Brands Flow is designed to streamline your Zendesk workspace by providing a fully customizable environment for managing brands and groups. Follow this guide to seamlessly install and configure the app to suit your organization’s unique needs.

Installing Brands Flow

To install the app via the Zendesk Marketplace, follow these simple steps:

1. Log in as an Administrator

Ensure you are logged in to Zendesk with administrator privileges.

2. Go to the Marketplace

Navigate to Admin Center > Apps and Integrations > Marketplace.

3. Search for Brands Flow

Use the search bar in the Marketplace to locate “Brands Flow”, then click on the app.

4. Install the App

Select Install and follow the on-screen instructions to complete the installation process.

Configuring Brands Flow

After installation, configure the app to fit your team’s needs. Only administrators can access these settings.

Accessing the App Settings

1. Go to Admin Center > Apps and Integrations > Zendesk Support Apps > Brands Flow.

2. Click Change Settings to access the configuration options.

Key Configuration Options

Customize Brand and Group Visibility

• Show/Hide Brands: Hide brands that agents don’t have permission to view, based on their associated groups.
• Show/Hide Groups: Hide groups in the assignee field based on the brand selected in the ticket.
• Show Groups of the Current User: Display all groups linked to an agent’s profile, regardless of the selected brand.

Note: These settings do not retroactively affect tickets that already have brand or group fields populated.

Using the Brands Flow Dashboard

Access the Brands Flow Dashboard from the left-hand navigation bar (navbar) in your Zendesk Support interface.- The icon is visible only to Administrators. If it’s missing, check your access permissions.

Dashboard Overview

The dashboard is divided into two panels:- Left Panel: Displays all brands in your account.- Right Panel: Lists groups with checkboxes indicating their association with each brand.

Managing Associations

Modify associations directly from the dashboard by selecting or deselecting checkboxes. Changes are automatically applied to the list of associations.

First-Time Access & Data Conversion

If you’ve used the app before the introduction of the dashboard, your saved list will be automatically updated upon first access.- Issue Handling: If any issues arise during data conversion (e.g., missing brands or groups), the app will remove invalid data. You will need to manually correct these associations.

Final Steps

Congratulations! You’ve successfully installed and configured Brands Flow. Your agents can now focus on what matters most by viewing only the relevant brands and groups, reducing the risk of errors and streamlining ticket management.

For more tips on optimizing your Zendesk environment with Brands Flow, visit vaide.app 🚀