Auto Assign Agent Freshdesk – effortless omnichannel service

So we are talking about…Auto Assign Agent Freshdesk…you can use freshdesk for customer service so let’s get going to begin with you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as quickly as you register you’re gon na get going and that will pack your basic control panel so when you’re getting going with freshdesk as you can see on the left side it will set up your account so over here and customize your help desk you can verify your email and listed below that you can see you can include your language whatever type of language you desire on your site change the color of your logo design so as you can see i’m gon na go with a pink and below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i ought to make that black yeah and so you can upgrade those and next you’re gon na select your support channel so how you can be contacted through phone e-mail social networks chat or kinds and below that you can add your client assistance e-mail so if someone is going to be calling you you can set that e-mail over here and next up you can invite someone to your team so if you have a group that is working for you if someone is going to be offering the tickets for you you can invite them over here successive over here we have our dashboard our dashboard shows our

 

unresolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na provide you a chart that reveals you the patterns so if the tickets are selling out better or worse it’s going to show you a nice pattern and listed below that you have your customer complete satisfaction and you can see the percentage of unfavorable actions or favorable responses even neutral actions and the overall responses that you have gotten on the ideal side you’re gon na have your to-do list so something that you need to add to your to-do list you’re gon na include it over here and it’s gon na offer you a nice little pointer on your basic control panel and now on the left side we’re gon na move on to tickets you can sort your tickets over here so let’s simply say let’s arrange them by their status and now you can see high and urgent ones will be on the top however the other ones will be on the bottom now next up on the right side you can see over here you can filter out what type of tickets you want to view if you want to see the tickets that are designated to a specific person or the tickets that are still unassigned you can see them over here you can filter them out according to your needs and next up below that you have your basic contact and business so you can see those whichever manner in which you have contacted people you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever kind of account details that you have about them listed below that you have your options tab so your service tab is a basic sort of information tab which allows you to view your email marketing your legal requirements

Get Auto Assign Agent Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of various you will discover it in your solutions tab and listed below the options tab you have your analytics and reports reports are the basic general overview of how many tickets you might have offered what is the ticket volume trend you can see over here you can get an aid desk in-depth ticket analysis and you can likewise view your ticket volume trends so you can Auto Assign Agent Freshdesk

see on the right side you have your today’s ticket inside so the number of tickets you may have offered or two what is the boost or decrease in these sales you can see getting seven tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow agent productivity support operation and your general account settings over here you can see the development or the details of a particular staff member or a group member and below that you can see your different channels of interaction you can likewise view your workflow and what sort of development you have actually made what milestones that you have actually reached and how much efficiency each agent has you can see that from over here returning into tickets i’m going to show you how you can solve a ticket so over here at the top we have how can i refund my order and over here you can see you can include tags you can put it in a particular category what type of ticket this is you can alter its status you can set its priority and you can also set what type of question it is so what type of question it is you can likewise designate a particular representative to this question so you can just include a note generally respond

 

tto this person and now i’m going to simply tell them i will be solving your ticket your problem now i’m going to set this as a pending ticket and now i’m going to upgrade the status i’m going to include this note now i’m going to reply to the consumer so it’s immediately going to enter hi matt rogers that’s the client name this is jane doe what might be the issue with your item i’m simply going to send that and now i have responded to this client you can likewise erase your reactions within 10 seconds so if you make a mistake you can delete them within a few seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a similar type of action you require to offer to each of your clients again and again you’re going to enter into the options tab and over here you can see there is the categories you have basic getting going with us orders and refunds information gifts and discount coupons and realities and questions so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see for how long will delivery take that’s a question that is typically asked you can just publish this draft and after that go back to ticketing i’m simply gon na as a sample just select this ticket clearly the concern is different but i’m simply selecting this as a sample and now i’m simply going to pick this as a sample and i’m going to respond to it and you can see when you’re replying to a customer on the bottom left you can see recommended services and canned kinds so you’re going to click suggested solutions and you can see various articles that are a pre-written answer to a client concern and you can just place that pre-written information into your reaction and send it without having to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the same type of responses again and again so this is an extremely simple formula for your agents to follow so they can quickly react to emails so another excellent function that freshdesk truly supplies is producing groups so if you click groups in the admin section you can develop various groups for various purposes so if an issue and a ticket is connected to billing you can designate a group member so over here i’ve appointed myself in this group and that individual could specify their role and make them the leader of this sort of billing ticket aside from that you can also assign different in the group area you can likewise assign different tickets to various groups and once you’ve done that you can even set like hierarchies so who is the billing head and who is the escalation’s head and escalations are the consumer escalations where clients may have raised a specific circumstance and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you men found this easy to understand and practical and i’ll capture you men in the next video Auto Assign Agent Freshdesk

