Kayako To Freshdesk – effortless omnichannel service

So we are talking about…Kayako To Freshdesk…you can use freshdesk for customer support so let’s get started to begin with you’re gon na start your 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 register you’re gon na begin which will load your basic control panel so when you’re getting started 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 confirm your email and below that you can see you can add your language whatever type of language you want on your site alter the color of your logo design so as you can see i’m gon na go with a pink and listed below that you can likewise alter your menu color so i’m also gon na make that pink i guess or i ought to make that black yeah therefore you can update those and next you’re gon na select your support channel so how you can be gotten in touch with through phone email social networks chat or kinds and below that you can add your consumer support e-mail 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 selling the tickets for you you can invite them over here successive over here we have our dashboard our dashboard reveals 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 chart that reveals you the trends so if the tickets are selling out better or worse it’s going to reveal you a great pattern and below that you have your customer complete satisfaction and you can see the percentage of unfavorable responses or favorable actions even neutral actions and the total responses that you have actually received on the best 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 offer 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 arrange your tickets over here so let’s just state let’s sort them by their status and now you can see immediate and high 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 type of tickets you wish to view if you wish to see the tickets that are designated to a particular person or the tickets that are still unassigned you can view them over here you can filter them out according to your needs and successive below that you have your basic contact and business so you can view those whichever way that you have actually contacted individuals you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever sort of account information that you have about them below that you have your options tab so your option tab is a general sort of info tab which allows you to see your e-mail marketing your legal requirements

Get Kayako To Freshdesk support, customer, ticket, software, zendesk,

your service related statements so if there is something that is type of various you will discover it in your services tab and listed below the solutions tab you have your reports and analytics reports are the standard general introduction 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 thorough ticket analysis and you can likewise see your ticket volume trends so you can Kayako To Freshdesk

see on the best side you have your today’s ticket inside so how many tickets you might have offered approximately what is the boost or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow agent efficiency support operation and your basic account settings over here you can view the progress or the information of a particular staff member or a group member and listed below that you can see your different channels of communication you can likewise see your workflow and what sort of progress you have actually made what milestones that you have actually reached and just how much performance each agent has you can view that from over here going back 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 category what type of ticket this is you can change its status you can set its priority and you can likewise set what kind of query it is so what kind of question it is you can likewise appoint a particular agent to this inquiry so you can just add a note generally reply

 

tto this person and now i’m going to just 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 update the status i’m going to include this note now i’m going to respond to the consumer so it’s instantly going to type in hi matt rogers that’s the consumer 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 actually responded to this consumer you can also erase your actions 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 a company that’s running this ticketing service and you have a similar type of reaction you require to offer to each of your consumers again and again you’re going to enter into the services tab and over here you can see there is the classifications you have actually general starting with us refunds and orders info gifts and coupons and realities and questions 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 shipment take that’s a concern that is frequently asked you can simply release this draft and after that go back to ticketing i’m just gon na as a sample simply select this ticket certainly the question is different however i’m simply choosing this as a sample and now i’m just going to select 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 forms so you’re going to click suggested options and you can see various posts that are a pre-written answer to a client concern and you can just place that pre-written information into your reaction and send it without needing to

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

retype the same sort of responses again and again so this is a really easy formula for your representatives to follow so they can easily respond to emails so another great function that freshdesk really provides is developing groups so if you click groups in the admin section you can create various groups for different functions so if an issue and a ticket is related to billing you can assign a group member so over here i’ve assigned myself in this group and that individual might specify their function and make them the leader of this type of billing ticket aside from that you can likewise appoint various in the group area you can likewise assign different tickets to various 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 consumer escalations where clients may have raised a specific situation and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and helpful and i’ll capture you men in the next video Kayako To Freshdesk

 

 

Kayako To Freshdesk – effortless omnichannel service

So we are talking about…Kayako To Freshdesk…you can use freshdesk for customer service so let’s get going first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for complimentary as soon as you register you’re gon na get going 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 establish your account so over here and personalize your help desk you can validate your e-mail and listed below that you can see you can include your language whatever sort of language you desire on your site change the color of your logo so as you can see i’m gon na opt for a pink and listed below that you can likewise change your menu color so i’m also gon na make that pink i guess or i need to make that black yeah therefore you can update those and next you’re gon na choose your support channel so how you can be called through phone e-mail social media chat or types 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 somebody to your team 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 next up over here we have our dashboard our control panel reveals our

 

unsolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give you a chart that reveals you the patterns so if the tickets are selling out better or even worse it’s going to reveal you a good pattern and listed below that you have your consumer complete satisfaction and you can see the percentage of positive actions or unfavorable reactions even neutral responses and the overall responses that you have received on the ideal side you’re gon na have your to-do list so something that you need to contribute to your to-do list you’re gon na include it over here and it’s gon na offer you a good little suggestion on your basic dashboard 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 say let’s sort 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 right 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 designated to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out as per your needs and successive below that you have your basic contact and companies so you can view those whichever manner in which you have gotten in touch with people you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever type of account information that you have about them listed below that you have your options tab so your solution tab is a general kind of details tab which enables you to view your email marketing your legal requirements

Get Kayako To Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is kind of miscellaneous you will discover it in your solutions tab and 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 an assistance desk thorough ticket analysis and you can also view your ticket volume patterns so you can Kayako To Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you might have sold or so what is the increase or decrease 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 productivity support operation and your general account settings over here you can view the progress or the details of a specific employee or a group member and below that you can see your various channels of communication you can also view your workflow and what type of development you have made what turning points that you have actually reached and just how much performance each representative 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 include tags you can put it in a specific category what sort of ticket this is you can change its status you can set its top priority and you can likewise set what type of query it is so what type of concern it is you can likewise designate a specific agent to this query so you can simply add a note basically reply

 

tto this person and now i’m going to simply tell them i will be fixing 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 add this note now i’m going to reply to the consumer so it’s instantly going to enter hi matt rogers that’s the consumer name this is jane doe what might be the issue with your product i’m just going to send that and now i have actually responded to this consumer you can also erase your reactions within 10 seconds so if you make a mistake 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 kind of response you require to give to each of your consumers again and again you’re going to enter into the options tab and over here you can see there is the categories you have general getting started with us refunds and orders details presents and vouchers and realities and questions so in fact in questions you can see over here there is some draft design templates that are already offered and let’s see the length of time will delivery take that’s a question that is often asked you can simply release this draft and then go back to ticketing i’m simply gon na as a sample simply choose this ticket clearly the concern is various however 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 recommended options and canned types so you’re going to click on recommended services and you can see various articles that are a pre-written answer to a customer question and you can simply insert that pre-written details into your reaction 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 agents to follow so they can easily respond to e-mails so another excellent feature that freshdesk really provides is creating groups so if you click on groups in the admin area you can produce various groups for different functions so if a ticket and a concern is connected to billing you can assign a group member so over here i have actually appointed myself in this group which person might define their function and make them the leader of this sort of billing ticket besides that you can also appoint various in the group section you can likewise designate various tickets to various 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 customer escalations where clients might have elevated a particular scenario and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and practical and i’ll capture you people in the next video Kayako To Freshdesk