Is Freshdesk Hipaa Compliant – effortless omnichannel service

So we are talking about…Is Freshdesk Hipaa Compliant…you can use freshdesk for customer service so let’s start to begin with you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for free as soon as you register you’re gon na get going and that will pack your basic dashboard 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 personalize your assistance desk you can confirm your e-mail and listed below that you can see you can add your language whatever kind of language you want on your site change the color of your logo so as you can see i’m gon na choose a pink and listed below that you can also change your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah therefore you can update those and next you’re gon na pick your support channel so how you can be called by means of phone e-mail social media chat or kinds and below that you can add your client assistance email so if somebody is going to be calling you you can set that email over here and next up you can invite somebody 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 successive over here we have our control panel our dashboard shows our

 

unsettled tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a graph that reveals you the trends so if the tickets are selling out better or even worse it’s going to reveal you a nice pattern and listed below that you have your customer complete satisfaction and you can see the percentage of unfavorable responses or favorable reactions even neutral responses and the overall reactions that you have actually received on the best side you’re gon na have your order of business so something that you need to add to your order of business you’re gon na include it over here and it’s gon na offer you a nice little tip 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 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 wish to see if you want to see the tickets that are appointed to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out as per your needs and successive listed below that you have your basic contact and companies so you can see those whichever manner in which you have gotten in touch with people you can see their email addresses uh their business titles their telephone number facebook twitter whatever type of account details that you have about them below that you have your services tab so your service tab is a general type of information tab which permits you to view your e-mail marketing your legal requirements

Get Is Freshdesk Hipaa Compliant support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of miscellaneous you will discover it in your solutions tab and below the services tab you have your reports and analytics reports are the basic general summary of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get an aid desk in-depth ticket analysis and you can likewise view your ticket volume trends so you can Is Freshdesk Hipaa Compliant

see on the right side you have your today’s ticket inside so how many tickets you might have sold approximately what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and listed 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 see the development or the information of a certain employee or a group member and listed below that you can see your different channels of communication you can also see your workflow and what type of development you have actually made what turning points that you have actually reached and just how much productivity each representative has you can see that from over here returning into tickets i’m going to show 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 add tags you can put it in a particular category what type of ticket this is you can alter its status you can set its top priority and you can also set what kind of inquiry it is so what kind of question it is you can also appoint a specific representative to this inquiry so you can just add a note basically respond

 

tto this person and now i’m going to simply 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 client so it’s instantly going to enter hi matt rogers that’s the consumer name this is jane doe what might be the concern with your product i’m just going to send that and now i have replied to this customer you can also delete your reactions within 10 seconds so if you slip up you can delete them within a few seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a comparable sort of reaction you require to provide to each of your consumers 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 general starting with us orders and refunds 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 shipment take that’s a question that is often asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample simply select this ticket clearly the question is different but i’m simply picking 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 services and canned kinds so you’re going to click recommended services and you can see various short articles that are a pre-written answer to a customer question and you can simply place that pre-written info into your response and send it without needing to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the exact same type of responses again and again so this is an extremely simple formula for your agents to follow so they can easily react to e-mails so another great function that freshdesk really provides is creating groups so if you click on groups in the admin area you can create different groups for various purposes so if a ticket and a concern is related to billing you can appoint a group member so over here i have actually assigned myself in this group and that individual could specify their function and make them the leader of this kind of billing ticket other than that you can also appoint various in the group area you can likewise assign different tickets to different 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 client escalations where consumers may have elevated a specific situation and yeah this is how you can start with your online ticketing using freshdesk.com i hope you people found this easy to understand and practical and i’ll capture you men in the next video Is Freshdesk Hipaa Compliant

 

 

Is Freshdesk Hipaa Compliant – effortless omnichannel service

So we are talking about…Is Freshdesk Hipaa Compliant…you can utilize freshdesk for customer support so let’s start 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 sign up for totally free as quickly as you sign up you’re gon na start 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 aid desk you can validate your e-mail and below that you can see you can add your language whatever kind of language you want on your website change the color of your logo design so as you can see i’m gon na choose 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 should make that black yeah therefore you can update those and next you’re gon na select your assistance channel so how you can be gotten in touch with by means of phone e-mail social networks chat or kinds and below that you can add your consumer assistance email so if someone is going to be contacting you you can set that email over here and next up you can welcome somebody 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 welcome them over here next up over here we have our control panel our control panel reveals 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 provide you a chart that reveals you the trends 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 client fulfillment and you can see the percentage of unfavorable responses or positive reactions even neutral actions and the overall actions that you have actually received 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 provide you a nice 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 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 ideal side you can see over here you can filter out what sort of tickets you want to view if you want 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 as per your requirements and successive below that you have your basic contact and companies so you can view those whichever manner in which you have actually gotten in touch with individuals you can see their email addresses uh their business titles their phone numbers facebook twitter whatever type of account details that you have about them listed below that you have your services tab so your solution tab is a basic sort of info tab which allows you to view your email marketing your legal requirements

Get Is Freshdesk Hipaa Compliant support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of various you will discover it in your solutions tab and below the options tab you have your analytics and reports reports are the standard general introduction of how many tickets you may have offered what is the ticket volume pattern you can see over here you can get a help desk extensive ticket analysis and you can also view your ticket volume trends so you can Is Freshdesk Hipaa Compliant

see on the ideal side you have your today’s ticket inside so the number of tickets you might have sold approximately what is the increase or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent productivity support operation and your general account settings over here you can view the development or the details of a certain employee or a group member and listed below that you can see your various channels of communication you can likewise see your workflow and what sort of development you have made what milestones that you have reached and how much productivity 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 particular category what type of ticket this is you can alter its status you can set its priority and you can likewise set what type of question it is so what type of question it is you can also designate a specific agent to this inquiry so you can just add a note basically reply

 

tto this person and now i’m going to just tell them i will be solving your ticket your problem 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 client so it’s instantly going to enter hi matt rogers that’s the consumer name this is jane doe what might be the concern with your product i’m just going to send out that and now i have replied to this consumer you can also delete your responses within 10 seconds so if you make a mistake you can delete them within a couple of seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a similar kind of action you require to provide to each of your consumers again and again you’re going to go into the solutions tab and over here you can see there is the classifications you have general starting with us refunds and orders info gifts and coupons and realities and concerns so in fact in questions you can see over here there is some draft design templates that are already readily available and let’s see the length of time will delivery take that’s a concern that is typically asked you can just publish this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket clearly the concern is different but i’m simply picking 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 client on the bottom left you can see suggested solutions and canned types so you’re going to click on suggested services and you can see various short articles that are a pre-written answer to a client question and you can simply place that pre-written info into your response and send it without having to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the same sort of responses again and again so this is a very simple formula for your representatives to follow so they can easily react to e-mails so another excellent feature that freshdesk truly offers is developing groups so if you click groups in the admin area you can create various groups for various functions so if a concern and a ticket is associated with billing you can appoint a group member so over here i have actually designated myself in this group which person could define their role and make them the leader of this kind of billing ticket besides that you can also assign various in the group area you can also designate 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 consumers may have elevated a particular scenario and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and practical and i’ll capture you people in the next video Is Freshdesk Hipaa Compliant