Hubspot Chat To Freshdesk – effortless omnichannel service

So we are talking about…Hubspot Chat To Freshdesk…you can use freshdesk for customer care so let’s get started first off you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your details and sign up for complimentary as soon as you sign up you’re gon na get going and that will fill 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 individualize your help desk you can validate your email and listed below that you can see you can include your language whatever type of language you desire on your site change the color of your logo so as you can see i’m gon na opt for a pink and listed below that you can likewise alter your menu color so i’m likewise 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 choose your assistance channel so how you can be gotten in touch with via phone email social media chat or kinds and below that you can add your client assistance email so if someone is going to be calling you you can set that email 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 invite them over here next up over here we have our dashboard 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 graph that reveals you the trends so if the tickets are selling out much better or even worse it’s going to reveal you a good trend and below that you have your customer fulfillment and you can see the percentage of positive reactions or negative actions even neutral actions and the total reactions that you have gotten on the ideal side you’re gon na have your order of business 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 offer you a nice 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 just state let’s arrange them by their status and now you can see high and immediate ones will be on the leading nevertheless 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 type of tickets you want to view 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 as per your needs and next up listed below that you have your basic contact and business so you can see those whichever way that you have actually contacted people 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 listed below that you have your solutions tab so your solution tab is a general type of details tab which enables you to view your e-mail marketing your legal requirements

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your service related statements so if there is something that is kind of miscellaneous you will discover it in your options tab and listed below the solutions tab you have your reports and analytics reports are the fundamental general summary of how many tickets you might have offered what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can also see your ticket volume trends so you can Hubspot Chat To Freshdesk

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 increase or reduce in these sales you can see getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent productivity assistance operation and your basic account settings over here you can see the development or the details of a certain employee or a group member and below that you can see your different channels of interaction you can likewise view your workflow and what kind of progress you have made what turning points that you have reached and just how much productivity each agent has you can see that from over here going back 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 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 kind of inquiry it is so what type of concern it is you can likewise designate a particular agent to this query so you can simply include a note basically reply

 

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 include this note now i’m going to respond to the customer so it’s immediately going to type in hi matt rogers that’s the client 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 replied to this consumer you can likewise delete your actions within 10 seconds so if you slip up you can erase 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 similar kind of reaction you need to offer to each of your consumers again and again you’re going to enter into the options tab and over here you can see there is the classifications you have basic getting going with us orders and refunds details presents 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 offered and let’s see the length of time will shipment take that’s a question that is often asked you can simply publish this draft and after that go back to ticketing i’m simply gon na as a sample just choose this ticket obviously the concern is different but i’m just selecting this as a sample and now i’m just 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 client on the bottom left you can see suggested services and canned forms so you’re going to click suggested options and you can see various posts that are a pre-written answer to a client concern and you can simply place that pre-written info into your response and send it without having to

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retype the exact same type of responses again and again so this is a really easy formula for your representatives to follow so they can quickly react to e-mails so another excellent feature that freshdesk really supplies is developing groups so if you click on groups in the admin area you can create various groups for various purposes so if a ticket and a problem is associated with billing you can assign a group member so over here i’ve designated myself in this group which individual might specify their role and make them the leader of this sort of billing ticket other than that you can also assign different in the group section you can likewise designate different tickets to different groups and once 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 consumers may have elevated a certain scenario and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and handy and i’ll catch you men in the next video Hubspot Chat To Freshdesk