To work around some limitations with fields, I’ve had to split a rather large service item into multiple service items. The service items should never be raised outside of the bundle, as the parent item of the bundle contains key information needed on all the child items to process them.If I adjust visibility options, the child options in the bundle get hidden as well. I can put in a validate on form submission to block users, but being able to hide it all around would be great considering the use case on this :)
I would like to suggest an enhancement for FreshChat to improve customer context during conversations.Currently, we do not have full visibility of all the URLs a user visits while interacting with the chat. It would be extremely valuable to have a feature similar to HubSpot, where every time a customer navigates to a new page, the URL is automatically captured and displayed directly within the chat thread under their latest message.This would allow support and success teams to:Better understand the customer journey in real time Provide more accurate and contextual assistance Reduce back-and-forth questions about where the user is on the platform Improve troubleshooting efficiency for technical issuesIdeally, each new URL visited by the user would appear as an additional line or metadata entry associated with their most recent message, creating a continuous and transparent view of their navigation path during the conversation.This enhancement would significantly improve the quality of support and align FreshChat with advanced customer context tools such as HubSpot’s conversation tracking.
Can you please add the ability to create a widget that shows all of the Surveys that included a Short Text Response in a widget? I would like to create a CSAT Dashboard that shows only the surveys that the user responded to the survey with their own feedback. I would really like to see the user responses on the actual widget and not have to go into view underlying data and filter through all of the surveys to find them.
Right now, we can create ticket views and save them, but the specific columns used in those views do NOT save. I brought this to support and they told me columns stick per browser session in cache, but do not save and display for everyone. We depend heavily on custom columns. The ability to save columns with ticket views not only seems logical, it would be highly beneficial and allow us to make full use of custom felids.
Maybe I am doing this wrong, but a lot of the integrations from the marketplace (and webhooks initiated in the automations) require a users api key. I think this is really poor practice, as a lot of the integrations are using my API key. So if I leave, that API key will no longer be available and all the automations and webhooks will break. Unfortunately there’s no static API key outside of a user granted in the freshdesk system, and I feel like it’s kind of insane to have to pay extra money for an additional user license to have this all not be a SPOF.
We use workflows to create lists of tasks an agent should complete based on selections made in specific Service Request forms. We attempt to add the tasks in a logical order so the agent works from the top of the list down to the bottom sequentially. The problem arises when a new task needs to be added that should occur somewhere other than ‘last’ in the list of tasks.Scenario automations allow you to easily re-order the list of actions via drag and drop. We’d love to see this same ability applied to the Activity block within Workflows. The only workarounds we have currently is adding a task to end of the Activity block and copy/pasting the tasks one at a time to move later tasks down the list or creating multiple Activity blocks in each workflow which is just messy and a challenge to maintain.
Would it be possible to have the “Note” when entering the time entry appear in the Notes section in project tasks?If a time entry is added a NOTE is entered, it doesn’t appear in the same NOTES section when clicking “Add Note”. This means there are two places to review “notes” to a ticket If we don’t enter Notes in the time entry, the analytics are empty for time entry reports.As a Project Contributor, I want the text entered in a Time Entry "Note" field to automatically populate as a new entry in the task's "Notes" section, So that I can document my progress and log my billable hours in a single action without duplicating my work.
with the introduction of Journeys, which is being pushed to replace Employee Onboarding. Are there any plans to support dynamic sections within Journey. That was very useful in Employee Onboarding to show different fields when an item is selected in a drop-down menu or is there another way to achieve this in Journeys i am not aware of.Thank you
I often have to copy and paste private notes when tickets are pending and have the same update as last time. While using Dark Mode, when I copy text from a previous private note and paste into the private note field, it inserts the text as black with a white background. Here is an example of a private note: If I copy this text and paste it into a new private note, it forces a white background on the font:It looks like the background is white, and the font is black. But if I edit the private note and remove the white text background, the font becomes invisible and you can’t see it. If I view the private note in light mode, here is what it looks like:if I edit the private note and remove the black text background, the font becomes invisible and you can’t see it. It would be great if copying and pasting while in Dark mode didn’t have this effect on text. The only work around is to fix the text every time or copy and paste into notepad and then back into Freshservice. You don’t need to work this way in Light mode. I also noticed these issues in the Knowledgebase. If I copy and text from a Knowledgebase article and insert it into a new one, for example like a Knowledgebase template that I want to use for every article, the background is always wrong when I copy it while in Dark mode and I am usually forced to work in Light mode.
There is no option for date ISO format for Journey in placeholder, which we can’t use it in Expression Builder or other action in workflow automator. In Service Item and old Onboarding module, we are able to select ISO format:
Hi Freshservice team & community,I’d like to propose an enhancement to the API that would allow retrieving the list of users a ticket is shared with (e.g. shared stakeholders).Use case:In many workflows, tickets are shared with additional users for visibility or collaboration. However, this information is currently not easily accessible via the API, which limits automation and integrations.Proposed solution:Provide an API endpoint (or extend the existing ticket endpoints) to return:Users the ticket is shared with / watchersExample use cases:Sync shared users with external systems (e.g., CRM, project tools) Trigger automations when certain stakeholders are involved Update the ticket status if someone from the shared list is sending a reply/noteWould love to hear if others have similar needs or additional use cases!
Instant response time is something all of us strive for, but that is very difficult to meet when interacting with human agents. As a chat queue increases, the response time increases and our customers start seeing messages like "Replying in under 2 minutes" or "Replying in under 35 minutes"While our customer is waiting for an agent to reply, can we allow our agents to play a small mini-game that can keep them engaged.
Currently, the "Create Automation" functionality does not trigger when an outbound email is sent. The only automation that is currently active in this scenario is "Update Automation." This limits the ability to initiate new workflows or trigger specific actions based on outbound communication, which is a critical use case for many sales, marketing, and customer success processes.Requested Enhancement:Enable the "Create Automation" feature to also run when an outbound email is sent. This would allow users to: Automatically create new tasks, opportunities, or follow-ups when an email is sent to a lead or contact. Initiate onboarding or engagement sequences triggered by the first outbound contact. Start custom workflows that depend on email outreach activity. Benefits: Improved automation consistency across inbound and outbound communication. Enhanced workflow flexibility and time savings for users. Better alignment with common sales and outreach use cases. This functionality is essential for ensuring outbound communication can serve as a powerful trigger point in user-defined automation flows.
When a user clicks Forward on a ticket in the Freshdesk UI, the forwarded email should automatically include the original ticket attachments.At the moment, attachments are not added automatically. Users must first download the files manually and then re-attach them to the forwarded email. This creates unnecessary extra steps and slows down the workflow.
When exporting tickets from a list that’s already been filtered, when selecting to Export it would be helpful if you could either remove the additional filters that are shown (‘Filter tickets by’), make this an optional filter or add an option to export the tickets that are currently filtered without having to filter further. The only way I can get the export to fully work (export all tickets I have in my current view) is by setting the ‘Created time’ filter to be years in the past.
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