Freshdesk Hipaa – effortless omnichannel service

So we are talking about…Freshdesk Hipaa…you can use freshdesk for customer service so let’s get started first of all you’re gon na begin your complimentary 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 register you’re gon na start which will fill 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 customize your help desk you can validate your e-mail and below that you can see you can add your language whatever sort of language you desire on your website change the color of your logo design so as you can see i’m gon na choose a pink and below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i should make that black yeah and so you can update those and next you’re gon na choose your support channel so how you can be contacted through phone e-mail social networks chat or forms and below that you can add your customer support email so if someone 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 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 dashboard reveals 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 provide you a chart that shows you the trends so if the tickets are selling out much better or worse it’s going to show you a nice trend and listed below that you have your customer satisfaction and you can see the percentage of negative actions or positive responses even neutral reactions and the total reactions that you have actually received on the right 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 add it over here and it’s gon na provide you a great little pointer 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 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 right 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 assigned to a specific individual or the tickets that are still unassigned you can view 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 people you can see their email addresses uh their company titles their phone numbers facebook twitter whatever sort of account details that you have about them listed below that you have your options tab so your service tab is a general kind of information tab which enables you to see your email marketing your legal requirements

Get Freshdesk Hipaa support, customer, ticket, software, zendesk,

your service related statements so if there is something that is kind of miscellaneous you will find it in your services tab and listed below the options tab you have your reports and analytics reports are the basic general summary of the number of tickets you might have sold what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can likewise view your ticket volume patterns so you can Freshdesk Hipaa

see on the best side you have your today’s ticket inside so the number of tickets you may have offered or so what is the boost or decrease in these sales you can see receiving seven 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 progress or the information of a certain team member or a group member and below that you can see your various channels of interaction you can also see your workflow and what type of progress you have made what milestones that you have actually reached and 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 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 include tags you can put it in a specific classification what sort of ticket this is you can alter its status you can set its top priority and you can likewise set what type of query it is so what type of concern it is you can also designate a specific representative to this question so you can simply add a note generally 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 add this note now i’m going to respond to the customer so it’s instantly going to key in hi matt rogers that’s the customer name this is jane doe what might be the issue with your item i’m just going to send that and now i have actually responded to this client 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 a service that’s running this ticketing service and you have a similar sort of action you need to offer to each of your customers again and again you’re going to go into the services tab and over here you can see there is the classifications you have actually general starting with us orders and refunds details gifts and discount coupons and truths and questions so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see the length of time will shipment take that’s a concern that is typically asked you can just release this draft and after that return to ticketing i’m just gon na as a sample just choose this ticket certainly the question is various but 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 customer on the bottom left you can see recommended solutions and canned forms so you’re going to click on recommended options and you can see different posts that are a pre-written answer to a consumer concern and you can simply place that pre-written information into your response and send it without having to

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

retype the very same sort of responses again and again so this is a very simple formula for your representatives to follow so they can quickly react to emails so another great feature that freshdesk actually provides is producing groups so if you click groups in the admin area you can develop different groups for different functions so if a problem and a ticket is associated with billing you can appoint a group member so over here i’ve assigned myself in this group and that individual might specify their role and make them the leader of this type of billing ticket besides that you can also assign various in the group area you can also appoint different tickets to different 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 consumer escalations where customers might have raised a certain scenario and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and helpful and i’ll catch you people in the next video Freshdesk Hipaa

 

 

Freshdesk Hipaa – effortless omnichannel service

So we are talking about…Freshdesk Hipaa…you can use freshdesk for customer care so let’s get going to begin with 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 start and that will load your basic dashboard so when you’re getting started with freshdesk as you can see on the left side it will set up your account so over here and customize your help desk you can confirm your e-mail and below that you can see you can include your language whatever type of language you desire on your site alter the color of your logo so as you can see i’m gon na opt for a pink and below that you can also change 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 update those and next you’re gon na pick your assistance channel so how you can be gotten in touch with via phone email social media chat or forms and below that you can add your client assistance e-mail so if somebody is going to be calling you you can set that e-mail over here and next up you can invite someone to your team 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 dashboard our control panel shows our

 

unsettled 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 chart 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 client complete satisfaction and you can see the percentage of favorable responses or negative reactions even neutral reactions and the overall responses that you have actually received on the ideal side you’re gon na have your order of business so something that you require to add to your to-do list you’re gon na add it over here and it’s gon na give you a great little pointer 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 arrange 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 best side you can see over here you can filter out what sort of tickets you want to view if you wish to see the tickets that are designated to a specific 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 listed below that you have your basic contact and business so you can see those whichever way that you have actually called people you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever kind of account details that you have about them below that you have your services tab so your solution tab is a basic type of info tab which enables you to view your email marketing your legal requirements

Get Freshdesk Hipaa support, customer, ticket, software, zendesk,

your service related statements so if there is something that is sort of miscellaneous you will discover it in your solutions tab and below the solutions tab you have your reports and analytics reports are the fundamental general summary of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can also view your ticket volume trends so you can Freshdesk Hipaa

see on the right side you have your today’s ticket inside so the number of tickets you might have offered 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 agent efficiency support operation and your basic account settings over here you can see the development or the details of a particular staff member or a group member and listed below that you can see your different channels of communication you can likewise see your workflow and what sort of progress you have made what milestones that you have actually reached and just how much performance each agent has you can see that from over here going back into tickets i’m going to reveal 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 top priority and you can also set what kind of query it is so what kind of question it is you can also designate a particular agent to this inquiry so you can simply include a note generally respond

 

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 immediately going to enter hi matt rogers that’s the customer name this is jane doe what might be the problem with your item i’m simply going to send out that and now i have replied to this customer you can also erase 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 comparable kind of response you need to provide 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 classifications you have actually general getting going with us orders and refunds details presents and coupons and facts and questions so in fact in questions you can see over here there is some draft templates that are currently available and let’s see the length of time will delivery take that’s a concern that is often asked you can simply release this draft and then go back to ticketing i’m just gon na as a sample just choose this ticket clearly the question is various however i’m simply picking 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 consumer on the bottom left you can see recommended options and canned forms so you’re going to click recommended solutions and you can see various articles that are a pre-written answer to a client question and you can just place that pre-written info 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 easy formula for your representatives to follow so they can easily react to emails so another great feature that freshdesk actually supplies is producing groups so if you click on groups in the admin section you can develop various groups for different functions so if a ticket and a problem is connected to billing you can appoint a group member so over here i have actually assigned myself in this group and that person might specify their role and make them the leader of this kind of billing ticket aside from that you can also assign different in the group area you can also designate different tickets to different 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 specific circumstance and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll capture you guys in the next video Freshdesk Hipaa