How to view a Zendesk Guide article in Sidekick

We recommend building as many of your procedures in FlowEQ as possible to avoid having multiple systems to maintain. But sometimes that's not feasible, especially if you've already invested a lot of time, effort, and skill building out an internal knowledge base in Zendesk Guide. 

Use the Zendesk: View Guide steptype to view your knowledge base in Sidekick without ever leaving the support ticket. Better yet - instead of giving your team the the entire knowledge base to comb through you can filter the articles they see by category, section, or even just a single article for this step in your flow.

Title

This title will appear up to when your team reaches this step in Sidekick. You can use a generic title like "Find the right article for X product" or more specific one like "Review the reboot process article for X product".

(Optional) Filter by Category

Select a Zendesk Guide category from this drop-down field to present only the articles within that category to your team in Sidekick.

(Optional) Filter by Section

Select a Zendesk Guide section from this drop-down field to present only the articles within that section to your team in Sidekick.

Guide Article

Select an individual Zendesk Guide article, or turn on the Direct Entry switch to the right of the field, to type in the name of a specific article.

When your team reaches this step in the flow with this option, they will not be presented with a list of articles to choose from - instead only the contents of this particular article appear in Sidekick.