Knowledge base

Onboarding and Setup (7)

Set up your Freshdesk account, configure support channels, customize your portal to reflect your brand.

Ticket Management (8)

A comprehensive guide for agents to get used to ticketing.

Workflows and Automations (9)

Configure and set up workflows such as SLAs, CSAT surveys, ticket forms for Ticketing

Ticketing Channels (12)

Connect your channels, such as Email, WhatsApp, Web Chat, and social, with Freshdesk to centralize all your customer conversations.

Knowledge Base Management (5)

Creating and managing content using knowledge base, multilingual KBase and community forums

Portal Setup and Customization (3)

Control how your customers experience Freshdesk and help them make the most of your support portal.

Freshdesk Integrations (23)

Extend the functionality of your helpdesk with ready-to-use integrations or even build your own to suit your needs.

Reporting and Analytics (4)

Make data-driven decisions using insights you can derive from detailed reports generated by Freshdesk.

The Freshdesk Mobile App (4)

Support customers effortlessly even when you're away, using the Freshdesk mobile app to its full extent.

Freshdesk FAQ (28)

Frequently asked questions related to Freshdesk

Policies and Data Protection (5)

Moderate how you authenticate users on your helpdesk, how you host your portal and control access to it.

Getting started with Freshservice (16)

Setup your support channels, end-user portal, Freshthemes, and more.

Support Guide: IT and Employee Service Management (27)

Setup your ITIL modules and AI-powered Virtual Agent, gamify your agent experience, and more.

Freshservice for Business Teams (9)

Enables non-IT departments such as HR, Facilities, Finance, Legal, and Marketing to deliver seamless employee experiences on a unified, AI-first platform.

Enterprise Service Management (4)

Setup ESM with employee onboarding, access controls, and more.

IT Asset Management- Classic (11)

Discover and manage your hardware, software, SaaS applications, contracts, purchase orders, and more.

IT Operations Management (8)

Manage your infrastructure with Alert management, Orchestration Center, and more.

Project & Workload Management (2)

Manage all your IT business and software rollout projects in one place.

Managed Service Provider (1)

Support and manage all your clients from a single platform.

Platform (10)

Use Automation, Analytics, Custom objects, and Freshworks organization to unleash the power of our platform.

How to Setup Apps and Integrations (2)

Extend your service desk solution across all the tools you use with our Marketplace apps. Note: This works the same across all Freshservice products. Some screenshots or articles may reflect older designs, but the functionality remains unchanged. If certain options do not appear in your account, they may not be included in your current plan.

Security and Policies (8)

Learn how we protect your data with GDPR, HIPAA, and other security policies.

Orchestration + SaaS Management Apps (51)

Integrate with these apps to track their usage and to automate actions on them.

Freshservice Mobile (4)

Learn about Freshservice Mobile capabilities

Introduction to Conversations (3)

Have proactive, contextual, and meaningful conversations with your customers.

Conversations Across Your Channels (11)

Connect your account with any messaging app and manage conversations from one inbox.

Admin Configuration for Conversations (6)

Set up your team, SLAs, business hours, automation, and more for your business.

Freddy AI for Conversations (12)

Improve customer, agent, and admin experiences with Freddy AI Agents, Freddy AI Copilot and Freddy AI Insights.

Enhancing the Agent experience in Conversations (3)

Respond to and resolve conversations, and make the most out of your inbox.

Analytics in Conversations (4)

Get deep insights into your conversations to make data-driven decisions.

Introducing Freshcaller (4)

Learn how to get started with Freshcaller, basic troubleshooting techniques, and system requirements.

Configurations, Setup, and Number Management (6)

Understand how to configure and use contact center functionalities to meet all your telephony needs.

Reports, Analytics, and Call Monitoring (4)

Monitor contact center performance with real-time metrics, reports, and dashboards.

Plans, Account, and Billing (2)

Explore subscription plans and how to manage your account and billing

Unified User Management (1)

Bring your team onboard the web application, assign them roles, and configure record access scope.

Lead Generation (2)

Create landing pages, run social media campaigns, and capture leads from Facebook with the CRM

Deal Pipeline Management (2)

Create multiple sales pipelines to replicate your business process. Create, track, and manage deals with tasks, appointments and more

Data Import (1)

Migrate seamlessly from other CRMs to the web application and import relevant records such as contacts, deals, and more.

Field Configuration (1)

Learn about the different types of fields offered in Freshworks CRM to capture information.

Contact Scoring (1)

Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM

Web Forms (1)

Articles on how you can configure and use webforms in the CRM

Territory Assignment (1)

Group users into territories and create auto-assignment rules to assign a contact or deal to the relevant agent.

Organization Settings (1)

Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.

Collaboration (1)

Enable collaboration on deals with the Slack integration and sales groups.

Tag settings (1)

Label and segregate your records by adding tags. Configure tag settings for records and email templates.

Workflows (2)

Create intelligent workflows to execute repeatable actions such as updating fields, sending emails, and assigning follow-up tasks using conditions.

Custom Modules (1)

Create new modules with unique icons and customized fields to capture additional information specific to your business process

Quota and Goals (1)

Create and assign sales targets to yourself and your team members and track progress.

Multicurrency (1)

Enable your sales agents to sell across multiple geographies and create deals in multiple currencies.

Products (1)

Add and track products that you offer and also associate them with deals to auto-calculate deal values.

Tasks, Meetings, and Sales Activities (4)

Create tasks, schedule meetings, take notes, and sync your Google Calendar to the CRM.

Configuring Email Settings (1)

Configure DKIM records, set up aliases, blacklist domains and more.

Freshcaller for Agents (2)

Know how agents can use phone and mobile widget and on-call controls to delight customers