Download Freshservice Email API
Author: w | 2025-04-24
An unofficial Go API client for the Freshservice API. go api golang freshservice freshservice-api. Updated Oct 6, FreshService email scraper made in Python. An unofficial Go API client for the Freshservice API. go api golang freshservice freshservice-api. Updated ; Go; rishabh91 / freshservice_apiv2. Star 2. Code FreshService email scraper made in Python. python scraper script email hacking freshservice. Updated ; Python; freshworks-developers / say-hello.
FreshPy Freshservice API LibraryFreshPy Freshservice API
If you are using Freshservice to support customers or colleagues, it is now possible to remotely access the end user's computer to troubleshoot an issue easily, closely and efficiently, by launching the connection from the support ticket itself. Splashtop On-Prem, a top notch remote desktop solution with in-house deployment capability, is currently available to seamlessly integrate with your Freshservice account.This article will guide you through the setup of the integration and how to use Splashtop to support your Freshservice end users.Set Up Splashtop On-Prem - Freshservice IntegrationThe setup of Splashtop On-Prem - Freshservice Integration is a one-time effort to connect the two systems using an API key. You'll need an administrator account for both Splashtop On-Prem and Freshservice to carry out the task.1. Generate API key from Splashtop GatewayOnly a team owner is able to generate API keys from Splashtop Gateway.Log in to Splashtop Gateway using team owner account, and browse to Settings > Team Settings > Attended access > Third Party Integration.Click on the button Setup API Key.In the pop-up window, check the checkbox at the beginning of the Freshservice row. This would generate an API key in the Key field.The API key can be replaced with a new one by clicking on Get New Key button. The previous key will then be nullified.2. Install Splasthop SOS On-Prem app in Freshservice MarketplaceOpen Freshworks Marketplace from: the search box, enter "Splashtop", and choose "Splashtop SOS On-Prem" app for FRESHSERVICE.Click Install button and enter your company's Freshservice page to proceed.3. Apply API keyPlaceholder %%LINK%% contains the information of Splashtop Gateway address and the SOS download link.When the integration is commissioned successfully, a Freshservice technician (Agent) should be able to see the Splashtop SOS On-Prem app inside the APPS window on the right of a ticket.A Standard Flow of Using Splashtop On-Prem with FreshserviceSplashtop On-Prem facilitates Frehservice technicians (or agent) to reach out to the computer of an end user (or requester) so that problem troubleshooting can be much more efficient. To walk through the support cycle with Splashtop On-Prem inside Freshservice platform, the technician should have Splashtop On-Prem client app installed in his computer.To learn how to install Splashtop On-Prem client, please refer to the article below: be reminded that only Windows and Mac clients are supported right now.The end user does not need install anything in his computer.1. End user (Requester) submits a ticket from Freshservice portal2. Technician (Agent) opens the ticket. On the Splashtop On-Prem SOS app, click on the link “Create an SOS download link”.The app window will change to as below:3. Technician clicks “Insert download link into ticket comment”. A URL link with SOS code is inserted into a reply of the ticket, which the technician can Is it possible to submit approval to the CAB via email or API instead the portal? Modified on: Mon, 24 Apr, 2023 at 11:35 AM In Freshservice, approval notifications are commonly sent via email, especially regarding Service Requests and Change Requests. However, it is not possible to approve Change Requests using APIs; the CAB members can approve the change by clicking on the approval link sent by email.Current Process:Currently, the only way to approve a change request in Freshservice is by sharing a public approval link. The link is sent to the approver via email, and they need to click on it to review the details of the request before approving or rejecting it. However, this adds an extra step of navigating multiple screens and logging in before the approver can take action. Additionally, some approvers may be uncomfortable sharing a public approval link.New Enhancement:Freshservice has introduced a new enhancement to address these issues to streamline the approval process. The enhancement allows change and service request approvers to respond to requests directly from their email inboxes. Instead of sharing a public approval link, Freshservice sends an email to the approval recipients, where they can reply with certain keywords to approve or reject the request. This simplifies the approval process and makes it more convenient for approvers.Benefits of Email Approvals:One of the significant advantages of email approvals is that it enables stakeholders to approve or reject requests without logging into Freshservice. This feature is particularly useful when the approver is outside the organization or doesn't have access to the system. It also eliminates the need to navigate multiple screens to approve or reject a request, making the process more efficient.For more details, please refer to Service request and change approval via Email : Freshservice Did you find it helpful? Yes No Can you please tell us how we can improve this article?Possibility to submit approval to CAB via email or API - Freshservice
