Kaseya Integration With Freshdesk – effortless omnichannel service

So we are talking about…Kaseya Integration With Freshdesk…you can use freshdesk for customer service so let’s begin first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for free as quickly as you register you’re gon na begin and that will pack 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 customize your help desk you can verify your email and below that you can see you can include your language whatever type of language you want on your website alter the color of your logo design so as you can see i’m gon na choose a pink and below that you can also change your menu color so i’m also gon na make that pink i guess or i need to make that black yeah and so you can upgrade those and next you’re gon na select your assistance channel so how you can be called by means of phone email social networks chat or kinds and below that you can include your client support email so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome someone to your team so if you have a team that is working for you if somebody 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 dashboard shows our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na give you a chart that reveals you the patterns so if the tickets are selling out much better or worse it’s going to show you a great pattern and listed below that you have your customer satisfaction and you can see the percentage of positive reactions or negative responses even neutral actions and the overall responses that you have received on the ideal side you’re gon na have your order of business so something that you require to add to your to-do list you’re gon na add it over here and it’s gon na give you a good little tip on your basic control panel and now on the left side we’re gon na move on to tickets you can sort your tickets over here so let’s simply state let’s sort them by their status and now you can see urgent and high ones will be on the leading 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 kind of tickets you want 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 based on your requirements and next up listed below that you have your basic contact and companies so you can see those whichever way that you have actually contacted people you can see their email addresses uh their company titles their phone numbers facebook twitter whatever kind of account information that you have about them below that you have your services tab so your option tab is a basic kind of information tab which allows you to view your e-mail marketing your legal requirements

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your service associated announcements so if there is something that is sort of various you will find it in your services tab and listed below the solutions tab you have your reports and analytics reports are the fundamental general overview of the number of tickets you might have offered what is the ticket volume trend you can see over here you can get an aid desk extensive ticket analysis and you can also see your ticket volume patterns so you can Kaseya Integration With Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you may have sold or so what is the boost or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow agent performance support operation and your general account settings over here you can see the progress or the information of a particular staff member or a group member and listed below that you can see your various channels of communication you can likewise view your workflow and what kind of progress you have actually made what milestones that you have actually reached and how much performance each agent has you can see that from over here returning into tickets i’m going to reveal 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 specific classification 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 question it is so what kind of question it is you can also assign a specific representative to this question so you can simply include a note essentially respond

 

tto this person and now i’m going to just tell them i will be solving your ticket your issue now i’m going to set this as a pending ticket and now i’m going to upgrade the status i’m going to add this note now i’m going to reply to the consumer so it’s immediately going to type in hi matt rogers that’s the customer name this is jane doe what might be the concern with your product i’m simply going to send out that and now i have responded to this client you can also erase your actions 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 business that’s running this ticketing service and you have a comparable type of action you need to offer 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 categories you have general getting started with us orders and refunds details gifts and coupons and truths and concerns so in fact in questions you can see over here there is some draft templates that are already available and let’s see for how long will shipment take that’s a question that is typically asked you can just release this draft and after that return to ticketing i’m just gon na as a sample simply select this ticket clearly the concern is various however 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 respond to it and you can see when you’re responding to a consumer on the bottom left you can see suggested options and canned types so you’re going to click suggested options and you can see different articles that are a pre-written answer to a customer concern and you can just insert that pre-written details into your reaction and send it without having to

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retype the exact same sort of responses 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 really supplies is producing groups so if you click groups in the admin section you can produce different groups for various purposes so if an issue and a ticket is related to billing you can appoint a group member so over here i’ve designated myself in this group which person could define their role and make them the leader of this type of billing ticket besides that you can also assign different in the group section you can likewise assign various tickets to various 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 elevated a specific circumstance and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and useful and i’ll catch you guys in the next video Kaseya Integration With Freshdesk