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Freshdesk Telephony Partner Extension with Genesys offers top-notch support to customers across digital channels. Streamline your global support while enhancing agent productivity with better context, powerful ticketing, and significant automations.
Freshdesk Telephony Partner Extension with Genesys provides the following features:
· Call Transfers (Both Warm and Cold Transfer, known as Bling Transfer and Consult in Genesys)
· Conference Calling
· Freshdesk Ticket Creation for missed calls and voicemails
· Contact Search
· On-Screen Caller Information
· Voicemail Recording
· Call Mute/Unmute
· Call Recordings
· Click to Dial
Freshdesk Telephony Partner Extension with Genesys helps you:
· Offer seamless customer journeys across channels by unifying telephony and digital customer support
· Boost agent productivity with single click access to customer information to provide contextual support, and smarter telephony automations
· Improve efficiency with Freshdesk’s powerful service automation that allows advanced call handling, automatic ticket creation and others
Prerequisite: You must have an active Genesys account with relevant accounts for your Genesys agents
Once you install the app from the marketplace, you need to follow these steps:
· Enter your Freshdesk API Key
· Select the Genesys Region
· Save the configuration and refresh the page once
· Open the Genesys CTI widget from the left sidebar
· Login using Genesys credentials
Enable Integration in Genesys:
Step 1: Open this link: https://appfoundry.mypurecloud.com/filter/genesyscloud/listing/a71e9a75-2ef2-4fcf-ad17-1ecb4f390b11
Step 2: Click on "Purchase" (Freshworks doesn’t charge anything for the app)
Step 3: Sign-in to Genesys with an admin account by selecting the appropriate region.
Step 4: You’ll be redirected back to the same listing page as Step 1. Click “Configure” on that page
Step 5: You’ll get a dialog to open the “Freshdesk Telephony Partner Extension with Genesys” app
Step 6: Install the “Freshdesk Telephony Partner Extension with Genesys” app to your Freshdesk account
Step 7: While installing the app, you need to provide your Freshdesk API Key, Genesys region and other configuration information as applicable
Step 8: Once the app has been installed, go back to the Genesys listing page, as in Step 5. You will see a “Next” button being activated on the same dialog
Step 9: Keep Clicking “Next” to close the dialog
Step 10: On your Genesys account, navigate to admin -> roles/permissions and select the role the users belong to
Step 11: In the permissions tab of a role, select the permission "Integration > freshdeskGenesys > All Permissions" (search with keyword "freshdesk")
You’re all set!
Note: If the “Purchase” button in AppFoundry shows the error “This offering is currently unavailable from your Genesys Reseller on AppFoundry. Please contact your reseller for purchase options.”,
Follow the article https://help.mypurecloud.com/articles/make-your-organization-hybrid-media-capable/ to enable “hybrid media capable” for your Genesys account.
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
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Version History
6.0 (May 2024)
Changes are related to FD CSS accounts:
- Multi contact modal won't open in case of many contacts with same phone number. It'll pick default contact and create ticket.
- Call states are introduced. Based on call state the links in a page will open in same/different tab.
5.0 (July 2023)
- Node version updated to 18.16
- FDK version updated to 9.0.0
- Secured the API keys using requests.json template for client side.
- Introduced new behaviour for multi contact scenario.
- Introduced new config for controlling ticket/contact redirection.
4.0 (June 2023)
Bug fixes
3.0 (April 2023)
Removed auto placing the click2dial calls and let the agent choose the call queue before placing a call from click2dial
2.0 (March 2023)
No release notes found
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