Invite Agents Freshdesk – effortless omnichannel service

So we are talking about…Invite Agents Freshdesk…you can use freshdesk for customer support so let’s get going to begin with you’re gon na begin your totally 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 register you’re gon na start and that will pack your basic dashboard so when you’re starting with freshdesk as you can see on the left side it will set up your account so over here and personalize your assistance desk you can validate your email and listed below that you can see you can add your language whatever kind 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 alter your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah and so you can upgrade those and next you’re gon na pick your assistance channel so how you can be called via phone e-mail social networks chat or forms and below that you can add your client support 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 team so if you have a group that is working for you if someone is going to be offering the tickets for you you can invite them over here successive over here we have our dashboard our dashboard shows our

 

unsolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give you a graph that shows you the trends so if the tickets are selling out much better or worse it’s going to show you a nice pattern and listed below that you have your customer complete satisfaction and you can see the percentage of positive actions or negative responses even neutral actions and the total responses that you have gotten on the ideal 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 include it over here and it’s gon na provide you a great little reminder on your basic dashboard 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 urgent and high ones will be on the leading however the other ones will be on the bottom now next up on the right side you can see over here you can filter out what type of tickets you wish to see if you want to see the tickets that are appointed to a specific person or the tickets that are still unassigned you can see them over here you can filter them out according to your needs and successive listed below that you have your basic contact and business so you can view those whichever manner in which you have actually contacted individuals you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever kind of account details that you have about them listed below that you have your solutions tab so your option tab is a general type of details tab which allows you to see your e-mail marketing your legal requirements

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your service associated statements so if there is something that is kind of miscellaneous you will find it in your solutions tab and listed below the options tab you have your reports and analytics reports are the basic general summary of the number of tickets you may have offered what is the ticket volume pattern you can see over here you can get an aid desk thorough ticket analysis and you can likewise view your ticket volume patterns so you can Invite Agents Freshdesk

see on the right side you have your today’s ticket inside so the number of tickets you may have offered or so what is the increase or reduce 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 productivity support operation and your general account settings over here you can view the development or the details of a particular employee or a group member and below that you can see your various channels of interaction you can also see your workflow and what type of progress you have made what turning points that you have reached and just 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 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 include tags you can put it in a particular category what sort of ticket this is you can alter its status you can set its concern and you can also set what kind of query it is so what type of question it is you can likewise appoint a specific representative to this query so you can simply include a note essentially respond

 

tto this person and now i’m going to just tell them i will be fixing 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 reply to the customer so it’s automatically going to enter hi matt rogers that’s the customer name this is jane doe what might be the problem with your product i’m simply going to send out that and now i have replied to this consumer you can also delete your reactions 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 an organization that’s running this ticketing service and you have a comparable type of reaction you need to give to each of your clients again and again you’re going to go into the services tab and over here you can see there is the classifications you have actually basic getting going with us refunds and orders details presents and discount coupons and truths and concerns 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 concern that is often asked you can just publish this draft and then return to ticketing i’m just gon na as a sample simply select this ticket undoubtedly the concern is various but i’m just choosing this as a sample and now i’m just going to select 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 solutions and canned types so you’re going to click recommended solutions and you can see various short articles that are a pre-written answer to a client question and you can just place that pre-written details into your reaction and send it without needing to

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retype the very same sort of answers again and again so this is an extremely easy formula for your representatives to follow so they can quickly respond to e-mails so another excellent function that freshdesk truly supplies is producing groups so if you click groups in the admin section you can develop different groups for various functions so if a ticket and an issue is connected to billing you can designate a group member so over here i have actually designated myself in this group which person could define their function and make them the leader of this sort of billing ticket besides that you can likewise appoint different in the group area you can also appoint various 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 consumer escalations where clients may have raised a particular situation and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and valuable and i’ll capture you people in the next video Invite Agents Freshdesk