How to Integrate Freshchat with Freshdesk

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?

This interactive demo/guided walkthrough on How to Integrate Freshchat with Freshdesk was created using Supademo.

How to Integrate Freshchat with Freshdesk: Step-by-Step Guide

To begin, navigate to the main menu and select Admin. This area is where you’ll manage important settings and configurations for your workspace.

From the Admin section, find and click on the "Channels" option. Here, you can manage all the different communication channels connected to your account.

Next, select "Chat" from the list of available channels. This will take you to the interface where you can set up and customize your chat support features.

After accessing the chat settings, look for the "Sign up" option and click on it. This step directs you to create or manage your user registration process.

In this part of the process, you’ll see a button labeled START FREE TRIAL. Click this to activate your trial period and explore the full features available.

Once your trial is activated, proceed by clicking "Get Started" to begin configuring your chatbot and other settings tailored to your needs.

Here, you’ll see your Team inbox — this is where all messages and queries from the AI chatbot will appear. Take a moment to familiarize yourself with this view and how conversations are organized.

To expand your support capabilities, click on the button labeled Add support channels. This allows you to connect multiple platforms for a unified support experience.

At this stage, you can integrate various support channels such as email, WhatsApp, Facebook Messenger, and others. This ensures you’re reachable wherever your customers prefer to communicate.

Next, connect an email account to your chatbot. This link will allow your chatbot to send and receive messages as part of your ongoing customer support efforts.

After setting up your channels, click on "Explore AI Agent". This section lets you dive into the features and capabilities of your AI-powered virtual assistant.

From here, select "Create AI Agent" to start building your customized AI assistant that will handle customer interactions more efficiently.

With these steps complete, your AI agent is fully set up and ready to be tailored. You can now begin configuring its responses and behaviors to suit your support goals.

We hope you found this guided walkthrough helpful. Feel free to explore the features further and see how the AI assistant can enhance your customer support experience.

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