FreshPyA Python toolset for utilizing the Freshservice API Latest Stable Release Latest Dev/Beta/RC Release Build Status N/A Supported Versions Documentation License Issues Pull Requests InstallationThe package can be installed via pip using the syntax below.pip install freshpy --upgradeYou may also clone the repository and install from source using below.git clone git://github.com/jeffshurtliff/freshpy.gitcd freshpy/python setup.py installUsageThis section provides basic usage instructions for the package.Importing the packageRather than importing the base package, it is recommended that you import the primary FreshPy class using the syntaxbelow.from freshpy import FreshPyInitializing a FreshPy object instanceThe primary FreshPy object serves many purposes, the most important being to establish a connection to theFreshservice environment with which you intend to interact. As such, when initializing an instance of the FreshPyobject, you will need to pass it the Freshservice URL (e.g. example.freshservice.com) and the API key it will useto authenticate so that the connection can be established.Passing the information directly into the objectThe domain and API key can be passed directly into the FreshPy object when initializing it, asdemonstrated in the example below.fresh = FreshPy(domain='example.freshservice.com', api_key='abc123DEF456')Interacting with the Freshservice APIOnce the FreshPy object instance has been initialized, it can be leveraged to interact with a Freshserviceenvironment in many ways, which is fully documented in the officialdocumentation. The example below demonstrates how information for a specific incidentticket can be retrieved in JSON format.ticket_data = fresh.tickets.get_ticket(1299)LicenseMIT LicenseChangelogRefer to the changelog for version change information.Reporting IssuesIssues can be reported within the GitHub repository.Additional ResourcesAdditional resources for leveraging the Freshservice API can be found in the officialFreshservice API Reference Documentation.DonationsIf you would like to donate to this project then you can do so usingthis PayPal link.DisclaimerThis package is considered unofficial and is in no way endorsed or supported byFreshservice.. An unofficial Go API client for the Freshservice API. go api golang freshservice freshservice-api. Updated Oct 6, FreshService email scraper made in Python.johan-schulz/python-freshservice: An API for Freshservice - GitHub
Modified on: Fri, 12 Apr, 2024 at 11:35 AM Freshdesk Omni (formerly CSS) With Freshchat and Freshservice integration, you can make conversations with your customers using the Freshchat widget within your Freshservice account and convert chat conversations in Freshchat into tickets on Freshservice without switching tabs or windows.This also means, while your agents are responding to tickets, they can still receive notifications on the chats assigned to them and reply to customers directly on Freshservice.The Freshchat-Freshservice integration involves the following steps:Setting up Freshservice in Freshchat Define rules for converting chats to ticketsConverting Freshchat conversations into Freshservice ticketsSetting up Freshchat inside FreshserviceSetting up Freshservice in Freshchat Login to Freshchat as an Account Owner or Admin.Go to Admin Settings > Apps > Integrations > Freshservice.Add your Freshservice portal URL and your Admin User Token, and click Authorize. Your Admin User Token is your Freshservice API key. You can find it in your Freshservice account under Profile Settings.Once your Freshdesk credentials are authorized successfully, you can proceed with defining rules to convert chats to Freshservice tickets in the next screen.Now that your Freshchat and Freshserive accounts are integrated, define the rules for converting chats into tickets on Freshservice. You can make it mandatory for agents to convert every conversation into a ticket upon resolving it (closing it). Toggle this option to make ticket creation mandatory.Choose the Freshservice ticket fields that agents must fill while creating the ticket. From the drop-down option, select the mandatory and optional fields from Freshdesk and then choose the corresponding values. You can also leave the Valuefield blank and allow agents to choose.Select the Show field option to make the fields visible to the agents, and then choose