Freshdesk - Freshchat integration is available in Freshchat from Sprout plan and on Freshdesk from Blossom plan.
On the Freshchat side
STEP 1: To set up the Freshchat - Freshdesk integration,
- Login to your Freshchat account.
- Go to Settings.
- Select Integrations.
- Select Freshdesk.
5. Enter your Freshdesk Portal URL and Admin User Token to authorize the integration with Freshchat.
The Admin User Token is your Freshdesk API Key.
Ensure that the API key is of a full-time agent in Freshdesk.
STEP 2: To find your Freshdesk API Key,
1. Login to your Freshdesk account.
2. Click on your name in the top-right corner of the screen.
3. Click Profile Settings.
You can find your API key as shown in the screenshot below.
STEP 3: Once the authorization is complete, decide between converting every conversation into a Freshdesk ticket or converting specific conversations into Freshdesk tickets. If you want to do the former, click on the 'Make it mandatory for team members to convert every conversation into a ticket' toggle.
STEP 4: Choose the ticket fields which needs to be created by a team member while converting a conversation into a ticket.
1. Click on 'Add a new field'.
2. Click on the Choose dropdown.
3. Select from a list of Mandatory and Optional Freshdesk ticket fields.
4. Choose the corresponding Freshchat properties (Device properties, Custom properties, User properties, Conversation properties) that you want to map with the Freshdesk ticket fields.
5. Click Save to save your selection.
Your ticket creation has now been enabled.
STEP 5: To transport your Freshdesk FAQ folders into FAQ categories inside the Freshchat messenger, select the FAQ folders you want to import.
1. Select the FAQ folders you want to import from the drop-down.
2. Leave Do not overwrite category title and description unchecked if you want the changes you make in the future to your Freshdesk solution articles to reflect in the Freshchat FAQs. If you select this check box and later make any changes to your solution articles in Freshdesk, the changes won't reflect in Freshchat side.
3. Click Import FAQs.
HOW DOES THIS WORK?
In Freshdesk there are three levels - Categories, Folders and Articles, whereas in Freshchat we support only two levels - Categories and Articles.To make it compatible, the Freshdesk Folders become Freshchat FAQ Categories. The Articles are maintained under each Category in Freshchat. You can import all Published articles in Freshdesk that are Visible to All users and Visible to Logged in Users. Solutions that are visible only to Agents and Selected companies will not be shown in the list for import.
On Freshdesk side
You also have to enable the integration in your Freshdesk account. To do this,
1. Go to your Freshdesk account.
2. Go to Admin.
3. Under Support Channels, click Freshchat.
4. Enable the 'Link Freshchat with your Freshdesk account' toggle.
5. Enter your Freshchat APP ID and Widget Token.
6. Enable the 'Enable chat in your support portal' toggle if you want the Freshchat messenger to appear on your support portal.
7. Click Save.
Freshchat APP ID and Widget Token
You can find your Freshchat APP ID and Widget Token by logging into your Freshchat account and going to Settings>Account Settings>Integration Settings.
Converting conversations into tickets
Multiple websites scenario
In Freshchat, you can use a single instance(account) across multiple websites/portals. To do so, you have to declare a unique siteID for each of these website while adding the Freshchat widget code to the websites. When users ping you from these websites, each conversation/user from the different websites will be treated as a different user/conversation. Whereas, pages/sites with the same siteID will have common users/conversations.
For more information on how to declare siteID, visit Freshchat developer’s portal:
Setting up your team in Freshchat
You can have the same agents in Freshdesk and Freshchat accounts. But once you setup the Freshchat integration, you need add your Freshdesk team members manually in Freshchat. You can add team members by going to Settings>Team Members in your Freshchat account. Refer this article for more information.