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Integrate Freshdesk repository
  • 13 Sep 2024
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Integrate Freshdesk repository

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Article summary

You can integrate Freshdesk with Whatfix to fetch and display articles from your Freshdesk Repository as contextual links in Self Help and Task List widgets. You can either fetch all the content or only the content from particular folders.

Use the following steps to integrate a Freshdesk Repository:

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click Repositories.
    ia_left%20nav_repositories%20

  1. Click the Freshdesk.
    RB_DB_CAggclickFreshdesk

  2. Enter the title, URL of your Repository, specify if the URL is password protected, and then click Next.
    RB_DB_repo_freshdesk

your title goes here

If the URL is password-protected, enter the username and password, and then click Next.

  1. Choose if you want to fetch content from the whole Repository or from a specific folder.
    RB_DB_repo_allcontentfreshdesk

  2. After the Crawl Setting is configured, click Integrate.

your title goes here
  • Once you have created an Integration request, your Repository is listed under Integrated Repositories in the Processing state.
    int_applications
  • Depending on how big your Repository is, the content sync might take between 24 - 78 hours to complete.
  • Once all the content is indexed, you can access them on the Whatfix Dashboard.
    RB_DB_CRclickrepo
  • The content fetched can be added to Self Help and Task List widgets in the same way as you would add any other Whatfix content.
  • If you have Smart Context enabled, you must add the global-page tag for the content to reflect in the Self Help widget on your application. For more information, see
    Adding tags to Repository Content.

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