Freshdesk integration guide
You can link Olark with your Freshdesk CRM software. All you need to do is follow this quick guide to have your chat transcripts and offline messages sent to Freshdesk.
This integration works with the following Freshdesk plans: Sprout, Blossom, Garden and Estate.
- Go to your Transcripts page.
- Click on the button that says "Want transcripts emailed to you?"
- Once you click on that button, ensure the Email a copy of each transcript to box is checked, and type in the email address associated with your Freshdesk account.
- Go to our Behavior and Text page, and input the same Freshdesk email address under Offline Message Options.
You can send yourself an offline message or have a chat conversation to check whether your new setup is working.