the permissions. You can make the ticket fields Editable, Non-editable, or Editable and mandatory for your agents.Click Sync Fields for all the changes to take effect, and finally click Save. Note: Esnure that your Freshservice field types are compatible with Freshchat custom properties for converting a chat into a ticket.Converting Freshchat conversations into Freshservice ticketsOnce you complete the integration, your agents can start using Freshservice within Freshchat.When an agent answers customer queries on Freshchat, they can close the conversation by resolving them. Resolved conversations move to the Resolved view and can be accessed anytime. Alternatively, with Freshservice integration, agents can resolve a conversation in Freshchat and instantly convert them into a Freshservice ticket.This will be useful when they cannot address all Modified on: Tue, 3 Oct, 2023 at 3:35 PM 1. How can I find the subscription for a particular Freshservice account from the “All Subscriptions” list page?In the subscriptions list page, you can check the account URL under the Freshervice name for each subscription card to identify the account you are looking for. You can hover on the account URL to view the complete URL.2. Where can I download my Freshservice subscription’s invoices?Freshservice account admin can click on Admin -->Account Setting--> Plans & Billing. If your account has more than one workspace, navigate to Admin > Global Settings > Account Setting > Plans & Billing. This launches a new tab displaying your subscription details. In the left section, click on “View invoices for this subscription,” which displays all the invoices of your current subscription. You can view the invoice information such as invoice ID, generation and due date, status, amount due , invoice amount and also download the invoice. To view invoices for all subscriptions, click “View invoices for all subscriptions.”Alternatively, you can click on the burger menu in the top left corner, beside “All Subscriptions” --> “Invoices” to view the invoices list for all subscriptions.3. How can I view and update my Freshservice subscription’s billing and shipping addresses?Freshservice account admin can click on Admin -->Account Settings--> Plans & Billing to view the subscription details. If your account has more than one workspace, navigate to Admin > Global Settings > Account Setting > Plans & Billing. ThisAlternatively, if you are viewing the subscriptions list on the “All Subscriptions” page, click on any subscription to view its specific details. In the right-section, you can view the “Billing Address” and “Shipping Address” if they are not blank. You can also click on the burger menu in the top left corner, beside “All Subscriptions” > Click on “Billing Addresses”Subscriptions which share the same payment and address details are grouped together. Navigate to the account whose billing address details you want to modify and perform the below steps.To edit the billing address, click on the edit icon shown when you hover on the Billing Address tile. This opens a slide-in page, where you can modify the billing address and click on Update to save it.To update the Tax ID, billing email, billing name or company, click on the edit icon shown when you hover on the tile to the right of the billing address. This opens a slide-in page, where you can modify the billing details and click on Update to save them.To update the shipping address, the burger menu in the top left corner beside “All Subscriptions” > Click on “Shipping Addresses”.Click on the edit icon shown when you hover on the existingPowerShell Module for FreshService API
Manila, Philippines - 2023-06-15Freshworks Inc., (NASDAQ: FRSH), today announced that CDO Foodsphere, one of the largest food manufacturing companies in the Philippines, is using Freshservice™ to empower its IT team to support a 5,000 person workforce that serves millions of CDO customers. To support the growing team of 5,000 employees, CDO has scaled its IT staff to 50 and needed a more modern, self-service to replace traditional internal support channels like email and phone, to provide employees with a delightful experience. Freshservice, Freshworks’ IT service management software, was the right-sized option for CDO’s IT team which was already ITIL-certified and in the middle of a huge, multi-year digital transformation journey. “Freshservice was extremely easy for us to set up. We got up and running in a matter of a few weeks,” said Raymond Canilao, Knowledge Management Lead at CDO. “We were quickly able to get value for our investment in Freshworks.”The Freshservice implementation was carried out in phases and key modules such as incident management with defined SLAs were in place in a matter of weeks, making sure that a consumer-focussed brand like CDO did not face any interruption in service to their employees during the implementation phase. Within a span of 12-16 weeks, the 