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Freshdesk Omni

Last updated: June 11, 2026

Connect Freshdesk to let Aissist work inside ticket workflows.

With Freshdesk, Aissist can:

  • draft or send replies

  • apply tags

  • create summaries

  • detect when human follow-up is needed

Before you start

Make sure you have:

  • Freshdesk admin access

  • your Freshdesk domain

  • your Freshdesk API key from Profile Settings → API

Create the Freshdesk gateway

  1. Go to Deploy → Gateways.

  2. Click Add Gateway.

  3. Choose Freshdesk.

  4. Name the gateway.

Connect to Freshdesk

Enter:

  • Domain Name — your Freshdesk domain without protocol

  • API Key — your Freshdesk API key

Then click Connect to your Freshdesk.

This connection:

  • validates your credentials

  • loads account details

  • creates or updates Freshdesk automation rules

  • loads the available agent list

Configure routing

Freshdesk gateways use groups as the managing point.

Assign tickets to the selected group to let Aissist process them.

See Deploy Gateway for managing point setup.

Select the actor

Go to Agent Setting and choose the Freshdesk agent identity that Aissist should act as.

Save the gateway

Before saving, make sure:

  • the gateway name is set

  • automation rules were created

  • a managing group is selected

  • an actor is selected

Choose the operating mode

During setup, choose the operating mode:

  • Auto-Pilot — Aissist replies automatically

  • Co-Pilot — enables in-note command

Start with one narrow workflow.

Run Auto-Pilot for a short period, review the results, optimize Aissist, then gradually increase Auto-Pilot time.

How Aissist works in Freshdesk

Aissist can support the Freshdesk workflow in several ways.

Reply and tag

Aissist can reply automatically inside the selected workflow and apply tags to help organize tickets and trigger routing rules.

Summary and handoff

Aissist can summarize the conversation and detect when a human should take over.

Supported events

The Freshdesk gateway can process:

  • new ticket events

  • assignee change events

  • new comment events

  • conversation update events

It supports both public comments and private notes.

Co-Pilot in Freshdesk Omni

To use Co-Pilot with in-note commands:

  1. Create an in-note command in Deploy → Tools → In-Note Command.

  2. Open the Freshdesk gateway.

  3. Enable Enable Co-Pilot with this Gateway.

  4. Add a private note with the command ID to run the command in the ticket.

You can use in-note commands to:

  • analyze a conversation

  • fill ticket fields

  • evaluate agent performance

This works well for QA review, structured wrap-up, and ticket field updates inside Freshdesk.

Best practice

Start with one workflow.

Run Auto-Pilot for a short period, review the results, optimize Aissist, then gradually increase Auto-Pilot time.

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