release notes

Freshservice Release Notes - Feb 2024

Related products: Freshservice
Freshservice Release Notes - Feb 2024

Note: All the features/enhancements below will be available on Starter and Growth plans on Feb 14th 2024. For Pro and Enterprise plans will be available on Feb 28th 2024.

Product version: 2024.R02L.01

New Features and Enhancements

 

Freddy Copilot now in general availability as a paid add-on

Category: IT Service Management

Freddy Copilot is now live as a paid add-on for the Pro and Enterprise plans to empower your IT staff and unlock productivity for agents and admins.

Freddy Copilot add-on can now be purchased at $29/agent/month, with which you also get complimentary access to Freddy Insights Beta for all your agents.

Note: The Freddy Copilot Beta period is now closed. To continue accessing Freddy Copilot capabilities, you must purchase the add-on by February 19th.

More details here.

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Elevate the quality of responses with Freddy Copilot Writing Assistant 

Category: IT Service Management

Agents can now communicate clearly, professionally, and empathetically, but without spending any extra time and effort, with Text Enhancer, Text Rephraser, and Tone Enhancer. These GenAI fuelled functionalities, collectively known as Freddy Copilot Writing Assistant, can currently be used for:

  • Tickets: Create replies and add notes
  • Status Page: 
    • Create incident descriptions and add updates
    • Create scheduled maintenance description and add updates
  • Knowledge base articles: Create and edit knowledge base articles

Freddy Copilot has been defined as a role. If you want to provide Freddy Copilot access to only specific agents, simply associate them with the Freddy Copilot role. (Purchasing and managing Freddy Copilot add-on licenses)

More details here.

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Analyze and report on Knowledge base performance 

Category: IT Service Management

Maintaining a relevant knowledge base based on real-time employee needs is integral in meeting your workforce’s everyday queries and deflecting them to free up agents’ time for high-value work. With knowledge base reports, you can now analyze and report on your knowledge base’s performance to fine-tune it to your employee’s needs. You can measure a help article’s performance based on views and helpful/unhelpful votes and track article reviews/pending approvals in a single pane.

More details here.

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Ticket Collaboration 2.0

Category: IT Service Management

Users can now import conversations from MS Teams and Slack into Freshservice to keep all ticket discussions in one place. With Freddy Copilot, users can import a concise summary of the Teams/Slack conversation. 

Furthermore, additional enhancements are made for better collaboration: 

  • Start MS Teams meetings from the ticket details page
  • Delink the collaboration thread from the ticket details page 
  • Configure user permissions for creating a new channel in MS Teams 

Note: The Slack enhancements are expected to be available by early March, subject to approvals by Slack. 

More details here.

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Enhanced Print Previews

Category: IT Service Management

With the latest update to print previews, here are the enhancements coming up:

  • Support for up to 350 ticket conversations
  • Display of ticket fields in the same order as the ticket
  • Support for Tag fields 

Restrict Attachment File Types

Category: IT Service Management
Users now have the option to allow only specific file types as attachments throughout Freshservice. This enhances security and rules out vulnerabilities resulting from file attachments.

More details here.

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Swap shifts amongst on-call agents

Category: IT Operations Management

Agents can now swap shifts with other agents in their group without having the permission to ‘Manage on-call schedules’. To make this possible, users will need to create a new Admin role and associate it with on-call agents. Under this new Admin role, agents need to be given the new ‘Override on-call shifts’ permission. With this enhancement, agents will be able to enjoy greater control over their time without the possibility of disrupting other shifts, leading to greater work satisfaction.

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Windows Agent 3.4.0 / Mac Agent 5.2.0 / Linux Agent 4.1.0 

Category: IT Asset Management  

The new Discovery Agent version brings stability and performance improvements, ensuring a smoother asset discovery experience.

More info here.


Software prioritization by source to remove duplicates

Category: IT Asset Management

Introducing Software prioritization by source, which eliminates duplicate entries and ensures only relevant information is displayed in the software list view. With this latest update, prevent,

  • Software duplicates from multiple sources- When a specific software is identified through various sources such as Identity Providers (IDP), Direct Software Integrations, and Discovery Agents/Probe, priority will be given to the software discovered through direct integrations on the software list view page.

Any duplicate SaaS software discovered from other sources will be automatically moved to the ignored list, ensuring a streamlined and accurate software inventory.

  • Software Duplicates from uninstalled integrations - When an integration (e.g.,Azure AD, Gsuite etc) is uninstalled, the system automatically deletes any associated software and it’s user information from the discovered software list ensuring a streamlined and accurate software inventory. 

