Configure Freshdesk in Zoho Assist

Install Zoho Assist in Freshdesk

Initiate instant or scheduled remote support sessions

Update ticket status and add notes to tickets

To Configure Freshdesk in Zoho Assist:

1. Login to Zoho Assist.
2. Go to Settings > Integrations.
3. Click Configure beside Freshdesk.
4. Fill in your Subdomain, Username and Password to complete the configuration process.

To install Zoho Assist from Freshdesk marketplace:

1. Login to your Freshdesk account. 
2. Go to Admin > Apps > Get more Apps.    
3. Look for Zoho Assist Remote Support app.
4. Click Install and select the domain name that you have been using with Zoho Assist to complete the integration process.

To start or schedule a remote support session:

1. Open the ticket to be resolved.
2. Click the Zoho Assist logo in the ticket menu bar at the top to initiate instant remote support sessions. (or)
3. Click START NOW or SCHEDULE in the ticket menu bar at the right side to initiate an instant or scheduled remote support session.

To update ticket status and add notes:

1. Once the remote support session ends, a dialog box will open up.
2. You can update the ticket status from the drop-down given beside Status.
3. You can add notes in the space provided and also make it public by clicking on the checkbox beside Make public.