Preparing for the Agentic Era: Slot 2
Questions, tips and how-tos for Freshdesk, our customer support product.
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Hi All, I was wondering if there is an app or something already built into freshdesk where i can post updates and possible screenshots to all agents to notify them of changes made to the helpdesk. New automation rules, added apps etc.
Hi everyone!Hi everyone, I’m quite new to Analytics and still learning what it can and can’t do.I hope I’m using the right terminology here. 🙂I’ve created a widget that shows the total number of unresolved tickets currently assigned to my team.What I’d like to do now is refine it to only display tickets that are older than a certain number of days—say, 30 days as an example. Is this possible?Apologies if this has been asked before—I haven’t come across anything more recent than a year old in the forum.Thanks,Mike
Does anyone know of an easy way to bulk update all requestor’s primary and secondary email addresses? I tried importing a CSV but every records errored out.
We’re using Zapier API calls to get the requester name and email address from the user ID, but when the object is returned everything is correct except for the email address it returns. The address has the domain removed and a :censored:xx:xxxxxx.com address. The receiving service will not take that format as a valid email address. Why is this being returned incorrectly and is there a setting in FS that can change this?
We’ve got a group that we want to stop using.Is there any best practice guidance on how to prevent the group from being used?I want the tickets to still show what group the ticket was in when it was worked.
Hi community,I'm trying to create a contact using the Freshsales CRM API, but I'm receiving the following error response: jsonCopyEdit{ "success": false, "message": "Freshsales API Error (400): Please add a valid account" } Here is the sample payload I am sending: jsonCopyEdit{ "contact": { "first_name": "John", "last_name": "Doe", "email": "john.doe@example.com", "mobile_number": "1234567890", "sales_account_id": 202002197374 } } I'm setting the sales_account_id to an existing account ID (confirmed from the Freshsales UI and API), but still getting this error. What I've Checked: The account ID 202002197374 does exist in my Freshsales instance. I can fetch the account details successfully via the /api/sales_accounts/[id] endpoint. The contact payload structure seems valid per Freshsales API docs. The API key and domain are correctly configured, and other endpoints are working. Tried using both string and number format for sales_account_id.
I only see things that log assignments, and not unassignments
Hello everyone! I’m Dario Schiraldi, and I’m thrilled to introduce myself as the new CEO of Travel Works. I’ve spent many years in the travel and technology sectors, building products that bridge customer needs with seamless digital experiences. I joined Travel Works to accelerate growth and innovation in how travel businesses operate and serve their customers. We live in an age where travelers expect deeply personalized, frictionless journeys—and we believe Travel Works can pioneer that next generation of experience. Our mission is to empower travel operators with the tools and insights they need to delight customers from booking through post-trip follow-up.Having evaluated numerous platforms, Freshworks stood out for its intuitive design, powerful automation, and strong developer ecosystem. I’m excited to partner with this community RegardsDario Schiraldi CEO of Travel Works
How am I supposed to make an API call to view a list of subfolders? To view list of a Solution Folder you have to put in the category as a param…/api/v2/solutions/folders?category_id={id}
Hi,I am trying to automate the priority tickets to Team channel. The prioritization will be made by using an AI agent using BERT LLM and then notify the ticket teams channel. I am able to get this application work locally. However, the submission is failed. Please refer to the video recording of what I am trying to achive.I am happy to get on a call to discuss further.
Hello, I'm struggling to accurately track our response time due to automations that distort the figures.For example, when a ticket gets an automatic reply, it's marked as "resolved" and then auto-closes after 48 hours. But if the customer replies to that automated message 4 days later, and our support agent responds within 10 minutes, the reported response time includes the delay between the customer’s initial message and our first human reply – even though the customer did get a quick (automated) response initially.Has anyone found a way to measure only the time it takes for a human agent to respond to the most recent customer message?Creating a child ticket after the second customer message triggers another automated response, which we don’t want. Thanks for your help!
Hi, I have created a new Service Category in the in service catalogue in Freshservice but it is not showing in the customer portal? Is there a limit to the number of service categories I have 16 plus the “All Service Items” header.many thanks
HelloI have a website and I'm interested in a special form of Paniotatz for customer service that currently reaches me to the email defined in freshdesk, so using webhooks the customer will receive a return message to WhatsApp or the email he entered. But I encounter a problem when I try to create an automation, I don't get a proper URL link to put them on my website or on WhatsApp, how do I create this link?
