BrightReps Sidekick v3

Embed interactive decision trees with powerful integrations

BrightReps Sidekick enables teams to build, use, and measure their process flows in a streamlined way. • Flow Builder - From the BrightReps Admin Portal managers can build, download, and publish their process flows for reps to follow right from the Sidekick app that runs as a Google Chrome extension. • Integrated Workflows - Sidekick is your searchable knowledge base of processes. From the Sidekick app reps receive step by step instructions, including integrated steps to eliminate the need to swivel chair between multiple systems and reference static process flow documents. Admins can configure out of box integrations from our Integrations Library or build custom integrations in minutes, with no code required. • Process Analytics - As reps work from Sidekick, managers are able to view process analytics including heat maps of step completions, time taken by step, and rep feedback to continuously measure and improve their processes. In addition to analytics, our Real-Time Work Dashboard allows managers to view in-progress and recently completed work parsed by rep, process, and step to help identify resource and process bottlenecks. Below are some of the process flow step types available on Sidekick, all with no code required. • Rich Text (provide formatted in-app instructions to agents, including screenshots and hyperlinks) • Decision Tree (dynamically render process flow steps based on decision criteria) • Shopify (create new orders) • ShipStation (search orders, shipments, and tracking numbers; create shipping labels; create orders, create and link a return label to an order) • EasyPost (create shipping labels and search shipments) • Arena Solutions (generate new Quality Process records) • General (download dynamic PDF forms) • Launch New Flow (ability to link flows together by completing one flow and starting another) • Custom Integrations (build integrations to your tools with no code required) • Real-Time Work Dashboard (real-time dashboard to view in-progress and recently completed work by rep, process, and step) We are always adding new features and integrations based on feedback from our customers. Check out our Chrome extension and let us know how we can help with your processes! For more information, check out https://www.brightreps.com or send us a note at [email protected].