Freshdesk Dashboard View For Management – effortless omnichannel service

So we are talking about…Freshdesk Dashboard View For Management…you can utilize freshdesk for client 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 free as quickly as you register you’re gon na begin and that will pack 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 customize your assistance desk you can confirm your email and listed below that you can see you can add your language whatever type of language you desire on your site change the color of your logo design so as you can see i’m gon na go with 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 need to make that black yeah and so 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 networks chat or kinds and listed below that you can add your client support e-mail so if somebody is going to be calling you you can set that email over here and next up you can invite 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 control panel shows our

 

unresolved 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 chart that reveals you the patterns so if the tickets are selling out better or even worse it’s going to reveal you a good pattern and listed below that you have your customer satisfaction and you can see the percentage of positive reactions or negative actions even neutral actions and the overall actions that you have received 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 offer 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 sort 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 ideal side you can see over here you can filter out what kind of tickets you wish to see if you want to see the tickets that are designated 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 next up below that you have your basic contact and companies so you can see those whichever way that you have actually called people you can see their email addresses uh their business titles their phone numbers 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 information tab which allows you to see your email marketing your legal requirements

Get Freshdesk Dashboard View For Management support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is sort of various you will find it in your solutions tab and below the services tab you have your analytics and reports reports are the fundamental general introduction of the number of 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 also see your ticket volume patterns so you can Freshdesk Dashboard View For Management

see on the ideal side you have your today’s ticket inside so the number of tickets you may have sold approximately what is the increase or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow representative efficiency support operation and your basic account settings over here you can see the progress or the details of a specific employee or a group member and listed 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 turning points that you have actually reached and just how much performance 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 also set what kind of question it is so what type of concern it is you can also appoint a particular agent to this query so you can just include a note basically reply

 

tto this person and now i’m going to just tell them i will be fixing 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 include this note now i’m going to reply to the client so it’s automatically going to type in hi matt rogers that’s the client name this is jane doe what might be the concern with your item i’m simply going to send out that and now i have actually responded to this customer you can likewise erase your reactions within 10 seconds so if you make a mistake you can delete 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 comparable type of action you require 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 categories you have general getting started with us orders and refunds details 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 release this draft and after that go back to ticketing i’m just gon na as a sample simply choose this ticket obviously the question is different however 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 client on the bottom left you can see recommended solutions and canned kinds so you’re going to click on suggested options and you can see different articles that are a pre-written answer to a consumer concern and you can simply insert that pre-written details into your reaction and send it without having to

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

retype the exact same type of answers again and again so this is a really easy formula for your representatives to follow so they can quickly react to e-mails so another great function that freshdesk truly offers is producing groups so if you click on groups in the admin section you can produce various groups for different functions so if a ticket and a problem is related to billing you can appoint a group member so over here i have actually designated myself in this group which person might specify their role and make them the leader of this type of billing ticket aside from that you can also assign various in the group area you can also appoint different tickets to various groups and when 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 consumers may have raised a particular circumstance and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and handy and i’ll catch you people in the next video Freshdesk Dashboard View For Management

 

 

Freshdesk Dashboard View For Management – effortless omnichannel service

So we are talking about…Freshdesk Dashboard View For Management…you can utilize freshdesk for customer care so let’s begin first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as quickly as you sign up you’re gon na begin which will load your basic dashboard so when you’re starting with freshdesk as you can see on the left side it will set up your account so over here and personalize your help desk you can verify your email and listed below that you can see you can include 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 go with a pink and below that you can likewise change your menu color so i’m also gon na make that pink i guess or i must make that black yeah and so you can update those and next you’re gon na select your assistance channel so how you can be called via phone email social networks chat or types and listed below that you can include your consumer assistance e-mail so if somebody is going to be contacting you you can set that email over here and next up you can invite someone to your group so if you have a group that is working for you if somebody is going to be offering the tickets for you you can welcome them over here successive over here we have our control panel our control panel reveals our

 

unsolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give you a chart that shows you the patterns so if the tickets are selling out better or worse it’s going to show you a nice trend and below that you have your customer satisfaction and you can see the percentage of positive reactions or unfavorable reactions even neutral reactions and the overall reactions that you have actually received 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 add it over here and it’s gon na give you a great 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 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 ideal side you can see over here you can filter out what kind of tickets you wish 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 according to your requirements and successive below that you have your basic contact and companies so you can view those whichever manner in which you have actually gotten in touch with people you can see their email addresses uh their business titles their phone numbers facebook twitter whatever type of account details that you have about them below that you have your options tab so your solution tab is a general type of details tab which allows you to view your email marketing your legal requirements

Get Freshdesk Dashboard View For Management support, customer, ticket, software, zendesk,

your service related statements so if there is something that is kind of various you will find it in your options tab and below the services tab you have your analytics and reports reports are the fundamental general introduction of the number of tickets you might 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 view your ticket volume patterns so you can Freshdesk Dashboard View For Management

see on the best side you have your today’s ticket inside so the number of tickets you may have sold or so 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 group channels workflow representative efficiency assistance operation and your basic account settings over here you can view the progress or the information of a specific employee or a group member and listed below that you can see your various channels of interaction you can likewise view your workflow and what kind of development you have made what turning points that you have actually reached and how much productivity each representative has you can view 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 particular classification what sort of ticket this is you can alter its status you can set its top priority and you can likewise set what sort of question it is so what kind of concern it is you can also designate a specific representative to this question so you can just include a note essentially reply

 

tto this person and now i’m going to just tell them i will be fixing 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 add this note now i’m going to reply to the customer so it’s automatically going to key in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your product i’m just going to send that and now i have actually replied to this consumer you can likewise delete your responses 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 a business that’s running this ticketing service and you have a similar type of action you require to provide to each of your customers again and again you’re going to enter into the options tab and over here you can see there is the classifications you have actually general getting going with us orders and refunds information presents and vouchers and truths 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 shipment take that’s a question that is frequently asked you can just release this draft and then return to ticketing i’m simply gon na as a sample simply choose this ticket certainly the concern is different however i’m just choosing this as a sample and now i’m simply going to pick this as a sample and i’m going to reply to it and you can see when you’re responding to a customer on the bottom left you can see recommended services and canned forms so you’re going to click recommended solutions and you can see different short articles that are a pre-written answer to a customer concern and you can just insert that pre-written information into your action 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 respond to emails so another fantastic function that freshdesk really provides is creating groups so if you click on groups in the admin section you can develop different groups for different purposes so if a ticket and a concern is connected to billing you can appoint a group member so over here i have actually assigned myself in this group which individual could define their role and make them the leader of this type of billing ticket besides that you can also appoint different in the group area you can likewise 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 consumer 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 valuable and i’ll capture you guys in the next video Freshdesk Dashboard View For Management