Freshdesk Integration – effortless omnichannel service

So we are talking about…Freshdesk Integration…you can use freshdesk for customer support so let’s begin first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as quickly as you sign up you’re gon na start and that will load your basic dashboard so when you’re beginning 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 below that you can see you can add your language whatever sort of language you want on your site change the color of your logo so as you can see i’m gon na choose 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 need to make that black yeah therefore you can update those and next you’re gon na pick your assistance channel so how you can be contacted via phone email social media chat or types and listed below that you can include your consumer support 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 someone is going to be offering the tickets for you you can welcome them over here successive over here we have our control panel our dashboard shows 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 offer you a graph that shows you the patterns so if the tickets are selling out much better or worse it’s going to reveal you a great pattern and below that you have your consumer complete satisfaction and you can see the percentage of negative responses or favorable reactions even neutral reactions and the overall actions that you have actually received on the right side you’re gon na have your to-do list so something that you require to add to your order of business you’re gon na include 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 move on 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 high and urgent 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 type of tickets you wish to view if you wish to see the tickets that are designated to a particular person or the tickets that are still unassigned you can see 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 view those whichever manner in which you have gotten in touch with 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 below that you have your services tab so your option tab is a general sort of details tab which permits you to see your email marketing your legal requirements

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your service associated statements so if there is something that is kind of various you will find it in your solutions tab and listed below the options tab you have your analytics and reports reports are the standard general introduction 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 in-depth ticket analysis and you can also see your ticket volume patterns so you can Freshdesk Integration

see on the right side you have your today’s ticket inside so how many tickets you may have sold approximately what is the boost or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow representative performance support operation and your basic account settings over here you can see the development or the information of a particular staff member or a group member and below that you can see your various channels of communication you can also see your workflow and what sort of development you have actually made what milestones that you have reached and how much performance each agent 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 classification what type of ticket this is you can change its status you can set its priority and you can likewise set what kind of inquiry it is so what type of concern it is you can likewise assign a specific agent to this question so you can just add a note essentially reply

 

tto this person and now i’m going to simply 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 client so it’s instantly going to key in hi matt rogers that’s the consumer 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 responded to this client you can likewise delete your reactions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar type of action you need to offer to each of your consumers 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 info gifts and discount coupons and realities and concerns so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see for how long will shipment take that’s a concern that is frequently asked you can simply publish this draft and after that return to ticketing i’m simply gon na as a sample just choose this ticket undoubtedly the concern is different however i’m simply picking this as a sample and now i’m just 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 solutions and canned forms so you’re going to click recommended options and you can see various posts that are a pre-written answer to a customer concern and you can simply insert that pre-written information into your action and send it without having to

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retype the very same sort of answers again and again so this is a really easy formula for your representatives to follow so they can easily respond to e-mails so another excellent function that freshdesk actually offers is producing groups so if you click on groups in the admin area you can develop various groups for various functions so if a ticket and a concern is connected to billing you can appoint a group member so over here i’ve assigned 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 also assign different in the group section 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 customer escalations where consumers may have raised a particular scenario and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll catch you guys in the next video Freshdesk Integration