How it works
Your chatbot integrates seamlessly with Freshchat to provide hybrid AI-human support:AI-first responses
Bot answers customer messages automatically using your knowledge base
Smart escalation
Seamlessly hands off to human agents when needed
Context preservation
Maintains full conversation history during handoffs
Dual-platform sync
Syncs all interactions to both Freshchat and SiteGPT dashboards
Prerequisites
A Freshworks account with Freshchat enabled
Admin access to Freshchat settings
A trained SiteGPT chatbot ready to deploy
Setup
Get your Freshchat API credentials
In Freshchat, navigate to Settings → API Tokens.Click Generate Token if you don’t have one. Copy the API Token and note your App ID (found in the URL or settings).
You’ll need these credentials to authenticate SiteGPT with Freshchat.
Connect Freshchat in SiteGPT
In SiteGPT, navigate to Integrations → Freshchat and click Get Started.Enter your API Token and App ID from Freshchat, then click Connect.SiteGPT generates a Webhook URL. Copy this URL for the next step.
Configure webhook in Freshchat
In Freshchat, navigate to Settings → Webhooks.Click Add Webhook and configure:
- Webhook Name: SiteGPT Bot
- Webhook URL: Paste the URL from SiteGPT
- Events: Select
conversation_created,message_created, andconversation_assigned
Configure bot behavior
Return to SiteGPT and configure how your bot behaves in Freshchat:
- Response mode: Choose between automatic responses or manual approval
- Escalation triggers: Set keywords or conditions that trigger human handoff
- Business hours: Optionally limit AI responses to specific hours
Webhook events
Configure which Freshchat events trigger your bot: Recommended events:conversation_created- New conversations startedmessage_created- New messages from visitorsconversation_assigned- Conversations assigned to agents
conversation_resolved- Conversations marked as resolveduser_created- New users identified
Escalation
Users can escalate to human agents by:- Clicking the “Escalate to Human” button in bot responses
- Typing trigger phrases like “speak to human” or “agent”
- When the bot cannot answer confidently
Advanced features
Lead collection
Lead collection
Capture leads directly in Freshchat conversations:
- Enable lead collection in SiteGPT
- Configure trigger keywords (e.g., “pricing”, “demo”, “quote”)
- Bot collects contact information when users show interest
- Leads sync to both SiteGPT and Freshchat
Custom responses
Custom responses
Personalize bot responses for Freshchat:
- Set up custom responses for common questions
- Configure welcome messages specific to Freshchat
- Add quick reply buttons for common actions
- Customize escalation messages
Analytics and reporting
Analytics and reporting
Track AI performance in both platforms:In SiteGPT:
- Response accuracy
- Conversation volume
- Escalation rate
- User satisfaction
- First response time
- Resolution time
- Agent workload reduction
- CSAT scores
Managing the integration
- Monitor performance
- Update settings
- Disconnect
Track your Freshchat bot’s effectiveness:Navigate to Chat History in SiteGPT to:
- Review Freshchat conversation transcripts
- Identify common questions
- Analyze escalation patterns
- Export conversation data
- Track response times
- Monitor agent workload
- Measure customer satisfaction
- View conversation trends
Best practices
Start with conservative settings
Start with conservative settings
Begin with AI handling simple queries:
- Enable “Fallback mode” initially to let humans handle most conversations
- Gradually expand as confidence grows
- Monitor escalation rates and adjust triggers accordingly
- Train your bot on common Freshchat conversations
Monitor AI performance regularly
Monitor AI performance regularly
Review conversations weekly to improve accuracy:
- Check Chat History for misunderstood questions
- Add frequently asked questions to training data
- Update chatbot instructions based on patterns
- Adjust escalation triggers to reduce false positives
Use AI for triage, humans for complexity
Use AI for triage, humans for complexity
Optimize the AI-human workflow:AI handles:
- Common questions with clear answers
- Information retrieval from documentation
- Initial lead qualification
- Basic troubleshooting steps
- Complex technical issues
- Sensitive account matters
- Complaints and refunds
- Personalized recommendations
Set clear expectations
Set clear expectations
Help customers understand they’re chatting with AI:
- Include “AI Assistant” in the bot name
- Add a welcome message explaining AI capabilities
- Make escalation options clearly visible
- Provide estimated response times for human agents
“Hi! I’m the SiteGPT AI Assistant. I can answer questions about our products and services instantly. Need to speak with a human? Just click ‘Talk to Agent’ anytime!”
Troubleshooting
Bot not responding to messages
Bot not responding to messages
Check these common issues:
- Webhook URL: Verify the webhook URL in Freshchat matches SiteGPT
- API credentials: Confirm your API token is valid and not expired
- Event selection: Ensure
message_createdevent is enabled - Bot status: Check that your SiteGPT chatbot is active
Duplicate responses
Duplicate responses
If the bot sends multiple responses:
- Check for duplicate webhooks in Freshchat settings
- Verify only one SiteGPT integration is connected
- Review event triggers—avoid overlapping events
Escalation not working
Escalation not working
If escalation fails:
- Verify human support is enabled in SiteGPT
- Check escalation triggers are configured correctly
- Ensure agents are available in Freshchat
- Review conversation routing rules in Freshchat