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Today different workspaces cannot add service items to the same category in the service catalogue. This would be very helpful for us. For example both sales, finance, admin, and legal would like to create service items in the category Administration.
Using MSP mode, I have Quarterly reports that are sent out. Due to not having an option to automate these on a Quarterly basis I have set them up Daily and just turn them on each quarter, let them run and then turn them off again. (Not ideal and I have asked if a Quarterly option will be available - still with FreshService Support).Until such time as this is an option it would be good to have an option at the right hand side of the report:to turn these on rather than having to open each report, click on Export, click on schedule report and turn on
It would be really useful to have the ability to export completed forms within Freshservice Journeys as a PDF.Teams such as HR use Journey forms to collect information from employees during processes such as onboarding, employee changes and other HR workflows. In some cases, a copy of the completed form needs to be stored in an employee's personnel file or another document management system for future reference.Currently, having the option to generate a PDF containing the questions and the employee's submitted responses would make it much easier to retain a clear record outside of Freshservice.Ideally, the PDF could be generated automatically as part of the Journey workflow, as well as downloaded manually when viewing a completed form.
What are you trying to do?Desc - Implement the ability to link a data source to custom dropdown fields, enabling dynamic population of options. This would allow for efficient management and updating of dropdown options, reducing manual effort and ensuring data accuracy. [UAT]Product area: FreshserviceImpact: Blocks us
What are you trying to do?Desc - Allow users to configure automation rules to send pre-approved WhatsApp message templates or automated replies. This capability would enable more effective management of the 24-hour Meta customer care window and streamline proactive communication. [UAT]Product area: FreshdeskImpact: Slows us down
What are you trying to do?Does freddy have "skills" that we can deploy? [UAT]Product area: FreshserviceImpact: Nice to have
In the Freshservice Field Manager, for the field type of dropdown, please provide these additional data sources OOTB. we can currently pick the following:In almost all recent engagements we see requests from customers where we have create custom object for:Software Inventory Business Services Device Records Asset RecordsThe dropdown should also have the ability to filter objects in the dropdown based on some characteristics/tags etc. e.g. We need to create a dropdown for software inventory which have tag "Managed" or "Approved". This will allow users to only choose the software which is approved or managed by the Company's IT team instead of all the software that may have been detected on devices via the discovery.
Requesting MCP Inbound Usage Breakdown per Agent & Data Source for Analytics / Custom Reports Hi Freshservice Team and Community,We are currently utilizing the Model Context Protocol (MCP) integration in Freshservice to streamline agent workflows and tool execution. While the Data Usage Analytics dashboard under Admin > Account Settings > Data Usage provides solid high-level metrics (total volume, system modules, execution status, and monthly usage trends against plan limits), we are encountering two key limitations regarding granularity and custom reporting.We would like to raise the following queries/feature requests with the Freshworks Product Team:1. Granular MCP Usage Breakdown per User / AgentCurrently, the Inbound MCP Report aggregates usage across the entire account level. When authentication relies on central service tokens, it is impossible to audit individual usage.Question / Request: Are there plans on the product roadmap to introduce agent-level granularity in the Data Usage Analytics dashboard (e.g., showing which agent triggered which MCP action/tool call)? If OAuth or user-specific API keys are used, is there a recommended way to extract agent-specific consumption metrics today?2. Exposing MCP Usage Data in Freshservice Analytics (Custom Reports)To monitor our API budget effectively and correlate MCP adoption with agent productivity, we need to build custom reports, set up custom alerts, and schedule automated exports.Question / Request: Will Freshworks release MCP Usage data as a native data source within Freshservice Analytics? Having access to an "MCP Logs" or "Data Usage" dataset inside Analytics would allow us to slice and dice consumption by department, group, or time frame alongside standard ticket metrics.Has anyone in the community found a workaround (e.g., via the Freshservice API or Audit Logs) to trace MCP calls back to individual users?We’d appreciate any insights from the community or updates from the Freshworks Product Managers!Thanks!
Description:We would like the ability to automatically attach a specific Agent Checklist template to tickets. Today, checklists can be linked to service catalog items (directly or based on requester conditions), and tickets raised for those items receive the checklist. However, a checklist can’t be associated with tickets or Journeys.Requested enhancement:Allow checklist templates to be linked in a Journey or to a ticket using a workflow. Let admins define rules such as: “When a ticket is created, attach Checklist Template”This would help standardize fulfillment steps for process-driven tickets created via Journeys, similar to how service catalog items use checklists today.Value:Ensures consistent handling of tickets generated from Journeys or otherwise.Removes the need for individual linked tasks that would generate multiple notifications for agents.Improves governance and compliance by enforcing standardized checklists.
