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freshdesk ai smart assist

Getting Started with AI Smart Assist

Install on Freshdesk

  1. Open the AI Smart Assist listing on the Freshworks Marketplace and click Install.
  2. Enter your Freshdesk Domain — the full domain of your account, e.g. yourcompany.freshdesk.com.
  3. Enter your Freshdesk API Key. To find it:
    1. Log in to your Freshdesk account.
    2. Click your profile picture in the top right and select Profile Settings.
    3. Your API key is shown in the sidebar on the right — copy it.
  4. Click Verify, then Install.

Connect Freshchat / Freshworks CRM (optional)

If your team also handles conversations in Freshchat or Freshworks CRM, connect that account too so the same AI tools show up there:

  1. Enter your Freshchat Domain, e.g. yourcompany.freshchat.com.
  2. Enter your Freshchat API Key. To find it:
    1. In Freshchat, go to Settings → Admin Settings.
    2. Click Apps & Integrations → API Settings.
    3. Copy the API Key for Chat.
  3. Click Verify, then Install.

Where to find it

Once installed, AI Smart Assist shows up wherever your agents already work:

  • Freshdesk tickets — in the conversation editor, as you write a reply or a private note.
  • Team Inbox — in the reply editor (Rephrase only, for now).
  • Freshchat conversations — in the conversation message editor.
  • Contact records — as a quick action.

What agents can do

  • Conversation Starter — draft a first reply in one click, built around the ticket’s own context. Set up custom prompts to tailor this to your business.
  • Rephrase — improve the tone, clarity, and grammar of a reply or note, with control over length by word count or bullet points.
  • Summarize — condense a long back-and-forth thread, customer and agent messages included, into a short summary.
  • Ask GPT — run any one-off prompt against the ticket, right from the editor.
  • Translate — detect and translate text automatically, so language is never a blocker.

Every result can be inserted straight into the reply editor or a private note, whichever fits the moment.

Need help?

Email us at support@taroo.in and we’ll respond within one business day.

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