How to Install the "Brands Flow"?

The Brands Flow app for Zendesk allows your support team to efficiently manage brands and groups by displaying only the relevant information for each agent. This article will guide you through the installation and configuration of the app, ensuring it is tailored to your organization's needs.

This announcement includes the following sections:

• App Installation
• Initial Setup
  • Accessing App Settings
  • Configuration Options
  • Customizing Brand and Group Display
• Final Steps

App Installation

Follow the steps below to install Brands Flow directly from the Zendesk Marketplace:

1. Log in as an administrator on Zendesk.
2. Navigate to Admin Center > Apps and Integrations > Marketplace.
3. Search for "Brands Flow": Use the search bar to locate the Brands Flow app.
4. Click "Install" and follow the displayed instructions to complete the installation.

Initial Setup

Once installed, Brands Flow needs to be configured to work according to your team's needs. Only administrators or agents with specific permissions can access and adjust the app settings.

Accessing App Settings

1. Go to Admin Center > Apps and Integrations > Zendesk Support Apps.
2. Find the Brands Flow app and click Change Settings.

Configuration Options

Brands Flow offers several configuration options that allow you to adjust the app's behavior to your specific needs. Below are the main configuration fields:

• Manage brand visibility: Configures which brands will be displayed to the agent based on the groups associated with their profile, without altering the existing data on the ticket.
• Manage group visibility: Configures which groups will be displayed in the "Assigned" field based on the brand selected on the ticket, without altering the existing data.
• Show only groups of the current agent: Available only if "Manage group visibility" is enabled. Limits the display of groups in the "Assigned" field to the groups associated with the agent's profile.
• Show all groups of the current agent: Available only if "Manage group visibility" is enabled. Displays all groups assigned to the agent's profile, regardless of the brand selected on the ticket.

Note: The above settings do not affect the behavior of tickets that already have the brand or group fields filled, maintaining the previously entered data.

Customizing Brand and Group Display

Brands Flow allows you to adjust the display of brands and groups through a simple and intuitive dashboard. Follow the steps below to access and configure the dashboard:

Accessing the Dashboard

1. Ensure you have Administrator privileges in Zendesk
2. In Zendesk Support, locate the Brands Flow icon in the left sidebar
3. Click the icon to open the Dashboard

Navigating the Dashboard

The dashboard is divided into two main areas:

• Left side: Displays all brands available in your account
• Right side: Presents a table with all groups

Configuring Brands and Groups

1. Select a brand from the list on the left (by default, the first brand will be selected)
2. In the table on the right, check the corresponding checkbox for the group you want to associate with the brand
3. The changes will be saved automatically as soon as the table is updated

Final Steps

After completing the installation and configuration, your support team will be able to manage brands and groups more efficiently within Zendesk. Brands Flow is designed to simplify the workflow by displaying only the information each agent needs to see, reducing the risk of errors and making customer service faster and more accurate.