Integrate Freshdesk Aha – effortless omnichannel service

So we are talking about…Integrate Freshdesk Aha…you can use freshdesk for client service so let’s get started first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for totally free as soon as you sign up you’re gon na start which will fill your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will set up your account so over here and individualize your help desk you can validate your e-mail and listed below that you can see you can include your language whatever sort of language you desire on your site alter the color of your logo design 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 also gon na make that pink i guess or i should 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 gotten in touch with through phone e-mail social media chat or kinds and listed below that you can include your customer support email so if someone is going to be calling you you can set that email over here and next up you can invite somebody to your team 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 next up over here we have our dashboard our control panel shows our

 

unsettled 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 chart that reveals you the patterns so if the tickets are selling out better or even worse it’s going to reveal you a good trend and below that you have your customer satisfaction and you can see the percentage of positive actions or unfavorable actions even neutral responses and the overall actions that you have actually gotten on the best side you’re gon na have your to-do list 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 good little suggestion on your basic control panel and now on the left side we’re gon na carry on 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 assigned to a particular person or the tickets that are still unassigned you can view them over here you can filter them out based on your needs and successive listed below that you have your basic contact and business so you can view those whichever way that you have actually gotten in touch with individuals you can see their email addresses uh their company titles their telephone number facebook twitter whatever type of account information that you have about them below that you have your options tab so your option tab is a general type of details tab which permits you to view your e-mail marketing your legal requirements

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your service related announcements so if there is something that is sort of miscellaneous you will discover it in your services tab and listed below the solutions tab you have your reports and analytics reports are the standard general overview of how many tickets you might have offered what is the ticket volume trend you can see over here you can get an assistance desk extensive ticket analysis and you can likewise view your ticket volume patterns so you can Integrate Freshdesk Aha

see on the ideal side you have your today’s ticket inside so the number of tickets you may have sold or two what is the boost or decrease 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 progress or the information of a specific staff member or a group member and below that you can see your various channels of interaction you can likewise see your workflow and what sort of development you have actually made what turning points that you have reached and 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 category what type of ticket this is you can change its status you can set its concern and you can also set what kind of question it is so what type of question it is you can likewise designate a specific representative to this query so you can just include a note basically respond

 

tto this person and now i’m going to simply 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 update the status i’m going to include this note now i’m going to reply to the client so it’s instantly going to enter hi matt rogers that’s the consumer 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 also erase your actions within 10 seconds so if you make a mistake you can delete them within a couple of seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar kind of response you require to give to each of your customers 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 getting going with us refunds and orders information presents and coupons and facts and concerns so in fact in questions you can see over here there is some draft templates that are already offered and let’s see for how long will delivery take that’s a question that is frequently asked you can just release this draft and after that go back to ticketing i’m just gon na as a sample just choose this ticket clearly the question is different but 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 customer on the bottom left you can see suggested services and canned kinds so you’re going to click recommended services and you can see various articles that are a pre-written answer to a consumer question and you can just place that pre-written info into your reaction and send it without having to

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retype the same kind of answers again and again so this is a really simple formula for your agents to follow so they can quickly respond to emails so another great feature that freshdesk truly offers is producing groups so if you click on groups in the admin section you can develop different groups for different purposes so if a problem and a ticket is associated with billing you can assign a group member so over here i’ve appointed myself in this group which individual might specify their function and make them the leader of this sort of billing ticket other than that you can likewise assign various in the group area you can also assign various tickets to various 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 customer escalations where customers might have elevated a certain circumstance and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and valuable and i’ll capture you men in the next video Integrate Freshdesk Aha