It would be good for agents to have secondary e-mail as well. A customer having there SAMAccount adress as primary login in FS and primary e-mail as secondary for requesters. Customer then need 2 profiles per agents One with the primary e-mail as a requester and agent profile with the login adress. The reason is that the SAMAccount do not change, the primary e-mail can. They have implemented that in their IDP. What happens for agents is Agents can’t see tickets they have emailed in to the system. They then need assume access to see there own tickets. (Solved it using WFA with WR/API to change the requester to the agent profile in FS) Ticket will not be created on the original sender when an agent forwarded an e-mail to FS /FD. (I guess I can solve that with a WFA/RW/API in FS as well.) Converting to agent will delete all the secondary emails of this contact' message | Freshworks CommunityAllow Agents to have a multiple email addresses like requesters do | Freshworks Community Any other scenario you have seen that would simply for if agents would be have secondary e-mail ? @Roxwell @Medic1334 @mbutler @zachary.king
I am looking for a features to import a bunch of scheduler tasks which currently is not available in the platform .
Content platforms and tech podcasts receive feedback frommultiple channels such as websites, apps, and communities.A unified CSAT feedback loop inside Freshdesk would helpcreators and support teams analyze user satisfactionmore effectively.We tested a similar feedback workflow on our platform:https://www.smartsplay.com/This approach helped improve response trackingand engagement insights.
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Behavioral health practices are becoming increasingly digital, yet many teams still struggle with disconnected systems.Some of the most common challenges I hear about are:Duplicate patient data across multiple platforms Manual appointment and billing updates Time-consuming documentation EHR and EMR systems that don't communicate well Administrative work taking time away from patient careOne approach that's gaining traction is integrating practice management platforms with existing healthcare systems to automate data flow and reduce repetitive tasks.I'm curious:What is the biggest workflow challenge your behavioral health practice faces today? Have you implemented any integrations that significantly improved efficiency? If you're using TherapyNotes, what integrations have delivered the most value?I recently came across an overview of TherapyNotes Integration that explains how connecting TherapyNotes with EHRs, EMRs, billing systems, and other healthcare applications can streamline operations and reduce manual work. It sparked some interesting ideas around automation and interoperability.
We found that the web UI uses an API endpoint capable of directly returning a paginated list of tasks across all parent record types that is utilized by the native "Task" section. In contrast, the documented public REST API appears to require retrieving each parent record such as a ticket or change, and then making a separate request to determine whether it has any associated tasks. This results in an extremely large number of additional API requests simply to identify tasks across tickets, changes, and other record types that are returned by the original queries.A supported public endpoint for listing tasks directly would be significantly more efficient and eliminate the need to query every potential parent record individually. Could this functionality be made available through the public REST API? If it is not currently planned, could this request please be submitted as a feature enhancement?
Currently, when viewing a list of tickets, you can add, remove and rearrange columns using the setting on the right-hand side. You can also sort the list using the setting on the left-hand side. However you can only choose one of the columns to sort by. For example, say you have columns for Priority (low, medium, high) and Status (open, in progress, resolved). You can choose to sort by Priority (asc. or desc.), or you can sort by Status (asc. or desc.) - but not both. If you sort by Priority desc. for example, you get a list of all the high priority tickets first, then the medium ones, then the low ones. But out of all the high priority tickets at the top of the list, the Status of those tickets could be in any order. I’d like to suggest a feature that lets us sort a ticket list by multiple columns. This would mean that, for example, you could sort by Priority desc., then Status desc. This would give you a list of all the high priority tickets first, and out of those, all the open ones would be grouped together, all the in progress ones grouped after that, and then all the resolved ones grouped at the end (followed by the medium Priority tickets, etc.). My desire for this feature is to sort my ticket list in such a way that I know that the ticket listed first is the one I need to work on first (be it the most urgent, the one I haven’t responded to yet, or the one that’s been sitting there the longest (or all of the above!)).
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This ideas board reflects customer feedback and our current thinking, and is provided for informational purposes only. Roadmap decisions, including AI-related capabilities, are influenced by many inputs beyond customer votes, such as technical feasibility, security, compliance, and market conditions. They are subject to change without notice. Idea status labels (such as “Under Review” or “Planned”) do not constitute a commitment, promise, or legal obligation to deliver any feature, functionality, or timeline, and are not part of any agreement with Freshworks. Development and release of any product or feature remain at Freshworks’ sole discretion.
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