45-year old company’s IT system transitioned fully to the cloud, and made it easy and quick for employees to reach out to their IT team for support. “My first impression about Freshservice was that it was fresh,” added Canilao. “The user interface (UI) of Freshservice proved to be highly intuitive and user-friendly, enabling our employees to submit and approve requests with ease, even without undergoing extensive training. Additionally, the service catalog delivered an e-commerce-like experience, which our employees found extremely appealing and enjoyable."CDO benefitted from a comprehensive range of Freshservice features that were unavailable in the incumbent’s legacy system, including a knowledge base combined with Freshworks the AI agent functionality that both enable employee self service for answers. Other features like workflow automation, automatic ticket assignment, alert integration, and asset discovery have proven to be incredibly valuable in streamlining IT service delivery, reducing response times, and providing a more personalized user experience. “With Freshservice, we can now offer a more efficient and effective IT service management system that meets the needs of our organization and our employees. We are excited about the possibilities that Freshservice has opened up for us and are confident that ourDeprecating v1 APIs for Freshservice
BackQuick and simple import to FreshservicePublished by Help Desk Migration(about over 2 years ago) Visit Site To Install Looking for a quick and simple tool to import all essential data from CSV to Freshservice? You’ve come to the right place. This app allows you to upload large CSV files with an unlimited number of rows. Import a large amount of data in just a few clicks. REASONS TO TRY THIS APPIntuitive design;Free testing;A robust feature set, out-of-the-box field mapping;Support packages;Pre-built customization options;Agent matching;Eliminates redundant manual work;Costs less than your time;Made by Help Desk Migration, an Authorized Freshworks partnerOBJECTS YOU CAN IMPORT TO FRESHSERVICEService desk objects: Tickets; Contacts; Organizations;Agents;Groups;Private and public notes;Attachments and Tags;Custom fields.Knowledge base objects: Articles;Folders;Categories;Tags.Check out the Instructions section for more details, and try the app today!Data management & AnalyticsBefore you begin, you need to do two things: Create custom fields in Freshservice to be able to map them with the ones in the file.Disable notifications, Priority Matrix, Workflow, Scenario Automations, and Closure Rules in Freshservice for the time of migration. This prevents email updates from being sent as well as any changes to the data triggered by automations.Click the “Visit Site to Install” button, and you will be taken to our Migration Wizard. Create your account and begin the import. Step 1. Select CSV as the data source and upload your files. The Migration Wizard allows you to import both service desk and knowledge base data. However, you can import one type of record at a time. Step 2. Once your files are uploaded, connect your Freshservice instance. Step 3. Choose the data you want to import. Select tickets, and the Wizard will automatically select the rest of the objects. Note that if you’re going to migrate tickets, you must import contacts, agents, etc. Step 4. Click the “Map fields” button, and you will see a form where you can match up Freshservice ticket fields with those you have in the file. Click “Save mapping” when done. Note that if you’re importing the knowledge base, you need to map article statuses as well. Step 5. Once you have chosen the data you want to import and completed field mapping, you may begin the Free Demo Migration. The Migration Wizard will import 20 tickets into Freshservice to see if everything works correctly. The process usually takes two to five minutes. Steps 6. Once the Demo is complete, review the results in your Freshservice. Use the “View 20 records button” to see which tickets were imported and their IDs in Freshservice. Each ID is clickable. This way, you can easily find the ticket in Freshservice. Step 7. If you’re happy with the result, proceed to the payment and import all of your data to Freshservice. Should you have any questions about the import? Leave them in the chat, and we’ll get back to you right away.Data management & AnalyticsThe information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app. An unofficial Go API client for the Freshservice API. go api golang freshservice freshservice-api. Updated Oct 6, FreshService email scraper made in Python. An unofficial Go API client for the Freshservice API. go api golang freshservice freshservice-api. Updated ; Go; rishabh91 / freshservice_apiv2. Star 2. Code FreshService email scraper made in Python. python scraper script email hacking freshservice. Updated ; Python; freshworks-developers / say-hello.API Backup of Freshservice Workflows?
