Freshdesk

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From this article you can learn:

Creating an Integration

From your Slemma account, head over to the Library page and click the plus button at the bottom right. Select Integration from the submenu.

In the following page, you can find Intercom with one of the following ways:

  1. Scroll down and select Intercom from the list of Integrations.
  2. Use search to find Intercom from the list of Integrations.
  3. Choose Intercom using All dropdown list > Customer Success.

You’ll see the Integration settings dialog window. Enter your Freshdesk domain and API key (here you can find the instruction on how to find your API key).

You can select the frequency for the automatic updates on the DATA REFRESH tab, or set weeks settings on the ADVANCED tab. Click OK.

After that, the integration will be created and it will appear in your account in the list of objects. Now you are able to share the integration with either individuals or the entire Team, rename or remove the integration. To view the options available for the integration, right click it in the list.

Creating a Dataset

A dataset is a collection of data in a tabular format that is created on one of the possible data sources. The datasets can be used to create dashboards or individual charts.

To create a dataset, click your Freshdesk integration in the list and select Browse datasets. From the following page, select which data you want to add to use in your charts.

NOTE: Cloud Service Integrations have prebuilt datasets that are not editable.

Click dataset’s name for a description of each dataset.

This data source contains information about all your users such as user count by location, and your custom fields per user.

Dimensions

  1. Subject – Subject of the ticket
  2. Type – Helps categorize the ticket according to the different kinds of issues your support team deals with
  3. Created at – Ticket creation timestamp
  4. Status – Status of the ticket
  5. Priority – Priority of the ticket
  6. Source – The channel through which the ticket was created
  7. Due by – Timestamp that denotes when the ticket is due to be resolved
  8. FR Due by – Timestamp that denotes when the first response is due
  9. Escalated – Set to true if the ticket has been escalated for any reason
  10. FR Escalated – Set to true if the ticket has been escalated as the result of first response time being breached
  11. Requester – Requester
  12. Agent – Agent to whom the ticket has been assigned
  13. Company – Company to which this ticket belongs
  14. Product – Product to which the ticket is associated
  15. Group – Group to which the ticket has been assigned
  16. Agent Responded At
  17. Requester Responded At
  18. First Responded At
  19. Status Updated At
  20. Reopened At
  21. Resolved At
  22. Closed At
  23. Pending Since

Measures

  1. Number of tickets

 

Creating a Chart

Click a dataset or integration and select Create dashboard/Create saved chart to start building a chart.

From the next page, you can choose to create your own chart from scratch, or you can apply one of the templates we created.

  • If you choose to build a new chart from scratch (“Blank” option), the Chart designer will open. Go here to learn how to create a chart in the Chart designer.
  • If you choose a template, a new chart will be added to a dashboard/saved chart/presentation (depending on the way you start the chart creation).
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