Admin Portal and Sidekick Overview

BrightReps Sidekick 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 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 and creating process flows 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 to provide unprecedented closed loop learning on your companies processes.

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.