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.
