Integrate Freshdesk repository
- 06 May 2025
- 1 Minute To Read
-
Print
-
DarkLight
-
PDF
Integrate Freshdesk repository
- Updated On 06 May 2025
- 1 Minute To Read
-
Print
-
DarkLight
-
PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Integrate Freshdesk with Whatfix to fetch and display articles from your Freshdesk Repository as contextual links in the Self Help and Task List widgets. The integration enables you to fetch all content or only content from specific folders.
Use the following steps to integrate a Freshdesk Repository:
-
On the Whatfix Guidance dashboard, click Settings.
-
Click Repositories.
-
Click the Freshdesk tile.
-
Enter the Title and the URL of your Repository. Specify if the URL is password-protected, then click Next.
Note:
If the URL is password-protected, enter the username and password, and then click Next.
-
Choose if you want to fetch content from the entire Repository or from a specific folder.
-
After configuring the Crawl options, click Integrate.
Note:
Once you have created an Integration request, your Repository is listed under Integrated Repository in the Processing state.
Info:
- Once all content is indexed, access it on the Whatfix Guidance dashboard. For more information, see View Content Repository links on the Dashboard.
- The content fetched can be added to Self Help and Task List widgets in the same way as any other Whatfix content.
- If you have Smart Context enabled, add the global-page tag for the content to reflect in the Self Help widget on your application. For more information, see Add tags to Repository Content.
Note:
- The Repository links are available in the Ready stage once the Repository articles are crawled through and brought into Whatfix.
- You cannot move the links to the Draft stage or edit them. In the Ready stage, you can only edit tags and search keywords.
- Once you push the Repository links to the Production stage, you cannot move them back to the Ready or Draft stages like the other Whatfix content and widgets.
- Unlike other content and widgets that you can tag in the Draft stage, you can tag the repository links only in the Ready stage.
Note:
If your account has multiple Global tags, select the one with the highest value. For example, if the tags in your account are Global-Page, Global-Page_1, and Global-Page_2, content should be tagged with Global-Page_2. For more information on viewing the Global tags available in your account, see How can I view the Global tags created in my account?
Was this article helpful?