Knowledge Base

Introduction / Getting Started

Welcome, Let's get started!

Admin Portal and Sidekick Overview

Install and Sign Up

Flow Builder

Intro to Flow Builder

Filter Logic

Reorder/Move/Merge Steps

Flow Step Types

Intro to Step Types

Add CRM Comment / Reply

Add Internal Note

Create PDF

Create Return Shipping Label

Decision Tree

Launch New Flow

Rich Text

Update CRM Fields

Verify Customer Info

Airtable: Search Table Records

Arena: Create Quality Process

Bitly: Shorten a URL

Box: Upload File

DCL: Search Orders

Easypost: Search Shipments

Freshdesk Step: Add Internal Note

Freshdesk Step: Add Public Reply

Freshdesk Step: Create New Ticket

Freshdesk Step: Update Ticket Fields

Freshdesk: Create new ticket

Github: Open New Issue

Google Sheets: Add New Row

HubSpot: Update Current Contact Properties

Pivotal Tracker: Open Bug Record

Rebrandly: Create New Link

Salesforce: Add Case Comment

Salesforce: Update Record Fields

ShipStation: Create Order

ShipStation: Create Shipping Label

ShipStation: Search Orders / Shipments

Shopify: Cancel Order

Shopify: Create Order

Shopify: Update Order Tag

SignNow: Send Document for Signature

Slack: Step Types

Stripe: Create New Customer and Send Invoice

Stripe: List Customer Charges

Stripe: Look up customer charges

Twilio: Step Types

Wrike: Create New Task

Zendesk: Add Internal Ticket Note

Zendesk: Add Ticket Comment

Zendesk: Post Chat Message

Zendesk: Run Ticket Macro

Zendesk: Update Ticket Fields

Zendesk: Update Ticket Requester

Sidekick

Introduction to BrightReps Sidekick

Navigator

Integrations

Admin Portal

Intro to Admin Portal

Analytics

Heat Maps

Integrations Lab

Manage Company

Real-Time Dashboard

Effortless onboarding.
Powerful automation.
Accelerated processes for everyone.

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