Reviewing requests & insights

The Requests page is your steady-state workspace once a trust center is live.

Recommendations (the approval agent)

Every pending request shows an automated recommendation - recommend approve, review, or caution - with the reasons behind it. The engine is deterministic and combines:

• CRM relationship (existing customer in HubSpot/Salesforce → strong positive; no match → caution)
• a contract uploaded as proof of agreement
• NDA acceptance
• the auto-approve domain allowlist

It's advisory: you (or an agent) still click approve. Approving mints a scoped, expiring key; you can limit it to specific artifacts at approval time.

Issued keys & history

• Issued keys lists every active/revoked key with scope, expiry, and last-used time - revoke any of them instantly.
• History shows past decisions (granted/denied), whether they were auto (and via which policy) or manual, and when.

Insights

The Insights page aggregates your audit log into a request funnel (pending/granted/denied/auto), active vs revoked keys, total reads, most-read artifacts, most active readers, and recent activity - so you can see how your evidence is actually being consumed. Export the raw log as CSV/JSON from Audit log.