You can import all your customer conversations from Freshdesk  into Level AI to gain valuable insights. With the Freshdesk - Level AI integration, conversations will be ingested from your Freshdesk instance into Level AI in a systematic, periodic manner. 

INFO

Currently, the Freshdesk integration supports ingesting conversations for the Email channel only. If you want to ingest Call and Chat data from Freshworks suite of products, check out our integrations with Freshcaller and Freshchat respectively.

Setting up your Freshdesk integration

1. Login to your Level AI tenant as an Admin. In the left sidebar, navigate to Settings > Integrations screen.
   
   
   
   

2. Under the Available section, click Freshdesk.
   
   
   
   

   

   
   
   
   
   

3. Click Install to initiate the set up process. You can click the hyperlink for step-by-step guidance on setting up the integration.
   
   
   
   

   

   
   
   
   
   

4. Enter the API key and Domain URL from Freshdesk into the authorization form and click Authorize.
   
   
   
   

   

   
   
   
   
   

5. As Freshdesk is a single channel integration i.e., for email conversations only, the channel is already selected. Click Finish to complete the setup. 
   
   
   
   

   

   
   
   
   
   

6. Once the integration has been successfully configured, the app will be displayed in the Installed section of the Integrations screen.
   
   
   
   

   

Pausing data ingestion

If you want to momentarily pause data ingestion,

1. Navigate to Settings > Integrations. Under the Installed section,  click the Freshdesk icon to open your Freshdesk integration.
   
   
   
   

   

   
   
   
   
   

2. Click Settings.
   
   
   
   

   

   
   
   
   
   

3. Using the toggle, deactivate the Email channel and click Update. 
   
   
   
   

   

Uninstalling your Freshdesk integration

NOTE

This is an irreversible process. The integration will be uninstalled by removing the authentication between Level AI and Freshdesk. All ongoing and scheduled data ingestions will be terminated until re-installed.

If you want to uninstall your existing Freshdesk integration,

1. Navigate to Settings > Integrations. Under the Installed section, click the Freshdesk icon to open your Freshdesk integration.

2. In the screen that appears, click the More Options icon. In the list that is displayed, click Uninstall. 
   
   
   
   

   

   
   
   
   
   

3. Click Yes, Uninstall to confirm.
   
   
   
   

   

HELP & SUPPORT

For any help related to the integration, do reach out to us at support@thelevel.ai.