Freshdesk Customer Dashboard – effortless omnichannel service

So we are talking about…Freshdesk Customer Dashboard…you can utilize freshdesk for client service so let’s start first of all you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your information and register for totally free as quickly as you sign up you’re gon na begin and that will pack your basic dashboard so when you’re beginning with freshdesk as you can see on the left side it will establish your account so over here and individualize your help desk you can validate your e-mail and listed below that you can see you can include your language whatever type of language you desire on your website alter the color of your logo design so as you can see i’m gon na choose a pink and below that you can also change your menu color so i’m also gon na make that pink i guess or i must make that black yeah therefore you can update those and next you’re gon na select your assistance channel so how you can be contacted through phone e-mail social media chat or kinds and listed below that you can add your client support e-mail so if somebody is going to be contacting you you can set that e-mail over here and next up you can invite someone to your team 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 next up over here we have our control panel our dashboard reveals 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 shows you the patterns so if the tickets are selling out better or worse it’s going to reveal you a great trend and listed below that you have your customer fulfillment and you can see the percentage of favorable reactions or negative responses even neutral actions and the overall actions that you have received on the ideal side you’re gon na have your to-do list so something that you require to contribute to your to-do list you’re gon na include it over here and it’s gon na offer you a nice little tip on your basic dashboard and now on the left side we’re gon na carry on to tickets you can sort your tickets over here so let’s simply state let’s sort them by their status and now you can see urgent and high ones will be on the leading however the other ones will be on the bottom now next up on the best side you can see over here you can filter out what kind of tickets you wish to see if you wish to see the tickets that are appointed to a particular person 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 companies so you can see those whichever way that you have gotten in touch with individuals you can see their email addresses uh their business titles their telephone number facebook twitter whatever sort of account details that you have about them below that you have your solutions tab so your service tab is a basic kind of details tab which allows you to view your e-mail marketing your legal requirements

Get Freshdesk Customer Dashboard support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is kind of miscellaneous you will discover it in your services tab and listed below the services tab you have your reports and analytics reports are the standard general introduction of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk thorough ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk Customer Dashboard

see on the best side you have your today’s ticket inside so the number of tickets you might have offered approximately what is the increase or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent performance assistance operation and your basic account settings over here you can view the development or the information of a particular team 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 progress you have actually made what turning points that you have actually reached and just how much efficiency each agent has you can view that from over here returning into tickets i’m going to show you how you can fix a ticket so over here at the top we have how can i refund my order and over here you can see you can add tags you can put it in a specific category 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 kind of concern it is you can also designate a particular representative to this inquiry so you can just add a note essentially reply

 

tto this person and now i’m going to simply tell them i will be resolving 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 consumer so it’s instantly going to enter hi matt rogers that’s the consumer name this is jane doe what might be the problem with your item i’m simply going to send that and now i have responded to this consumer you can also delete your reactions within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a similar sort of action you need to give to each of your consumers again and again you’re going to go into the solutions tab and over here you can see there is the categories you have general getting started with us orders and refunds information presents and vouchers and truths and concerns so in fact in questions you can see over here there is some draft design templates that are currently readily available and let’s see for how long will delivery take that’s a concern that is frequently asked you can simply release this draft and after that go back to ticketing i’m just gon na as a sample just choose this ticket undoubtedly the concern is various but i’m simply picking 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 responding to a client on the bottom left you can see suggested services and canned types so you’re going to click on recommended solutions and you can see different articles that are a pre-written answer to a client concern and you can simply insert that pre-written information into your reaction and send it without needing to

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

retype the exact same type of answers again and again so this is an extremely easy formula for your representatives to follow so they can quickly respond to e-mails so another excellent feature that freshdesk really supplies is producing groups so if you click groups in the admin area you can develop different groups for various purposes so if an issue and a ticket is associated with billing you can appoint 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 type of billing ticket other than that you can likewise assign different in the group area you can also designate 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 client escalations where clients might have raised a certain circumstance and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and helpful and i’ll capture you guys in the next video Freshdesk Customer Dashboard

 

 

Freshdesk Customer Dashboard – effortless omnichannel service

So we are talking about…Freshdesk Customer Dashboard…you can use freshdesk for client service so let’s begin first of all you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as soon as you sign up you’re gon na start and that will fill your basic control panel so when you’re starting with freshdesk as you can see on the left side it will establish your account so over here and personalize your assistance desk you can verify your e-mail and below that you can see you can add your language whatever type of language you want on your website change the color of your logo design so as you can see i’m gon na opt for a pink and listed below that you can also change 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 update those and next you’re gon na choose your support channel so how you can be gotten in touch with via phone e-mail social media chat or forms and listed below that you can include your consumer assistance e-mail so if someone is going to be calling you you can set that email over here and next up you can invite somebody 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 welcome them over here next up over here we have our dashboard our dashboard shows our

 

unsolved 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 graph that shows you the trends so if the tickets are selling out much better or worse it’s going to show you a great trend and listed below that you have your customer complete satisfaction and you can see the portion of unfavorable responses or positive responses even neutral actions and the total responses that you have actually gotten on the best side you’re gon na have your to-do list so something that you need to contribute to your to-do list you’re gon na add it over here and it’s gon na give you a good little suggestion on your basic control panel 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 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 sort of tickets you wish to see if you want to see the tickets that are appointed to a specific person 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 companies so you can see those whichever manner in which you have actually called individuals you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever kind of account information that you have about them listed below that you have your services tab so your service tab is a basic type of info tab which allows you to see your email marketing your legal requirements

Get Freshdesk Customer Dashboard support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is type of various you will find it in your solutions tab and listed below the solutions 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 see your ticket volume patterns so you can Freshdesk Customer Dashboard

see on the right side you have your today’s ticket inside so the number of tickets you may have sold approximately what is the boost or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow agent performance support operation and your basic account settings over here you can see the development or the information of a particular team member or a group member and below that you can see your various channels of interaction you can likewise see your workflow and what sort of development you have actually made what milestones that you have actually reached and how much performance each representative 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 add tags you can put it in a particular classification what kind of ticket this is you can alter its status you can set its priority and you can also set what type of inquiry it is so what type of concern it is you can also assign a specific agent to this question so you can simply include a note basically reply

 

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 add 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 consumer name this is jane doe what might be the concern with your item i’m just going to send out that and now i have actually responded to this consumer you can also delete your actions within 10 seconds so if you make a mistake you can erase them within a couple of seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a comparable kind of reaction you require to provide to each of your consumers again and again you’re going to enter into the options tab and over here you can see there is the categories you have actually general starting with us orders and refunds details gifts and vouchers and truths and concerns so in fact in questions you can see over here there is some draft design templates that are already offered and let’s see for how long will delivery take that’s a question that is often asked you can just publish this draft and after that return to ticketing i’m just gon na as a sample simply select this ticket certainly the concern is various however i’m just choosing 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 responding to a client on the bottom left you can see suggested solutions and canned types so you’re going to click suggested solutions and you can see different articles that are a pre-written answer to a customer question and you can simply insert that pre-written information into your action and send it without needing 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 representatives to follow so they can quickly respond to emails so another terrific function that freshdesk really supplies is creating groups so if you click on groups in the admin section you can create various groups for various purposes so if a concern and a ticket is associated with billing you can appoint a group member so over here i’ve assigned myself in this group which individual might define their function and make them the leader of this type of billing ticket aside from that you can likewise designate various in the group section you can likewise assign various 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 customers may have raised a particular circumstance and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and practical and i’ll capture you guys in the next video Freshdesk Customer Dashboard