General

Use the General tab to change settings that will apply across your FlowEQ account.

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Company Name

Use this field to enter the name of your company. This information is used internally at FlowEQ, so ensure it is accurate.

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Use as a Staging Environment

Check this box to designate this FlowEQ instance as a staging environment. When clicked, the top banner in FlowEQ will change to a different color, making it easier to tell the difference between your Staging and Production instances.

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Enable AI Ticket Summaries

Checking this box will turn on the AI Ticket Summary functionality inside of Zendesk. This allows for FlowEQ to read the current ticket, provide a summary, and provide suggested Flows to the agent. For more information on AI ticket summaries, see this article.

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Default Sidekick to Collapsed in Lightning

If your CRM is Salesforce, check this box to load you FlowEQ Sidekick Lightning component in a collapsed view by default. When collapsed, your team will need to click on that Lightning component to expand and use the Sidekick app fully. This is handy if your CRM is tight on space and you don’t need Sidekick to be expanded on every case or record.