Freshworks Partner

Admin Guide 4

• The Getting Started Guide for Admins
• System and Browser requirements for Freshdesk
• Working with the all-new admin console
• How to find your API key

How search works 2

• Using the search tab
• Filtered Search For Tickets

Bringing in your support team 4

• Add or Edit Support Agents
• Understand Full-time vs Occasional Agents
• Organize Agents into Groups
• Deactivate or Delete Support 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 for Omnichannel subscriptions
• Importing and Exporting customer data
• Timezone and Language - Import format

View all 11

Setting up support channels 6

• Multi-channel support
• Getting feedback from your website (with the feedback widget)
• Using the original sender 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

View all 6

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

View all 9

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