1. To start, click on Admin.
2. Then, click on "Channels".
3. Once that's done, click on "Chat".
4. Next, click on "Sign up".
5. Click on "START FREE TRIAL".
6. Next, click on "Get Started".
7. Now, this is what your Team inbox for the queries from the AI chatbot will look like. Take your time to understand this inbox.
8. Next up, click on "Add support channels".
9. You can add email, WhatsApp, Facebook Messenger, etc, as support channels.
10. Then, connect an email to your chatbot.
11. Following that, click on "Explore AI Agent".
12. Next, click on "Create AI Agent".
13. Your AI agent is ready to be configured.
14. Enjoyed the guided demo?
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FAQs
What is the benefit of integrating Freshchat with Freshdesk?
Integrating Freshchat with Freshdesk streamlines customer support by allowing chat conversations to be converted into tickets. This ensures faster issue resolution, centralized communication, and improved agent collaboration within a single platform.
How do I start the integration process between Freshchat and Freshdesk?
To start integration, go to Freshdesk's Admin panel, navigate to Channels, select Chat, and follow the sign-up or setup process for Freshchat. This establishes the connection and allows seamless ticket creation from chat conversations.
Do I need a Freshchat account to integrate with Freshdesk?
Yes, a Freshchat account is required. You can sign up for a free trial during the integration setup if you don’t have an account yet. The integration links Freshchat's chat functionality directly to your Freshdesk ticketing system.
Can I add multiple support channels when integrating Freshchat?
Absolutely. Freshchat supports adding various channels such as email, WhatsApp, and Facebook Messenger, allowing you to consolidate all customer conversations in one place within Freshdesk for improved support management.
What features become available after integration?
Post-integration, you can convert chats into tickets, assign them to agents, track conversation history, and manage customer interactions efficiently. Additionally, AI agents can be configured to automate responses and handle routine queries.
Is it possible to configure AI agents within Freshchat after integration?
Yes, you can create and configure AI agents within Freshchat to automate support. These agents handle common customer queries before escalating to human agents via Freshdesk, enhancing support efficiency and response times.
How do I connect my email channel to Freshchat during integration?
Within Freshchat, navigate to "Add support channels" and select email. Follow the prompts to link your email account, enabling you to receive and respond to emails through the same interface used for chats.
Will chat conversations automatically create tickets in Freshdesk?
Yes. Once integrated, customer conversations in Freshchat can be automatically converted into Freshdesk tickets. This ensures proper tracking and management by your support agents without switching between platforms.
Can I customize the Team inbox view for managing chats and tickets?
Freshchat allows you to customize the Team Inbox interface to prioritize and organize queries. This helps agents manage conversations and tickets effectively after integration with Freshdesk for a seamless workflow.
Is the Freshchat and Freshdesk integration suitable for businesses of all sizes?
Yes, it’s designed to scale across businesses of varying sizes. Small startups to large enterprises can benefit from integrated chat and ticketing functionalities to improve customer support responsiveness and operational efficiency.