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Let your agent check security review status and documents for Conveyor during calls.

Conveyor helps companies answer security questionnaires, share a Trust Center and keep compliance documents current. When you connect Conveyor to AgentCalls, your agent can look up authorization requests, list connections and check which documents are on file. A customer or partner calling about a security review can get a status update without waiting for your team. Your agent can also tidy up records when you ask it to, such as removing an outdated document or folder. Connect with your own Conveyor credentials from the tool's settings.

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What your agent can do with Conveyor

  • Look up the status of an authorization request by its ID during a call
  • List all open or completed authorization requests, filtered by status
  • Check which Conveyor documents are on file before answering a buyer's question
  • Review your active Conveyor connections and confirm what is linked

Conveyor exposes 25 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Partner asks about a pending security review

  1. Caller

    Hi, this is Dana from Northwind Labs. We sent a security review last week. Can you tell me where it stands?

  2. Agent

    Hello Dana, let me check that for you. Can I have the request ID from your confirmation email?

  3. Caller

    It's AR-20417.

  4. Agent

    Thanks. Request AR-20417 is in progress and was last updated this morning. Our team is reviewing the answers on data retention. You should hear back by Thursday.

Buyer asks which compliance documents you have

  1. Caller

    Do you have a current SOC 2 report I can send to our procurement team?

  2. Agent

    We do. Let me confirm it is on file in our Conveyor documents before I say more.

  3. Agent

    Yes, the SOC 2 Type II report is on file and listed as current. I can email you a secure link to the Trust Center. Is that address the best one to use?

  4. Caller

    Yes, send it to procurement@brightpath.co please.

Operations clears an outdated folder

  1. Caller

    Hey, it's Marcus. We replaced the old vendor policy folder last month. Can you remove it from Conveyor?

  2. Agent

    Sure, Marcus. I found the folder named Vendor Policies 2023. Do you want me to delete it now?

  3. Caller

    Yes, go ahead.

  4. Agent

    Done. The Vendor Policies 2023 folder has been deleted. The newer folder is unchanged.

How to connect Conveyor

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Conveyor

    From Integrations in the dashboard, choose Conveyor and enter the connection details from your Conveyor account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Conveyor actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Conveyor during the call or after it?

Both. During a call your agent can look up requests and documents in real time. It can also run tasks after the call, when you have set that up in AgentCalls.

What do I need to connect Conveyor?

You need an account with Conveyor. Add your Conveyor credentials from the tool's settings, then sign in from the AgentCalls dashboard to link them.

Which plan includes the Conveyor integration?

Integrations, including Conveyor, are included from the Growth plan.

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Put your agent to work with Conveyor.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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