Freshworks Partner

Get Started 8

• Getting Started with Freshdesk Omni
• Understanding Freshdesk Pricing Plans
• Explore Freshdesk Free Program
• Get Started as an Admin in Freshdesk
• System and Browser requirements for Freshdesk

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Configure Important Admin Actions 7

• Using Search in Freshdesk
• How To Find Your API Key
• Configure Helpdesk Settings
• Set Up Your Sandbox Account
• Manage Languages

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Import and Manage Customer Data 6

• Manage Contact and Company Fields
• Create and Manage Contacts and Companies
• Personalize support using Customer Segments
• Importing and Exporting customer data
• Timezone and Language - Import format

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Manage Agents and Teams 10

• Add or Edit Support Agents
• Understand Full-time vs Occasional Agents
• Organize Agents into Groups
• Deactivate or Delete Support Agents
• Setting up Agent Shifts in Freshdesk

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Manage Agent Roles and Permissions 8

• Controlling agent access with Roles
• Creating a custom role
• Ticket Scope vs. Agent Role - what’s the difference?
• Advanced ticket scope
• How to restrict ticket access to agents?

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Product Announcements 3

• Freshdesk Upcoming Enhancement 2025
• Freshdesk Upcoming Changes(December 2025 - March 2026)
• Get Started with the New Freshdesk Interface