Customer Data Management
Import and export customer data easily.
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Helpdesk activity checking
Reviewing the latest support tickets
and helpdesk interactions.
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One contact across multiple companies
Linking a single contact to multiple
associated companies.
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Sender name customisation
Using sender's name as ticket requester
in forwarded emails
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Finding API Key
Steps to locate and access your API
key from your account settings.
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Knowledge base setting
Guidelines to create and organize your
Knowledge Base for easy customer access.
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Organising agents into group
Grouping support agents based on roles
or departments for better workflow Management
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setting up sand box
Instructions to configure your Sandbox
environment for safe testing and
development.
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Freshdesk help widget on WordPress
Steps to embed and display the Freshdesk
help widget on your WordPress site.
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Default fields in ticket form
Overview of the standard fields included
in your Freshdesk ticket form by default.
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Configure custom email server
How to configure custom email servers
for sending and receiving support emails.
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Run automation on ticket
Set up automation rules for tickets
submitted via a specific form.
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Merging contacts
Combining duplicate contacts into
a single profile in Freshdesk.
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Freshdesk Multilingual ticket fields & forms
Creating and managing ticket fields and
forms in multiple languages in Freshdesk.
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Creating companies and contacts
Steps to create and manage companies
and their associated contacts in Freshdesk.
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Freshdesk App Log in & Log out
Instructions for logging in and out
of the Freshdesk Android mobile app.
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Forward Emails as Tickets
Forward and convert your support
emails to tickets in Freshdesk
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Freshdesk help widget setup
Steps to configure and customize your
Freshdesk help widget for your website
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Freshdesk - Freddy self service
Guide to creating a basic bot flow
using Freddy Self-service in Freshdesk.
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Freshdesk - Feedback Widget
Collecting user feedback directly from
your website using the feedback widget.
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Custom field creation
adding and configuring custom fields
in your Freshdesk ticket form.
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Adding new support agents
Steps to add and manage new support
agents in your Freshdesk account.
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Custom Support using Customer Segments
Use Customer Segments to tailor and
personalize your support responses in
Freshdesk.
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Customer portal - Log in & Access
Instructions for logging in and navigating
the Freshdesk customer support portal.
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Freshdesk - Customer Tab
Overview of the Customers tab features
for managing contacts and companies
in Freshdesk.
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Freshdesk - Ticket Status
Explanation of different ticket statuses
and their roles in the support workflow.
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Multiple ticket forms - Freshdesk
Overview of using multiple ticket forms in
Freshdesk to handle various support queries.
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Customer tickets - Auto solve
Set up the Email Bot to automatically resolve
customer tickets based on predefined rules.
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Live Chat - Freshdesk
Using live chat as a support channel in
Freshdesk for real-time customer assistance.
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Field service management - Freshdesk
Overview of Field Service Management in
Freshdesk for managing on-site service
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Freshdesk Reporting & Analytics
Gain insights and track performance metrics
using Freshdesk Analytics for smarter
support decisions.
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Dependant field in ticket forms
Configure dependent fields in your Freshdesk ticket
form to show relevant options based on user input.
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Single Sign-On in Freshdesk
Enable Single Sign-On (SSO) in Freshdesk
for seamless and secure user authentication.
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Multi-channel support
Provide customer support across multiple channels
like email, chat, phone, and social media in Freshdesk.
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Multi-channel support
Provide customer support across multiple channels
like email, chat, phone, and social media in Freshdesk.
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Adding twitter accounts - Freshdesk
Connect your Twitter account to Freshdesk to
manage and respond to tweets as support tickets.
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Ticket submitting via email
Allow customers to create support tickets by
sending an email to your Freshdesk support address.
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Adding phone channels - Freshdesk
Integrate a phone channel into Freshdesk to handle
voice calls as part of your support system.
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Editing, cloning and deleting a ticket form
Manage your Freshdesk ticket forms by editing,
duplicating, or deleting them as needed.
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Adding new customer agents
Learn how to invite and set up new support agents
in Freshdesk to handle customer queries efficiently.
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Freshdesk Automation updates
Review the latest updates and improvements to Freshdesk’s
automation features for better ticket management.
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Dynamic sections - Freshdesk
Learn to build dynamic sections in Freshdesk forms
that display fields based on user input or conditions.
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Customizing Customer Fields
Modify and manage customer fields in Freshdesk to
capture specific information relevant to your business needs.
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Help Desk Reporting Best Practices: 7 Essential Tips
Discover key strategies to optimize your help desk
reports, improve decision-making, and enhance
customer support efficiency.
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Customer 360 – Get Complete Context on Your Customer
Gain a holistic view of each customer with Customer
360 in Freshdesk, consolidating interactions, tickets,
and data for personalized support.
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Understanding Full-time vs Occasional Agents
Learn the difference between full-time and
occasional agents in Freshdesk to manage roles,
access, and billing effectively.
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Introduction to Apps
Explore how Freshdesk apps enhance your helpdesk by
adding new features, integrations, and custom workflows
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Creating a New Ticket from Agent Portal
Learn how agents can manually create support
tickets directly from the Freshdesk agent portal.
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User Guide Template Example
Explore a sample user guide template that outlines structure,
formatting, and content flow for creating effective
documentation.
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Getting Started with FreshThemes
Learn how to customize your Freshdesk portal’s
appearance using FreshThemes for a branded
support experience.
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Changing Customer Password
Guide to help customers reset or change their
Freshdesk portal password securely.
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Identifying Contacts with an External ID
Learn how to use external IDs in Freshdesk to match
and manage contacts from third-party systems.
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Getting-started-multiple-customer-support-agents
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Manually Create Tickets from the Agent Portal
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Getting-started-multiple-customer-occasional-agents
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