Using the Freshdesk Action Templates

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Use prebuilt Freshdesk action templates to auto-create dialog tasks.

Prerequisites: Configure Freshdesk and install templates before proceeding.

To access templates:

1. Go to Automation AI > Use Cases > Dialogs and click Create Dialog.

2. Under Integration, select Freshdesk to view action templates.

   

If no integration is configured, click Explore Integrations to go to the Actions page.

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Supported Actions

Action	Description	Method
Create a Ticket	Creates a ticket in Freshdesk	POST
Get Ticket by ID	Fetches ticket details by ID	GET
List All Tickets	Retrieves all tickets	GET
Update a Ticket	Updates a ticket	PUT
Search Ticket by Field	Searches tickets by field	GET
Delete a Ticket	Deletes a ticket	DELETE

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Create a Ticket

1. Install the template from Freshdesk Templates.

2. The Create Ticket dialog task is added with:

   

   • createTicket - User intent to create a ticket.

   • subject, description, email, priority, status, phone - Entity nodes for ticket details.

   • createTicketScript - Bot action script to prepare the request.

   • createTicketService - Bot action service to create the ticket. Click Edit Request:

     

     Sample Request:

     {
       "email": "[e-mail]",
       "subject": "Support payment",
       "description": "Payment is pending issue",
       "status": 2,
       "priority": 3
     }
     

     Sample Response:

     {
       "ticket": {
         "id": 57,
         "subject": "Support payment...",
         "description": "Payment is pending issue",
         "status": 2,
         "priority": 1,
         "type": "Incident",
         "created_at": "2022-09-28T07:00:14Z"
       }
     }
     

   • createTicketMessage - Message node to display the result.

3. Click Train, then Talk to Bot to test.

4. Follow prompts to create a ticket.

   

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Get Ticket by ID

1. Install the template from Freshdesk Templates.

2. The Get Ticket by ID dialog task is added with:

   

   • getTicketbyId - User intent to find a ticket by ID.

   • ticketID - Entity node for the ticket ID.

   • getTicketbyIdService - Bot action service to find the ticket. Click +Add Response:

     

     Sample Response:

     {
       "ticket": {
         "id": 57,
         "subject": "Support payment...",
         "description": "Payment is pending issue",
         "status": 2,
         "priority": 1,
         "type": "Incident"
       }
     }
     

   • getTicketbyIdMessage - Message node to display the result.

3. Click Train, then Talk to Bot to test.

4. Follow prompts to find a ticket by ID.

   

---

List All Tickets

1. Install the template from Freshdesk Templates.

2. The List All Tickets dialog task is added with:

   

   • listAllTickets - User intent to view all tickets.

   • listAllTicketsService - Bot action service to fetch all tickets. Click +Add Response:

     

   • listAllTicketsMessage - Message node to display results.

3. Click Train, then Talk to Bot to test.

4. Follow prompts to view all tickets.

   

---

Update a Ticket

1. Install the template from Freshdesk Templates.

2. The Update a Ticket dialog task is added with:

   

   • updateTicket - User intent to update a ticket.

   • ticketID, updateField, email, subject, description, status, priority - Entity nodes.

   • updateTicketScript - Bot action script for the update.

     

   • Click Edit Request:

     

     Sample Request:

     {
       "email": "[e-mail]",
       "subject": "LOGIN ISSUE...",
       "description": "Unable to login...",
       "status": 4,
       "priority": 2
     }
     

     Sample Response:

     {
       "ticket": {
         "id": 54,
         "subject": "LOGIN ISSUE...",
         "description": "Unable to login...",
         "status": 4,
         "priority": 2
       }
     }
     

   • updateTicketMessage - Message node to display the result.

3. Click Train, then Talk to Bot to test.

4. Follow prompts to update a ticket.

   

---

Search Ticket by Field

1. Install the template from Freshdesk Templates.

2. The Search Ticket by Field dialog task is added with:

   

   • searchTicket - User intent to search tickets.

   • chooseField, priority, email, status - Entity nodes for search criteria.

   • searchTicketScript - Bot action script to prepare the search.

   • searchTicketService - Bot action service to search tickets. Click +Add Response:

     

     Sample Response:

     {
       "tickets": [
         { "subject": "refer", "id": 55, "priority": 3, "status": 5 },
         { "subject": "Support payment...", "id": 7, "priority": 3, "status": 2 }
       ],
       "total": 2
     }
     

   • searchTicketMessage - Message node to display results.

3. Click Train, then Talk to Bot to test.

4. Follow prompts to search tickets.

   

---

Delete a Ticket

1. Install the template from Freshdesk Templates.

2. The Delete a Ticket dialog task is added with:

   

   • deleteTicket - User intent to delete a ticket.

   • ticketID - Entity node for the ticket ID.

   • deleteTicketService - Bot action service to delete the ticket. Click Edit Request:

     

   • deleteTicketMessage - Message node to display the result.

3. Click Train, then Talk to Bot to test.

4. Follow prompts to delete a ticket.