Setting up your Freshdesk - Freshchat integration:
STEP 1: Go to Admin > Channels > Messaging
STEP 2: Click on the ‘Link Freshdesk with your Freshchat account’ toggle
STEP 3: Enter your Freshchat App ID (You can get your App ID from Freshchat under Settings > Account Settings > Integration Settings → Agent widget)
STEP 4: Enter your Freshchat Token ID (You can get your Token ID from Freshchat under Settings > Account Settings > Integration Settings > Visitor widget)
STEP 5: If you want to integrate the Freshchat messenger on your support portal, click on the ‘Chat for your support portal’ toggle.
STEP 6: To convert your Freshchat conversations into Freshdesk tickets and transport Freshdesk FAQ folders into Freshchat FAQ categories use your Portal URL and API Key inside Freshchat under Settings > Integrations > Freshdesk Integration
STEP 7: Click on ‘Finish’ and you’re all set.
Click on the ‘chat’ icon on bottom left of your screen to chat with visitors and customers from right within your helpdesk.
Note:
1. For Freshchat accounts that come integrated with a Freshsales instance, the integration is available with a One-click button. You can refer here for more details.
2. The Freshchat widget, once configured, can be hosted on websites by following the steps in this link.
Configuring Chat widget to appear on a specific portal:
If you want to configure the chat widget to appear on a specific support portal, follow these steps:
- Navigate to Admin > Portals > [Portal Name] > Customize Portal > Edit Theme.
- Look for the widget code embedded in the portal code.
- Once you locate the code, remove it.
- Save the portal customization and publish the changes.