Install and Sign Up

Walkthrough: Installation and sign up on Salesforce

Walkthrough: Installation and sign up on Zendesk

Installation

Go to your support CRM marketplace and search for “BrightReps Sidekick”.  Click to Install.

Sign Up

Once you’ve installed BrightReps Sidekick™ on your support CRM, open a ticket / case from within your support CRM and the Sidekick app will appear.

Sign Up Your Company

If your company has not yet been setup on BrightReps Sidekick™ a company sign up page will appear prompting you to sign up your company by signing in using your CRM (Zendesk or Salesforce).  Once authenticated, enter your “Company Name”, click “Sign up” and your company account is now signed up!

Sign Up As A User For Your Company

If your company is already enjoying BrightReps Sidekick™ then upon accessing the ticket / case record you will be prompted to sign up.  Authenticate using your CRM (Zendesk or Salesforce).  Once authenticated, you are good to go!


 

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