> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Freshdesk on Vortex IQ

> Monitor Freshdesk pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn.

Monitor Freshdesk pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn.

[Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=freshdesk)

<CardGroup cols={5}>
  <Card title="27">
    performance signals
  </Card>

  <Card title="4">
    automated checks
  </Card>

  <Card title="Build your own">
    automated fixes
  </Card>

  <Card title="Ready to build yours">
    workflows
  </Card>

  <Card title="7">
    API operations
  </Card>
</CardGroup>

<Tabs>
  <Tab title="Overview">
    ### What you can achieve

    Capabilities are grouped around merchant outcomes, not API terminology.

    <CardGroup cols={2}>
      <Card title="Protect revenue">
        Find failures, leaks and risks before they cost sales.
      </Card>

      <Card title="Run operations">
        Monitor orders, fulfilment, delivery and settlement.
      </Card>

      <Card title="Customer experience">
        Find storefront, speed, accessibility and journey problems.
      </Card>

      <Card title="Grow revenue">
        Improve discovery, conversion, campaigns and repeat purchase.
      </Card>
    </CardGroup>

    ### From connection to verified outcome

    The controlled sequence every capability follows. Nothing changes a connected system without the approval step.

    <Steps>
      <Step title="Connect">
        Authorise the source. Scopes are shown before access is granted.
      </Step>

      <Step title="Monitor">
        Watch the signals against your own baselines, not universal defaults.
      </Step>

      <Step title="Detect">
        Run checks and gather evidence specific to your store.
      </Step>

      <Step title="Recommend">
        Explain what happened, why it matters and the proposed action.
      </Step>

      <Step title="Approve">
        You review scope, risk and reversibility before anything changes.
      </Step>

      <Step title="Execute">
        Apply through governed connector operations.
      </Step>

      <Step title="Verify">
        Confirm the intended result and keep the receipt.
      </Step>
    </Steps>

    No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls.
  </Tab>

  <Tab title="Monitor (27)">
    ### Monitor performance

    27 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system.

    <AccordionGroup>
      <Accordion title="Run operations (22 signals)">
        | Signal                              | Alert behaviour     | What it tracks                                                                                                                                             |
        | ----------------------------------- | ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- |
        | **Avg Cycle Time (days)**           | Alert band 2 / 5    | Mean days from first agent action (in-progress) to resolution.                                                                                             |
        | **Avg Lead Time (days)**            | Alert band 5 / 14   | Mean days from created\_at to resolution (full lead time).                                                                                                 |
        | **Avg Time-to-Fix (days)**          | Alert band 5 / 14   | Mean days from filing to Resolved/Closed for Vortex IQ findings.                                                                                           |
        | **Backlog by Priority**             | Alert band 20 / 100 | Backlog by Priority.                                                                                                                                       |
        | **Backlog by Status**               | Merchant rule       | Backlog by Status.                                                                                                                                         |
        | **Blocked Tickets**                 | Alert band 3 / 8    | Tickets in a blocked/on-hold custom status; warn at 3, critical at 8.                                                                                      |
        | **Cycle Time by Priority**          | Alert band 2 / 5    | Cycle Time by Priority.                                                                                                                                    |
        | **Finding Resolution Rate (90d)**   | Alert band 75 / 50  | resolved\_or\_closed\_findings\_90d / all\_findings\_filed\_90d × 100, anchored on the filing date.                                                        |
        | **In Progress**                     | Merchant rule       | Description pending editorial review; the signal is live.                                                                                                  |
        | **Oldest Open (days)**              | Alert band 14 / 90  | Description pending editorial review; the signal is live.                                                                                                  |
        | **Open Tickets**                    | Alert band 0 / 20   | Description pending editorial review; the signal is live.                                                                                                  |
        | **Overloaded Assignees (>10 open)** | Merchant rule       | Description pending editorial review; the signal is live.                                                                                                  |
        | **SLA Attainment**                  | Alert band 95 / 80  | 100 x (1 - fr\_escalated rate) over tickets created in the window whose first-response SLA clock has already closed (fr\_due\_by in the past). fr\_escalat |
        | **Scope Added Mid-Sprint**          | Alert band 5 / 15   | Description pending editorial review; the signal is live.                                                                                                  |
        | **Sprint Progress**                 | Alert band 90 / 70  | Description pending editorial review; the signal is live.                                                                                                  |
        | **Sprint Velocity (avg)**           | Alert band 0 / 20   | Avg tickets resolved per sprint over the trailing 5 sprints.                                                                                               |
        | **Throughput Trend**                | Merchant rule       | Description pending editorial review; the signal is live.                                                                                                  |
        | **Tickets Resolved (7d)**           | Alert band 0 / 25   | Description pending editorial review; the signal is live.                                                                                                  |
        | **Tickets by Assignee**             | Alert band 5 / 10   | Tickets by Assignee.                                                                                                                                       |
        | **Unassigned Tickets**              | Alert band 5 / 20   | Open tickets with no responder\_id; warn at 5, critical at 20.                                                                                             |
        | **VortexIQ Findings In Progress**   | Merchant rule       | Description pending editorial review; the signal is live.                                                                                                  |
        | **VortexIQ Findings Resolved**      | Merchant rule       | Description pending editorial review; the signal is live.                                                                                                  |
      </Accordion>

