Importing Agent Accounts Freshdesk – effortless omnichannel service

So we are talking about…Importing Agent Accounts Freshdesk…you can use freshdesk for customer care so let’s get started 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 information and register for free as quickly as you register you’re gon na get started and that will pack 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 customize your help desk you can validate your e-mail and listed below that you can see you can include your language whatever type of language you desire on your site alter 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 likewise 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 select your assistance channel so how you can be called via phone e-mail social media chat or forms and below that you can include your consumer assistance email so if somebody 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 next up over here we have our dashboard our control panel reveals our

 

unresolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na provide you a chart that shows you the patterns so if the tickets are selling out better or worse it’s going to reveal you a great trend and listed below that you have your customer complete satisfaction and you can see the percentage of positive reactions or negative responses even neutral actions and the overall reactions that you have received on the best side you’re gon na have your to-do list so something that you require to contribute to your to-do list you’re gon na add it over here and it’s gon na give you a good little reminder on your basic dashboard 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 immediate 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 sort of tickets you wish to view if you wish to see the tickets that are appointed to a particular individual or the tickets that are still unassigned you can view 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 see those whichever way that you have contacted individuals you can see their email addresses uh their business titles their telephone number facebook twitter whatever kind of account information that you have about them below that you have your options tab so your solution tab is a general sort of information tab which enables you to view your email marketing your legal requirements

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your service related announcements so if there is something that is type of miscellaneous you will find it in your solutions tab and below the services tab you have your reports and analytics reports are the fundamental general summary of the number of tickets you may have sold what is the ticket volume pattern you can see over here you can get an assistance desk in-depth ticket analysis and you can also see your ticket volume patterns so you can Importing Agent Accounts Freshdesk

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 boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow representative performance assistance operation and your general account settings over here you can view the progress or the details of a certain staff member or a group member and listed below that you can see your different channels of interaction you can likewise view your workflow and what type of progress you have made what milestones that you have reached and how much efficiency each representative has you can view 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 category what kind of ticket this is you can alter its status you can set its top priority and you can also set what sort of question it is so what type of question it is you can also designate a specific representative 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 solving 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 add this note now i’m going to respond to the consumer so it’s immediately going to type in hi matt rogers that’s the consumer name this is jane doe what might be the problem with your product i’m simply going to send that and now i have replied to this customer you can also erase your responses within 10 seconds so if you make a mistake you can erase them within a couple of seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a similar type of reaction you require to give 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 general getting started with us orders and refunds information gifts and coupons and facts 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 how long will shipment take that’s a question 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 certainly the question is different however i’m just selecting 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 types so you’re going to click suggested services and you can see different articles that are a pre-written answer to a consumer question and you can simply insert that pre-written info into your action 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 easy formula for your agents to follow so they can quickly react to e-mails so another fantastic function that freshdesk really offers is producing groups so if you click groups in the admin section you can create different groups for different functions so if a ticket and an issue is related to billing you can assign 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 other than that you can also appoint various in the group area you can likewise designate different tickets to various groups and as soon as 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 consumer escalations where customers may have raised a particular situation and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you men found this easy to understand and useful and i’ll catch you people in the next video Importing Agent Accounts Freshdesk