FreshDesk Toolbar Integration with Ameyo

overview this document explains how to integrate the ameyo toolbar with the freshdesk customer relationship management (crm) platform this integration makes the freshdesk crm compatible with ameyo's calling features, allowing agents to use all available calling functionalities directly within the freshdesk interface the process involves creating a freshdesk account, uploading a custom ameyo app, creating custom data fields, and configuring the database to link the two systems key benefits centralized access to call controls and customer tickets within freshdesk automated call logging and ticket creation for inbound and outbound interactions seamless synchronization between ameyo call data and freshdesk ticket information functionality the integration embeds the ameyo toolbar inside the freshdesk dashboard, allowing agents to initiate and receive calls using the ameyo telephony system directly from freshdesk automatically log call details as tickets or notes in freshdesk perform real time caller identification and screen pop of relevant contact or ticket records create unattached tickets if a record is not matched, using parameters defined in the configuration tables manage call dispositions through custom fields to log outcomes at one or two levels (disposition and sub disposition) enable server or client side dumping for call logs and recordings, controlled from admin settings prerequisites a valid freshdesk account with admin access a configured ameyo contact center deployment freshdesk api key extracted from the user’s profile proper configuration of freshdesk domain and ameyo toolbar domain within the integration settings