The Trust Center AI-powered chatbot allows visitors who have access to your Trust Center to ask questions about your security and compliance program. The chatbot answers using the content in your Trust Center, including FAQs, controls, resources, updates, subprocessors, and indexed link-based resources. This helps reduce manual back-and-forth with buyers and prospects.
Enabling the Chatbot
You can enable the chatbot by navigating to the Trust Center Settings page:
In your account header, click the Settings icon.
In the Settings page menu, scroll to the Features section, select Customer trust, and go to the Trust Center tab.
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
All Viewers Visibility Option
You now have a third visibility choice called All Viewers. This option makes the chatbot available to anyone who visits your public Trust Center. The chatbot will only use information that is already publicly available, so it will never surface private, restricted, or NDA protected resources.
This setting allows chatbot functionality to public Trust Centers in a secure way that respects access boundaries. Even when enabled for All Viewers, the chatbot only answers questions based on content you have chosen to publish on your public Trust Center.
When All Viewers is selected, visitors can ask questions about your security and compliance program, and the chatbot will respond using the resources and information that are already visible to the public.
URL Resource Indexing
When you add a link-based resource to your Trust Center, the chatbot automatically captures and indexes the content from that exact URL. This allows the chatbot to read and reference information directly from linked web pages when answering questions.
To add a link resource:
Go to Trust Center and select Edit
Open the Resources tab
Click the pencil icon
Next to Resources Select + and then Add New Link
Enter the URL and save
Once added, the chatbot indexes the content almost instantly. The page is re-scanned every 24 hours to keep responses up to date.
Please note: The chatbot indexes only the exact URL provided. Subpages linked from that page are not indexed.
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 or
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 uses all Trust Center content the current viewer has access to. This includes FAQs, controls, resources, updates, subprocessors, and indexed link-based resources.
Public viewers can only access content that is publicly available. Authenticated users can access the specific content they have been granted.
Do you use resources that require access approval and a non-disclosure agreement (NDA)?
The chatbot only uses content the current viewer has permission to access. If a resource requires access approval or an NDA, the chatbot will not reference it unless the viewer has been granted access.