More info here.
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SaaS Enhancements for IDP Integration

Category: IT Asset Management

When a user is removed from the IDP group ( eg, Azure AD, Gsuite, etc), they will automatically be moved to the inactive status in the corresponding Freshservice software, enhancing the user data accuracy. 

 

Enhanced User management in SaaS

Category: IT Asset Management

Admins can now effortlessly manage users based on status and usage using the status column and categorized user filter available on the software users list. 

 

Take Action on AWS Cloud Assets 

Category: IT Asset Management

Introducing the Take Action feature for AWS Cloud assets, empowering agents to perform quick actions on AWS cloud assets directly from the cloud inventory or Incident page. This eliminates the hassle of switching between multiple cloud applications for performing everyday actions.

  • Take quick actions such as power on/off, restart, resize, etc, on your cloud assets directly within Freshservice’s Cloud Inventory.
  • Automatically identify impacted assets of an Incident and take remediation action with a single click from the Incident page, reducing the resolution time.

Note: The AWS Cloud Discovery application has now been renamed and updated to the AWS Cloud Management app. With this new update, users can benefit from Cloud Discovery and Orchestration features from the same application.
More info here.
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Integration of Workday Connector App with Freshservice 

Category: Freshservice for Business Teams

Workday Connector App is the first of many HCM app integrations with Freshservice that allow users to keep their employee data in sync on both Workday and Freshservice. As a part of this integration, they can use two out-of-the-box workflows to manage:

  • Requester Data Sync: To automatically keep the requester data consistent across Workday and Freshservice.
  • Onboarding Workflow: To enable automated onboarding within Freshservice based on preferred triggers from Workday.

Note: This is a paid add-on. The pricing is usage-based. There is no flat fee for this add-on. Below is the price point for your reference.

Applicable only for Pro and Enterprise customers.

 

Tasks

Price point

Billing Cycle

Connector App Tasks

(Workday)

5000

$80

Same as your subscription cycle

More details here.

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Integration of BambooHR Connector App with Freshservice 

Category: Freshservice for Business Teams

BambooHR Connector App integration with Freshservice allows users to keep their employee data in sync on both BambooHR and Freshservice. As a part of this integration, they can use two out-of-the-box workflows to manage:

  • Requester Data Sync: To automatically keep the requester data consistent across BambooHR and Freshservice.
  • Onboarding Workflow: To enable automated onboarding within Freshservice based on preferred triggers from BambooHR.

Note: This is a paid add-on. The pricing is usage-based. There is no flat fee for this add-on. Below is the price point for your reference. Applicable only for Pro and Enterprise customers.

 

Tasks

Price point

Billing Cycle

Connector App Tasks

(BambooHR)

5000

$80

Same as your subscription cycle

More details here.

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Attachment type field in Offboarding form

Category: Freshservice for Business Teams

Admins can now add a file attachment field in the employee offboarding forms. This enables easy document uploading by involved stakeholders such as the reporting manager, HR partner, and the employee being offboarded, streamlining the process for everyone involved.

Note: This enhancement is applicable for Growth, Pro, and Enterprise plans.

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Dashboards for tracking Onboarding/Offboarding requests

Category: Freshservice for Business Teams

HR agents and supervisors will now have access to a role-based, real-time view of ongoing employee onboarding and offboarding requests. This enhanced visibility will provide valuable insights into process efficiency trends and facilitate the identification of any potential bottlenecks.

More details here.

Note: This enhancement is applicable for Growth, Pro, and Enterprise plans.

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Enhancements in Team Dashboard access privileges

Category: Freshservice for Business Teams

With the new admin privilege called ‘Manage Team Dashboards’ introduced in the admin role, agents can now be given to create, and share access to team dashboards at a workspace level or an account level. A new sharing option that allows an agent to share a dashboard with agents of a workspace will be available in multi-workspace accounts.

More details here.

Note: This feature will be available to all customers on Feb 28th.

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Important updates

Reminders for upcoming upgrades and deprecations

The following changes will be made effective by May 2024.

Ensure that you’re prepared for it in your Freshservice account: Discontinuation of Team Huddle, Discontinuation of the legacy Slack Servicebot App, Discontinuation of Conversational UI and Discontinuation of Canned Response Suggester & Solution Article Suggester.

More details here.

 

Bug Fixes

These were the product defects detected, and they have now been fixed.

  • Requesters were unable to select an end data during ticket export from Support portal.
  • Custom apps on Requester/Contact pages were not working as expected.
  • In the workflow automator, the weekday() function (expression node) was not working as expected.
  • Reclaim assets section doesn't show assets if stakeholder input is turned off.
  • Cancellation emails are being sent to customers who did not initiate a cancellation request.
  • Email placeholders for the custom field "Resolution Note" was not working as expected.
  • Some Analytics reports had higher than expected latency in loading.
  • Delays in receiving Report schedules and Data exports from the analytics section. 

