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Hand off chats to Freshdesk with the full transcript

Create a Freshdesk ticket with the transcript and an AI-generated summary when a shopper asks for a person.

What is sent

  • The conversation transcript, with AI messages labelled
  • An AI-generated summary, labelled as such
  • The shopper's email when given, and whether it is verified
  • The identity level of the shopper

Freshdesk tickets get the shopassist_ai tag.

Setup

  1. Connect Freshdesk

    In the dashboard, open Handoff and paste your Freshdesk domain and API key.
  2. Choose when to hand off

    On request, outside office hours or when the assistant cannot help.
  3. Test it

    Send a test handoff from the playground.

Helpdesk handoff: Growth and up

Conversations you hand off are sent to Freshdesk under your own agreement with Freshdesk.

Frequently asked questions

Is an unverified email set as the requester?

No. Unverified emails are never set as the ticket requester and are clearly marked in the ticket.

Can I choose when conversations go to Freshdesk?

Yes. Hand off on request, outside office hours or when the assistant cannot help.

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