FlowEQ vs Fields Manager

What is FlowEQ? FlowEQ is the fastest way to turn your knowledge base into a guided interactive decision tree. It lets agents focus on the customer while completing tasks. Powerful integrations even allow flows to perform work in your other systems without your team ever leaving Zendesk. How easy is it? It’s super easy. No code, you can use our pre-built steps to quickly build a flow, and deploy it for your agents to use. It’s a visual experience. Copy & paste, undo, etc. How does FlowEQ work with Zendesk? FlowEQ is a Superapp that lives in the Zendesk ticket, allowing agents to continue contact with the customer and handle any kind of complex process, all without leaving the ticket. Questions? Contact us at sales@floweq.com Powerful integrations Expand the capabilities of FlowEQ by seamlessly integrating with your team’s other services, including eCommerce platforms like Shopify and ShipStation, payment systems like Stripe and Recurly, and business platforms such as Salesforce, Slack, Jira, Google Sheets, Airtable, and many more. For more information on how your data is accessed and used, see the FlowEQ Privacy Policy.

Control and automate your agent ticket forms Define simple rules to manage your agent ticket forms and fields. Reduce confusion and enforce business-specific behaviors in your tickets. Available actions Based on precise conditions, Fields Manager can do the following: Hide ticket fields Disable ticket fields Make ticket fields mandatory Apply macros Set ticket field values Use an external value (e.g. from a custom field in the requester's profile) to fill a ticket field Hide ticket field options Disable ticket field options Each rule is made of conditions and actions. Conditions You can define when the rule should be applied based on many criteria, including: Ticket field values Ticket properties (e.g. form, creation date) Requester field values Requester properties (e.g. role, email or external id) Ticket organization field values and properties Ticket assignee field values and properties Current user field values and properties Current user organization field values and properties Ticket group Ticket brand Many conditions can be defined, including the comparison of two field values. The smart autocompletion of the Fields Manager app enables you to easily create precise conditions for your rules. You can define complex conditions using "AND" and "OR" logical aggregators. Duplicating and moving conditions in AND/OR blocks is made very simple thanks to drag-and-drop. Rule example Let's imagine the following requirement: you only want assignees and admins to be able to edit a ticket status. In this case, create a rule like that: In "When..." block, create a condition like "In the > Current user > The role > Is not equal to > Admin" Add a new AND condition saying "In the > Ticket assignee > The user itself > Is equal to" Click the link icon next to the last select field (that says "Use the value of another field instead"). Then, in the dialog, select "In the > Current User > The user itself", and validate. In "Then..." block, create an action saying "For field... > Status (System) > Set state to > Disabled" Save and enable the rule Now, only admins and agents assigned to the ticket will be able to edit its status. Data Privacy and security Your privacy is very important to us. This app does not access, store, or process any Zendesk customer data beyond what is necessary for its functionality. We only collect limited, anonymized analytics to improve app performance and user experience. All analytics data is handled securely, used solely for internal purposes, and never shared with third parties.