Custom Views Freshdesk – effortless omnichannel service

So we are talking about…Custom Views Freshdesk…you can use freshdesk for customer care so let’s get going first off you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your details and register for totally free as quickly as you register you’re gon na start which will fill 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 individualize your assistance desk you can validate your email and listed below that you can see you can include your language whatever type of language you desire on your website change the color of your logo so as you can see i’m gon na choose a pink and listed below that you can likewise alter your menu color so i’m also gon na make that pink i guess or i ought to make that black yeah therefore you can upgrade those and next you’re gon na pick your support channel so how you can be gotten in touch with through phone e-mail social media chat or types and below that you can include your customer assistance e-mail so if someone is going to be contacting you you can set that e-mail over here and next up you can invite someone to your group so if you have a team that is working for you if somebody is going to be selling the tickets for you you can invite them over here successive over here we have our dashboard our control panel shows our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give you a graph that reveals you the patterns so if the tickets are selling out better or even worse it’s going to show you a nice trend and listed below that you have your consumer fulfillment and you can see the portion of favorable reactions or unfavorable actions even neutral responses and the overall responses that you have actually gotten on the right side you’re gon na have your order of business so something that you require to add to your order of business you’re gon na include it over here and it’s gon na provide you a great little tip on your basic dashboard and now on the left side we’re gon na proceed to tickets you can sort your tickets over here so let’s just state let’s arrange them by their status and now you can see urgent 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 type of tickets you want to view if you want to see the tickets that are assigned 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 requirements and next up below that you have your basic contact and business so you can view those whichever way that you have actually gotten in touch with people you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever kind of account information that you have about them below that you have your services tab so your option tab is a basic type of information tab which permits you to see your email marketing your legal requirements

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your service associated statements so if there is something that is sort of miscellaneous you will find it in your solutions tab and listed below the solutions tab you have your reports and analytics reports are the standard general overview of the number of tickets you might have offered what is the ticket volume pattern you can see over here you can get an assistance desk in-depth ticket analysis and you can likewise view your ticket volume trends so you can Custom Views Freshdesk

see on the right side you have your today’s ticket inside so the number of tickets you might have offered or two what is the increase or decrease in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow representative performance assistance operation and your basic account settings over here you can view the progress or the details of a certain team member or a group member and below that you can see your various channels of communication you can likewise see your workflow and what sort of development you have actually made what turning points that you have reached and just how much productivity each agent has you can view that from over here going back into tickets i’m going to show 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 kind of ticket this is you can change its status you can set its priority and you can also set what type of query it is so what type of question it is you can likewise assign a particular representative to this inquiry so you can simply include a note generally respond

 

tto this person and now i’m going to simply tell them i will be solving your ticket your issue 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 respond to the client so it’s instantly going to key in hi matt rogers that’s the consumer name this is jane doe what might be the issue with your item i’m just going to send out that and now i have actually replied to this consumer you can likewise erase your responses within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar type of reaction you require to offer to each of your clients again and again you’re going to go into the options tab and over here you can see there is the classifications you have actually general starting with us orders and refunds info gifts and vouchers and facts and concerns so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see how long will shipment take that’s a concern that is frequently asked you can simply release this draft and after that return to ticketing i’m simply gon na as a sample simply choose this ticket clearly the question is different however i’m just selecting this as a sample and now i’m simply going to choose this as a sample and i’m going to reply to it and you can see when you’re replying to a client on the bottom left you can see recommended options and canned kinds so you’re going to click on recommended options and you can see different posts that are a pre-written answer to a client question and you can just insert that pre-written details into your reaction and send it without needing to

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retype the exact same kind of responses again and again so this is an extremely easy formula for your representatives to follow so they can quickly respond to emails so another excellent feature that freshdesk actually offers is producing groups so if you click groups in the admin section you can create different groups for various functions so if a ticket and a problem is connected to billing you can designate a group member so over here i’ve appointed myself in this group and that individual might specify their function and make them the leader of this kind of billing ticket other than that you can also assign various in the group area you can likewise assign various tickets to various groups and as soon as 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 customers might have elevated a specific circumstance and yeah this is how you can start with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and useful and i’ll capture you men in the next video Custom Views Freshdesk