@Vishal Nema what is the definition of New signups? I have customer who like to look at this. 

Will workday app integrate with the onboard module ?


Thanks for the knowledge base reporting. We have been waiting for this for a long time. Hopefully it will fulfil our expectations. 


Another huge thank you for knowledgebase (solutions) analytics!  🎉

 

We have been wanting this forever. Can wait to dig into it later this month.


What other HCM app integrations are you looking at for the future? Tangelo?


HR agents and supervisors will now have access to a role-based, real-time view of ongoing employee onboarding and offboarding requests. This enhanced visibility will provide valuable insights into process efficiency trends and facilitate the identification of any potential bottlenecks.

Does the roadmap include adding this functionality to requesters? Many of the folks submitting these requests are reporting managers and they are upset they are flying blind with these requests. 


Heads up, community.  FreshWorks is charging the for Workday integration app.  From the integration guide:

We did not know this was planned and are very disappointed to see this.


HR agents and supervisors will now have access to a role-based, real-time view of ongoing employee onboarding and offboarding requests. This enhanced visibility will provide valuable insights into process efficiency trends and facilitate the identification of any potential bottlenecks.

Does the roadmap include adding this functionality to requesters? Many of the folks submitting these requests are reporting managers and they are upset they are flying blind with these requests. 


So we avoid using the Onboarding/Offboarding Modules because of this and use Service Request. Service Request for Onboarding specifically are have their department tagged as “Onboarding/Offboarding”. Every Stakeholder for this process is added as a member of this department, and thus have access to the tickets through the “tickets in my department” view.

You can infer the department the request is associated with by the manager/supervisor putting in the request, or by capturing it as a separate duplicate department form field.

It’s a hacky workaround, but it works.


In my conversations with customers, the Employee On/Offboarding Dashboards, Solution Analytics, and Team Dashboards access permissions are features that will benefit organizations greatly. Keep it up team!


We are still waiting for the ability to utilize the selected reporting manager’s email into a workflow!

I know the information is there, the manage is selected from the user list, then that reporting manager is emailed from the system to approve the onboarding request. however, there is no way that we have found to pull that reporting manager email address data into our onboarding workflow to assign them as the manager in Azure AD or local AD!

 


@Vishal Nema what is the definition of New signups? I have customer who like to look at this. 

Will workday app integrate with the onboard module ?

New Signups are customers who sign up for a trial and convert it to an active subscription. 

The workday app does integrate with the onboarding module. Please find information about the Onboarding recipes here https://support.freshservice.com/en/support/solutions/articles/50000006196-freshservice-integration-with-workday-connector-app-upcoming-


Heads up, community.  FreshWorks is charging the for Workday integration app.  From the integration guide:

We did not know this was planned and are very disappointed to see this.

The cost is $80 per 5000 tasks. Please find more information about our pricing in this article https://support.freshservice.com/en/support/solutions/articles/50000006196-freshservice-integration-with-workday-connector-app-upcoming-#:~:text=support%40freshservice.com-,Pricing%20and%20Billing,-The%20pricing%20model


Hi Freshworks community,

Please check this support article on the final confirmed details on the Workday Integration that will be available publicly this month.

Link to Workday Integration support article: https://support.freshservice.com/en/support/solutions/articles/50000006196-freshservice-integration-with-workday-connector-app-upcoming-

PFA the final pricing details for Workday below.

Final pricing for Workday Integration (Tasks-based pricing)

@jmm Hope this helps clarify your concern. The earlier beta pricing that you had shared as a screenshot on the thread was a directional pricing that was dated November 2023 when we opened up the private beta program for this integration.

The final pricing we are going ‘live’ with as of Feb 2024 is as mentioned above - 80$ USD for 5000 tasks.


| Restrict Attachment File Types

The possibility to allow only certain attachments seems to be valid for the entire Service Desk in the security settings. Does this also apply to the attachments for the service items? It would be nicer if it could be selectable. For example, PDF and JPEG for mails and XLS for service items. In most cases, the service items are linked to automations. A restriction within a service item to only one attachment type would be very helpful.


We are still waiting for the ability to utilize the selected reporting manager’s email into a workflow!

I know the information is there, the manage is selected from the user list, then that reporting manager is emailed from the system to approve the onboarding request. however, there is no way that we have found to pull that reporting manager email address data into our onboarding workflow to assign them as the manager in Azure AD or local AD!

 

There are a placeholder for that, you have checked it?
But you say onboard, this PH will show the requester’s reporting manager ( same for requested for that I normally use ) 
 

 


@Vishal Nema what is the definition of New signups? I have customer who like to look at this. 

Will workday app integrate with the onboard module ?

