Add Conveyor to your AI agent
Conveyor is a platform that automates security reviews by providing a Trust Center, AI-driven questionnaire automation, and integrations with various tools to streamline compliance processes.
- Things your agent can do in Conveyor
- 25
Things your AI can do in Conveyor
Your FormWise AI can handle any of these in Conveyor — on its own, without you needing to click a button.
Delete a Conveyor document
PopularTool to delete a specific document. Use when you need to remove a document by its ID.
Delete folder
PopularPermanently deletes a folder from the Conveyor Exchange by its UUID. Use GET_FOLDERS first to retrieve the folder_id. This action is irreversible.
Get all access groups
PopularTool to retrieve all access groups for a program. Use when you need to fetch the complete list of access groups configured in the Conveyor Exchange.
Get Authorization Request
PopularRetrieves details of a specific authorization request from Conveyor Exchange by its ID. Use this to get information about a pending or processed access request, including the requestor's email, message, status, and associated dataroom.
Get Authorization Requests
PopularRetrieves authorization requests from Conveyor's Trust Center. Use this tool to: - List all authorization requests (no filters) - Get pending requests awaiting approval (status='requested') - Filter by specific status ('initial', 'requested', 'approved', 'ignored') - Filter by requester email address Returns a list of authorization requests with details including requester email, status, timestamps, and optional CRM links.
Get authorizations
PopularRetrieve authorizations from your Conveyor Trust Center. Authorizations control who has access to view documents. Use this to list all authorizations or filter by status ('gated', 'authorized', 'revoked') or email address. Requires a valid API token for authentication.
Get all Conveyor connections
PopularTool to retrieve all connections. Use when you need to fetch the complete list of your Conveyor connections. Use after authenticating with a valid API key.
Get all Conveyor documents
PopularRetrieves all documents from the Conveyor trust center. Returns a list of documents with their metadata including name, description, access level, versions, and timestamps. No parameters required - simply call to get all documents.
List all Exchange folders
PopularRetrieves all folders from the Conveyor Exchange workspace. Returns a list of folders with their IDs, names, timestamps, and associated document IDs. Use this to discover available folders before uploading documents or managing folder contents.
Get all interactions
PopularTool to get all interactions (document interactions, q&a interactions) with optional filters. Use when you need to retrieve and filter interactions across all documents and Q&A sessions.
Get interactions by connection ID
PopularTool to fetch interactions associated with a specific connection. Use when you need to list all interactions for a given connection after validating its existence.
Get interactions by document ID
PopularTool to fetch interactions associated with a specific document. Use when you need to list all interactions for a given document after validating its existence.
Show 13 more things it can do
Get Knowledge Base Questions
PopularRetrieves knowledge base questions from Conveyor. Use to list, search, or paginate through Q&A entries stored in the knowledge base for compliance and security questionnaires.
Get product lines
PopularRetrieves all product lines configured in Conveyor. Use this action to list available product lines for organizing trust documentation, authorizations, and security reviews by business segment. This is a read-only operation that requires a valid API token. Returns a list of product lines with their IDs, names, and descriptions. The list may be empty if no product lines have been configured.
Get questionnaires
PopularRetrieves all questionnaires from Conveyor with optional filters. Use this to list questionnaires by status, product line, or date ranges. Returns questionnaire metadata including assignee, connection, product lines, and completion status.
Patch authorization
PopularUpdate an existing authorization by revoking access or modifying Access Group assignments. Use this tool to: - Revoke a user's access to the Trust Center (set revoke=true) - Update which Access Groups a user belongs to (provide access_group_ids list) At least one of 'revoke' or 'access_group_ids' must be provided.
Update Conveyor document
PopularUpdate a Conveyor document's metadata. Use this to change a document's name, description, access level, folder location, or other properties. Requires the document UUID.
Update questionnaire request
PopularTool to update a questionnaire request in Conveyor. Use this to modify an existing questionnaire request's external ID, case IDs, raw data, or source system information.
Create new authorization
PopularTool to create a new authorization in Conveyor Exchange. Use this to grant access to a user by email address or by approving an existing authorization request. Provide either 'email' (to create a new authorization for that email) or 'request_id' (to approve an existing authorization request), but not both.
Upload new document
PopularTool to upload a new document to Conveyor's Knowledge Library. Use when you need to add a file (<=100MB) for security compliance documentation.
Submit new questionnaire
PopularTool to submit a new questionnaire to Conveyor. Use when you need to create a security questionnaire or RFP submission with file uploads, portal links, or Salesforce integration.
Create questionnaire request
PopularTool to create a new questionnaire request in Conveyor. Use when you need to submit a security questionnaire or compliance request for processing. Requires submitter_email and either external_id with raw_data OR case_ids from Salesforce.
Submit single question
PopularSubmit a single question to Conveyor's AI knowledge base and receive an immediate answer. Use this when responding to security questionnaires, compliance inquiries, or knowledge base queries. Returns the AI-generated answer along with confidence scoring when available.
Create new folder
Tool to create a new folder in Conveyor Exchange. Use when you need to organize items into folders programmatically after obtaining an API key.
Create new review
Tool to create a review in Conveyor with optional references to external VM unique IDs. Use when you need to create a vendor review programmatically.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Conveyor is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Conveyor, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Conveyor for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Conveyor work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Conveyor to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Conveyor in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Conveyor.
- 3
Hit "Connect"
Click "Connect Conveyor" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Conveyor
Build a quick AI Agent (it's like writing instructions, not code), and pick the Conveyor actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Conveyor for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Conveyor workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Conveyor users had before signing up
Do I need to know how to code?
Not even a little. If you can use Conveyor today, you can set this up. You'll connect Conveyor, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Conveyor login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Conveyor or delete everything any time.
What happens when Conveyor updates their app?
We handle it. When Conveyor adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Conveyor takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Conveyor — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Conveyor on FormWise
Conveyor is a platform that automates security reviews by providing a Trust Center, AI-driven questionnaire automation, and integrations with various tools to streamline compliance processes.
Connect Conveyor once and your FormWise AI gets 25 things it can do inside it. That means your AI can handle the Conveyor work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Conveyor? Take a look at www.conveyor.com.
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Stop doing the Conveyor work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.