Modified on: Mon, 29 Apr, 2024 at 10:04 AM About this integration:Integrate Zabbix with Freshservice to triage the alerts sent from your diverse IT components, including networks, servers, virtual machines and cloud services to act upon them in a timely manner and prevent outages.Configuration in Freshservice:Step 1:Head to the Admin panel, scroll down to IT Operations Management, and select Monitoring Tools. If your account has more than one workspace, navigate to Admin > {Worskpace Name} > IT Operations Management> Monitoring Tools.Step 2:You are now on the Monitoring Tools list page. Select Add monitoring tool to add a new integration.Step 3You will see a list of pre-configured integrations, the gateway to custom integration using webhooks, and the option to use email as a channel for alerts. Select Zabbix.Step 4Get the Endpoint URL and the Auth key for Zabbix by following the integration setup.Configuration in Zabbix:Step 1: Create a Media Type in ZabbixIn Zabbix to set up an alerting mechanism for important events, create a Media Type.Media Type:Medias are the delivery channels used for sending notifications and alerts from Zabbix. For Zabbix to integrate with Freshservice AMS, we should create a webhook integration media type. To configure a webhook as the media typeGo to Administration → Media typesClick on Create media type. The Media type tab contains various attributes specific for this media type:Enter the name of the Media Type.Select the type of media as a webhook.Add the following parameters and replace the url and auth_key param values with the values copied from Freshservice event_name - {EVENT.NAME}event_opdata - {EVENT.OPDATA}event_status - {EVENT.STATUS}hostname - {HOST.NAME}host_ip - {HOST.IP}item_key - {ITEM.KEY}item_name - {ITEM.NAME}message - {ALERT.MESSAGE}severity - {EVENT.SEVERITY}subject - {ALERT.SUBJECT}action_id - {ACTION.ID}action_name - {ACTION.NAME}event_date - {EVENT.DATE}event_time - {EVENT.TIME}tags - {EVENT.TAGS}url - auth_key - Copy the following script if you are using Zabbix version 4.4 and 5.4 and paste it into the Script fieldtry { Zabbix.Log(4, 'webhook script value=' + value); var result = { 'tags': { 'endpoint': 'FS_AMS' } }; params = JSON.parse(value); var tags_array = []; if (params.tags != "" && params.tags != "{EVENT.TAGS}") { tags = params.tags.split(","); for(i = 0; i Copy the following script if you are using Zabbix version 6.4 and above. Paste it into the Script fieldtry { Zabbix.Log(4, 'webhook script value=' + value); var result = { 'tags': { 'endpoint': 'FS_AMS' } }; params = JSON.parse(value); var tags_array = []; if (params.tags != "" && params.tags != "{EVENT.TAGS}") { tags = params.tags.split(","); for (i = 0; i It is not required to check the option to “Include event menu entry”Check the enable field and save the settings.On the media type list, click on "Test" against the media type you created for Freshservice. If everything is configured correctly, this will send a test alert to Freshservice which you can view on the alert list page.A media type must be linked to users by defining specific delivery addresses.To do that, Go to Administration → UsersClick the user to which you want to link the media typeGo to media tab and pick the newlyComments
If you are using Freshservice to support customers or colleagues, it is now possible to remotely access the end user's computer to troubleshoot an issue easily, closely and efficiently, by launching the connection from the support ticket itself. Splashtop On-Prem, a top notch remote desktop solution with in-house deployment capability, is currently available to seamlessly integrate with your Freshservice account.This article will guide you through the setup of the integration and how to use Splashtop to support your Freshservice end users.Set Up Splashtop On-Prem - Freshservice IntegrationThe setup of Splashtop On-Prem - Freshservice Integration is a one-time effort to connect the two systems using an API key. You'll need an administrator account for both Splashtop On-Prem and Freshservice to carry out the