CRM

Freshworks

Version 1.0 · Last updated 2026-08-10

Connect Freshworks so your Unless AI agent has the full picture, wherever in the suite it lives.

This is a premium connector. See the pricing page for more information.

Context

Freshworks is a customer engagement suite spanning sales, marketing, and support, including its CRM products.

Connect it and Living Context reads that data straight into every conversation your agent has, across acquisition, retention, expansion, and support - an agent that can see someone already has an open support case treats that conversation differently than one starting cold from a marketing campaign.

Buying, retention, and upsell signals your agent spots on your website and product route into Freshworks tagged for whichever team, sales or support, already owns that relationship, so the signal reaches someone instead of sitting between departments.

Key benefits

Full context on every conversation: Your agent draws on contact, account, and deal data from across Freshworks, so customers don’t repeat themselves no matter which team picks up.
Signals routed to the team already on it: Buying, retention, and upsell signals spotted on your website and product route into Freshworks tagged for whichever team, sales or support, already owns that relationship.

How does it work?

Living Context reads records from across the Freshworks suite to ground every conversation your agent has. Signals it spots on your website and product route into Freshworks for the team already working with that customer to act on.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the Freshworks integration. This will open a popup where you can connect your Freshworks account and set up the integration.