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
- What is Advanced Automations
- Type of workflows you can create with Advanced Automations
- How to Install Advanced Automations
- How to get API key and SDK APP ID
- Predefined workflows
- How to create custom workflows
- How to create Freshdesk Ticket in Advanced Automations
- How to integrate Freshdesk in Advanced Automation
- Automation Logs
What is Advanced Automations
Automate your daily chat workflows, save time for your Agents, and help them focus on tasks that matter, with Advanced Automations.
Advanced Automations is available as an app in the Freshdesk Messaging Appstore (Marketplace). Click here to get the app.
Type of workflows you can create with Advanced Automations
With Advanced Automations you can create four types of workflows,
Auto Response - You can automate chat responses
Auto Resolve - You can auto-resolve conversations
Auto Assignment - You can automate conversation assignment to a specific agent or group
Auto Escalation - You can auto-escalate a conversation to a specific agent or a group
How to Install Advanced Automations
To install go to Apps > Bots & Workflows > Advanced Automation > Install.
Once installed, click on the gear icon in the right and select Settings.
Before you can start using Automations, you need to add the API key and SDK APP ID of your Freshdesk Messaging account.
How to get API key and SDK APP ID
To get your API key, go to Admin > API Tokens > Generate Token.
To get SDK APP ID, go to Admin > Mobile SDKs
Once you add both the keys, click Save. You can now start using the predefined workflows or create custom workflows.
Under Advanced options, You can choose the timezone to be displayed in the transcripts generated using Advanced Automations.
You can also choose to toggle the APIs and Custom Placeholders functionality here.
Learn more about
With predefined workflows, the most common use cases are automated and you can use it with a click of a button. Advanced Automation comes with 3 predefined workflows.
Assign to first responder - Assigns a conversation to the first agent who replies/sends a message on the conversation.
Auto resolve if user does not respond - Auto resolves a conversation if a customer does not send a response message for a set time of 120 seconds (2 minutes).
Send first response - If all your agents are busy, you can send an automated reply message to a customer waiting for a response. For example, you can send an automated message that says “Thank you for your patience, one of us will get back to you shortly”.
How to create custom workflows
Set the Triggers
Click Create an Automation,
Give a name to your workflow and define the Trigger for the automation.
Define your workflow conditions
Next, configure the Conditions for your automation workflow.
Add the follow-up action
Choose an action that needs to be performed once the conditions are satisfied. You can add more than one action.
There are multiple types of actions that you can set up here. These include but are not limited to triggering an API, or sending transcripts via email to customers, or updating any user properties that you have.
Schedule your automation
By default, the automation actions will be executed immediately once the configured conditions are satisfied. You can choose to schedule the action to be executed at a later time. To do this, enable the ‘Schedule actions’ toggle by switching it to the right.
Review your workflow
In the summary tab, you can review the automation details and make any changes if needed before taking it live. Click Finish and save your automation.
You’ll be able to see a list of all the workflows you’ve created under Automations.
You can enable/disable automation with the toggle switch. You can also edit, clone, or delete automation.
How to create Freshdesk Ticket in Advanced Automations
You can create a Freshdesk ticket as an Action in Advanced Automation.
For example, Let’s say you want to create a Freshdesk ticket when an assigned agent hasn’t responded for more than 4 minutes. For this, you can trigger automation when a user sends a message for which the status is ‘assigned’ and is ‘due for a response’ for more than 4 minutes.
The Freshdesk ticket description will contain the transcript of the conversation from the time it was last resolved. Also, The Freshdesk ticket created will have all the private conversations and system messages as a private note until it was last resolved.
Note: In case the transcript does not appear in Freshdesk, please Delete & Regenerate your API key in Freshdesk Messaging and update the newly generated API key in Advanced Automation settings. To know how to regenerate API Token, Click here.
How to integrate Freshdesk in Advanced Automation
Go to Advanced Automations > Settings > Freshdesk
Now add your Freshdesk Domain and Freshdesk token, and then click Verify.
To know more about Freshdesk Token, Click here.
You can find your Domain name from the Freshdesk URL. For example, in https://Acme.freshdesk.com, ‘Acme’ is the Domain name.
Note: Freshdesk Support Desk is available as an integration out of the box in the Advanced Automations app. However, you can still use the same app to integrate with other Freshworks products (or other products too) by using custom placeholders to store your domain and tokens. Learn more about custom placeholders here.
All your events in Advanced Automations will be logged. You can find this in the Logs section. Logs can be exported in .txt format.