/
/
See one customer's tickets and pipeline on a single page
For support teams who want a customer's Freshdesk tickets and Nutshell leads side by side before a call, just by asking their AI assistant.
On this page
Connector
Connect Freshdesk, pick your AI tool and paste the prompt.
The problem
An escalation sits unseen while a lead is about to close
Before a customer call someone checks Freshdesk for tickets and Nutshell for the account and leads, and the two rarely get lined up. An escalation can sit unseen while a lead closes, or a customer goes quiet for months.
Without PopdockAI
- Search Freshdesk for the company's tickets
- Count escalations and old unresolved subjects
- Open the Nutshell account for owner and leads
- Never line the two views up
With PopdockAI
- Tickets are counted by status and priority with escalations
- The Nutshell owner, last contact and open leads are read
- Watch outs that cross both systems are called out
- Matching is by name and stated, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Give a combined support and sales view of the customer named `{company-name}`, looking back `{lookback-days}` days for tickets (default 90).
**Step 1: Find the company in Freshdesk**
Call `freshdesk-get-companies` with name.contains set to the company name. If more than one company matches, list them (name, domains, company-id) and stop. If none match, say so and continue to Step 3 with the Nutshell side only.
**Step 2: Pull the tickets**
Call `freshdesk-get-tickets` with company-id set to the company-id from Step 1 and created-at.from set to the lookback date. Count tickets by status and priority and note any with escalated true. Keep the 5 oldest unresolved ticket subjects.
**Step 3: Find the account in Nutshell**
Call `nutshell-get-account` with name.contains set to the Freshdesk company name (or the input if Freshdesk had no match). If several match, list them and stop. Take its id, owner, open-leads, last-contacted and nutshell-link.
**Step 4: Pull the open leads**
Call `nutshell-get-lead` with company-id set to the account id and status set to open. Report each lead name, value, confidence and anticipated-close-time.
**Step 5: Report**
Three short sections: Support (ticket counts, escalations, oldest open), Sales (owner, last contacted, open leads and total value), and Watch-outs (for example open escalations while a lead is due to close, or no sales contact for a long time). End with the Nutshell link.
**Rules & Guidelines:**
* Freshdesk tools (freshdesk-*) and Nutshell tools (nutshell-*) live on two different MCP servers; both must be connected. If a tool from either server is unavailable, say which server is missing and stop.
* Read-only. Never call `freshdesk-add-ticket`, `freshdesk-update-ticket`, `freshdesk-delete-ticket`, `freshdesk-add-ticket-note`, `freshdesk-reply-to-ticket`, `freshdesk-add-contact`, `freshdesk-update-contact`, `freshdesk-add-company`, `freshdesk-update-company`, `nutshell-add-lead`, `nutshell-update-lead`, `nutshell-add-company`, `nutshell-update-company`, `nutshell-add-person`, `nutshell-update-person`, `nutshell-add-activity` or any delete tool.
* Match companies by name only; state that the match is by name.
**Validation:**
* If either system returns nothing, say the customer is present in one system and absent from the other, and report what you have.
* If a ticket company-id returns no tickets, report zero rather than guessing.Who it's for
One answer, three teams that use it
Support managers
Know when a ticket touches a live lead
Open leads with value and expected close beside the ticket list show you which customers need careful handling.
Does Fabrikam have open Nutshell leads while its Freshdesk tickets are escalated?
Account managers
Spot customers who have gone quiet
The last contacted date from Nutshell shows when nobody has spoken to a customer with open tickets.
When did we last contact Northwind Traders in Nutshell, and what Freshdesk tickets are still open?
Sales reps
Prepare for the call with watch outs
A Watch outs section lists the risks across support and sales so you do not get surprised.
Give me the support and sales view for Contoso with watch outs, tickets from the last 30 days.
How it works
What PopdockAI does when you ask
You name a customer and a period, and your AI assistant puts their ticket load next to their Nutshell pipeline. It stops if several companies match and says when one side is missing.
01
Ask
You name the customer and how many days of tickets to review.
02
Support
It finds the company in Freshdesk and counts tickets and escalations.
03
Sales
It finds the Nutshell account, owner, last contact and open leads.
04
Report
You get Support, Sales and Watch-outs sections and the Nutshell link.
What PopdockAI provides
The tools behind the answer
Ready made tools for Freshdesk and one secure connection to your AI tool. No code, no exports.
freshdesk-get-companies
freshdesk-get-tickets
nutshell-get-account
nutshell-get-lead
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Tickets and pipeline on a single page
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

.webp)
