Knowledge Base To Pdf Freshdesk – effortless omnichannel service

So we are talking about…Knowledge Base To Pdf Freshdesk…you can use freshdesk for customer service so let’s start first off you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your details and register for free as quickly as you register you’re gon na get started and that 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 personalize your assistance desk you can confirm your email and below that you can see you can include your language whatever kind of language you desire on your website change the color of your logo 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 likewise gon na make that pink i guess or i must make that black yeah and so 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 media chat or kinds and below that you can include your consumer assistance e-mail so if someone is going to be contacting you you can set that email over here and next up you can welcome someone to your group 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 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 listed below that they’re gon na provide you a chart that shows you the patterns so if the tickets are selling out much better or even worse it’s going to reveal you a good trend and below that you have your client fulfillment and you can see the portion of positive reactions or negative reactions even neutral reactions and the total responses that you have gotten on the right side you’re gon na have your to-do list so something that you need to contribute to your order of business you’re gon na add it over here and it’s gon na provide you a great little pointer 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 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 kind of tickets you want to view if you wish to see the tickets that are assigned to a specific 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 manner in which you have actually contacted people you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever kind of account details that you have about them below that you have your options tab so your service tab is a general sort of info tab which enables 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 kind of miscellaneous you will discover it in your solutions tab and listed below the services tab you have your reports and analytics reports are the basic general overview of how many tickets you may have sold what is the ticket volume pattern you can see over here you can get a help desk extensive ticket analysis and you can likewise see your ticket volume trends so you can Knowledge Base To Pdf Freshdesk

see on the right side you have your today’s ticket inside so how many tickets you may have sold or two 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 general administrative settings your group channels workflow agent efficiency support operation and your basic account settings over here you can view the progress or the information of a specific team member or a group member and below that you can see your different channels of interaction you can also see your workflow and what sort of progress you have actually made what turning points that you have actually reached and just 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 deal with 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 kind of ticket this is you can alter its status you can set its priority and you can likewise set what kind of inquiry it is so what kind of concern it is you can also designate a particular agent to this inquiry so you can simply add a note basically reply

 

tto this person and now i’m going to simply 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 add this note now i’m going to respond to the customer so it’s immediately going to type in hi matt rogers that’s the client name this is jane doe what might be the concern with your product i’m just going to send that and now i have replied to this customer you can likewise delete your reactions within 10 seconds so if you make a mistake you can delete them within a couple of seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar type 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 beginning with us orders and refunds info presents and vouchers and truths and concerns so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see the length of time 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 just gon na as a sample simply select this ticket clearly the concern is various however i’m simply selecting 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 consumer on the bottom left you can see recommended services and canned kinds so you’re going to click on suggested services and you can see different short articles that are a pre-written answer to a customer 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 an extremely easy formula for your representatives to follow so they can quickly respond to e-mails so another great function that freshdesk actually offers is developing groups so if you click groups in the admin section you can create different groups for various functions so if a ticket and a concern is related to billing you can designate a group member so over here i’ve assigned myself in this group which individual might define their function and make them the leader of this type of billing ticket besides that you can also appoint various in the group area you can also designate different tickets to different groups and when 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 client escalations where customers may have raised a particular situation and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and handy and i’ll capture you people in the next video Knowledge Base To Pdf Freshdesk