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Trace a contact across Freshdesk tickets and Chorus calls
For support teams who ask their AI assistant for one timeline of a person's tickets, calls and emails.
On this page
Connector
Connect Freshdesk, pick your AI tool and paste the prompt.
The problem
One person's history split across tickets and calls
Understanding one person's history means searching Freshdesk for tickets, then Chorus for calls and emails, and lining up the dates by hand. Duplicate contacts and a missing link between a ticket and a call make it easy to get wrong.
Without PopdockAI
- Search Freshdesk for the contact's tickets
- Search Chorus for their calls and emails
- Line up dates across both by hand
- Miss that a ticket was open during a call
With PopdockAI
- The Freshdesk contact is found, stopping if several share the email
- Tickets, Chorus calls, summaries and emails are read
- Everything merges into one dated timeline
- Tickets open at the time of a call are flagged, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Trace the person with email `{email}` across Freshdesk and Chorus and report everything they have raised and discussed, looking back `{lookback-days}` days (default 90).
**Step 1: Identify the contact (Freshdesk)**
Call `freshdesk-get-contacts` with `email` set to `{email}`. Record contact-id, name, company-id, job-title and csat-rating. If no contact matches, note it and continue; use `{email}` directly as the requester email.
**Step 2: Their tickets (Freshdesk)**
Call `freshdesk-get-tickets` with `requester-email` set to `{email}` and `created-at.from` set to the lookback start. List ticket-id, subject, status, priority, created-at.
**Step 3: Their calls and emails (Chorus)**
Call `chorus-get-conversation-participants` with `email` set to `{email}`. For each conversation-id returned, call `chorus-get-engagements` with `conversation-id` to get date, subject and meeting-summary. Also call `chorus-get-emails` with `initiator-email` set to `{email}` and `sent-time.from` set to the lookback start.
**Step 4: Report**
Produce one chronological timeline merging tickets, calls and emails (date, system, what happened), then a two-sentence read on the relationship and any ticket that was open when a call took place.
**Rules & Guidelines:**
* `freshdesk-get-contacts` and `freshdesk-get-tickets` are on the freshdesk server; `chorus-get-conversation-participants`, `chorus-get-engagements` and `chorus-get-emails` are on the chorus server.
* The join is the email address; compare case-insensitively.
* Do not call any create, update, delete, reply or note tool on either server (for example `freshdesk-add-ticket`, `freshdesk-update-ticket`, `freshdesk-add-ticket-note`, `freshdesk-reply-to-ticket`, `chorus-add-moment`, `chorus-update-moment`).
**Validation:**
* If the person appears in only one system, say so and report that side.
* If several contacts share the email, list them and stop.Who it's for
One answer, three teams that use it
Support agents
See what was said on calls about the ticket
Meeting summaries beside the tickets show what sales or success already discussed with the customer.
Trace ana@contoso.com across Freshdesk tickets and Chorus calls for the last 60 days.
Account executives
Know about open tickets during your calls
Tickets that were open when a call took place are flagged, so you can see if a problem came up.
Were any Freshdesk tickets open when we had Chorus calls with raj@fabrikam.com this quarter?
Customer success managers
Get a quick read on the relationship
A short read on the relationship closes the timeline, ready before your next check in.
Give me a timeline and a read on the relationship with sam@northwindtraders.com from Freshdesk and Chorus.
How it works
What PopdockAI does when you ask
You give an email and a period, and your AI assistant merges tickets, calls and emails into one timeline. It matches by email only and reports plainly when a person is in one system.
01
Ask
You give an email address and a lookback window.
02
Identify
It finds the Freshdesk contact and stops if several share the email.
03
Gather
It reads their tickets, then their Chorus calls, meeting summaries and emails.
04
Report
You get one timeline and a short read on the relationship.
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-contacts
freshdesk-get-tickets
chorus-get-conversation-participants
chorus-get-engagements
chorus-get-emails
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
One timeline of tickets, calls and emails
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.
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