Freshworks

IrisAgent Installation Guide for Freshworks

Sign up on IrisAgent Dashboard

• Go to the IrisAgent Dashboard and sign in with either GSuite, Microsoft, or Okta SSO.
  

• Click on Connect with Freshdesk. Give the OAuth permissions and click on Allow. This will automatically connect with both Zendesk tickets and Zendesk Guide/Knowledge.

• This step is optional. If you want to connect with more platforms, such as Jira, Confluence, Salesforce, etc., navigate to Manage Integrations on the bottom left and connect with the relevant platforms.

Install the IrisAgent app into your Intercom account

1. Navigate to IrisAgent’s listing on the Freshworks Marketplace.
2. Click on Install and follow the next steps.