We have captured some of the common queries related to Freshservice integration with Slack pertaining to Plan availability, integration configuration & troubleshooting. You can look into the list of questions below and click to find answers:
TABLE OF CONTENTS
- Servicebot isn't responding in the message tab
- What is a suggestion?
- How are the suggestions calculated? What if I pay for an annual subscription?
- What is NOT counted as a suggestion?
- Slack Servicebot home page is showing an access denied error
- Servicebot shows a “Continue to portal” button for incident and service request forms
- Complete list of Form fields supported in slack
- Servicebot configuration page doesn’t show checkboxes for notifications
Servicebot isn't responding in the message tab
Check whether the virtual agent is activated in the slack settings by going to admin -> virtual agent -> Click on the gear icon next to Slack
What is a suggestion?
Bot can reply in a wide variety of ways based on the question asked. If the bot replies back with solution articles or service items or an option to raise a ticket for the customer, it is counted as one suggestion. One suggestion can contain one/more articles/items.
How are the suggestions calculated? What if I pay for an annual subscription?
On the enterprise plan, customers get 2000 suggestions per month. If you buy an annual subscription, you will get 24000 suggestions which you can utilize within any number of months. Suggestions expire after the end of the billing cycle (i.e they are not carried forward).
What is NOT counted as a suggestion?
Small talk such as "hi, hello, thank you ", are not counted as suggestions. The bot can also reply back with a list of tickets/approvals of the user, these are also NOT counted as suggestions.
Slack Servicebot home page is showing an access denied error
For the Servicebot to recognize a user, it uses the primary email address of the user in Freshservice and matches it with the email address of the user in slack. If the emails don’t match, the Servicebot will throw an error. Additionally, you should check for the following:
- User must be active inside Freshservice (must have logged in at least once)
- User must not be deleted in Freshservice
If the user is a requester in Freshservice, then
- Account shouldn’t have the “MSP mode” turned on
- Account must be on the enterprise plan of Freshservice
Requesters can interact with servicebot only on the “Enterprise” plan of Freshservice.
Servicebot shows a “Continue to portal” button for incident and service request forms
Since slack supports only some UI controls, we only render the forms inside slack that are supported by the platforms. For forms that are not supported, we redirect the user to continue submitting their request from the self-service portal. Servicebot will render a form inside slack if it fulfills the following requirements:
Must have up to 20 mandatory fields
Must have less than 100 choices across all dropdown fields
Must not have dynamic sections
Business rules are not supported inside slack
Only Mandatory fields are rendered
For Service Requests:
Must not have dropdown fields that select options from a data source
Must not be a loaner item or have child items
Must not have attachments marked as mandatory
Associating assets and adding attachments from Slack is not supported
Complete list of Form fields supported in slack
Type of Form Fields
|Data source dropdown||No|
|Adding attachments (Files, images, etc.)||No|
|Bundles service items||No|
Servicebot configuration page doesn’t show checkboxes for notifications
Servicebot functionality differs based on your plan. The ability to send notifications to requesters and approvers is only present on the “Enterprise” plan. You can read more below about how servicebot works in plans other than Enterprise: