Guides

10 min read· Jul 21, 2026

How to Add, Deactivate & Manage Agents in Freshdesk

A step-by-step guide to adding agents in Freshdesk: invite by email, assign role/group/scope, choose full-time vs occasional (day-pass) seats, and deactivate — not delete — to free

10 min read· Jul 21, 2026

How to Change Your Freshdesk Portal URL (Custom Domain)

A step-by-step guide to changing your Freshdesk portal URL to a custom domain: the Admin path, the CNAME record, the SSL certificate wait, and the SEO/redirect gotchas that break l

10 min read· Jul 21, 2026

How to Set Up & Customize the Freshdesk Customer Portal

A step-by-step guide to customizing the Freshdesk customer portal: brand colors and logo, themes, a custom domain with CNAME, advanced CSS/layout, and a before/after — plus where t

9 min read· Jul 21, 2026

How to Set Up Round-Robin Auto-Assignment in Freshdesk

A step-by-step guide to Freshdesk automatic ticket assignment: enable round-robin under Group Properties, compare it to load-based and skill-based routing, and see where each lives

10 min read· Jul 21, 2026

How to Export Tickets & Data from Freshdesk

A practical guide to exporting Freshdesk data: CSV/Excel ticket exports, scheduled Analytics exports, the daily ticket-activities JSON feed, and the REST API — plus where each one

10 min read· Jul 20, 2026

How to Merge & Unmerge Tickets in Freshdesk

A step-by-step guide to merging tickets in Freshdesk: choosing the primary ticket, what happens to secondaries, why you can't truly unmerge, and how the Auto Ticket Merger app hand

10 min read· Jul 20, 2026

How to Create Custom Ticket Fields & Forms in Freshdesk

A step-by-step guide to building custom ticket fields and forms in Freshdesk: every field type, dependent fields, dynamic sections, agent-only vs customer-facing settings, plan lim

9 min read· Jul 20, 2026

How to Set Up Canned Responses in Freshdesk

A step-by-step guide to Freshdesk canned responses: build folders, add dynamic placeholders, insert them in a reply, and share them across agents — plus where the native feature st

10 min read· Jul 20, 2026

How to Integrate TikTok Shop & Loox/Okendo with Gorgias

Connect TikTok Shop chat to Gorgias and surface review apps (Loox/Okendo) in the sidebar: real setup steps, what syncs, plan and channel limits, plus where an AI layer picks up.

10 min read· Jul 20, 2026

How to Set Up CSAT Surveys in Freshdesk

A step-by-step guide to Freshdesk CSAT surveys: enable the module, customise the question and point scale, choose the trigger point, pick channels, and read the report — plus where

10 min read· Jul 20, 2026

How to Integrate Aircall (Phone) with Gorgias

A step-by-step guide to connecting Aircall to Gorgias: the App Store connect path, the Aircall webhook, what syncs into a ticket, click-to-dial from the sidebar, Aircall vs native

10 min read· Jul 20, 2026

How to Connect WhatsApp, Instagram & SMS to Front

Step-by-step setup for connecting WhatsApp Business, Instagram DMs, and SMS (Twilio) channels to your Front shared inbox — the 24-hour window, per-channel wizards, A2P 10DLC, and t