Freshdesk Round Robin Ticket Assignment – effortless omnichannel service

So we are talking about…Freshdesk Round Robin Ticket Assignment…you can use freshdesk for customer service so let’s get going 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 begin and that 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 aid desk you can verify your email and below that you can see you can include your language whatever kind of language you desire on your site change the color of your logo design so as you can see i’m gon na opt for a pink and listed below that you can also alter your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah therefore you can update those and next you’re gon na select your support channel so how you can be gotten in touch with via phone e-mail social media chat or kinds and listed below that you can include your customer support email 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 group so if you have a team that is working for you if somebody is going to be selling the tickets for you you can invite them over here successive over here we have our dashboard our dashboard reveals our

 

unsettled 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 trends so if the tickets are selling out much better or worse it’s going to show you a good trend and listed below that you have your consumer satisfaction and you can see the percentage of favorable actions or unfavorable reactions even neutral reactions and the total reactions that you have gotten on the best side you’re gon na have your to-do list so something that you need to contribute to your order of business you’re gon na include it over here and it’s gon na provide you a nice 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 simply state 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 best side you can see over here you can filter out what type of tickets you want to see if you wish to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can see 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 manner in which you have gotten in touch with individuals you can see their email 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 option tab is a general type of info tab which permits you to see your email marketing your legal requirements

Get Freshdesk Round Robin Ticket Assignment support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is kind of various you will discover it in your solutions tab and below the services tab you have your analytics and reports reports are the fundamental general overview of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get an aid desk thorough ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk Round Robin Ticket Assignment

see on the ideal side you have your today’s ticket inside so the number of tickets you might have sold or two what is the increase or reduce in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow agent performance assistance operation and your basic account settings over here you can view the development or the information of a certain staff member or a group member and below that you can see your various channels of communication you can likewise see your workflow and what type of development you have made what turning points that you have actually 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 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 type of question it is so what type of question it is you can also appoint a specific agent to this query so you can simply add 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 upgrade the status i’m going to add this note now i’m going to reply to the consumer so it’s immediately going to key in hi matt rogers that’s the customer 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 responded to this customer you can likewise delete your responses 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 service that’s running this ticketing service and you have a comparable sort of reaction you require to provide 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 classifications you have actually basic getting going with us orders and refunds details gifts 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 concern that is often asked you can simply release this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket obviously the question is different however i’m simply choosing 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 client on the bottom left you can see recommended services and canned forms so you’re going to click recommended options and you can see different posts that are a pre-written answer to a client concern and you can just place that pre-written information into your action and send it without needing to

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

retype the very same type of answers again and again so this is a very simple formula for your agents to follow so they can easily respond to e-mails so another terrific feature that freshdesk truly provides is developing groups so if you click on groups in the admin area you can produce various groups for various functions so if a ticket and a problem is related to billing you can assign a group member so over here i have actually designated myself in this group and that person might define their function and make them the leader of this type of billing ticket besides that you can likewise designate various in the group section you can likewise designate 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 consumers may have raised a particular scenario and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you people found this easy to understand and useful and i’ll catch you guys in the next video Freshdesk Round Robin Ticket Assignment

 

 

Freshdesk Round Robin Ticket Assignment – effortless omnichannel service

So we are talking about…Freshdesk Round Robin Ticket Assignment…you can use freshdesk for customer care so let’s begin 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 sign up you’re gon na get going 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 email and listed below that you can see you can add your language whatever kind of language you desire on your site alter the color of your logo design so as you can see i’m gon na go with 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 and so you can upgrade those and next you’re gon na choose your assistance channel so how you can be contacted via phone email social media chat or kinds and below that you can add your client support email so if someone 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 team that is working for you if someone is going to be selling the tickets for you you can welcome them over here successive over here we have our dashboard our dashboard shows 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 graph that shows you the patterns so if the tickets are selling out much better or worse it’s going to reveal you a good trend and below that you have your consumer satisfaction and you can see the portion of positive actions or unfavorable actions even neutral responses and the total reactions that you have actually received 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 provide you a great little reminder on your basic control panel and now on the left side we’re gon na carry 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 high and immediate 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 kind of tickets you wish to see if you wish to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can view them over here you can filter them out according to your needs and next up below that you have your basic contact and business so you can see those whichever manner in which you have actually contacted people you can see their email addresses uh their company titles their telephone number facebook twitter whatever sort of account information that you have about them listed below that you have your services tab so your service tab is a general sort of information tab which allows you to view your email marketing your legal requirements

Get Freshdesk Round Robin Ticket Assignment support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is type of miscellaneous you will find it in your services tab and below the solutions tab you have your analytics and reports reports are the fundamental general overview 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 thorough ticket analysis and you can also see your ticket volume trends so you can Freshdesk Round Robin Ticket Assignment

see on the ideal side you have your today’s ticket inside so the number of tickets you might have offered approximately what is the boost or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow agent productivity support operation and your basic account settings over here you can view the development or the details of a particular team member or a group member and below that you can see your different channels of communication you can likewise view your workflow and what sort of development you have made what turning points 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 include 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 kind of inquiry it is so what kind of question it is you can also designate a specific agent to this question so you can simply include a note generally respond

 

tto this person and now i’m going to just tell them i will be resolving 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 include this note now i’m going to reply to the client so it’s immediately going to key in 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 that and now i have replied to this customer you can also delete 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 sort of action you require to give to each of your clients again and again you’re going to go into the services tab and over here you can see there is the classifications you have general starting with us orders and refunds details gifts and discount coupons and realities and questions so in fact in questions you can see over here there is some draft design templates that are already 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 return to ticketing i’m simply gon na as a sample just select this ticket undoubtedly 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 respond to it and you can see when you’re replying to a consumer on the bottom left you can see suggested options and canned forms so you’re going to click recommended options and you can see different posts 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 needing 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 agents to follow so they can quickly react to emails so another fantastic feature that freshdesk truly offers is creating groups so if you click groups in the admin section you can develop various groups for different functions so if a ticket and a concern is connected to billing you can appoint a group member so over here i have actually appointed myself in this group and that person could specify their role and make them the leader of this kind of billing ticket other than that you can also appoint various in the group section you can likewise designate various tickets to different 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 consumer escalations where clients might have raised a particular scenario and yeah this is how you can start with your online ticketing using freshdesk.com i hope you guys found this easy to understand and valuable and i’ll capture you men in the next video Freshdesk Round Robin Ticket Assignment