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Enabling the Trust Center AI-powered Chatbot

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Written by Shannon DeLange
Updated this week

The Trust Center AI-powered Chatbot allows visitors granted access to your Trust Center to ask questions about your security and compliance program, leading to less back-and-forth between you and buyers or prospects.

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Enabling the Chatbot

  • You can enable the chatbot by navigating to the Trust Center Settings page.

There are two options for enabling this chatbot:

  • Internal use only: The chatbot will not be shown to buyers on your Trust Center, but you can view it in the Internal View mode of the Trust Center

  • Authenticated users: This will expose the chatbot to viewers on your Trust Center who have been granted access to it

Testing the Chatbot

  • Hit the View button on the Overview page

  • You’ll see the chatbot on the Trust Center, where you can ask questions about security and compliance.

  • Vote on whether or not you found the answer helpful. You can do this in two ways:

    • On the chatbot at the bottom of the answer

    • From the Activity page, followed by the AI insights page, you can look at a history of all the chatbot conversations and can vote on the answers there as well.

FAQs

What data is the chatbot using to answer questions?

  • The chatbot utilizes the resources and information in your Trust Center, including FAQs, controls, and other relevant content.

  • Currently, the Trust Center AI-powered Chatbot cannot answer questions related to sub-processors.

Do you use resources that require access approval and a non-disclosure agreement (NDA)?

  • No, the chatbot will not be accessible to users who have not been granted access, and we won’t use any resources you have not permitted the viewer access.