Freshdesk Auto Tag – effortless omnichannel service

So we are talking about…Freshdesk Auto Tag…you can utilize freshdesk for customer support so let’s start first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for totally free as quickly as you sign up you’re gon na get going and that will fill your basic dashboard so when you’re getting going with freshdesk as you can see on the left side it will establish your account so over here and customize your aid desk you can confirm your e-mail and below that you can see you can include your language whatever sort of language you desire on your site change the color of your logo so as you can see i’m gon na choose 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 therefore you can upgrade those and next you’re gon na pick your support channel so how you can be gotten in touch with via phone email social networks chat or types and listed below that you can include your client support email so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome somebody to your group so if you have a group that is working for you if somebody is going to be selling the tickets for you you can invite them over here next up over here we have our control panel our control panel 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 offer you a chart that reveals you the patterns so if the tickets are selling out much better or even worse it’s going to show you a good pattern and below that you have your client satisfaction and you can see the percentage of favorable reactions or negative actions even neutral reactions and the overall actions that you have actually received 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 add it over here and it’s gon na offer you a good little tip on your basic control panel and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s simply state let’s arrange them by their status and now you can see high and urgent ones will be on the leading 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 sort of tickets you wish to view if you wish to see the tickets that are appointed to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out based on your requirements and next up listed below that you have your basic contact and business so you can see those whichever manner in which you have actually gotten in touch with people you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever sort of account information that you have about them below that you have your services tab so your option tab is a basic sort of details tab which allows you to see your e-mail marketing your legal requirements

Get Freshdesk Auto Tag support, customer, ticket, software, zendesk,

your service related statements so if there is something that is sort of miscellaneous you will find it in your services tab and below the services tab you have your reports and analytics reports are the standard general introduction of how many tickets you may have sold what is the ticket volume pattern you can see over here you can get an aid desk in-depth ticket analysis and you can also view your ticket volume patterns so you can Freshdesk Auto Tag

see on the right side you have your today’s ticket inside so the number of tickets you might have sold approximately what is the increase or decrease in these sales you can see getting 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow representative efficiency assistance operation and your basic account settings over here you can see the development or the information of a particular staff member or a group member and below that you can see your different channels of communication you can likewise see your workflow and what kind of development you have made what milestones that you have reached and just how much productivity each representative has you can view that from over here going back into tickets i’m going to show you how you can deal with 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 change its status you can set its top priority and you can likewise set what sort of query it is so what kind of concern it is you can likewise assign a specific representative to this query so you can just add a note basically reply

 

tto this person and now i’m going to simply tell them i will be fixing your ticket your issue now i’m going to set this as a pending ticket and now i’m going to upgrade the status i’m going to add this note now i’m going to reply to the client so it’s instantly going to key in hi matt rogers that’s the customer name this is jane doe what might be the issue with your product i’m simply going to send out that and now i have actually replied to this customer you can also erase your responses within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your emails so if you’re a service that’s running this ticketing service and you have a comparable sort of response you need to offer to each of your clients again and again you’re going to go into the solutions tab and over here you can see there is the classifications you have general beginning with us refunds and orders information gifts and vouchers and realities and questions so in fact in questions you can see over here there is some draft templates that are already available and let’s see the length of time will shipment take that’s a question that is frequently asked you can simply publish this draft and then go back to ticketing i’m just gon na as a sample just choose this ticket certainly the concern is different but i’m just selecting this as a sample and now i’m just going to pick this as a sample and i’m going to respond to it and you can see when you’re responding to a client on the bottom left you can see recommended solutions and canned types so you’re going to click on suggested solutions and you can see various articles that are a pre-written answer to a consumer concern and you can just insert that pre-written information into your action and send it without needing to

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

retype the very same sort of answers again and again so this is a really simple formula for your agents to follow so they can easily react to e-mails so another excellent feature that freshdesk really offers is creating groups so if you click on groups in the admin area you can develop various groups for different functions so if a ticket and an issue is connected to billing you can assign a group member so over here i’ve designated myself in this group which person might define their role and make them the leader of this sort of billing ticket other than that you can also designate various in the group section you can likewise appoint various tickets to various groups and as soon as 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 customers might have elevated a particular scenario and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you guys found this easy to understand and useful and i’ll capture you men in the next video Freshdesk Auto Tag