@Vishal Nema what is the definition of New signups? I have customer who like to look at this. 

Will workday app integrate with the onboard module ?

@Vishal Nema what is the definition of New signups? I have customer who like to look at this. 

Will workday app integrate with the onboard module ?

Hey @Daniel Söderlund,

New Signups here means prospects who are signing up to Freshservice newly(not the existing Freshservice customers).

The integration is available for all existing Freshservice Pro and Enterprise customers to enable and also for the new Freshservice signups to access from 28th February. 

Regarding onboarding, this integration can automate with the Onboarding kit within Freshervice. For more information on how to customise and trigger the onboarding workflow via. this integration you can check the support aricle.

Link to Workday Integration support article: https://support.freshservice.com/en/support/solutions/articles/50000006196-freshservice-integration-with-workday-connector-app-upcoming-

PFA the final pricing details for Workday below.

 Workday integration is a paid add-on. There is no flat fee for this add-on.

Final pricing for Workday Integration (Tasks-based pricing)

 


Heads up, community.  FreshWorks is charging the for Workday integration app.  From the integration guide:

We did not know this was planned and are very disappointed to see this.

@jmm We are not going ahead with the above pricing you’ve shared here. It’s dated and obsolete.

The go live pricing is as follows.

There is no flat fee for the integration add-on. Workday integration is a paid add-on. The price point that is the most updated is as follows:

 

Sooo so happy about the on/offboarding dashboards! 2 questions:
- When will this be available? Can’t see any dates mentioned.
- I noticed it mentioned specifically Freshservice for Business Teams, however I’m hoping it will also be possible to add these role permissions to IT Agents? We work A LOT with on- and offboarding and really love need to separate our on/offboarding workflows from regular support tickets.  


Thank you for the knowledge base reporting!!! We’ve been waiting for 4 years, hope it meets our needs 🤞


Sooo so happy about the on/offboarding dashboards! 2 questions:
- When will this be available? Can’t see any dates mentioned.

 

 

 


Sooo so happy about the on/offboarding dashboards! 2 questions:
- When will this be available? Can’t see any dates mentioned.

 

 

 

Thanks, haha! Was looking at the linked page which just said "Upcoming feature".


HR agents and supervisors will now have access to a role-based, real-time view of ongoing employee onboarding and offboarding requests. This enhanced visibility will provide valuable insights into process efficiency trends and facilitate the identification of any potential bottlenecks.

Does the roadmap include adding this functionality to requesters? Many of the folks submitting these requests are reporting managers and they are upset they are flying blind with these requests. 

Also agree. Most people submitting an Onboarding/Offboarding are the managers, not the Agents performing the tasks. For them to have a dashboard, and for also multiple requesters to have access to an Onboarding/Offboarding form would be amazing.


Sooo so happy about the on/offboarding dashboards! 2 questions:
- When will this be available? Can’t see any dates mentioned.
- I noticed it mentioned specifically Freshservice for Business Teams, however I’m hoping it will also be possible to add these role permissions to IT Agents? We work A LOT with on- and offboarding and really love need to separate our on/offboarding workflows from regular support tickets.  

@Nezeki:

Glad to know that you are keenly awaiting on the new capabilities. Answering you two questions below:

  • Onboarding/offboarding dashboards will be available by the end of this month (Feb’2024)
  • It would be possible to add these role permission to both, business agent and IT agents. 

HR agents and supervisors will now have access to a role-based, real-time view of ongoing employee onboarding and offboarding requests. This enhanced visibility will provide valuable insights into process efficiency trends and facilitate the identification of any potential bottlenecks.

Does the roadmap include adding this functionality to requesters? Many of the folks submitting these requests are reporting managers and they are upset they are flying blind with these requests. 

@sleamon: Thank you for the suggestion. We would evaluate this request and consider releasing it as an enhancement in the future


Do you need to be using Freddy/Co pilot to be able to push comms from slack back into Freshservice or can this be done with just the basic pro package?


Do you need to be using Freddy/Co pilot to be able to push comms from slack back into Freshservice or can this be done with just the basic pro package?

Great question, Andrew. Freshservice Pro and Enterprise customers can import the entire conversation into the ticket with the option to add a note (say you wanted to type a summary of the conversation, list the next steps, etc.) and add it as a private note. The functionality mentioned does not require Freddy Copilot. 

If you are using Freddy Copilot, it will generatively summarize the conversation. You can add that summary to the ticket with an option to also send the summary back to the Slack channel. This way, the agent can quickly proceed with their work, and when someone comes across the ticket or the Slack thread, they’ll have a summary of the essential points from the conversation. 

You can learn more about how this works with and without Freddy Copilot here → Collaboration on Tickets - Slack