Freshworks Partner

Setting up support channels 6

• Multi-channel support
• Getting feedback from your website (with the feedback widget)
• Using sender's name as ticket requester in forwarded emails
• How do I show the Freshdesk help widget on WordPress?
• Connect your chat and CRM accounts with Freshdesk with just a click

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Setting up multiple customer forms 5

• Introduction to multiple ticket forms
• Setting up multiple ticket forms
• Editing, cloning and deleting a ticket form
• Run automation on tickets created through a specific form
• Linking one or more ticket forms to your Portal and Help widget

Bringing in your support team 3

• Understanding Full-time vs Occasional Agents
• Organizing Agents into Groups
• Deactivating agents

Bringing in your Customer Base 11

• The Customers tab and what it can do
• Creating companies and contacts
• Customer 360 - Get complete context on your customer
• Importing and Exporting customer data
• Timezone and Language - Import format

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Understanding Ticket Form and Fields 9

• Understanding the default fields in your ticket form
• Creating custom fields in your ticket form
• Using dependent fields in your ticket form
• Understanding ticket statuses
• Creating dynamic sections

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How search works 2

• Using the search tab
• Filtered Search For Tickets

Admin Guide 3

• The Getting Started Guide for Admins
• System and Browser requirements for Freshdesk
• Working with the all-new admin console