The ChannelBoost automation module enables automation of matchmaking, lead management, partner invitations, and deal handling. Specific tasks can be customized, and relevant parties can be notified as required. The following sections outline the process of setting up these rules to enhance business processes.
To create an automation rule, navigate to the automation tab and select "Create Automation.
Selecting this option opens another page where automation can be created using Coachbar’s provided templates or from scratch.
This guide focuses on creating an automation rule from scratch. Selecting this option directs users to the following page.
Enter a name and description for the automation being created. These details can also be added at the end before saving.
More information on Matchmaking is available.
Next, choose the appropriate module, define the trigger point, and name the event.
Following this, select the plus icon to add either another action or a condition.
For this example, a condition based on the region is added. Saving after each step is recommended.
Based on whether the condition is true or false, relevant actions can be assigned accordingly.
- If the condition is true, the system submits the lead to a relevant partner.
- If the condition is false, the system assigns the lead to a staff member for further handling.
Additional actions or conditions can be added as needed.
After configuring all necessary elements, ensure the automation is saved and marked as active.
Once automation rules are activated, the logs tab can be used to monitor workflow execution and troubleshoot any issues.
Security Updates
Recent security enhancements have been implemented to strengthen platform safety, protect data, and prevent unauthorized access. These updates improve overall system security and ensure compliance with best security practices.
Enhanced Cross-Site Scripting (XSS) Prevention
Advanced XSS prevention measures have been introduced to protect against malicious script injections. Cross-Site Scripting (XSS) is a vulnerability that allows attackers to insert harmful scripts into web applications, potentially compromising sensitive data. With these enhancements:
- Malicious scripts attempting to execute within the platform are automatically blocked.
- Input sanitization prevents the injection of harmful code.
- Data integrity and system safety are significantly improved.
Automatic Session Expiration
To minimize unauthorized access risks, "Automatic Session Expiration" has been implemented.
- After one hour of inactivity, active sessions will automatically end.
- Re-authentication will be required to regain access, ensuring only authorized individuals can proceed.
- This update enhances security, particularly when accessing the platform from shared or public devices.
Benefits of These Security Enhancements
- Stronger protection against cyber threats: Preventing attacks such as XSS and unauthorized access.
- Enhanced data security and privacy: Ensuring information remains protected through stricter authentication and security testing.
- Improved platform reliability: Reducing potential disruptions caused by security vulnerabilities, creating a safer and more stable environment.
Ongoing Security Commitment
Security monitoring and proactive updates remain a top priority. Regular audits and vulnerability assessments are conducted to ensure continued protection. These enhancements reflect a commitment to maintaining the highest security standards, safeguarding sensitive data, and ensuring a secure digital experience. For any security concerns or questions, support assistance is available.
If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.