Introduction to Field Service Management

Import and export customer data easily

Reviewing the latest support tickets and helpdesk interactions.

Linking a single contact to multiple associated companies.

Using sender's name as ticket requester in forwarded emails

Steps to locate and access your API key from your account settings.

Guidelines to create and organize your Knowledge Base for easy customer access.

Grouping support agents based on roles or departments for better workflow Management

Instructions to configure your Sandbox environment for safe testing and development.

Steps to embed and display the Freshdesk help widget on your WordPress site.

Overview of the standard fields included in your Freshdesk ticket form by default.

How to configure custom email servers for sending and receiving support emails.

Set up automation rules for tickets submitted via a specific form.

Combining duplicate contacts into a single profile in Freshdesk.

Creating and managing ticket fields and forms in multiple languages in Freshdesk.

Steps to create and manage companies and their associated contacts in Freshdesk.

Instructions for logging in and out of the Freshdesk Android mobile app.

Forward and convert your support emails to tickets in Freshdesk

Steps to configure and customize your Freshdesk help widget for your website

Guide to creating a basic bot flow using Freddy Self-service in Freshdesk.

Collecting user feedback directly from your website using the feedback widget.

adding and configuring custom fields in your Freshdesk ticket form.

Steps to add and manage new support agents in your Freshdesk account.

Use Customer Segments to tailor and personalize your support responses in Freshdesk.

Instructions for logging in and navigating the Freshdesk customer support portal.

Overview of the Customers tab features for managing contacts and companies in Freshdesk

Explanation of different ticket statuses and their roles in the support workflow.

Overview of using multiple ticket forms in Freshdesk to handle various support queries.

Set up the Email Bot to automatically resolve customer tickets based on predefined rules.

Using live chat as a support channel in Freshdesk for real-time customer assistance.

Overview of Field Service Management in Freshdesk for managing on-site service

Gain insights and track performance metrics using Freshdesk Analytics for smarter support decisions.

Configure dependent fields in your Freshdesk ticket form to show relevant options based on user input.

Enable Single Sign-On (SSO) in Freshdesk for seamless and secure user authentication.

Provide customer support across multiple channels like email, chat, phone, and social media in Freshdesk.

Provide customer support across multiple channels like email, chat, phone, and social media in Freshdesk.

Connect your Twitter account to Freshdesk to manage and respond to tweets as support tickets

Allow customers to create support tickets by sending an email to your Freshdesk support address.

Integrate a phone channel into Freshdesk to handle voice calls as part of your support system.

Manage your Freshdesk ticket forms by editing,duplicating, or deleting them as needed.

Learn how to invite and set up new support agents in Freshdesk to handle customer queries efficiently.

Review the latest updates and improvements to Freshdesk’s automation features for better ticket management.

Learn to build dynamic sections in Freshdesk forms that display fields based on user input or conditions.

Modify and manage customer fields in Freshdesk to capture specific information relevant to your business needs.

Discover key strategies to optimize your help desk reports, improve decision-making, and enhance customer support efficiency.

Gain a holistic view of each customer with Customer 360 in Freshdesk, consolidating interactions, tickets, and data for personalized support.

Learn the difference between full-time and occasional agents in Freshdesk to manage roles, access, and billing effectively.

Explore how Freshdesk apps enhance your helpdesk by adding new features, integrations, and custom workflows

Learn how agents can manually create support tickets directly from the Freshdesk agent portal.

Explore a sample user guide template that outlines structure, formatting, and content flow for creating effective documentation.

Learn how to customize your Freshdesk portal’s appearance using FreshThemes for a branded support experience.

Guide to help customers reset or change their Freshdesk portal password securely.

Learn how to use external IDs in Freshdesk to match and manage contacts from third-party systems.