Intercom To Freshdesk Migration – effortless omnichannel service

So we are talking about…Intercom To Freshdesk Migration…you can utilize freshdesk for customer care so let’s begin to begin with you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as soon as you sign up you’re gon na start and that will load your basic control panel so when you’re starting with freshdesk as you can see on the left side it will establish your account so over here and customize your aid desk you can confirm your e-mail and listed below that you can see you can include your language whatever sort of language you desire on your website alter the color of your logo design so as you can see i’m gon na go with a pink and below that you can also 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 choose your assistance channel so how you can be gotten in touch with by means of phone email social media chat or forms and listed below that you can include your consumer support 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 team so if you have a team 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 control panel our dashboard shows our

 

unresolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer 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 pattern and listed below that you have your client satisfaction and you can see the portion of unfavorable reactions or favorable responses even neutral reactions and the overall actions that you have gotten on the right side you’re gon na have your to-do list so something that you need to add to your to-do list you’re gon na include it over here and it’s gon na offer you a good little pointer on your basic control panel and now on the left side we’re gon na move on 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 high and urgent 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 type of tickets you wish to see if you wish to see the tickets that are assigned to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out according to your needs and next up below that you have your basic contact and companies so you can see those whichever manner in which you have 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 listed below that you have your options tab so your option tab is a general sort of details tab which permits you to see your email marketing your legal requirements

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your service related announcements so if there is something that is type of various you will find it in your services tab and below the services tab you have your analytics and reports reports are the fundamental general summary of how many tickets you may have offered what is the ticket volume trend you can see over here you can get an aid desk in-depth ticket analysis and you can also see your ticket volume trends so you can Intercom To Freshdesk Migration

see on the right side you have your today’s ticket inside so how many tickets you might have offered or two what is the boost or decrease in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow representative efficiency assistance operation and your general account settings over here you can view the development or the details of a specific 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 kind of progress you have made what milestones that you have reached and just how much performance each representative has you can view that from over here going back into tickets i’m going to reveal you how you can fix 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 sort of query it is so what type of question it is you can likewise designate a specific agent to this inquiry so you can simply include a note generally respond

 

tto this person and now i’m going to just tell them i will be resolving 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 customer so it’s immediately going to key in hi matt rogers that’s the consumer name this is jane doe what might be the issue with your product i’m just going to send that and now i have actually replied to this customer you can likewise delete your responses within 10 seconds so if you slip up you can erase 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 comparable type of response you require to give to each of your clients again and again you’re going to go into the options tab and over here you can see there is the categories you have actually basic getting started with us refunds and orders information gifts and vouchers and realities 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 the length of time will delivery take that’s a question that is typically asked you can simply release this draft and then go back to ticketing i’m just gon na as a sample simply choose this ticket clearly the concern is various however i’m just picking this as a sample and now i’m just going to select 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 suggested services and canned types so you’re going to click on recommended options and you can see different articles that are a pre-written answer to a customer question and you can just place that pre-written information into your reaction and send it without having to

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retype the same type of responses again and again so this is a really easy formula for your agents to follow so they can easily react to emails so another great feature that freshdesk actually offers is developing groups so if you click groups in the admin area you can develop different groups for various purposes so if a ticket and a problem is related to billing you can designate a group member so over here i’ve designated myself in this group which individual could define their function and make them the leader of this kind of billing ticket aside from that you can likewise appoint various in the group area you can also appoint various 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 customer escalations where consumers may have elevated a particular situation 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 practical and i’ll catch you guys in the next video Intercom To Freshdesk Migration