task.1. Generate API key from Splashtop GatewayOnly a team owner is able to generate API keys from Splashtop Gateway.Log in to Splashtop Gateway using team owner account, and browse to Settings > Team Settings > Attended access > Third Party Integration.Click on the button Setup API Key.In the pop-up window, check the checkbox at the beginning of the Freshservice row. This would generate an API key in the Key field.The API key can be replaced with a new one by clicking on Get New Key button. The previous key will then be nullified.2. Install Splasthop SOS On-Prem app in Freshservice MarketplaceOpen Freshworks Marketplace from: the search box, enter "Splashtop", and choose "Splashtop SOS On-Prem" app for FRESHSERVICE.Click Install button and enter your company's Freshservice page to proceed.3. Apply API keyPlaceholder %%LINK%% contains the information of Splashtop Gateway address and the SOS download link.When the integration is commissioned successfully, a Freshservice technician (Agent) should be able to see the Splashtop SOS On-Prem app inside the APPS window on the right of a ticket.A Standard Flow of Using Splashtop On-Prem with FreshserviceSplashtop On-Prem facilitates Frehservice technicians (or agent) to reach out to the computer of an end user (or requester) so that problem troubleshooting can be much more efficient. To walk through the support cycle with Splashtop On-Prem inside Freshservice platform, the technician should have Splashtop On-Prem client app installed in his computer.To learn how to install Splashtop On-Prem client, please refer to the article below: be reminded that only Windows and Mac clients are supported right now.The end user does not need install anything in his computer.1. End user (Requester) submits a ticket from Freshservice portal2. Technician (Agent) opens the ticket. On the Splashtop On-Prem SOS app, click on the link “Create an SOS download link”.The app window will change to as below:3. Technician clicks “Insert download link into ticket comment”. A URL link with SOS code is inserted into a reply of the ticket, which the technician can
2025-03-27Is it possible to submit approval to the CAB via email or API instead the portal? Modified on: Mon, 24 Apr, 2023 at 11:35 AM In Freshservice, approval notifications are commonly sent via email, especially regarding Service Requests and Change Requests. However, it is not possible to approve Change Requests using APIs; the CAB members can approve the change by clicking on the approval link sent by email.Current Process:Currently, the only way to approve a change request in Freshservice is by sharing a public approval link. The link is sent to the approver via email, and they need to click on it to review the details of the request before approving or rejecting it. However, this adds an extra step of navigating multiple screens and logging in before the approver can take action. Additionally, some approvers may be uncomfortable sharing a public approval link.New Enhancement:Freshservice has introduced a new enhancement to address these issues to streamline the approval process. The enhancement allows change and service request approvers to respond to requests directly from their email inboxes. Instead of sharing a public approval link, Freshservice sends an email to the approval recipients, where they can reply with certain keywords to approve or reject the request. This simplifies the approval process and makes it more convenient for approvers.Benefits of Email Approvals:One of the significant advantages of email approvals is that it enables stakeholders to approve or reject requests without logging into Freshservice. This feature is particularly useful when the approver is outside the organization or doesn't have access to the system. It also eliminates the need to navigate multiple screens to approve or reject a request, making the process more efficient.For more details, please refer to Service request and change approval via Email : Freshservice Did you find it helpful? Yes No Can you please tell us how we can improve this article?