      <Accordion title="Protect revenue (4 signals)">
        | Signal                                    | Alert behaviour   | What it tracks                                                                                                         |
        | ----------------------------------------- | ----------------- | ---------------------------------------------------------------------------------------------------------------------- |
        | **Abandoned Findings (>14d no movement)** | Alert band 5 / 15 | Open Vortex IQ findings whose updated\_at is older than now()-14d - the silent-drain gauge.                            |
        | **Abandoned Findings vs Refund Rate**     | Merchant rule     | Description pending editorial review; the signal is live.                                                              |
        | **High-Value Customer Waiting**           | Merchant rule     | High-Value Customer Waiting, broken down by row.                                                                       |
        | **VortexIQ Findings Open**                | Alert band 5 / 20 | Vortex-IQ-tagged tickets (tag:vortex\_iq, status open/pending) still unresolved - the unactioned-revenue-leak counter. |
      </Accordion>

      <Accordion title="Customer experience (1 signals)">
        | Signal                        | Alert behaviour     | What it tracks                                                                                                                                             |
        | ----------------------------- | ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- |
        | **First Response Time (min)** | Alert band 30 / 240 | created\_at to the confirmed real stats.first\_responded\_at field (?include=stats, already fetched for cycle time), converted to minutes. Bare support\_h |
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Audit (4)">
    ### Audit risks and opportunities

    A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail.

    <AccordionGroup>
      <Accordion title="CSAT below 70%">
        **Severity** high · **Outcome** Grow revenue · **Fix status** Report only

        CSAT below 70 percent predicts churn before it shows in revenue; the transcripts behind the score say exactly what to fix.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `SUPPORT-CSAT-001`
      </Accordion>

      <Accordion title="First-response SLA breached on open conversations">
        **Severity** high · **Outcome** Run operations · **Fix status** Report only

        Breached first-response SLAs compound: late answers create chase messages, which create more queue, which creates later answers.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `SUPPORT-SLA-001`
      </Accordion>

      <Accordion title="Median first-response time above 4h">
        **Severity** medium · **Outcome** Protect revenue · **Fix status** Report only

        Customers are waiting a median of over 4 hours just to hear back for the first time, before their actual issue is even addressed. Slow first response is one of the most common drivers of a bad support experience and of customers escalating, cancelling an order, or leaving a negative review while the

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `SUPPORT-FRT-001`
      </Accordion>

      <Accordion title="Open-conversation backlog rising > 20% week-over-week">
        **Severity** medium · **Outcome** Run operations · **Fix status** Report only

        The open-conversation backlog grew more than 20% in a week. A growing backlog means response and resolution times for everyone in the queue are about to get worse, not just the customers who are waiting today; the problem compounds until incoming volume and resolution capacity come back into balance

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `SUPPORT-BACKLOG-001`
      </Accordion>
    </AccordionGroup>

    #### Build your own automated fixes

    Turn any finding into an automated fix with a Vortex IQ workflow: **over 13,000 read and write operations across more than 200 connectors** are available as building blocks, with approval, verification and rollback on every change.
  </Tab>

  <Tab title="Automate">
    ### Automate approved work

    Vortex IQ is integrated with **5 read** and **2 write** operations across tickets, agents, agentmes, groups, searchtickets on Freshdesk. Combine them with anything from the **over 13,000 operations across more than 200 connectors** to automate the work in your own words.

    Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution.

    [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=freshdesk)

    #### Ready to build your first Freshdesk workflow

    Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build.

    <Accordion title="Browse the operations you can build with">
      | Resource      | Read operations | Write operations |
      | ------------- | --------------- | ---------------- |
      | tickets       | 1               | 2                |
      | agents        | 1               | 0                |
      | agentmes      | 1               | 0                |
      | groups        | 1               | 0                |
      | searchtickets | 1               | 0                |

      Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.
    </Accordion>
  </Tab>
</Tabs>
