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Conveyor

Also known as: ConveyorAI, Trust Center Agent, Conveyor AI

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Entry priceFree tier available; Professional starts at $9,600 per year, billed annually (about $800 per month)Full pricing detail

Customer security review platform whose AI completes incoming questionnaires with cited answers and whose Trust Center Agent lets buyers self serve the whole review, including uploading a questionnaire and getting it answered without the vendor's team involved.

Conveyor is the specialist of the customer security review category, and it is the only vendor in this cluster that attacks the problem from both ends. On the seller side, ConveyorAI ingests security questionnaires and completes them with cited answers. On the buyer side, an agent powered Trust Center lets the customer self serve, and the Trust Center Agent answers their questions directly inside the portal rather than leaving them to dig through an information dump.

That second half is the strategic idea. Most trust centres undermine themselves by becoming too large to navigate, so enterprise buyers bypass the portal and demand a manual response or a call, which puts the security team back in the loop it was trying to escape. Conveyor's answer is to embed the AI into the portal so a buyer can simply ask, including uploading a full standard questionnaire and having it completed without a human on the vendor side ever touching it. The company calls this a touchless security review.

The agent operates across the channels the work actually arrives on: it processes cases, tickets and Slack messages carrying uploaded questionnaire files, updates stakeholders on status, and asks follow up questions when it needs more information. For responses filled in someone else's system, a browser extension autofills questionnaires directly inside third party platforms rather than forcing copy and paste between windows. Conveyor also ships a Connector for Claude so sellers get trusted answers and completed questionnaires inside the assistant they already work in.

The limits are worth stating. RFP support is newer and reviewers report it works well on straightforward documents while complex technical or buyer customised RFPs still need manual work, so this is a security review specialist that reaches into RFPs rather than a general proposal platform. Reviewers also note AI accuracy varying enough to need occasional correction, and some long standing trust centre customers feel the roadmap has tilted toward AI and questionnaires.

Vendor details

Canonical URL

https://www.conveyor.com

Category

GTM / revenue agent

Company status

independent

Use cases & customers

Target customers

security and compliance teamsB2B SaaSenterprise

Deployment options

SaaScloud

In practice

A prospect's security team sends a 300 question standard questionnaire. They can upload it into your trust portal and the Trust Center Agent completes it, so nobody on your side opens the spreadsheet at all.

Your reps work inside Claude all day and keep interrupting security for one off answers. The Connector for Claude gives them cited answers and completed questionnaires without a handoff.

A questionnaire has to be filled inside the buyer's own portal. The browser extension autofills it in place rather than requiring answers to be copied between windows.

Agentic Index coverage score

9.5 / 14 capabilities · 68%

Integrations & Tool CallingReads cases, tickets and Slack messages, reports to Salesforce for deal attribution, ships a browser extension for third party portals and a Connector for Claude, with integrations gated to the paid tier. Conveyor platform and pricing pages 2026-08-05 Full
Workflow OrchestrationThe agent processes cases, tickets and Slack messages carrying questionnaire files end to end, updates stakeholders on status and asks follow up questions when it needs more information, and on the RFP side researches, collaborates, identifies red flags and drafts. Conveyor platform pages 2026-08-05 Full
Knowledge Grounding & RAGA centralised repository of security documentation, compliance policies, past answers and organisational knowledge grounds generated responses, the AI cites its work, and Conveyor monitors and cleans the underlying data to keep answers current. Conveyor homepage 2026-08-05 Full
Human Oversight & GuardrailsFirst pass drafts are reviewable and the agent flags red flags for attention, but the touchless trust centre path deliberately answers buyer questionnaires with no vendor side human in the loop, and gated content controls are access rules rather than answer level approval gates. 2026-08-05 Partial
Security, Identity & GovernanceRE GRADED 2026-08-05 from P to F. Conveyor holds SOC 2 Type II with reports available for review covering Security, Availability and Confidentiality criteria, audited by Linford & Company LLP, published through its own trust centre at trust.conveyor.com. It runs a published security policy and a responsible disclosure programme, supports user provisioning through Okta and other identity providers from the Growth tier upward, and scopes API keys to least privilege. Infrastructure runs on Aptible Deploy, itself SOC 2 Type 2 certified and HITRUST validated, on continuously audited AWS environments carrying ISO 27001, FedRAMP, DoD CSM and PCI DSS. 2026-08-05 Full
Observability & AuditabilityAnalytics cover document downloads, questions searched and customer activity, tie security effort to deals in Salesforce, and step up from aggregate only to aggregate plus detail on the paid tier, but no audit trail of agent actions is documented. 2026-08-05 Partial
Memory & State PersistencePast answers and documentation persist in a maintained knowledge repository that the AI actively cleans, but no agent scoped memory or cross session state is documented. 2026-08-05 Partial
Deployment & Data ResidencyCloud SaaS only. The paid tier allows a custom trust portal URL, which is branding rather than deployment control, and no self hosted, private cloud or regional data residency option is documented. 2026-08-05 Unable to verify
Prebuilt Agents, Templates & PacksShips named prebuilt agents including the Trust Center Agent and a customer trust agent persona, plus a hosted trust portal that is configured rather than built and standard questionnaire framework handling. 2026-08-05 Full
Triggers & Channel CoverageWork arrives through cases, tickets, Slack, the buyer facing trust portal and the Claude connector, and buyer initiated requests in the portal trigger the agent without any vendor side action. Conveyor trust center and platform pages 2026-08-05 Full
Model Flexibility & RoutingConveyor states it continuously improves its models but publishes no model list, routing policy, customer facing model selection or bring your own key option. 2026-08-05 Unable to verify
APIs, SDKs & MCP ExtensibilityShips a Connector for Claude that delivers answers and completed questionnaires inside the assistant, alongside a browser extension, SCIM provisioning and an integrations tier. One of three vendors in this cluster with a documented assistant surface. 2026-08-05 Full
Testing, Debugging & OptimizationConveyor explicitly invites buyers to test AI performance on first pass answer accuracy and runs continuous data monitoring and cleaning to hold quality, but no evaluation harness, benchmark set or regression testing is documented. 2026-08-05 Partial
Browser & Computer UseA browser extension autofills questionnaires directly inside third party platforms rather than requiring copy and paste, so the product acts on external web interfaces, but coverage is limited to supported portals and no general browser control is documented. Graded to match the Responsive precedent. 2026-08-05 Partial

