We have recently refreshed our branding across our offerings and changed the names of our pricing plans. If you have signed up before Aug 9, 2021, please click Previous plans to view your applicable plans.
We assure you that this change will not impact your product experience, and no action is required on your part.
TABLE OF CONTENTS
- Integrate Freshservice with Freshdesk Messaging
Integrate Freshservice with Freshdesk Messaging
By integrating your Freshservice account with Freshdesk Messaging, your end users can message you using the Freshdesk Messaging widget. You can convert chat conversations in Freshdesk Messaging into tickets on Freshservice.
You can access Freshdesk Messaging Team Inbox right inside Freshservice. This will eliminate the need to toggle between two different tabs or windows. This also means, while your agents are responding to tickets, they can still get notified on the chats assigned to them and reply to customers right from Freshservice without having to navigate to a different window.
You can also convert conversations in Freshdesk Messaging into tickets in Freshservice.
How to setup Freshservice integration in Freshdesk Messaging
Login to your Freshdesk Messaging account as Account Owner/Admin
Go to Admin > Integrations > Freshservice
Add your Freshservice portal URL and your Freshservice Admin User Token to authorize the integration.
Your Admin User Token is your Freshservice API key. You can find it in your Freshservice account under Profile Settings.
Define rules for the chat to ticket conversion
Next, you have to define the rules for converting chats into tickets on Freshservice. You can make it mandatory for team members to convert every conversation into a ticket upon resolving it (closing it). If you want to enable this, just move the toggle to the right. If you don’t, it will be an optional step for your team members.
Choose the ticket fields for the chat to ticket conversion
Now, choose the Freshservice ticket fields and the corresponding Freshdesk Messaging attributes. These fields will be pre-populated when a team member converts a chat into a ticket. Don’t forget to save your selection.
All the changes made to the integration must be synced using the ‘Sync Fields’ option for the changes to take effect.
Note: Your Freshservice field types should be compatible with Freshdesk Messaging custom properties for converting a chat into a ticket.
Convert Freshdesk Messaging conversations into Freshservice tickets
Once you have answered a customer’s questions, you can close a conversation by resolving it. Resolved conversations move to the Resolved view from where you can access it anytime.
Alternatively, if you have Freshservice integration, you can resolve a conversation and convert it into a Freshservice ticket. This will be useful if you are not able to address all the concerns of your customer immediately. Instead of leaving these conversations to stay open in your queue, you can convert it into a ticket and then follow up and respond to customers. This will also declutter your chat queue and shorten your response time in Freshdesk Messaging.
The ticket fields are auto-populated based on your configuration. But you can always edit the values if needed. You can create a new ticket or append to an existing ticket.
How to setup Freshdesk Messaging inside Freshservice
Login to your Freshservice account. Go to Admin > Support Channels > Chat
You can link your existing Freshdesk Messaging account or you can create a new one
Link your Freshdesk Messaging account to your Freshservice account by adding your Freshdesk Messaging Account URL (example: https://acme.freshchat.com) Freshdesk Messaging App ID and Widget Token here. You can find your App ID and Widget Token in your Freshdesk Messaging account by going to Admin > Account Settings > Integration Settings.
Click Connect to make the Freshdesk Messaging Team Inbox Lite available for your team inside Freshservice.
Now you can access your Freshdesk Messaging Team Inbox right within your Freshservice account.