Earlier this year we released CRM Rules Engine. If you are a Salesforce or HubSpot customer, SafeBase has the option to connect with these tools to streamline the access request flow.
For example, some common rules we have seen -
✅ Auto-approve companies with a contract size above a threshold
✅ Auto-approve anyone not marked as a 'competitor'
✅ Override NDAs only if the NDA was signed in the last 6 months
After this release, we heard you loud and clear - the functionality was amazing but it was hard to REALLY see what was happening. Which conditions resulted in an approval? Is it an "or" or "and" condition that we are using? Enter - Rules Engine visualization.
If you have rules configured, you can now see the visualization in the "Settings" tab > under "Accounts". Questions? Check out this help article.
Editing your KB has just become a lot easier - you no longer have to wait to save! Instead, you can continue to navigate and make edits in KB, while saving happens in the background.
To see the saving status - look for the little popup in the bottom right hand corner. This will indicate if its in progress, done, or an error occurred (which will let you retry). Talk about improving performance and making it even easier to add, edit, and keep your Knowledge Base up to date.
