Rolling out internal messaging works best when agents understand what the tool is for and how it fits into their daily work. Bubbly is lightweight by design, but there are a few key areas worth reviewing before making it available to your support team.
This checklist highlights the main things admins typically review before rollout, plus a simple tip to help agents get started smoothly.
Settings worth reviewing before rollout
Bubbly uses Zendesk’s existing structure, so most teams can launch it quickly without heavy configuration. Before enabling it for everyone, it’s worth reviewing a few core options.
Access and visibility
Decide who should see Bubbly in Zendesk. Some teams start with a small pilot group, while others enable it for all agents from day one. Bubbly supports role and group-based access, making it easy to align with how your team is already organized.
Notifications and mentions
Bubbly supports direct name mentions and @all messages. Admins can choose whether these trigger popup notifications or stay visible only inside the app. This helps balance fast collaboration with focus, especially in busy queues.
Message history
Bubbly can load recent messages when agents open the app. This helps new or returning agents quickly catch up on recent discussions without asking for context again.
App name and placement
You can rename Bubbly in the Zendesk interface to better match internal terminology, such as “Support Chat” or “Team Messages.” This can make adoption feel more natural for agents.
For details on where these options live and how to adjust them, see the App settings section of the Bubbly user guide.
Training tip for first-time sign-ins
One simple thing that often gets missed: agents need to open Bubbly at least once to be considered “online.”
A quick internal tip card or message can help set expectations early, for example:
“Open Bubbly from the top bar once per session to receive messages and mentions.”
This small step helps avoid confusion around missed notifications and ensures everyone is reachable when it matters.
A lightweight rollout goes a long way
Bubbly works best when agents know it’s there for quick questions, fast updates, and short internal coordination. A short intro message, combined with sensible defaults, is usually enough to get teams chatting without formal training.
Install Bubbly for free
Bubbly is FREE for all Zendesk accounts.
Install it from the Marketplace and give your team instant access to internal messaging.
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