We’ve been a long-time SMS partner of Freshdesk and we’ve seen numerous ways thats customers are adapting our integration into their helpdesk. What if you want to initiate a text message from Freshdesk? Let’s take a look…
Initiating a text conversation from Freshdesk is very much like responding to tickets as detailed here. However, initiating messages requires creating another rule (a Dispatch’r rule) in Freshdesk.
Sending a SMS when the ticket is created
Firstly, we’re going to show you how to setup a simple “Dispatch’r” rule to convert your email ticket into a simple SMS ticket.
1) Click Admin. Then Dispatch’r
2) Create New Rule
3) Here we need to set some new parameters:
Rule Name: e.g. FireText Send SMS when Ticket is created
Condition: Tag Contains any of SMS
4) Then we need to configure some Actions:
Perform “Trigger Webhook”: Once the conditions above are met, we trigger a webhook to FireText.
Callback URL: https://freshdesk.firetext.co.uk/webhook.php
Here we need the following script:
NOTE: You will need to replace the firetext_api and firetext_number parameters with the details for your account.
That’s it! Give it a little test 🙂
Replying to a SMS
Replying to your customers from within Freshdesk is pretty easy! You need to setup an Observer rule in Freshdesk. Please click here for a list of instructions.
And there we have it! Of course, you can tweak these to suit your exact requirements, but this should get you up and running!
If you need any help, please contact your FireText account manager on 0800 038 5522 or email firstname.lastname@example.org