All About SwitchBase

SwitchBase is the operational platform built for shared spaces.

Anything that needs attention — across every department, every day — gets submitted, routed to the right people, completed the right way, and professionally recorded. One platform that gets used by everyone.

SwitchBase Mobile App

SwitchBase places a Mobile Command Center at your fingertips — with AI-driven Chat, Landing Pages, QR Codes, and SMS alongside your existing tech. (See our Mobile App article.)

Your Home and Dashboards

Acting as your operational nerve center, your Dashboards & Home page instantly structure, share, and route your organization's growing dataBase of actionable information, much like a central Switchboard once did.

So there you have it — SwitchBase.

Get Started

Tap your Home button and:
- Select Dashboards from the Home page tiles or your Navigation panel
- Respond to Unread Chat Messages
- Link to your most Recently Visited Resources
- Launch Forms immediately by clicking the + Orange button
Segment and filter Dashboard Records with Widgets! For example:
- A. Event Controller → sort Events by Name, Date, and Event Markers
- B. Filters → filter by Status, Department, Description, etc.
- C. Records Table → display Status, Issue, Department, Description, Location, etc.
- D. Records → open and edit individual Records from the Records Table
- E. Charts → view progress with Charts
Apply the Toolbar at the top of SwitchBase to your advantage:
- A. Sync Status → see if your Records and Chats are updating quickly
- B. Share Dashboard → share your Dashboard with individuals and Groups
- C. Clear Filters → clear all of your filters with a single click
- D. Date Range → select from All Data, 30, 60, 90, 180, and 365 days
- E. Download Report → turn your Dashboard into a PDF Report
- F. + Orange → click the Create Records button to enter a new Record

How stable is your Web connection?

Your Sync Status will give you an error (!) if your connection is interrupted

When restored, your Sync Status will return a comforting ✓

Check Calendars & Notifications

Keep your eye on what's happening in your venue by consulting a Dashboard Calendar.

During an Event, glance at the action in your Notification Center. Notifications can come from Chat, Inbox, and Record creation, etc.

Click the Notifications tab
React to your Notifications → ex. Open or Mark as read
Close the Notification Center with the X or by selecting the Notification tab again

More About Notifications

See all the details in Quickstart 2. Explore SwitchBase

Share your Dashboards with whoever you wish — and block sharing to those who shouldn't see your Records.

A quick glance at your Dashboard's Share button tells you if your Dashboard is:

Private → only you can see it!

Shared → lists the Individuals or Teams you've shared with → ex. 9

Learn more in our Share Dashboards article.

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AI

AI Auto-fill

AI is woven into the fabric of SwitchBase — just look for the Sparkle icon — as seen in this Auto-Fill button:

To instantly turn a Chat or SMS message into a Record. See:
- Creating Records from Chat Conversations with AI
- Creating Records from SMS Messages with AI
To summarize a completed event by simply tapping another Sparkle. See:
- Summarize an Event Report with AI

Ask AI

Have a full AI conversation with your data.

Ask AI searches across your Records, your Knowledge Base, and the SwitchBase Help Center articles all at once
Launch Ask AI from the Sparkle icon, or with Cmd+K, then simply have a conversation!
- For example, ask "What do I do if there is a lost child during an event?" — and get a crafted answer pulled straight from your Knowledge Base SOPs and Records.

Learn More About Ask AI

AI requests come at a small cost

To protect you → we require your permission before switching on Ask AI and Knowledge Base

Contact your SwitchBase Account Rep for assistance

Learn all about how AI works in SwitchBase in the full Auto-Fill & Ask AI Quickstart article.

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Create Incident Records

Records are created with intuitive Forms tailored to your exacting needs.

+ Orange Create Records icon

Launch Forms by clicking the + Orange Create Record icon from anywhere in the platform:
- Atop every Dashboard
- Within your Chats
- Alongside SMS messages
- In the Mobile App
And, where there is context → use the AI Auto-fill from message button to populate your records
Pick from a variety of custom-built Forms →
- A. Related Forms → Forms related to the active Dashboard → ex. this Dashboard is composed of Event and Issue Records
- B. Other Forms → other Forms appear below, where they can all be accessed quickly → ex. Found Item, Patrol, Work Order...
To save time on repetitive incidents, Shortcuts can be added → ex. Report Wet Spill

Super-Quick Selection Menus

You may have hundreds of Locations and long lists of Issues. To select quickly, simply enter a few letters or numbers →
- 7 for 'Section 107'
- s7 also for 'Section 107'
Everything matching the letters and numbers will pop up in the blink of an eye. Simply pick from the list!

Save your Form

Saving options include:
- A. Create → save and leave the Record open to review
- B. Create + → Create & Start Another Record immediately (Recommended)
- C. Cancel → return without saving a Record

Update & Track Records

To track and alter Records:

A. Open any Record in your Records Table → by simply clicking on it
B. In the Edit Record panel, update your record → ex. change the Issue Status to Dispatched
C. Select X to Close an open Record

Learn more about Records and Forms

Visit our Create & Update Records Quickstart article.

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Start & Close Events with Event Markers

Start and End your events using Event Markers — simply click to advance through each stage. A timestamp is recorded at every selection, whether moving forward or backward, keeping your Records accurately linked to the moment they happened.

When you click the final Marker, your event closes automatically and a closing timestamp is recorded. Need to make a change? Reopen a closed event anytime by clicking back to a previous Marker.

Learn How to Open, Manage & Close Events

Visit our Add & Close Events article to learn all about managing Events & Event Markers.

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About Knowledge Base

Build your venue's Standard Operating Procedures into a searchable Knowledge Base — update it anytime, all in one place.

Ask AI then puts that Knowledge Base to work — searching across your SOPs, incident Records, and SwitchBase support docs all at once to surface insights like staff performance gaps against your documented procedures.

Ask about Knowledge Base

The Knowledge Base and Ask AI features are enabled by request → because each AI requests comes with a small cost

Just contact your SwitchBase Account Rep to turn them on.

Learn more in our in-depth Knowledge Base Basics & Ask AI article.

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