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Integrating Bot9 with Freshdesk for Automated Email Responses

Welcome to our step-by-step guide on configuring an auto-responder for email tickets in Freshdesk using Bot9's integration. Let's dive in.

Step 1: Connect Bot9 with Freshdesk

  • Log into your Bot9 dashboard.

  • Go to the 'Integrations' section found on the left sidebar.

  • Look for the Freshdesk icon and click 'Connect'.

  • A dialog box will prompt you to enter your Freshdesk subdomain and API key. These are essential for linking Bot9 to your Freshdesk account.

  • After inputting your credentials, click 'Connect'. A confirmation message will indicate that Freshdesk is now connected to Bot9.

Step 2: Verify Email in Freshdesk

  • Switch to your Freshdesk account.

  • Navigate to the 'Admin' section, then select 'Email Servers' under 'Support Operations'.

  • Make sure your support email is verified in this section.

Step 3: Set Up Automations in Freshdesk

  • Still in the 'Admin' section, proceed to 'Automations'.

  • Here, you can define rules for handling incoming tickets. For instance, you can create a rule to automatically respond to new tickets as they are received.

Step 4: Test Your Auto-Responder

  • Test the functionality by sending an email to your support address.

  • Check your email inbox for the auto-response from Freshdesk to verify that the setup was successful.

Step 6: Review Integration Logs

  • Return to the Bot9.ai dashboard.

  • Click on the 'Inbox' tab to view a log of interactions.

  • Your test email sent on your support email will be visible, along with the answer given by your chatbot.

Congratulations! Your auto-responder is now set up and ready to go. You can efficiently manage email tickets with the help of Bot9's integration with Freshdesk. Thank you for following this tutorial.

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