Conveyor
Prospects ask about your SOC 2 report, penetration test results, or encryption policies. Your AI agent pulls answers from Conveyor's knowledge base and shares trust center documents on demand. Security reviews that stalled deals for weeks now close in a single conversation.
Your AI agent taps into Conveyor's trust automation platform, answering security questions, sharing documents, and managing access requests while prospects stay engaged.
Conveyor
See how AI agents help security and sales teams close deals faster by automating the most tedious compliance interactions with real-time Conveyor data.
A prospect's InfoSec team sends over a 200-question security questionnaire during a deal review. Your AI Agent submits each question to Conveyor's single question API, retrieves verified answers scoped to the correct product line, and compiles responses for your team. What used to take three weeks of back-and-forth now takes hours, keeping the deal on schedule.
A potential customer lands on your website and asks for your SOC 2 report before scheduling a demo. Your AI Agent authenticates their email through Conveyor, grants trust center access with appropriate NDA protections, and confirms they can download every document they need. The buyer self-serves security docs at midnight without involving your sales or security team.
Your AI Agent checks Conveyor for pending authorization requests with a 'requested' status and finds three prospects waiting for trust center access. It notifies your team with deal context, prompting immediate approvals. Deals that were silently stalling because of unanswered access requests get unblocked before anyone notices the delay.
Conveyor
FAQs
The agent submits each question to Conveyor's Post Single Question API along with the relevant product line IDs. Conveyor's AI engine searches your knowledge base of pre-approved answers, documents, and external sources, then returns a verified response. The agent relays this answer to the prospect in natural language, citing the source where applicable.
Yes. When a prospect requests access to your trust center, the agent uses Conveyor's Post Authorization endpoint to create access by email. You can configure whether this happens automatically or requires approval. Access group assignments ensure prospects only see documents relevant to their evaluation.
Tars needs a Conveyor API key with read access to documents, folders, knowledge base questions, and product lines. If you enable authorization management, write access to authorizations is also needed. API keys are generated in the Conveyor UI under your account settings. You control which capabilities the key enables.
No. Tars queries Conveyor in real-time during conversations. Document metadata, knowledge base answers, and authorization details are fetched live and used only for the current interaction. We never cache or persist your compliance documentation in our systems.
Yes. Conveyor organizes security information by product lines. The agent retrieves your product line list, identifies which product the prospect is evaluating, and scopes all questions to that product's specific compliance profile. This prevents generic answers and ensures accuracy for multi-product organizations.
When Conveyor returns a low-confidence or empty response, the agent transparently tells the prospect that the question requires manual review and creates a follow-up task for your security team. It can also offer to connect the prospect to a human agent for immediate assistance.
Conveyor's Trust Center is a web portal where prospects browse documents. Tars adds a conversational layer on top. Prospects ask questions naturally on your website or WhatsApp, and the agent pulls answers from Conveyor without requiring the prospect to navigate a portal, register, or search through documents manually.
The agent retrieves interaction data tied to specific documents using Conveyor's interactions endpoint. This shows which documents a prospect viewed, when they accessed them, and how they engaged. Your sales team gets visibility into buyer intent signals directly from the compliance review process.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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