Email & Notifications
Accelerate your onboarding process with this checklist
You can set up your own vanity email as your primary support email, and even add dedicated email addresses for specific groups. Any email sent to this address gets converted into a ticket inside Freshservice automatically. To use your own email server, a custom mailbox option, which requires incoming and outgoing email server details, is available.
With Freshservice, you can configure agent and requester notifications, and not miss out on important alerts. You can customize the email template and insert the right placeholders, and enable in-browser and desktop notifications through the Notification Center for events such as approval requests and ticket updates.
Freshservice provides multiple options to import requesters/contacts information. You can import the data in various formats such as bulk import via CSV or Active Directory Integration. Similarly, it allows you to import agents along with the required fields such as role and scope. Requesters are assigned to a specific department. Agents can be a part of one or more groups that let you easily assign tickets, manage workflows, and generate group-level reports.The system also allows you to assign a different set of business hours and holidays to each group. For example, you can separate agents by shifts and assign them different business hours, or create separate groups for each time zone.
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Configure Freshservice to provide SAML Single Sign-On for your users. This way, they do not have to provide separate login credentials for Freshservice. The authentication of the user is done by any SAML provider you configure on your side and the user attributes like email address are sent back to Freshservice.
New Employee Onboarding (NEO) Feature provides a better way for companies to execute the Employee onboarding in their organizations. NEO lets information to be collected from multiple personnel including HR, Reporting Manager, and employee. NEO pulls-in all the right personnel into the ticket conversation at the appropriate stages.
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Freshservice has an intuitive service catalog from which users can request for relevant service items. Service catalog groups similar service items which can be requested either as a permanent item or loaner item. You can add custom fields in the service item form whenever necessary, and add additional items that can be requested along with this item. You can set the visibility of service items to a specific group. All approvals can be automated using a workflow automator.
Perform network scan using a probe that scans all kinds of computer, network routers, switches, and other devices like printers. You can use Probe to import users from your Active Directory and also schedule periodic scans.
Perform dynamic discovery of assets using a discovery agent. Any updates are reflected immediately within the Configuration Management Database (CMDB). You can download probe or agent under Admin -> Discovery.
You can control who can sign up on the portal. By default, users from any domain can log in, signup, or create tickets, but when you chose the "Users from whitelisted domains" option, only users from domains that you enter can log in and create tickets.
You can restrict access to your support portal to certain IP addresses from your organization. You can add an unlimited number of IP ranges that can have access, as well as define whether you want to control access for customers as well, or only for your agents.
Once you have your Freshservice account up and running, you probably want your requesters and support agents to access the support portal at your own vanity URL. You can point the account to your own domain. (Free from Estate plan)
Post ticket resolution or closure, CSAT survey can be triggered to your end users to rate the service quality. This is useful to measure service desk efficiency and customer satisfaction. The customer satisfaction report is available to assess the overall service experience and reward agents who delivered exceptional service.
Freshservice supports multiple channels such as email, self-service portal, mobile app, and integrations with third-party applications such as Slack, Workplace, Skype for business, etc. These are captured as tickets within the service desk.
Rebrand your service desk color, theme, and layout easily using the portal customization feature. This even allows HTML/CSS level customization for the end user portal.
Routine ticket activities are automated in Freshservice using Workflow Automator. For example, assigning a ticket to the right agent or sending approvals to the reporting head. Workflows can be created for tickets, problems, changes, and releases by specifying an event, condition, and action.
Freshservice allows you to create tasks within tickets to properly delegate tasks among different groups. The task dashboard displays tasks based on the status such as overdue, due today, upcoming, and completed. Service desk agents use this To-do list as a quick reference. You can also view tasks for a specific group and an agent.
Knowledge base allows you to manage solutions for Frequently Asked Questions (FAQs). This improves efficiency by reducing the need to rediscover knowledge each time a question is asked. Solutions are categorized as different folders. Knowledge base is available within the ticket reply module and can be attached to solutions within the ticket. It is accessible within the self-service portal for end users to browse whenever faced with an issue. Therefore, an effective knowledge base helps in ticket deflection.
The Freshservice mobile app can be downloaded via the Android play store or the Apple app store. Ticket and change lifecycle are managed on-the-go using the mobile app. You can track assets easily and scan assets using a barcode scanner. You can also browse through Knowledge base within the mobile app to quickly respond to tickets.
Canned responses are predefined reply templates that are created for recurring tickets. You can add dynamic content by adding placeholders such as requester’s name, ticket fields, etc. This saves time for agents while handling redundant queries.
You can filter tickets based on default or custom fields to view a particular list that can be saved as “Views” in Freshservice. For example, tickets that are open and assigned on your name can be created as a separate view. This makes it easier to navigate to the right set of ticket lists using “Views”.
You can perform a series of actions within a ticket with a single click. This is useful for recurring issues such as password reset. You can add actions like adding a tag, note and setting the priority as medium.
Freshservice allows you to create tickets at periodic intervals automatically. For example, monthly back up activities can be set up using the Freshservice scheduler.
Ticket/Change template allows you to pre-fill new ticket forms with specific values. Using this, agents can save time while creating frequently occurring tickets.For example, printer issues that are often reported by end users can be saved and shared as a template and used later by agents while raising a ticket. These become standard operating procedures for frequently occurring tickets/changes. Using this, you can save time and remove redundant tasks in executing standard changes/tickets.
Freshservice integrates game mechanics within the service desk for agents to have a healthy competition among them. You can set up different quests for specific criteria such as fast resolution, first call resolution, and customer satisfaction rating. Gamification awards bonus points to agents for meeting these criteria. A leaderboard is displayed on the dashboard with a list of top agents in your team.
With Freshservice, you can collaborate with your fellow agents within a particular ticket. You can chat with multiple agents, and share files among them for a quick resolution. You can also highlight specific ticket information from the ticket using “Highlight Mode”. This improves peer interaction and overall efficiency.
Freshservice marketplace allows third-party app integrations grouped under various categories such as agent productivity, assets & alerts monitoring, chat, phone, and video. You can browse through the App gallery and install the relevant ones.
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