Using AVOXI-Freshdesk Helpdesk integration, businesses can automate repetitive tasks to save time and increase agent visibility across customer data points to better tailor customer conversations. Learn more here!
The CRM Integration feature is included in available to all license holders, use our easy to follow guide to view, purchase, or upgrade a license.
Your connection can be accessed via the Integrations page on the left-hand navigation bar of your AVOXI online account.
- As an Amin, you can use the "connect" button located under the Freshdesk tab and follow the in-product step by step activation guide.
If the CRM/Helpdesk Integration platform that is required is not available, Admins/Supervisors can request it using the "request" button located under the required integration.
Add additional notes and select the "Submit" button when complete.
Viewing your Freshdesk Settings
Important details about agent conversations as well as a link to the call recording are included on every ticket so you can easily access and review first-hand details related to the customer call, and share with other members of your team. Once a call is completed, AVOXI will automatically log your agent activity into Freshdesk, avoiding data entry mistakes and allowing the team to spend more of their time on what's most important - your customer.
To view your Freshdesk settings, select the "Settings" button on your active integration located under the "Manage" tab.
Next, select the "Settings" tab
Here you can view and manage your Integration "Workflow Settings" and "Screen Pop Templates".
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