Import Tool For Agile For Freshdesk Contacts – effortless omnichannel service

So we are talking about…Import Tool For Agile For Freshdesk Contacts…you can use freshdesk for customer care so let’s get going to begin with 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 free as quickly as you register you’re gon na get started which 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 assistance desk you can verify your email and listed below that you can see you can include your language whatever type of language you want on your website alter the color of your logo design 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 also gon na make that pink i guess or i ought to make that black yeah therefore you can upgrade those and next you’re gon na pick your assistance channel so how you can be called through phone email social media chat or types and listed below that you can add your consumer support e-mail 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 somebody is going to be selling the tickets for you you can invite them over here next up over here we have our dashboard our dashboard shows our

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unsettled 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 give you a chart that shows you the patterns so if the tickets are selling out much better or even worse it’s going to reveal you a good trend and listed below that you have your consumer fulfillment and you can see the portion of favorable reactions or negative responses even neutral responses and the overall actions 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 include it over here and it’s gon na give you a great little reminder on your basic control panel 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 urgent and high ones will be on the top 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 particular person or the tickets that are still unassigned you can see them over here you can filter them out as per your requirements and next up listed below that you have your basic contact and business so you can view those whichever way that you have called people you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever kind of account information that you have about them below that you have your options tab so your service tab is a basic kind of info tab which permits you to view your email marketing your legal requirements

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your service associated statements so if there is something that is sort of miscellaneous you will discover it in your services tab and below the solutions tab you have your reports and analytics reports are the fundamental general overview of the number of tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk extensive ticket analysis and you can also see your ticket volume trends so you can Import Tool For Agile For Freshdesk Contacts

see on the ideal side you have your today’s ticket inside so how many tickets you may have sold or so what is the boost or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow agent productivity assistance operation and your general account settings over here you can view the progress or the details of a certain team member or a group member and below that you can see your different channels of communication you can likewise see your workflow and what kind of progress you have actually made what milestones that you have actually reached and how much efficiency each representative has you can see that from over here going back into tickets i’m going to show you how you can resolve 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 likewise set what kind of inquiry it is so what type of concern it is you can also assign a particular representative to this inquiry so you can simply include a note essentially reply

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tto this person and now i’m going to just tell them i will be solving 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 include this note now i’m going to respond to the consumer so it’s automatically going to type in hi matt rogers that’s the customer name this is jane doe what might be the issue with your item i’m simply going to send out that and now i have actually replied to this consumer you can also delete your reactions 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 business that’s running this ticketing service and you have a similar kind of reaction you require to offer to each of your clients again and again you’re going to enter into the services tab and over here you can see there is the categories you have basic beginning with us refunds and orders details presents and vouchers and truths and questions so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see how long will shipment take that’s a question that is typically asked you can just publish this draft and after that return to ticketing i’m just gon na as a sample simply select this ticket undoubtedly the question 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 reply to it and you can see when you’re responding to a client on the bottom left you can see recommended options and canned types so you’re going to click recommended solutions and you can see different posts that are a pre-written answer to a client concern and you can simply insert that pre-written info into your reaction and send it without needing to

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retype the very same type of responses again and again so this is an extremely simple formula for your representatives to follow so they can quickly react to e-mails so another great feature that freshdesk actually offers is producing groups so if you click groups in the admin section you can create various groups for various purposes so if an issue and a ticket is related to billing you can assign a group member so over here i have actually appointed myself in this group which person could specify their role and make them the leader of this sort of billing ticket besides that you can likewise assign various in the group area you can likewise 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 client escalations where customers may have raised a specific situation and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and useful and i’ll catch you guys in the next video Import Tool For Agile For Freshdesk Contacts

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