Step Configuration
In addition to the general step configuration options, this step has the following specific options that can be configured.Use Rich Text for Template
Check this box if you wish to use Rich Text features such as bold, italics and underlined text, images, hyperlinks, code snippets, and code blocks. If left unchecked, only Plain Text will be written into the internal note.Enter Plain/Rich Text Template
This is where you post the actual content of the Internal Note. You can use the button to add field variables from every system you have integrated with FlowEQ. This is useful for automatically inserting a customer’s name, order information, product information, and more into your note.(Optional) Add fields for the rep to manually populate in Sidekick
Use this feature to prompt your team to write their own text and then automatically add it to the ticket comment before posting. If using this step to write a ticket escalation note, this feature is particularly helpful if you want your team to write their own summary to be placed alongside environment or customer details.- In the Label box, type in the writing prompt for your team to follow. For example “Write a brief summary of the customer’s issue”
- To place your team’s text within the body of the ticket comment, move the cursor to the part of the template where you want your colleague’s text to be entered, then click Insert Placeholder #1
- Repeat Steps 1 and 2 for any additional text you want your team to enter.