Kaseya Freshdesk Integration – effortless omnichannel service

So we are talking about…Kaseya Freshdesk Integration…you can use freshdesk for customer care 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 complimentary as quickly as you sign up you’re gon na get started 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 establish your account so over here and individualize your help desk you can verify your e-mail and 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 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 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 gotten in touch with by means of phone e-mail social media chat or types and listed below that you can include your consumer assistance email so if somebody is going to be calling you you can set that email over here and next up you can welcome somebody to your group so if you have a team that is working for you if someone is going to be offering the tickets for you you can invite them over here next up over here we have our control panel our control panel reveals our

 

unresolved 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 graph that reveals you the patterns so if the tickets are selling out much better or even worse it’s going to reveal you a great pattern and listed below that you have your consumer satisfaction and you can see the percentage of positive reactions or unfavorable reactions even neutral responses and the total actions that you have received on the best side you’re gon na have your order of business so something that you need to contribute to your to-do list you’re gon na add it over here and it’s gon na give you a great little suggestion on your basic dashboard and now on the left side we’re gon na carry on 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 immediate and high ones will be on the top 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 wish to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can view them over here you can filter them out based on 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 contacted people you can see their email addresses uh their company titles their contact number facebook twitter whatever sort 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 see your e-mail marketing your legal requirements

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your service related announcements so if there is something that is sort of various you will discover it in your options tab and below the solutions tab you have your analytics and reports reports are the fundamental general introduction of the number of tickets you may have sold what is the ticket volume pattern you can see over here you can get an assistance desk in-depth ticket analysis and you can also see your ticket volume patterns so you can Kaseya Freshdesk Integration

see on the best side you have your today’s ticket inside so how many tickets you might have offered or so what is the increase or reduce in these sales you can see getting 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow agent performance support operation and your basic account settings over here you can see the progress or the details of a specific employee or a group member and below that you can see your various channels of interaction you can likewise view your workflow and what kind of progress you have made what turning points that you have actually reached and how much efficiency each agent has you can see 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 include tags you can put it in a specific classification what kind 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 kind of concern it is you can also appoint a specific representative to this question so you can simply add a note basically respond

 

tto this person and now i’m going to just tell them i will be resolving 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 reply to the customer so it’s instantly going to key 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 that and now i have actually replied to this customer you can also erase your responses within 10 seconds so if you slip up you can delete them within a few seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar sort of response you require to provide to each of your customers again and again you’re going to enter into the services tab and over here you can see there is the categories you have actually basic beginning with us refunds and orders info presents and vouchers and truths and concerns so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see how long will delivery take that’s a concern that is often asked you can just publish this draft and after that go back to ticketing i’m simply gon na as a sample just choose this ticket undoubtedly the concern is different but i’m simply picking this as a sample and now i’m simply going to choose this as a sample and i’m going to respond to it and you can see when you’re replying to a customer on the bottom left you can see suggested solutions and canned types so you’re going to click recommended options and you can see different posts that are a pre-written answer to a client question and you can just place that pre-written information into your action and send it without needing to

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retype the same type of answers again and again so this is a very easy formula for your agents to follow so they can quickly respond to emails so another excellent function that freshdesk really provides is producing groups so if you click groups in the admin area you can produce various groups for different purposes so if a ticket and a concern is associated with billing you can assign a group member so over here i’ve designated myself in this group and that individual might specify their function and make them the leader of this type of billing ticket besides that you can likewise designate various in the group area you can likewise assign various tickets to different groups and once 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 consumer escalations where consumers may have raised a certain situation and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and valuable and i’ll capture you men in the next video Kaseya Freshdesk Integration