 

 

Auto Assign Agent Freshdesk – effortless omnichannel service

So we are talking about…Auto Assign Agent Freshdesk…you can use freshdesk for customer care so let’s start first off you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your information and register for complimentary as quickly as you register you’re gon na start which will fill your basic dashboard so when you’re getting started with freshdesk as you can see on the left side it will set up your account so over here and personalize your aid desk you can confirm your e-mail and listed below that you can see you can add your language whatever kind of language you want on your site change the color of your logo so as you can see i’m gon na opt for a pink and listed below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah and so you can update those and next you’re gon na choose your support channel so how you can be contacted via phone email social networks chat or forms and listed below that you can include your consumer support e-mail so if somebody is going to be calling you you can set that email over here and next up you can welcome someone to your team so if you have a group that is working for you if someone is going to be offering the tickets for you you can invite them over here next up over here we have our dashboard our dashboard shows our

 

unsolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a chart that shows you the patterns so if the tickets are selling out much better or even worse it’s going to reveal you a good pattern and below that you have your client satisfaction and you can see the percentage of positive actions or negative actions even neutral actions and the overall responses that you have gotten on the right side you’re gon na have your order of business so something that you need to add to your order of business you’re gon na add it over here and it’s gon na provide you a nice little tip on your basic dashboard and now on the left side we’re gon na move on to tickets you can arrange your tickets over here so let’s simply state let’s sort them by their status and now you can see immediate and high ones will be on the leading nevertheless the other ones will be on the bottom now next up on the right side you can see over here you can filter out what sort of tickets you want to view if you want to see the tickets that are designated to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out based on your requirements and successive listed below that you have your basic contact and business so you can see those whichever way that you have contacted people you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever type of account information that you have about them below that you have your solutions tab so your service tab is a general type of details tab which enables you to see your e-mail marketing your legal requirements

Get Auto Assign Agent Freshdesk support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is kind of various you will find it in your solutions tab and listed below the services tab you have your reports and analytics reports are the basic general summary of how many tickets you may have sold what is the ticket volume trend you can see over here you can get an assistance desk extensive ticket analysis and you can also view your ticket volume patterns so you can Auto Assign Agent Freshdesk

see on the right side you have your today’s ticket inside so the number of tickets you may have offered approximately what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow representative efficiency support operation and your general account settings over here you can view the progress or the information of a certain employee or a group member and below that you can see your various channels of communication you can also see your workflow and what sort of progress you have actually made what turning points that you have reached and how much performance each representative has you can see that from over here returning into tickets i’m going to reveal you how you can resolve a ticket so over here at the top we have how can i refund my order and over here you can see you can include tags you can put it in a specific classification what sort of ticket this is you can alter its status you can set its priority and you can also set what sort of query it is so what type of concern it is you can also designate a specific representative to this inquiry so you can just add a note basically reply

 

tto this person and now i’m going to just tell them i will be resolving your ticket your concern now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to include this note now i’m going to reply to the client so it’s instantly going to type in hi matt rogers that’s the customer name this is jane doe what might be the issue with your product i’m just going to send that and now i have actually replied to this customer you can likewise delete your reactions within 10 seconds so if you make a mistake you can delete them within a few seconds and retype your emails so if you’re an organization that’s running this ticketing service and you have a comparable type of response you need to give to each of your consumers again and again you’re going to enter into the solutions tab and over here you can see there is the classifications you have actually general beginning with us orders and refunds info presents and vouchers and realities and concerns so in fact in questions you can see over here there is some draft templates that are already offered and let’s see for how long will shipment take that’s a question that is frequently asked you can just release this draft and after that go back to ticketing i’m simply gon na as a sample simply choose this ticket clearly the question is different but i’m simply selecting this as a sample and now i’m just going to select this as a sample and i’m going to respond to it and you can see when you’re replying to a client on the bottom left you can see recommended solutions and canned forms so you’re going to click on suggested services and you can see various posts that are a pre-written answer to a consumer question and you can simply insert that pre-written details into your response and send it without having to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the same kind of responses again and again so this is a very easy formula for your representatives to follow so they can easily respond to e-mails so another fantastic feature that freshdesk truly offers is producing groups so if you click on groups in the admin area you can produce different groups for various functions so if an issue and a ticket is associated with billing you can designate a group member so over here i have actually assigned myself in this group and that individual might specify their function and make them the leader of this sort of billing ticket aside from that you can likewise assign various in the group section you can likewise assign various tickets to different groups and when you have actually done that you can even set like hierarchies so who is the billing head and who is the escalation’s head and escalations are the customer escalations where clients may have raised a particular scenario and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and valuable and i’ll catch you people in the next video Auto Assign Agent Freshdesk