2025-03-27FreshPyA Python toolset for utilizing the Freshservice API Latest Stable Release Latest Dev/Beta/RC Release Build Status N/A Supported Versions Documentation License Issues Pull Requests InstallationThe package can be installed via pip using the syntax below.pip install freshpy --upgradeYou may also clone the repository and install from source using below.git clone git://github.com/jeffshurtliff/freshpy.gitcd freshpy/python setup.py installUsageThis section provides basic usage instructions for the package.Importing the packageRather than importing the base package, it is recommended that you import the primary FreshPy class using the syntaxbelow.from freshpy import FreshPyInitializing a FreshPy object instanceThe primary FreshPy object serves many purposes, the most important being to establish a connection to theFreshservice environment with which you intend to interact. As such, when initializing an instance of the FreshPyobject, you will need to pass it the Freshservice URL (e.g. example.freshservice.com) and the API key it will useto authenticate so that the connection can be established.Passing the information directly into the objectThe domain and API key can be passed directly into the FreshPy object when initializing it, asdemonstrated in the example below.fresh = FreshPy(domain='example.freshservice.com', api_key='abc123DEF456')Interacting with the Freshservice APIOnce the FreshPy object instance has been initialized, it can be leveraged to interact with a Freshserviceenvironment in many ways, which is fully documented in the officialdocumentation. The example below demonstrates how information for a specific incidentticket can be retrieved in JSON format.ticket_data = fresh.tickets.get_ticket(1299)LicenseMIT LicenseChangelogRefer to the changelog for version change information.Reporting IssuesIssues can be reported within the GitHub repository.Additional ResourcesAdditional resources for leveraging the Freshservice API can be found in the officialFreshservice API Reference Documentation.DonationsIf you would like to donate to this project then you can do so usingthis PayPal link.DisclaimerThis package is considered unofficial and is in no way endorsed or supported byFreshservice.
2025-04-22Modified on: Fri, 12 Apr, 2024 at 11:35 AM Freshdesk Omni (formerly CSS) With Freshchat and Freshservice integration, you can make conversations with your customers using the Freshchat widget within your Freshservice account and convert chat conversations in Freshchat into tickets on Freshservice without switching tabs or windows.This also means, while your agents are responding to tickets, they can still receive notifications on the chats assigned to them and reply to customers directly on Freshservice.The Freshchat-Freshservice integration involves the following steps:Setting up Freshservice in Freshchat Define rules for converting chats to ticketsConverting Freshchat conversations into Freshservice ticketsSetting up Freshchat inside FreshserviceSetting up Freshservice in Freshchat Login to Freshchat as an Account Owner or Admin.Go to Admin Settings > Apps > Integrations > Freshservice.Add your Freshservice portal URL and your Admin User Token, and click Authorize. Your Admin User Token is your Freshservice API key. You can find it in your Freshservice account under Profile Settings.Once your Freshdesk credentials are authorized successfully, you can proceed with defining rules to convert chats to Freshservice tickets in the next screen.Now that your Freshchat and Freshserive accounts are integrated, define the rules for converting chats into tickets on Freshservice. You can make it mandatory for agents to convert every conversation into a ticket upon resolving it (closing it). Toggle this option to make ticket creation mandatory.Choose the Freshservice ticket fields that agents must fill while creating the ticket. From the drop-down option, select the mandatory and optional fields from Freshdesk and then choose the corresponding values. You can also leave the Valuefield blank and allow agents to choose.Select the Show field option to make the fields visible to the agents, and then choose the permissions. You can make the ticket fields Editable, Non-editable, or Editable and mandatory for your agents.Click Sync Fields for all the changes to take effect, and finally click Save. Note: Esnure that your Freshservice field types are compatible with Freshchat custom properties for converting a chat into a ticket.Converting Freshchat conversations into Freshservice ticketsOnce you complete the integration, your agents can start using Freshservice within Freshchat.When an agent answers customer queries on Freshchat, they can close the conversation by resolving them. Resolved conversations move to the Resolved view and can be accessed anytime. Alternatively, with Freshservice integration, agents can resolve a conversation in Freshchat and instantly convert them into a Freshservice ticket.This will be useful when they cannot address all
