Freshdesk Customer Tab – effortless omnichannel service

So we are talking about…Freshdesk Customer Tab…you can utilize freshdesk for customer care so let’s start first of all you’re gon na begin your totally 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 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 set up your account so over here and personalize your assistance desk you can verify your e-mail and listed below that you can see you can add your language whatever type of language you want 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 alter your menu color so i’m likewise gon na make that pink i guess or i need to make that black yeah and so you can upgrade those and next you’re gon na select your assistance channel so how you can be called via phone email social media chat or kinds and below that you can include your customer assistance email 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 offering the tickets for you you can invite them over here next up over here we have our control panel our control panel 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 give you a chart that shows you the patterns so if the tickets are selling out much better or worse it’s going to show you a good pattern and listed below that you have your consumer fulfillment and you can see the percentage of unfavorable responses or positive reactions even neutral responses and the overall actions that you have actually 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 give you a great little suggestion 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 say let’s sort 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 best side you can see over here you can filter out what sort of tickets you wish to view if you want to see the tickets that are appointed 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 needs and successive below that you have your basic contact and business so you can see those whichever way that you have actually contacted people you can see their email addresses uh their company titles their contact number facebook twitter whatever sort of account information that you have about them listed below that you have your options tab so your option tab is a basic kind of information tab which allows you to see your email marketing your legal requirements

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

your service associated announcements so if there is something that is kind of various you will discover it in your solutions tab and below the services tab you have your reports and analytics reports are the standard general introduction of how many tickets you might have offered what is the ticket volume trend you can see over here you can get an assistance desk thorough ticket analysis and you can likewise view your ticket volume patterns so you can Freshdesk Customer Tab

see on the ideal side you have your today’s ticket inside so the number of tickets you might have sold or two what is the increase or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your basic 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 team member or a group member and below that you can see your various channels of communication you can also see your workflow and what kind of development you have made what milestones that you have reached and how much efficiency 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 add tags you can put it in a specific category what type of ticket this is you can alter its status you can set its priority and you can also set what sort of inquiry it is so what kind of concern it is you can also assign a specific agent to this query so you can just add a note essentially reply

 

tto this person and now i’m going to just tell them i will be resolving 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 respond to the consumer so it’s automatically 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 responded 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 e-mails so if you’re an organization that’s running this ticketing service and you have a similar type of reaction you need to provide to each of your consumers again and again you’re going to enter into the services tab and over here you can see there is the classifications you have actually basic getting started with us orders and refunds details gifts and vouchers and realities and concerns so in fact in questions you can see over here there is some draft design templates that are already available and let’s see how long will delivery take that’s a concern that is frequently asked you can just release this draft and then return to ticketing i’m simply gon na as a sample just select this ticket obviously the question is various 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 reply to it and you can see when you’re replying to a customer on the bottom left you can see recommended solutions and canned kinds so you’re going to click on recommended options and you can see various short articles that are a pre-written answer to a customer concern and you can just insert that pre-written info into your response and send it without having to

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

retype the very same kind of answers again and again so this is an extremely easy formula for your representatives to follow so they can easily respond to emails so another excellent feature that freshdesk truly supplies is creating groups so if you click on groups in the admin section you can produce different groups for different functions so if an issue and a ticket is connected to billing you can designate a group member so over here i have actually designated myself in this group and that individual might specify their function and make them the leader of this type of billing ticket other than that you can likewise appoint different in the group section you can also assign different tickets to various groups and when 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 may have elevated a particular situation and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and helpful and i’ll capture you people in the next video Freshdesk Customer Tab

 

 

Freshdesk Customer Tab – effortless omnichannel service

So we are talking about…Freshdesk Customer Tab…you can use freshdesk for client 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 details and sign up for complimentary as quickly as you sign up you’re gon na get going which will load your basic control panel 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 personalize your help desk you can confirm your e-mail and listed below that you can see you can add your language whatever sort of language you want on your website change the color of your logo design so as you can see i’m gon na choose a pink and listed below that you can also alter your menu color so i’m also gon na make that pink i guess or i must 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 email social networks chat or forms and listed below that you can include your consumer support email so if someone is going to be calling you you can set that e-mail over here and next up you can welcome someone to your group so if you have a team that is working for you if someone is going to be offering the tickets for you you can welcome them over here successive over here we have our dashboard our control panel 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 better or even worse it’s going to reveal you a great pattern and below that you have your consumer complete satisfaction and you can see the portion of negative reactions or positive reactions even neutral reactions and the overall reactions that you have actually gotten on the best 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 good little suggestion on your basic control panel 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 arrange them by their status and now you can see urgent and high ones will be on the top nevertheless the other ones will be on the bottom now next up on the ideal side you can see over here you can filter out what type of tickets you wish to view if you want 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 companies so you can see those whichever way that you have contacted people you can see their email addresses uh their company titles their contact number facebook twitter whatever type of account details that you have about them listed below that you have your services tab so your solution tab is a basic sort of info tab which allows you to view your e-mail marketing your legal requirements

Get Freshdesk Customer Tab 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 solutions tab and below the options tab you have your reports and analytics reports are the fundamental general introduction of the number of tickets you may have sold what is the ticket volume pattern you can see over here you can get an aid desk extensive ticket analysis and you can likewise view your ticket volume trends so you can Freshdesk Customer Tab

see on the right side you have your today’s ticket inside so the number of tickets you might have sold or two what is the boost or decrease in these sales you can see getting 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow representative performance assistance operation and your general account settings over here you can view the progress or the details of a certain employee 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 progress you have actually made what milestones that you have 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 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 add tags you can put it in a particular classification 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 kind of question it is you can also assign a particular agent to this question so you can simply add a note generally respond

 

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 reply to the consumer so it’s instantly going to type 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 that and now i have responded to this consumer you can also erase your responses within 10 seconds so if you slip up you can erase them within a few seconds and retype your e-mails so if you’re a business that’s running this ticketing service and you have a similar sort of reaction you need to offer to each of your customers 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 beginning with us refunds and orders info gifts and coupons and facts and concerns so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see the length of time 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 just gon na as a sample simply select this ticket certainly the question is different however i’m just choosing this as a sample and now i’m simply going to select this as a sample and i’m going to reply to it and you can see when you’re replying to a customer on the bottom left you can see suggested options and canned forms so you’re going to click recommended options and you can see different articles that are a pre-written answer to a client concern and you can simply place that pre-written information into your reaction and send it without having to

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

retype the very same kind of responses again and again so this is an extremely simple formula for your agents to follow so they can quickly respond to e-mails so another great feature that freshdesk actually provides is creating groups so if you click on groups in the admin section you can produce various groups for various functions so if a concern and a ticket is associated with billing you can appoint a group member so over here i have actually appointed myself in this group and that person might specify their function and make them the leader of this sort of billing ticket besides that you can likewise appoint different in the group area you can likewise appoint various tickets to different 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 customers may have raised a particular situation 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 catch you men in the next video Freshdesk Customer Tab