Setup takes about 10 minutes. You need admin access in both Freshchat and your OpenCX organization.
Before you start
Admin access in Freshchat
Admin access in Freshchat
Only Freshchat admins can generate API tokens and register webhooks. Agent roles cannot reach the Admin Settings → Integrations & APIs page.
Pick the default agent
Pick the default agent
The AI posts replies in Freshchat as an agent you designate. Customers see that agent’s name and avatar on every AI message, so create a dedicated agent (for example OpenCX AI) rather than reusing a person’s account. The agent must exist in Freshchat before setup — OpenCX resolves it by email.
Owner or admin in OpenCX
Owner or admin in OpenCX
Required to save integration settings in Settings → Integrations.
Setup
Generate a Freshchat API access token
In Freshchat, open Admin Settings → Integrations & APIs and create a new API token.
- Label it
OpenCX(or anything recognizable). - Make sure the token has conversation management permissions.
- Copy the token immediately — Freshchat hides it after you close the dialog.
Open Freshchat in OpenCX
In your OpenCX dashboard, go to Settings → Integrations and select FreshChat.
Enter your credentials
| Field | Value |
|---|---|
| Domain | Your Freshchat workspace domain — for example yourcompany.freshchat.com. Include the full domain, do not prefix with https://. |
| Access Token | The API token you just copied. |
| Default Agent Email | The email of the Freshchat the AI posts as. The agent must already exist in Freshchat. |
Pick a routing mode
The Auto Handle All Incoming Chats toggle controls which conversations the AI picks up.
You can change modes anytime. New conversations follow the current setting; in-flight conversations keep their current assignment.
Auto-handle all incoming chats (toggle on)
Auto-handle all incoming chats (toggle on)
The AI claims every unassigned Freshchat conversation by assigning it to the default agent, then replies. Use this when the AI is the front door to your chat support.
Assigned-only (toggle off)
Assigned-only (toggle off)
The AI only replies to conversations Freshchat has already assigned to the default agent email. Use this when your existing Freshchat routing rules decide which chats go to the AI — for example, business-hours routing or team-based assignment.
Copy your webhook URL
After saving, OpenCX displays a Webhook URL unique to your organization. Keep this tab open — you’ll paste it into Freshchat in the next step.
Register the webhook in Freshchat
In Freshchat, open Admin Settings → Integrations & APIs → Webhooks and add a new webhook.
Save the webhook.
| Field | Value |
|---|---|
| Endpoint URL | Paste the OpenCX webhook URL. |
| Events to subscribe | Message Created, Conversation Resolved, Conversation Closed. |
Send a test message
Open your Freshchat widget as an end user and send a message. Within a few seconds:If the session doesn’t appear, jump to Troubleshooting.
- A new session appears in your OpenCX Inbox under the Web channel.
- The AI’s reply appears in the Freshchat conversation as the default agent.
The session back-links to Freshchat. Open the session from your inbox — the Freshchat conversation URL is stored on it so you can jump straight back into Freshchat to audit the rep view.
Rotating the API token
Freshchat tokens are long-lived but admins sometimes rotate them for compliance. To rotate:- Generate a new token in Admin Settings → Integrations & APIs.
- Paste it into Settings → Integrations → FreshChat and click Test & Save.
- Revoke the old token in Freshchat.
Disconnecting
In OpenCX, open the Freshchat integration and click Disconnect. Then in Freshchat, delete the webhook you created. Conversations already exchanged stay in your OpenCX inbox; no new Freshchat messages flow in, and the AI stops posting in Freshchat.Related Documentation
Conversation flow
How inbound messages match to sessions, how handoff unassigns the chat, how resolutions sync.
Troubleshooting
Credentials failing, webhook silent, handoff note missing.
Overview
What the Freshchat integration does and how it fits with your team.
Human handoff
Global handoff rules and office hours.