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Has anyone already modified or revised their change lifecycle? I'm curious to know which additional change stages you've added beyond the default change lifecycle.
The idea is to give the possibility to edit/delete sent messages. Only on active conversation. There may be some slips while helping the clients. It would be nice to have such a function, that other services have. Also make this function on the different channels as well, not only instagram or whatsup, but also on telegram and viber (those are on the marketplace)
It would be nice to export an automator into other formats that can be placed into a knowledge repo or similar. Taking screenshots can work, but our workflows frequently require multiple screenshots to be stitched together in order to represent the overall flow but also what each step does (by title). If there were a way to export to image, PDF, etc similar to Visio or even Draw.io this would be great for architectural diagram perspective.
There should be a native option to clone a ticket. The Clone Ticket application developed by a third party vendor is broken. Why this feature is not a native part of the platform is mind blowing. Can it be added?
We recently migrated from RingCentral to Freshcaller + CSS and our SLA has tanked. We’ve noticed “timedout events” are driving this as the calculation is from the time the caller leaves the queue until the time the call is actually answered. I reviewed how RingCentral calculates SLA and it appears the count when it leaves the queue and id “delivered” to an agent. I wonder how other platforms calculate SLA and whether we should essentially have two values (one is the SLA from when it leaves the queue and is routed to an agent and one for when when the call is actually answered). RingCentral definition is below for reference: In SLA (INSLA)The number of contacts queued for a skill and routed to an agent within the defined service level threshold. You can define the SLA when you configure the skill.
As monitoring agent activity is critical to call center work force management (WFM), there needs to be a report/export to shows and agent’s activity throughout their day. (i.e. Logged In Date/Time Stamp, Took a Call Date/TimeStamp, ACW Date/Time Stamp, etc.). Standard in today’s call center platforms.
Abandon Rate is a KPI that is basic in call center platforms. Yet, there is not a metric with this value, which means the end user gets to “do math” and calculate the abandonment rate. This metric should be visible on the dashboard and in the reporting-analytics.
Knowing it’s a critical KPI as you show it on the dashboard, I’m dumbfounded that there is not an SLA metric in the reporting. Instead, we get to “do math” to calculate our SLA.
For larger teams, agent Availability on the Dashboard cannot sort by Available agents or Unavailable agents.Sorting is Key if you have a larger number of agents and scrolling thru pages just to find the available agents scattered among many pages. Ideally is to see your available agents all together and not scattered all around many pages.
It would be very nice if the Timer node can be dependent on the results of a expression node. My example:I have a workflow that will determine the amount of hours until the next action needs to take place. In this case, HR submits a offboarding request > Workflow calculates the hours until the termination date/time then pauses and waits to finish the rest of the workflow until that timer ends. The end result I would like to trigger a orch in google at that time.
FreshService API permits us to view the status of Round Robin agents via the Auto_Assign_Tickets Arribute. I see plenty of requests from users that request the ability to schedule Round Robin agents, so that they are automatically logged in and/or out of the round robin auto-assignments. But FreshWorks does not provide this ability. If FreshService permitted API PUT calls to the Auto_Assign_Tickets attribute, we could build our own solutions to some of the commonly requested features related to Round Robin, including auto-login and/or auto-logout. Additionally, this could be integrated with not only calendars, but also 3rd party services such as Power Automate, Zoom Workplace, Pay Roll Systems, etc.
Description: I would like to suggest an improvement to the way Freshdesk handles summary notes in relation to performance metrics. Currently, my team is spending a significant amount of time ensuring that their notes and action items are clearly outlined in the summary area of tickets. However, this time is not being reflected in their performance metrics, which is causing issues.Issue:The existing summary notes do not contribute to performance metrics, leading to unrecognized efforts from the team. Team members are dedicating time to maintain detailed summaries which are essential for project tracking, but this effort is not counted towards their performance. The current setup is working against the team as their diligent efforts in maintaining summaries are not being acknowledged in performance reports.Proposed Solution: Summary Notes as Performance Metrics: Implement a feature where notes added in the summary section of tickets are automatically included in performance metrics. This could involve a special type of note or tag that, when used, is tracked and reflected in performance evaluations. Timestamped and Counted Notes: Introduce a feature where adding a note can be done quickly (similar to private notes), and these notes are timestamped. Ensure these notes count towards performance metrics and can be easily referenced in summary reports. Custom Fields and Automation: Allow for the creation of custom fields specifically for summary notes that are included in performance metrics. Provide automation rules that can tag or categorize these notes to be included in performance tracking. Enhanced Reporting: Customize Freshdesk reports to include data from the newly introduced summary note fields or tagged notes. Ensure that the reports accurately reflect the effort and time spent by team members on maintaining comprehensive summaries. Benefits:This improvement will ensure that all efforts by team members are recognized and reflected in their performance metrics. It will streamline the process of adding and tracking summary notes, making it more efficient for the team. Enhanced reporting will provide better insights into project progress and individual contributions.Conclusion: By implementing these suggestions, Freshdesk can greatly improve its utility for teams that rely heavily on comprehensive summary notes for project tracking. This will not only acknowledge the efforts of the team members but also enhance the overall efficiency and accuracy of performance metrics.
Hi,Is it possible to link an asset to a ticket inside the workflow?Example:A service request for more RAM inside a computer is created by an agent.The form force the agent to linked the asset (the computer).The tech in charge of all orders received an email with asset name.I want to add the asset link at least or add specific assets details like serial number, service tag, etc.That could be really useful for sure.Thank you,
We would like the ability to -Bulk export asset tag barcodes from FreshService (to provide to an external asset tag printing vendor). Bulk import asset tag barcodes into FreshService (to update the default barcode). Based on a recent support case, none of these functions seem to be currently available.
I’d like to be able to change the requester of a ticket using an Automation or Scenario. The idea is I would base my criteria on who the original requester email was (e.g., no-reply@microsoft.com) and change that to someone else within our company, so that they get the ticket updates/closure notices. Currently we do this manually and we’d prefer it was automated.
When creating a service catalog item with additional items, can you make it possible to uncheck those additional items?Currently any mandatory fields in those additional items automatically force you to fill out a request for thatexample: our onboarding listing includes a request for PC, badge, phone number, etc. sometimes we hire interns which will not get a new PC. but because the OS, and formfactor is a mandatory field, it now requires them to fill this out.
My goal is to use an Onboarding bundle including a service item to create a new company email address for the new hire. Using the Workflow Automator, when the service item ticket has been resolved, the action taken would be to send an email to the new hire’s personal email (not company email) by pulling in a custom text field “personal email address” found in the create a new company email address service item. The purpose of this would be to inform the new hire how to access their newly created company email account and provide them credentials for logging in.
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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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