Keyboard Shortcuts For Freshdesk – effortless omnichannel service

So we are talking about…Keyboard Shortcuts For Freshdesk…you can utilize 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 information and register for complimentary as soon as you sign up you’re gon na get started which will load your basic dashboard 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 assistance desk you can verify your email and listed below that you can see you can add your language whatever sort of language you want on your site alter the color of your logo so as you can see i’m gon na go with 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 need to make that black yeah therefore you can upgrade those and next you’re gon na pick your assistance channel so how you can be called through phone e-mail social networks chat or forms and below that you can add your customer support e-mail so if someone is going to be calling you you can set that e-mail over here and next up you can welcome somebody 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 next up over here we have our dashboard our dashboard shows 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 graph that reveals you the trends so if the tickets are selling out better or even worse it’s going to reveal you a great trend and below that you have your customer fulfillment and you can see the portion of favorable actions or negative actions even neutral reactions and the overall reactions that you have gotten on the ideal side you’re gon na have your order of business so something that you require to contribute to your order of business you’re gon na add it over here and it’s gon na offer you a great little reminder 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 just state 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 sort of tickets you want to see if you wish to see the tickets that are appointed 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 needs and successive below that you have your basic contact and business so you can see those whichever manner in which you have actually gotten in touch with people you can see their e-mail 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 option tab is a basic type of details tab which permits you to view your email marketing your legal requirements

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your service associated announcements so if there is something that is sort of miscellaneous you will find it in your solutions tab and listed below the options tab you have your reports and analytics reports are the basic general summary of how many tickets you might have offered what is the ticket volume pattern you can see over here you can get an aid desk in-depth ticket analysis and you can likewise view your ticket volume patterns so you can Keyboard Shortcuts For Freshdesk

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 boost or reduce in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow representative efficiency assistance operation and your general account settings over here you can see the development or the details of a particular employee or a group member and below that you can see your various channels of interaction you can likewise view your workflow and what type of progress you have actually made what milestones that you have reached and how much performance each agent has you can see that from over here going back into tickets i’m going to reveal you how you can resolve 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 type of ticket this is you can change its status you can set its concern and you can also set what type of query it is so what kind of concern it is you can also designate a particular representative to this inquiry so you can just include a note basically respond

 

tto this person and now i’m going to simply tell them i will be resolving 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 include this note now i’m going to respond to the client so it’s immediately going to key in hi matt rogers that’s the client name this is jane doe what might be the issue with your item 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 emails so if you’re a business that’s running this ticketing service and you have a similar kind of reaction you require to offer 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 basic getting started with us refunds and orders info presents and vouchers and realities and concerns so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see the length of time will delivery take that’s a question that is often asked you can just release this draft and then return to ticketing i’m simply gon na as a sample just 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 reply to it and you can see when you’re responding to a client on the bottom left you can see recommended services and canned types so you’re going to click suggested options and you can see various short articles that are a pre-written answer to a consumer question and you can simply insert that pre-written info into your action and send it without having to

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retype the very same type of responses again and again so this is a really simple formula for your representatives to follow so they can easily react to e-mails so another excellent function that freshdesk really provides is producing groups so if you click groups in the admin section you can create various groups for various purposes so if an issue and a ticket is related to billing you can designate 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 type of billing ticket besides that you can also designate various in the group section you can also appoint 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 customers might have raised a particular situation and yeah this is how you can start with your online ticketing using freshdesk.com i hope you guys found this easy to understand and useful and i’ll capture you people in the next video Keyboard Shortcuts For Freshdesk