2025-04-02Modified on: Tue, 3 Oct, 2023 at 3:35 PM 1. How can I find the subscription for a particular Freshservice account from the “All Subscriptions” list page?In the subscriptions list page, you can check the account URL under the Freshervice name for each subscription card to identify the account you are looking for. You can hover on the account URL to view the complete URL.2. Where can I download my Freshservice subscription’s invoices?Freshservice account admin can click on Admin -->Account Setting--> Plans & Billing. If your account has more than one workspace, navigate to Admin > Global Settings > Account Setting > Plans & Billing. This launches a new tab displaying your subscription details. In the left section, click on “View invoices for this subscription,” which displays all the invoices of your current subscription. You can view the invoice information such as invoice ID, generation and due date, status, amount due , invoice amount and also download the invoice. To view invoices for all subscriptions, click “View invoices for all subscriptions.”Alternatively, you can click on the burger menu in the top left corner, beside “All Subscriptions” --> “Invoices” to view the invoices list for all subscriptions.3. How can I view and update my Freshservice subscription’s billing and shipping addresses?Freshservice account admin can click on Admin -->Account Settings--> Plans & Billing to view the subscription details. If your account has more than one workspace, navigate to Admin > Global Settings > Account Setting > Plans & Billing. ThisAlternatively, if you are viewing the subscriptions list on the “All Subscriptions” page, click on any subscription to view its specific details. In the right-section, you can view the “Billing Address” and “Shipping Address” if they are not blank. You can also click on the burger menu in the top left corner, beside “All Subscriptions” > Click on “Billing Addresses”Subscriptions which share the same payment and address details are grouped together. Navigate to the account whose billing address details you want to modify and perform the below steps.To edit the billing address, click on the edit icon shown when you hover on the Billing Address tile. This opens a slide-in page, where you can modify the billing address and click on Update to save it.To update the Tax ID, billing email, billing name or company, click on the edit icon shown when you hover on the tile to the right of the billing address. This opens a slide-in page, where you can modify the billing details and click on Update to save them.To update the shipping address, the burger menu in the top left corner beside “All Subscriptions” > Click on “Shipping Addresses”.Click on the edit icon shown when you hover on the existing
2025-04-15Manila, Philippines - 2023-06-15Freshworks Inc., (NASDAQ: FRSH), today announced that CDO Foodsphere, one of the largest food manufacturing companies in the Philippines, is using Freshservice™ to empower its IT team to support a 5,000 person workforce that serves millions of CDO customers. To support the growing team of 5,000 employees, CDO has scaled its IT staff to 50 and needed a more modern, self-service to replace traditional internal support channels like email and phone, to provide employees with a delightful experience. Freshservice, Freshworks’ IT service management software, was the right-sized option for CDO’s IT team which was already ITIL-certified and in the middle of a huge, multi-year digital transformation journey. “Freshservice was extremely easy for us to set up. We got up and running in a matter of a few weeks,” said Raymond Canilao, Knowledge Management Lead at CDO. “We were quickly able to get value for our investment in Freshworks.”The Freshservice implementation was carried out in phases and key modules such as incident management with defined SLAs were in place in a matter of weeks, making sure that a consumer-focussed brand like CDO did not face any interruption in service to their employees during the implementation phase. Within a span of 12-16 weeks, the 45-year old company’s IT system transitioned fully to the cloud, and made it easy and quick for employees to reach out to their IT team for support. “My first impression about Freshservice was that it was fresh,” added Canilao. “The user interface (UI) of Freshservice proved to be highly intuitive and user-friendly, enabling our employees to submit and approve requests with ease, even without undergoing extensive training. Additionally, the service catalog delivered an e-commerce-like experience, which our employees found extremely appealing and enjoyable."CDO benefitted from a comprehensive range of Freshservice features that were unavailable in the incumbent’s legacy system, including a knowledge base combined with Freshworks the AI agent functionality that both enable employee self service for answers. Other features like workflow automation, automatic ticket assignment, alert integration, and asset discovery have proven to be incredibly valuable in streamlining IT service delivery, reducing response times, and providing a more personalized user experience. “With Freshservice, we can now offer a more efficient and effective IT service management system that meets the needs of our organization and our employees. We are excited about the possibilities that Freshservice has opened up for us and are confident that our
2025-04-12