 

 

Freshdesk Auto Tag – effortless omnichannel service

So we are talking about…Freshdesk Auto Tag…you can utilize freshdesk for customer care so let’s get going first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for totally free as quickly as you register you’re gon na begin which will fill your basic dashboard so when you’re getting started with freshdesk as you can see on the left side it will establish your account so over here and individualize your aid desk you can confirm your e-mail and below that you can see you can add your language whatever sort of language you want on your site alter the color of your logo so as you can see i’m gon na opt for a pink and below that you can also change your menu color so i’m likewise gon na make that pink i guess or i should 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 through phone email social media chat or types and below that you can include your customer support e-mail so if somebody is going to be calling you you can set that e-mail over here and next up you can welcome somebody to your team so if you have a team that is working for you if somebody 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

 

unsettled tickets past due 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 graph that reveals you the trends so if the tickets are selling out much better or worse it’s going to reveal you a good trend and below that you have your consumer fulfillment and you can see the portion of positive responses or negative responses even neutral responses and the overall responses that you have gotten on the best side you’re gon na have your order of business so something that you require to add to your to-do list you’re gon na include it over here and it’s gon na give you a great little pointer on your basic dashboard and now on the left side we’re gon na carry on to tickets you can arrange your tickets over here so let’s just state let’s sort them by their status and now you can see immediate and high 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 assigned to a particular individual or the tickets that are still unassigned you can view them over here you can filter them out according to your needs and successive below that you have your basic contact and business so you can view those whichever way that you have gotten in touch with individuals you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever type of account details that you have about them listed below that you have your solutions tab so your solution tab is a general kind of details tab which enables you to view your email marketing your legal requirements

Get Freshdesk Auto Tag support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is sort of miscellaneous you will find it in your solutions tab and below the options tab you have your reports and analytics reports are the basic general summary of how many tickets you may have offered what is the ticket volume pattern you can see over here you can get an assistance desk thorough ticket analysis and you can also view your ticket volume trends so you can Freshdesk Auto Tag

see on the right side you have your today’s ticket inside so how many tickets you might have offered or so what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow agent performance assistance operation and your general account settings over here you can see the progress or the information of a specific employee or a group member and listed below that you can see your various channels of communication you can also view your workflow and what kind of development you have made what turning points that you have reached and just how much efficiency each representative has you can view that from over here returning into tickets i’m going to reveal 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 specific category what type of ticket this is you can alter its status you can set its top priority and you can likewise set what type of query it is so what kind of question it is you can likewise designate a particular agent 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 fixing your ticket your issue 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 client so it’s automatically going to key in hi matt rogers that’s the client name this is jane doe what might be the problem with your item i’m just going to send out that and now i have actually replied to this consumer you can also erase your actions within 10 seconds so if you slip up you can erase them within a few seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a similar type of reaction you need to offer to each of your consumers again and again you’re going to go into the services tab and over here you can see there is the classifications you have general beginning with us refunds and orders info presents and coupons and facts and questions so in fact in questions you can see over here there is some draft design templates that are already readily available and let’s see the length of time will delivery take that’s a concern that is often asked you can just publish this draft and then return to ticketing i’m simply gon na as a sample just choose this ticket obviously the concern is different however i’m simply choosing 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 responding to a client on the bottom left you can see suggested options and canned forms so you’re going to click recommended solutions and you can see various posts that are a pre-written answer to a consumer question and you can simply place that pre-written info into your response and send it without having to

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

retype the exact same kind of answers again and again so this is a really simple formula for your representatives to follow so they can quickly respond to emails so another great feature that freshdesk really provides is developing groups so if you click groups in the admin section you can produce different groups for different functions so if a ticket and a problem is connected to billing you can assign a group member so over here i have actually assigned myself in this group which individual might define their role and make them the leader of this type of billing ticket other than that you can also appoint various in the group area you can also appoint different tickets to different groups and as soon as 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 customers might have raised a certain circumstance and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and helpful and i’ll capture you men in the next video Freshdesk Auto Tag