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Talkdesk AppConnect: Installing ProcedureFlow

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ProcedureFlow is available for install! Here's a little information about ProcedureFlow:

Efficiency is key to running a call center, which is why most call centers quickly outgrow homegrown methods of organizing knowledge into documents or knowledge base articles. Increasingly, call centers are turning to ProcedureFlow as their next-generation knowledge base with its unparalleled navigability and ease of use – driving down expensive training costs and preventing costly quality missteps. ProcedureFlow has everything you expect in a call center knowledge base including guided problem solving, self-learning, collaboration, content management, CRM integration, secure cloud access and more.

For more information, please see their AppConnect listing.

 

Installation:

Users with permission to install apps can click "Install" from the AppConnect listing page. This will launch an installation wizard within Talkdesk. Please note that apps are installed for the account.

All users with the default Admin role have the ability to install apps. We recommend installing the app for all Admins so they can also launch and manage the app. Otherwise, you may want to create a separate "AppConnect Admin" role if you want to restrict this capability.

During the installation flow, select which users you would like to be able to access the ProcedureFlow app.

Since ProcedureFlow offers features that may be useful to the different roles within your call center, we recommend installing it for all account users.

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Data Access:

When you install ProcedureFlow, it will grant the app access to your account details, for a seamless integration.

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For more information about ProcedureFlow, please visit their website.

 

Application Access:

By default, any user with the default Admin or Supervisor role will be able to launch the ProcedureFlow app once it is installed for those users.

For users with an Agent or custom role, please ensure that the AppConnect Applications permission is enabled from Admin > Roles so that the My Apps dropdown is visible to launch apps:

Application_acces_Agent_role_Appconnect.png

 

Uninstall:

To uninstall ProcedureFlow for specific users, hover over the app in the My Apps dropdown to surface the settings management icon:

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From there, simply click Users and deselect the users whose access you want to revoke:

-ProcedureFlow_uninstall_from_all.png

To uninstall ProcedureFlow for the entire account, click the 'Uninstall app' icon at the bottom left.

 

Note: The application will be uninstalled for all users and any data or configuration will be deleted. This action cannot be undone!

 

Billing:

All applications come with a free 30-day trial.

Should you choose to purchase, it will continue month-to-month without any contract. App purchases will show up as an additional line item on your Talkdesk invoice.

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