Freshdesk Entity Id – effortless omnichannel service

So we are talking about…Freshdesk Entity Id…you can use freshdesk for customer service so let’s get started 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 free as soon as you sign up you’re gon na start and that 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 personalize your assistance desk you can verify your e-mail and listed below that you can see you can include your language whatever kind of language you want on your website change the color of your logo so as you can see i’m gon na go with 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 must make that black yeah therefore you can upgrade those and next you’re gon na select your support channel so how you can be contacted through phone e-mail social media chat or kinds and below that you can add your consumer 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 somebody to your group so if you have a group that is working for you if someone is going to be offering the tickets for you you can welcome them over here next up over here we have our control panel our dashboard shows our

 

unresolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na provide you a chart that shows you the trends so if the tickets are selling out much better or even worse it’s going to show you a great pattern and below that you have your consumer satisfaction and you can see the portion of favorable actions or unfavorable reactions even neutral responses and the overall actions that you have gotten on the best side you’re gon na have your order of business 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 reminder 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 sort them by their status and now you can see immediate and high 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 type of tickets you wish to view if you wish 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 see those whichever way that you have actually called individuals you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever sort of account information that you have about them below that you have your options tab so your service tab is a general kind of details tab which allows you to see your email marketing your legal requirements

Get Freshdesk Entity Id 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 options tab and below the solutions tab you have your reports and analytics reports are the standard general overview of how many tickets you may have sold what is the ticket volume trend you can see over here you can get a help desk in-depth ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk Entity Id

see on the right side you have your today’s ticket inside so the number of tickets you may have sold or so what is the boost or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow agent productivity assistance operation and your basic account settings over here you can view the development or the details of a particular staff member or a group member and listed below that you can see your various channels of communication you can likewise view your workflow and what sort of progress you have actually made what turning points that you have reached and how much productivity each agent has you can view that from over here going back into tickets i’m going to show 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 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 type of inquiry it is so what kind of concern it is you can likewise appoint a specific representative to this query so you can just add a note basically respond

 

tto this person and now i’m going to simply tell them i will be solving your ticket your problem 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 key in hi matt rogers that’s the customer name this is jane doe what might be the concern with your item i’m simply going to send that and now i have actually responded to this customer you can also erase your actions 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 a business that’s running this ticketing service and you have a comparable sort of response you require to give to each of your consumers again and again you’re going to enter into the solutions tab and over here you can see there is the categories you have actually general getting going with us orders and refunds information presents and vouchers and facts and concerns 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 how long will delivery take that’s a question that is frequently asked you can just release this draft and then go back to ticketing i’m simply gon na as a sample simply choose this ticket certainly the concern is different but 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 reply to it and you can see when you’re responding to a consumer on the bottom left you can see recommended services and canned forms so you’re going to click recommended solutions and you can see various short articles that are a pre-written answer to a customer concern and you can simply place that pre-written details 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 representatives to follow so they can easily respond to emails so another terrific feature that freshdesk really offers is developing groups so if you click on groups in the admin area you can produce different groups for various functions so if an issue and a ticket is related to billing you can appoint a group member so over here i have actually designated myself in this group which person could specify their function and make them the leader of this kind of billing ticket aside from that you can likewise assign different 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 customer escalations where clients may have elevated a certain circumstance and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and practical and i’ll catch you men in the next video Freshdesk Entity Id

 

 

Freshdesk Entity Id – effortless omnichannel service

So we are talking about…Freshdesk Entity Id…you can use freshdesk for client service so let’s get going to begin with 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 quickly as you sign up you’re gon na get started which 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 assistance desk you can validate your e-mail and below that you can see you can add your language whatever kind of language you want on your website change the color of your logo so as you can see i’m gon na opt for 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 ought to make that black yeah therefore you can update those and next you’re gon na choose your assistance channel so how you can be called via phone email social media chat or kinds 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 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 somebody is going to be offering the tickets for you you can welcome them over here next up over here we have our control panel our control panel reveals 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 shows you the trends so if the tickets are selling out better or even worse it’s going to show you a good pattern and listed below that you have your customer complete satisfaction and you can see the percentage of favorable responses or unfavorable reactions even neutral actions and the total responses that you have actually 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 reminder on your basic control panel 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 immediate and high ones will be on the top 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 type of tickets you want to view if you wish to see the tickets that are designated to a specific 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 view those whichever way that you have gotten in touch with people you can see their email addresses uh their company titles their contact number facebook twitter whatever kind of account details that you have about them below that you have your solutions tab so your service tab is a basic sort of info tab which permits you to view your e-mail marketing your legal requirements

Get Freshdesk Entity Id support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is sort of miscellaneous you will discover it in your services tab and listed below the solutions tab you have your analytics and reports reports are the basic general overview of the number of tickets you may have offered what is the ticket volume trend 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 Entity Id

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 boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow representative performance assistance operation and your basic account settings over here you can view the progress or the details of a particular team member or a group member and listed below that you can see your various channels of communication you can also view your workflow and what type of progress you have made what milestones that you have actually reached and just how much performance each representative has you can see 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 include 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 likewise set what sort of inquiry it is so what kind of concern it is you can likewise appoint a particular representative to this inquiry so you can simply include a note generally reply

 

tto this person and now i’m going to simply 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 automatically going to enter 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 client 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 e-mails so if you’re a company that’s running this ticketing service and you have a comparable type of reaction you need to offer 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 categories you have actually general getting going with us refunds and orders information gifts and vouchers and facts and questions so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see how long will delivery take that’s a question that is typically asked you can just release this draft and after that go back to ticketing i’m just gon na as a sample simply select this ticket obviously the concern is different however i’m just 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 options and canned types so you’re going to click recommended services and you can see different articles that are a pre-written answer to a client concern and you can simply insert that pre-written details into your action 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 simple formula for your representatives to follow so they can quickly respond to e-mails so another fantastic function that freshdesk actually provides is creating groups so if you click on groups in the admin area you can develop different groups for different purposes so if a concern and a ticket is connected to billing you can appoint a group member so over here i’ve assigned myself in this group which person might specify their role and make them the leader of this sort of billing ticket besides that you can also assign different in the group section you can also designate various tickets to different groups and as soon as 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 customer escalations where customers may have elevated a specific scenario and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and helpful and i’ll catch you men in the next video Freshdesk Entity Id