Freshworks

Connect Freshdesk to IrisAgent and install the IrisAgent app

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Connect Freshdesk to IrisAgent

1. Sign in to the IrisAgent dashboard with Google, Microsoft, or Okta SSO.
2. Choose Freshdesk:
   • During onboarding: on Connect your first data source, choose Ticketing system, then Freshdesk.
   • Later: go to Data Sources → Ticketing System and pick Freshdesk.
3. Approve the OAuth permissions and click Allow. This connects both Freshdesk tickets and Freshdesk Solutions (knowledge).

To add other sources later (Jira, Confluence, Salesforce, and more), go to Data Sources.

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Install the IrisAgent app into your Freshworks account

1. Open IrisAgent on the Freshworks Marketplace.
2. Click Install and follow the steps.