The Agentic Index coverage score grades every vendor Full, Partial or Unable to verify against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded

Pricing

Free tier available; Professional starts at $9,600 per year, billed annually (about $800 per month)

credits, where one credit equals one organization with unlimited users from a domain, plus questionnaire and RFP volume

Free tierTrial available

What is public

Both tiers, the free allowances, the credit definition, the feature gating between Free and Professional and the Professional starting rate are all published.

Billing mechanics

Priced on the number of organisations that download documents or information from the trust centre and on the number of questionnaires and RFPs processed by the AI. One credit equals one organisation, covering unlimited users from that domain, which is an unusual unit in this cluster because it tracks buyer side demand rather than seller side headcount. Annual commitment required; monthly billing is not offered.

Cost watchouts

The free tier excludes the questionnaire automation that is the main reason to buy, annual commitment is required with no monthly option, and credits are consumed per organisation interacting with gated content

Variable cost rationale

The annual Professional rate sets a predictable floor, but credits consumed per interacting organisation and per processed questionnaire mean the bill rises with inbound buyer demand, which the vendor does not control, and scaling rates are unpublished.

Additional watchouts

The free tier deliberately excludes questionnaire automation and integrations, so it exercises the trust portal only and is not a trial of the core AI. Some long standing trust centre customers report the roadmap tilting toward AI and questionnaires, which is worth probing if the portal is the primary reason for buying.

Overage / add-ons

Additional credits as organisation and questionnaire volume grows; scaling rates are not published

Sales call required

Mixed (some tiers require a call)

Free / trial

Free plan at $0 per year with 10 trust centre credits a month and up to 120 organisations, but no questionnaire automation and no integrations

Lowest paid plan

Professional

Commercial notes

The credit unit is the interesting part: cost scales with how many customers are reviewing you, not with how many people you employ to answer them. That aligns the bill with the actual driver of security review workload and is a genuinely different model from the per seat and per project options elsewhere in this cluster.

Key ambiguities

Professional is quoted as a starting rate, and how credits scale above the entry allocation is not published, so the real cost for a high volume security review programme cannot be derived from the pricing page.

Agentic Index verified 2026-08-05

Alternatives to Conveyor

The closest documented capability profiles to Conveyor among GTM and revenue agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.

  • Demandbase9.0 / 14A lighter documented profile than Conveyor
  • Responsive10.0 / 14Fuller documented coverage on Human Oversight & Guardrails
  • Common Room9.5 / 14Fuller documented coverage on Memory & State Persistence
  • Salesloft8.5 / 14A lighter documented profile than Conveyor
  • Warmly8.5 / 14A lighter documented profile than Conveyor
  • AiSDR9.0 / 14Adds documented Deployment & Data Residency

Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded

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