Freshdesk Teams – effortless omnichannel service

So we are talking about…Freshdesk Teams…you can use freshdesk for customer care so let’s get started first of all you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your details and register for totally free as soon as you register you’re gon na get going and that will load your basic dashboard so when you’re starting with freshdesk as you can see on the left side it will establish your account so over here and personalize your help desk you can verify your email and below that you can see you can add your language whatever kind of language you desire on your website alter 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 also gon na make that pink i guess or i should make that black yeah therefore you can upgrade those and next you’re gon na pick your support channel so how you can be contacted by means of phone email social media chat or types and listed below that you can include your client 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 group 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 control panel our control panel shows our

 

unresolved 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 offer you a graph that reveals you the trends so if the tickets are selling out much better or worse it’s going to reveal you a nice trend and listed below that you have your client satisfaction and you can see the percentage of favorable responses or unfavorable responses even neutral reactions and the overall responses that you have gotten on the ideal 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 add it over here and it’s gon na provide you a good little tip 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 just say let’s sort them by their status and now you can see high and immediate 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 want to see if you want 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 based on 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 individuals you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever sort of account information that you have about them below that you have your services tab so your solution tab is a basic sort of details tab which permits you to view your e-mail marketing your legal requirements

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

your service related statements so if there is something that is sort of miscellaneous you will find it in your options tab and listed below the options tab you have your reports and analytics reports are the basic 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 extensive ticket analysis and you can also see your ticket volume trends so you can Freshdesk Teams

see on the ideal side you have your today’s ticket inside so how many tickets you may have sold or two what is the boost or reduce in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow representative efficiency assistance operation and your basic account settings over here you can see the progress or the details of a certain employee or a group member and below that you can see your various channels of interaction you can also view your workflow and what sort of progress you have made what milestones that you have reached and how much efficiency 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 priority and you can likewise set what kind of question it is so what type of question it is you can likewise assign a specific agent to this query so you can simply add a note essentially 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 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 consumer 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 responded to this consumer you can also erase your responses within 10 seconds so if you slip up 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 comparable kind of response you need to give to each of your consumers again and again you’re going to go into the services tab and over here you can see there is the categories you have actually general getting started with us refunds and orders details gifts and coupons and truths and concerns so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see the length of time will shipment take that’s a concern that is typically asked you can just publish this draft and after that go back to ticketing i’m just gon na as a sample simply choose this ticket clearly the concern is various but i’m simply picking this as a sample and now i’m simply going to choose 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 recommended solutions and canned types so you’re going to click recommended services and you can see various posts that are a pre-written answer to a customer 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 very same kind of responses again and again so this is a very easy formula for your representatives to follow so they can quickly react to e-mails so another excellent function that freshdesk really offers is producing groups so if you click on groups in the admin section you can produce various groups for various purposes so if a problem and a ticket is connected to billing you can designate a group member so over here i have actually appointed myself in this group and that person might specify their role and make them the leader of this type of billing ticket besides that you can likewise assign different in the group section you can also appoint various 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 customer escalations where clients may have raised a certain situation and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and valuable and i’ll catch you men in the next video Freshdesk Teams

 

 

Freshdesk Teams – effortless omnichannel service

So we are talking about…Freshdesk Teams…you can use freshdesk for customer service so let’s start first off you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your information and sign up for free as soon as you sign up you’re gon na get started and that will fill your basic control panel 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 individualize your aid desk you can verify your e-mail and listed 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 likewise change your menu color so i’m likewise 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 assistance channel so how you can be contacted via phone email social media chat or forms and below that you can add your client assistance e-mail so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome somebody to your group so if you have a group that is working for you if somebody is going to be selling the tickets for you you can welcome them over here next up over here we have our control panel our dashboard shows our

 

unsolved 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 graph that shows you the trends so if the tickets are selling out better or even worse it’s going to show you a great trend and listed below that you have your consumer complete satisfaction and you can see the percentage of unfavorable responses or positive reactions even neutral reactions and the total actions that you have gotten on the best side you’re gon na have your order of business so something that you require to contribute to your order of business you’re gon na add it over here and it’s gon na give you a good little pointer 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 say let’s arrange them by their status and now you can see high and immediate 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 kind of tickets you want to view if you want to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can see them over here you can filter them out according to 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 individuals you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever kind of account details that you have about them listed below that you have your options tab so your option tab is a general sort of information tab which permits you to see your email marketing your legal requirements

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

your service associated announcements so if there is something that is type of miscellaneous you will find it in your options tab and listed below the services tab you have your reports and analytics reports are the basic general introduction of the number of tickets you may have offered what is the ticket volume pattern you can see over here you can get a help desk extensive ticket analysis and you can likewise see your ticket volume patterns so you can Freshdesk Teams

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 increase or reduce in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow representative productivity support operation and your general account settings over here you can view the progress or the information of a certain staff member or a group member and listed below that you can see your various channels of communication you can also see your workflow and what type of development you have actually made what milestones that you have actually reached and just how much productivity each agent has you can see that from over here going back into tickets i’m going to reveal 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 alter its status you can set its top priority and you can likewise set what kind of question it is so what kind of question it is you can likewise designate a particular representative to this query so you can simply add a note basically reply

 

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 consumer so it’s immediately going to key in hi matt rogers that’s the client name this is jane doe what might be the concern with your product i’m simply going to send out that and now i have actually responded to this consumer you can also delete your actions within 10 seconds so if you slip up you can delete 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 similar kind of action you require to provide to each of your customers again and again you’re going to go into the options tab and over here you can see there is the categories you have general beginning with us refunds and orders info presents and discount coupons and facts and concerns so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see how long will shipment take that’s a concern that is frequently asked you can just release this draft and then go back to ticketing i’m just gon na as a sample simply select this ticket clearly the concern is various but i’m just choosing 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 replying to a client on the bottom left you can see recommended services and canned forms so you’re going to click on suggested services and you can see different posts that are a pre-written answer to a consumer concern and you can simply insert that pre-written info into your action and send it without needing to

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

retype the exact same kind 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 fantastic function that freshdesk truly offers is producing groups so if you click on groups in the admin area you can create different groups for various purposes so if a ticket and a concern is associated with billing you can appoint a group member so over here i’ve appointed myself in this group and that individual could specify their role and make them the leader of this type of billing ticket besides that you can likewise appoint different in the group section you can also assign various 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 customer escalations where clients may have elevated a certain 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 helpful and i’ll catch you men in the next video Freshdesk Teams