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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
Automation Rules for SMS lets you create automation rules in Freshdesk, which trigger SMS messages to
customers and other team members whenever they are met.
With the Freshdesk Automation Rules for SMS, you can automatically send your customers timely
updates about their tickets whenever certain criteria are met.
This automation app puts the repeatable tasks in customer service on automation so your support
agents can focus on more meaningful communication and provide a superior experience to customers.
Bring more efficiencies in your customer service with the Automation Rules for SMS app for
Freshdesk.
Key Features of Automation Rules for SMS
- Create an unlimited number of automation rules with customizable SMS templates for each rule.
- The app checks for rules whenever a ticket is created or updated and shoots SMS if a rule is met.
- Lets you send SMS to agent, customer, or both.
- Adds the message details as a private note to the ticket thread.
1. To install the app, go to your Freshdesk dashboard and click on the gear icon on the left.
2. Scroll down to Help-desk Productivity and click on Apps.
3. Click on Get More Apps and search for Automation Rules for SMS.
4. Click on Buy Now button to buy the app and install it.
5. Enter the following integration settings to validate your Twilio account:
- Twilio phone number
- Twilio SID
- Twilio Auth Token
(Refer to your Knowledgebase to find out where to get these credentials)
Click on Validate Twilio account. It will show you a success message if the account is validated
successfully.
6. Enter the following integration settings to validate your Freshdesk account:
- Freshdesk domain
- Freshdesk API key
(Refer to your Knowledgebase to find out where to get these credentials)
Click on Validate Freshdesk account. It will show a success message if the account is validated
successfully.
Once your accounts are validated, you can configure settings for your Automation Rules for SMS app.
7. On the next screen, you can add your own custom rules. Click on Add New Rule button to get started.
Click on the drop-down menus to select appropriate options for creating your own custom automation
rules. Enter the message you want to send when that rule is met.
8. To delete a rule, click on the cancel icon on the top-right. To disable a rule without deleting, turn off
the toggle.
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Not an Admin? Share this app with your admin to install it for you.
Version History
3.0 (October 2024)
No release notes found
2.0 (October 2024)
No release notes found
1.0 (October 2024)
No release notes found
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