Anyone happens to know what the reason could be that the Freshdesk authentication page does not open in Salesforce. No error, the page is just blank. Reinstalled the app once, but did not help. User trying is full System admin and have access to the app.
Hi,Is the Teams Freshdesk app available in French ?
Hi Freshdesk Support,I’m unable to edit or add a background image or icon in Freshdesk, even though I have Organization Admin permissions. Currently, I can edit the HTML/CSS and pages, but I can't find any option to add a background image or icon to my portal.At the moment, I'm using icons from the default Freshdesk data. The image “Picture 1” shows the option I’m looking for, while “Picture 2” shows my current theme editing workspace.Could you please advise how I can enable or access these options?Thank you.
Hi,When a customer submits a ticket via the Customer Portal Form, then for us it is necessary to get his/her phone number and address. Fundamentally the phone and address data are part of the Contact record.Therefore I do not want to create additional custom fields for them, because they would be duplicated this way. What is the best way to collect such data via the Customer Portal Form, even if the data will not be populated with the built-in contact fields used for the same purpose. Thank you for your suggestions!
Hi, I have had a freshdesk account for several years. today I sawis this message:“Outgoing emails are blocked for your account. Please contact our support team at support@freshdesk.com” My account is https://poderjudicialvirtual.freshdesk.com/ Everyday I get around 50-60 tickets. It is kind of urgent for me to solve this. Any suggestion? Thanks a lot in advance,
I created an automation to create a new freshdesk ticket my ticket is closed.I have a required dynamic ticket field with Level 1 and Level 2 values. However, some of my Level 1 do not have a Level 2 set up. "custom_fields": { "cf_product_selection": "{{ticket.cf_product_selection}}", "cf_functional_area": "{{ticket.cf_functional_area}}", } My webhook is failing "field":"custom_fields.cf_functional_area","message":"It should not be set, as input is not expected" I tried "cf_functional_area": "{{ticket.cf_functional_area || ''}}" but it’s still not working. how can I have it check if the ticket has this field and exclude it from my json?
Creating this thread on behalf of @Karel_Vlček ‘s behalf who raised this in the discussion: In @Karel_Vlček ‘s own words - I would like to analyze the behavior of the Workflow Automators I create. Whether they respond to events, how they behave, and why they don't work as expected. How do I view the logs?
We have Agents assigned the ticket as primary ticket holder. We then add a collaborator to the ticket via the internal groups field and select the individual. Is there a way to report on the collaborators work?We have some instances where the collaborators part is complete but the ticket needs to remain open for the Agent to finalize things. This causes discrepancies between the collaborators work and reporting.Example: Report on “closed” for the Internal Group/Collaborator and have a separate report for closed for Agent.
It appears we cannot execute a webhook AND a thread in a single automation. We have a scenario where we need to do both. However, if the ticket is created in the portal then only the first one executes - so if webhook is first it works and the email doesn’t send, and if the thread is first, then the webhook doesn’t execute. note - both execute just fine if the ticket is created directly w/in freshdesk.
I'm trying to set up an automation in Freshdesk that sends follow-up emails to customers based on the ticket status (e.g., when it's in "Pending" or "Waiting on Customer").Has anyone successfully implemented this? I’d love to see your automation rule examples or best practices for managing this kind of workflow efficiently.Also, any tips on avoiding duplicate follow-ups would be great!Thanks in advance
We have:Event based for Tickets: 40Scheduled for Tickets: 5Event based for Tasks: 6Scheduled for Tasks: 2
Hello, Our FreshService is interfaced with other software that sends responses or notes and can change the status of tickets using the API. To do this I created an API Key from my profile and provided it to our service provider.The problem is that all the actions carried out on the API appear in the interface in my name, whereas they are carried out in the other software. So I have two questions:Is it possible to have an API Key that isn't linked to a user account?If not, how can I ensure that it's not my name but the name of the other software that appears on the actions carried out by it via the API? Thank youHave a nice day
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