You can maximize efficiency and minimize your workload by configuring Instabug to automate several components of your workflow. Here are the top customizations we recommend for getting started.
Tailor Instabug's UI with themes and colors
Customize gestures and invocation methods
Set Instabug's default prompts
Select categories for incoming reports
Reply to your users
Set up auto-replies
Assign reports to team members
Integrate with JIRA, Zendesk, Slack and more
1. Tailor Instabug’s UI with themes and colors
You can easily tweak Instabug's UI to match your design and brand palette. There are two main customizations you can set:
Choose between the dark and light themes. If your app supports both modes, we recommend that you set Instabug's theme to match the user selection affecting the entire app.
Set the UI color that matches your brand. The UI color that you specify will be reflected on all icons and colored text used by the SDK.
For more details, check out the docs: iOS, Android, Flutter, and React Native.
2. Customize gestures and invocation methods
You can select one or more gestures to invoke Instabug from a variety of supported options. The available options are: shake, screenshot, floating button, pan to the left, one-finger swipe, or manually through your app's UI.
If you're using Instabug in your live app, we recommend triggering Instabug from an action in the Settings or Help screen. This is a common practice and is usually the first place users will check when they want to send feedback or get help.
For more details, check out the docs: iOS, Android, Flutter, and React Native.
3. Set Instabug's default prompts
By default, Instabug's menu includes four options, and each of them directs the user to a different view:
Report a problem: This option is used to report defects and problems that users spot in your app. When chosen, users will be shown a list of report categories to pick from (if you have report categories enabled), and then a view appears where they can compose a new report, add a description, attach screenshots, and video recordings.
Suggest an improvement: This option is used to suggest improvements and enhancements by your users, providing valuable feedback that will be very helpful for your product team. Choosing this option will direct them to compose a new report.
Ask a question: This option is usually used for support questions and inquiries. When users select it, a new live chat immediately starts.
Previous threads (the icon at the top right): When users tap on this icon, it opens their list of conversations with your team. A conversation is created when you reply to a report that you received from the first two categories or when the user starts a new live chat through "Ask a question."
Depending on your support model and team capacity, you might need to tweak the initial menu. We recommend that you always enable the first two options, "Report a problem" and "Suggest an improvement." As for the third option, "Ask a question," we recommend that you enable it only when you have a dedicated support team who can keep up with your users' messages and provide a good live chat experience.
For more details about customizing the initial Instabug prompt, "Need help?" check the docs for iOS, Android, Flutter, and React Native.
4. Select categories for incoming reports
If you look at the screenshot in the previous section, you will find a second list that appears when users tap on "Report a problem". We highly recommend that you set up your own custom list of "Report Categories."
These categories can be mapped to the main components or features in your app. For instance, if you're building a social media platform, your list of categories might include Newsfeed, Profile, Notifications, Chats, and Settings.
This will help you make decisions quickly when you look at your reports, gain more context, and easily prioritize them by their categories. Additionally, you can use rules to automate a lot of your workflow based on the category selected by your users.
You can find more details about how to automate your workflow through customized categories here.
5. Reply to your users
Your users will reach out to you with bugs or issues, suggestions or improvements they want to see, questions, or requests for help. In all cases, we highly recommend that you “close the feedback loop” by replying to them—whether it’s to acknowledge that your team is working on a fix to the problem they reported, notify them that a fix is released, ask for more details, or help them with any difficulties they are facing.
Engaging with your users will boost their satisfaction and loyalty and increase the likelihood that they reach out to you again. From your reports list, you can easily spot the following:
Have I replied to this user yet?
Do I have any new messages from users?
6. Set up auto-replies
While we highly encourage replying to your users and engaging with them, we know that it can get tough sometimes. No one likes to keep their users waiting. Auto Replies are an effective solution that can help you with this. You can use rules to automatically send saved replies to your users according to the type and category of their report. Here are a few examples of how you can use them:
Set their expectations with an ETA: "Thank you so much for reaching out! Someone from the team will reach out to you within 24 hours max."
Thank them for their suggestions: "Thank you so much for sharing your thoughts with us! Our product team will check your out suggestion and we'll get back to you if we need any further details. Have a nice day!"
Direct them to your help center: "Thank you for reaching out! Our support team will get back to you within 24 hours. Meanwhile, you can look for an answer in our help center here."
Let them know you're working on a fix: "We're really sorry you're facing this problem! We're looking into it and will get back to you shortly".
You can find more details about how to set up automation rules here.
7. Assign reports to team members
Report assignments can save your team's time and help everyone focus on the issues relevant to them. You can automatically route and assign new reports to specific team members. Simply create a rule that sets the assignee based on the report category selected by the user.
You can find more details about how to set up automation rules here.
9. Integrate with, JIRA, Zendesk, Slack and more
If you want your support team to reply to your users through Zendesk, your engineering team to monitor issues on JIRA, or to keep your business, sales, marketing, content, and other business teams in the loop using Slack, we've got you covered!
Instabug supports integrating with over 30 different tools to ensure an efficient and smooth workflow.
You can learn more and see all the available integrations here.
If you have any questions, please let us know! We'd love to help. Book a call below or contact us immediately by clicking the Intercom bubble on the lower right-hand side of your screen.