Pulling information from other system

(Animesh Singh) #1

Hello everyone,

I am fairly new to Flow XO and need some help from you wonderful people.

We plan to use Flow for providing support to our existing customers. Which means, we already have certain information about the people we are going to talk to - for eg - their name, emailID, phone number etc. How do we pass this information to Flow in advance so that the greeting becomes more personalized (do not have to ask their name, email ID etc.)

Second we want a Freshdesk integration, which I see is possible. But the question is - Can I configure it such that at a certain stage Flow creates a ticket in FreshDesk and when the ticket is resolved or acted upon, a relevant message gets thrown to the user later.

Thanks in advance!
Animesh

(Karen Barker) #2

Hi Animesh, :wave:

Which platform are you looking to build your bots on? For example on facebook messenger we already have the name to personalise a greeting. How is your information stored currently - is it all in Freshdesk?

With our freshdesk integration you can add, update, get and delete new tickets, companys and users. We can also add a note to the ticket. With the use of filters you’ll be able to build your flows to ensure that these tasks happen when you require.