Jay Vermont Freshdesk – effortless omnichannel service

So we are talking about…Jay Vermont Freshdesk…you can use freshdesk for customer service so let’s get started 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 details and register for totally free as soon as you register you’re gon na get going and that will load 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 assistance desk you can confirm your email and below that you can see you can include 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 listed below that you can also alter your menu color so i’m likewise gon na make that pink i guess or i should make that black yeah therefore you can upgrade those and next you’re gon na select your assistance channel so how you can be called via phone email social networks chat or forms and listed below that you can include your customer support e-mail so if somebody is going to be calling you you can set that e-mail over here and next up you can invite someone to your group 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 control panel shows our

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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 offer you a chart that shows you the patterns so if the tickets are selling out much better or even worse it’s going to show you a great trend and below that you have your consumer satisfaction and you can see the percentage of positive reactions or unfavorable responses even neutral reactions and the total reactions that you have actually received on the ideal side you’re gon na have your order of business 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 give you a good little tip on your basic dashboard and now on the left side we’re gon na proceed to tickets you can sort 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 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 designated to a particular person or the tickets that are still unassigned you can see them over here you can filter them out as per your needs and next up below that you have your basic contact and companies so you can view those whichever way that you have actually 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 below that you have your solutions tab so your solution tab is a basic type of info tab which enables 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 various you will discover it in your services tab and listed below the services tab you have your analytics and reports reports are the basic general introduction of how many tickets you may have offered what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can likewise view your ticket volume patterns so you can Jay Vermont 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 decrease in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent productivity assistance operation and your general account settings over here you can view the progress or the details of a specific team member or a group member and listed below that you can see your different channels of interaction you can also view your workflow and what kind of progress you have made what milestones that you have actually reached and how much productivity each representative has you can view that from over here going back 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 classification what kind of ticket this is you can alter its status you can set its priority and you can likewise set what kind of question it is so what kind of concern it is you can also assign a particular representative to this query so you can simply add a note essentially reply

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tto this person and now i’m going to simply tell them i will be fixing your ticket your problem now i’m going to set this as a pending ticket and now i’m going to upgrade the status i’m going to include this note now i’m going to respond to the client so it’s automatically 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 out that and now i have actually replied to this customer you can also erase your reactions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a comparable kind of action you require to offer 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 general getting started with us refunds and orders info presents and vouchers 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 how long will shipment 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 certainly the question is various but i’m just picking 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 replying to a client on the bottom left you can see recommended solutions and canned types so you’re going to click on recommended solutions and you can see different short articles that are a pre-written answer to a customer concern and you can just place that pre-written information into your reaction and send it without needing to

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retype the same kind of answers again and again so this is an extremely easy formula for your agents to follow so they can easily respond to emails so another fantastic function that freshdesk truly supplies is creating groups so if you click on groups in the admin area you can create various groups for different purposes so if a problem and a ticket is associated with billing you can designate a group member so over here i have actually designated myself in this group and that person could specify their function and make them the leader of this type of billing ticket besides that you can also assign different in the group area you can also appoint various tickets to different 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 customer escalations where consumers may have raised a particular circumstance and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you people found this easy to understand and handy and i’ll capture you men in the next video Jay Vermont Freshdesk

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