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Freshdesk Integration

Freshdesk Integration

The Freshdesk Application records all customer-related information, provided by the customer upon raising a query/ticket. For the Customer Service Agents to resolve said tickets, a backend team is usually required to pull out data from a Knowledge Management portal, which works independently from the Freshdesk CRM.

Prerequisites:

  • Must have Freshdesk admin user access
  • Must have subscription to Knowledge management portal by which token will be generated for integration.
Steps to Integrate

Steps to Integrate

  1. Login as Admin User in Knowmax and go to Company Settings > Generate Token Button
  2. Open Freshdesk Application and Search for Knowmax Application in Freshdesk Marketplace
  3. Click on Install to download and setup the app on Freshdesk server
  4. Put KM provided Token and Domain Details to complete the setup

Steps to Integrate

Steps 1/5

Login as Admin User in Knowmax and go to Company Settings > Generate Token Button

Steps to Integrate

Steps 2/5

Open Freshdesk Application and Search for Knowmax Application in Freshdesk Marketplace

Steps to Integrate

Steps 3/5

Click on Install to download and setup the app on Freshdesk server

Steps to Integrate

Steps 4/5

Put KM provided Token and Domain Details to complete the setup

Steps to Integrate

Once setup is complete, user will create any ticket and will get access to KM search and its content. After creating the ticket, subject details which will be passed to the KM as a keyword and it will show all related solutions to that keyword. The provided solutions can be designed in picture guide, decision tree ,FAQ or article format.

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Easy to Integrate

Knowmax Integration is a simplified process.

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