1. To get started, click on the Admin tab.
2. Next up, click on Agents.
3. After that, click on "New agent".
4. Now, choose the agent type, email address, time zone, language, roles, etc.
5. Once done, specify the scope for ticket visibility of the agent.
6. Finally, click on "Create agent".
7. You have successfully created an AI agent in Freshdesk.
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This interactive demo/guided walkthrough on How to Create Freshdesk AI Agent was created using Supademo.
How to Create Freshdesk AI Agent: Step-by-Step Guide
Start by navigating to the Admin section of your dashboard. This area houses all the settings you’ll need to manage your account and configure agents effectively.
Once you’re in the Admin panel, look for the Agents option. This is where you can view and manage all the agents assigned to your support team.
To add a new team member, select the "New agent" button. This will open the form where you can enter their details and settings.
On this screen, fill out the necessary information such as the type of agent, their email address, preferred time zone, language, and assign relevant roles or permissions to define their access level.
Next, determine the range of tickets the agent can see by setting their visibility scope. This controls which customer requests they have access to and helps organize your team's workflow.
After reviewing all the details, confirm the setup by clicking the "Create agent" button. This will add the new agent to your Freshdesk account.
Congratulations! Your AI agent has been successfully added to Freshdesk and is now ready to assist your support team.
If you're looking to explore more, you can quickly create a Supademo to experiment with additional features and showcase capabilities in seconds.
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FAQs
Commonly asked questions about this topic.
What is a Freshdesk AI agent?
How do I start creating a Freshdesk AI agent?
What details are required when creating a new AI agent?
Can I customize ticket visibility for my AI agent?
Is it necessary to assign roles to the AI agent?
How do I confirm the creation of the AI agent?
Can the AI agent's language and time zone be changed later?
What roles are available when creating an AI agent?
Can I integrate the AI agent with other Freshdesk features?
Where can I learn more about interactive demos like this one?
Vimal Kumar
Product Operations Associate
Vimal Kumar helps build and grow Supademo’s team and GTM efforts, with a focus on figuring out growth levers and improving product traction.
