether API work is required, and which plans include it.
- How are reused answers updated when policies, reports, or products change?
Conveyor documents controls for maintaining source content. Ask who updates policies, SOC 2 reports, subprocessors, and product details—and whether those changes reach every reused answer.
FAQ
What does Conveyor do?
Conveyor helps companies automate customer security review work, including security questionnaires, trust centers, RFP/RFX responses, source management, customer self-service, and portal-based questionnaire workflows.
Is Conveyor only a security questionnaire tool?
No. Questionnaire automation is a core use case, but Conveyor also supports trust center workflows, RFP/RFX response, one-off sales questions, customer document access, and AI-assisted trust center self-service.
Does Conveyor publish pricing?
Conveyor publishes a free trust center tier and uses credits for questionnaire and RFP work. Ask Conveyor for the paid-plan price, included credits, overages, and package limits.
How does ConveyorAI generate answers?
Conveyor says ConveyorAI drafts answers from the Knowledge Library, documents, past answers, and selected public or private sources. It can show citations and confidence levels for human review.
Who is Conveyor best for?
Conveyor is designed for mid-market and enterprise B2B software teams with frequent security questionnaires, recurring customer trust requests, and regular work in customer portals.
What should buyers verify before choosing Conveyor?
Use your own questionnaire to check citation accuracy, confidence rules, reviewer assignments, customer portal support, setup effort, and export quality. Also confirm package limits and AI data terms.
Disclosure: This page is not sponsored. We do not accept payment to change our findings or recommendations.