Admin Portal and Sidekick Overview

BrightReps Product Overview

BrightReps Sidekick is a customer support application designed to connect people, processes, and tools.

At BrightReps we believe processes should work for you, not the other way around. That’s why we designed and powered Sidekick with a library of out of box integrations, powerful flow analytics, and an interface that works right from the support CRM.

Admin Portal

As an admin you can configure the Sidekick App within the Admin Portal.  This includes enabling integrations (Integrations Lab) and creating process flows (Flow Builder) which can be used from Sidekick.

In addition to enabling managers with a process flow builder and the ability to print and export process documents, the Admin Portal provides real-time process metrics (Analytics) to provide unprecedented closed loop learning on your companies processes.

Finally, you can manage your company and team settings in your Manage Company section.

For more information, check out the Admin Portal section in this guide.

Sidekick

All processes and integrations published in the Admin Portal are available on Sidekick from the ticket screen of your support CRM.  From Sidekick a support rep can:

  • View real-time statuses for that customer (ex. shipping status in ShipStation)
  • Search for processes and receive turn by turn directions for resolving the ticket
  • Perform automated tasks using enabled out-of-box integrations (ex. create shipping label via Shipstation, create quality process in Arena, generate an order in Shopify) without leaving the ticket.

For more information, check out the Sidekick section in this guide.