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Info

This guide will lead you through the process of Freshdesk integration usage, starting from an installation, and ending with practical examples for call receiving. 

Requirements: 

Created: July 2019

Updated: February 2020

Permalink: https://wildix.atlassian.net/wiki/x/twnOAQ


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titleFeatures

  • Click-to-call working on "Contacts" and "Tickets" pages

  • Incoming and outgoing call popup
  • Auto-detect existing contact and redirect to its page
  • Creating a new contact via the sidebar
  • Show Freshdesk About field in the pop-up


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Setup the Integration as Freshdesk App

Setup the Freshdesk App

  • Go to Admin tab Image Modified in your Freshdesk dashboard
  • Choose Apps Image Modified from  Helpdesk Productivity category
  • Press the  Get More Apps button
  • In the sidebar search field, type: "Wildix CTI Calling App", and choose the integration
  • Click on the Install button

...

One last thing is to insert your API key. You can discover your key in your Profile Settings. Just press on your avatar in the top-right corner. In the sidebar on the right, you will find the API Key





Finish the installation process by copy your API key from the setting page and past it to the sidebar of the installer.  

...

You can not call contacts without a phone number. The application recognizes both Work phone and Mobile phone fields from the Freshdesk.

  1. Locate the number that you want to dial in a Сontact or Ticket pages.
  2. Click the call button or the number. The number is automatically dialed in the softphone (Collaboration application).
    • A number that has already been clicked cannot be clicked again for five seconds.
    • The  button does not appear next to fax numbers.
  3. Pop-up now shows contact info: name and phone number. And you'll receive a notification about an outgoing call in the top-right corner.

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