Freshdesk Dashboard Permissions – effortless omnichannel service

So we are talking about…Freshdesk Dashboard Permissions…you can use freshdesk for customer support so let’s get started first off you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your details and register for free as soon as you sign up you’re gon na get started which will load your basic dashboard 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 aid 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 go with a pink and below that you can likewise 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 choose your assistance channel so how you can be called via phone email social media chat or types and below that you can add your client 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 group 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 dashboard reveals our

 

unsolved 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 graph that reveals you the trends 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 client satisfaction and you can see the percentage of positive actions or unfavorable reactions even neutral actions and the overall actions that you have gotten on the right 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 provide you a good little tip on your basic dashboard 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 urgent and high ones will be on the top 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 sort of tickets you want to view if you want to see the tickets that are appointed to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out as per your requirements and successive below that you have your basic contact and companies so you can view those whichever manner in which you have contacted individuals you can see their e-mail 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 options tab so your solution tab is a basic sort of details tab which enables you to view your email marketing your legal requirements

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

your service associated announcements so if there is something that is type of various you will find it in your options tab and listed below the solutions tab you have your reports and analytics reports are the fundamental general overview of how many tickets you might have sold what is the ticket volume trend 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 Dashboard Permissions

see on the ideal side you have your today’s ticket inside so the number of tickets you may have offered or two 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 group channels workflow representative efficiency support operation and your basic account settings over here you can view the development or the information of a specific employee or a group member and listed below that you can see your different channels of interaction you can likewise view your workflow and what type of progress you have made what milestones that you have actually reached and just 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 specific classification what kind of ticket this is you can change its status you can set its concern and you can likewise set what type of question it is so what type of question it is you can also designate a specific representative to this inquiry so you can simply include a note essentially respond

 

tto this person and now i’m going to just tell them i will be solving your ticket your concern 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 consumer 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 item i’m simply going to send that and now i have replied to this consumer you can also delete your reactions within 10 seconds so if you make a mistake you can delete them within a couple of seconds and retype your emails 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 clients again and again you’re going to enter into the services tab and over here you can see there is the categories you have general getting started with us refunds and orders details presents and discount coupons and truths 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 delivery take that’s a question that is frequently asked you can just publish this draft and then go back to ticketing i’m simply gon na as a sample just select this ticket undoubtedly the concern is different however i’m simply picking this as a sample and now i’m just 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 consumer on the bottom left you can see recommended options and canned kinds so you’re going to click suggested solutions and you can see different posts that are a pre-written answer to a consumer question and you can simply insert 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 answers again and again so this is a very simple formula for your representatives to follow so they can quickly react to e-mails so another great function that freshdesk truly offers is developing groups so if you click on groups in the admin section you can create various groups for different functions so if a ticket and a concern is associated with billing you can assign a group member so over here i have actually designated myself in this group and that person could define their function and make them the leader of this kind of billing ticket besides that you can likewise assign various in the group area you can likewise appoint different 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 client escalations where clients might have elevated a specific scenario 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 handy and i’ll capture you people in the next video Freshdesk Dashboard Permissions

 

 

Freshdesk Dashboard Permissions – effortless omnichannel service

So we are talking about…Freshdesk Dashboard Permissions…you can utilize freshdesk for customer service so let’s get started first of all you’re gon na start 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 get started 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 assistance desk you can verify your email and listed below that you can see you can include your language whatever kind 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 below that you can also 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 choose your assistance channel so how you can be contacted via phone e-mail social media chat or forms and below that you can add your customer assistance e-mail so if someone is going to be contacting you you can set that email over here and next up you can welcome somebody to your group so if you have a group that is working for you if someone is going to be selling the tickets for you you can invite them over here successive 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 give you a graph that shows you the trends so if the tickets are selling out better or even worse it’s going to show you a nice pattern and listed below that you have your customer fulfillment and you can see the portion of unfavorable reactions or positive reactions even neutral reactions and the total actions that you have actually gotten on the right side you’re gon na have your to-do list so something that you need to add to your order of business you’re gon na include it over here and it’s gon na give you a great little pointer on your basic control panel and now on the left side we’re gon na proceed to tickets you can sort 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 top 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 sort of tickets you wish to see 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 needs and successive listed below that you have your basic contact and business so you can view those whichever manner in which you have actually called people you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever sort of account information that you have about them below that you have your services tab so your solution tab is a general kind of details tab which allows you to view your email marketing your legal requirements

Get Freshdesk Dashboard Permissions 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 services tab and below the options tab you have your reports and analytics reports are the fundamental general summary 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 extensive ticket analysis and you can also view your ticket volume trends so you can Freshdesk Dashboard Permissions

see on the ideal side you have your today’s ticket inside so how many tickets you may have offered or so 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 group channels workflow representative productivity support 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 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 reached and just 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 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 include tags you can put it in a specific category what type of ticket this is you can change its status you can set its top priority and you can also set what kind of inquiry it is so what kind of concern it is you can likewise appoint a particular representative to this query 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 add this note now i’m going to respond to the customer so it’s immediately 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 client you can also delete 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 service that’s running this ticketing service and you have a similar kind of response you require to give 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 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 templates that are already readily available and let’s see how long will shipment take that’s a concern 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 simply select this ticket clearly the question is different however i’m just 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 responding to a customer on the bottom left you can see recommended services and canned types so you’re going to click recommended solutions and you can see various short articles that are a pre-written answer to a consumer concern and you can just place that pre-written info into your reaction and send it without needing to

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

retype the very same type of responses again and again so this is a really simple formula for your agents to follow so they can quickly react to emails so another fantastic feature that freshdesk actually supplies is producing groups so if you click groups in the admin area you can produce various groups for different functions so if a ticket and a concern is associated with billing you can appoint a group member so over here i have actually designated myself in this group and that person might define their role and make them the leader of this type of billing ticket aside from that you can also appoint different in the group area you can likewise appoint different tickets to different 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 consumers may have raised a certain circumstance and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and helpful and i’ll capture you guys in the next video Freshdesk Dashboard Permissions