Sidekick allows the user to search EasyPost Shipments / Orders using the EasyPost Search Shipments step type. This integrated step type allows the Sidekick user to search for orders / shipments over a range of time. 3 SIMPLE STEPS TO SETUP STEP 1: Get EasyPost API Key From EasyPost → go to Account dropdown by clicking username → SelectContinue reading “EasyPost: Search Shipments”
Author Archives: Matt Moone
Update CRM Fields
This powerful step type auto-populates ticket fields while the rep is completing the ticket, thus reducing double work. This step type requires mapping on the front end, but saves reps valuable time when serving customers and managing tickets. Depending on the CRM (Zendesk or Salesforce) the admin will have a menu of fields that canContinue reading “Update CRM Fields”
Add Comment / Reply
The Add Comment step is a powerful tool that allows reps to automatically draft a customer response right from the ticket using a custom template and dynamic variables. Based on the workflow type being created this step can be used for multiple case types. The most common use case we’ve seen for this step type isContinue reading “Add Comment / Reply”
Rich Text
As the most versatile and commonly used step type, use the Rich Text step type for simple or complex instructions, screen shots (products, error code messages, etc.), links to outside sites, and agent scripting. This step type is often used in conjunction with the Decision Tree step type to provide instructions that are relevant to specificContinue reading “Rich Text”
Launch New Flow
From the end of an existing process, click to add a step and select the Launch New Flow step type. Note: This step type can only be added to the end of a flow and can’t be re-arranged. Select the Flow you wish to start when completing the current Flow. The Flow diagram will provide aContinue reading “Launch New Flow”