Owner Log In As Another User Freshdesk – effortless omnichannel service

So we are talking about…Owner Log In As Another User Freshdesk…you can use freshdesk for customer support so let’s start first of all you’re gon na begin 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 sign up you’re gon na get going which will pack 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 aid desk you can confirm your e-mail and below that you can see you can include your language whatever type of language you want on your website change the color of your logo so as you can see i’m gon na opt for 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 should make that black yeah and so you can update those and next you’re gon na choose your support channel so how you can be contacted through phone email social media chat or forms and listed below that you can add your client assistance e-mail so if somebody is going to be calling you you can set that e-mail over here and next up you can welcome somebody to your group so if you have a group that is working for you if someone is going to be selling the tickets for you you can welcome them over here next up over here we have our dashboard our control panel reveals our

 

unresolved 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 graph that reveals you the patterns so if the tickets are selling out better or worse it’s going to show you a nice trend and below that you have your customer complete satisfaction and you can see the percentage of positive actions or negative reactions even neutral responses and the overall actions that you have actually received on the ideal side you’re gon na have your to-do list 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 reminder 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 sort them by their status and now you can see high and immediate ones will be on the leading however the other ones will be on the bottom now next up on the best side you can see over here you can filter out what type of tickets you wish to see if you want to see the tickets that are appointed to a specific person or the tickets that are still unassigned you can view them over here you can filter them out according to your needs and next up below that you have your basic contact and companies so you can view those whichever manner in which you have called people you can see their email addresses uh their business titles their phone numbers facebook twitter whatever kind of account details that you have about them listed below that you have your options tab so your option tab is a basic sort of info tab which allows you to see your e-mail marketing your legal requirements

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your service associated statements so if there is something that is sort of various you will discover it in your services tab and listed below the solutions tab you have your analytics and reports reports are the standard general overview of how many tickets you may have sold what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can also view your ticket volume trends so you can Owner Log In As Another User Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you may have sold approximately what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow agent performance assistance operation and your basic account settings over here you can see the progress or the information of a particular staff member or a group member and below that you can see your different channels of interaction you can also view your workflow and what kind of development you have actually made what milestones that you have actually reached and 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 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 add tags you can put it in a specific category what sort of ticket this is you can change its status you can set its priority and you can likewise set what type of question it is so what type of concern it is you can also assign a specific agent to this query 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 concern 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 automatically going to enter hi matt rogers that’s the client name this is jane doe what might be the problem with your item i’m just going to send out that and now i have replied to this customer you can likewise erase your reactions within 10 seconds so if you slip up you can erase them within a few seconds and retype your emails so if you’re a service that’s running this ticketing service and you have a comparable sort of action you need to offer to each of your consumers again and again you’re going to enter into the solutions tab and over here you can see there is the classifications you have actually basic getting going 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 templates that are already readily available and let’s see how long will delivery take that’s a concern that is typically asked you can just release this draft and after that return to ticketing i’m simply gon na as a sample just choose this ticket clearly the question is different but i’m simply selecting this as a sample and now i’m simply 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 recommended solutions and canned kinds so you’re going to click recommended options and you can see various posts that are a pre-written answer to a client concern and you can simply insert that pre-written information into your response and send it without having to

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retype the very same sort of responses again and again so this is a really simple formula for your representatives to follow so they can quickly react to emails so another terrific function that freshdesk truly supplies is developing groups so if you click groups in the admin area you can develop various groups for different functions so if a ticket and an issue is connected to billing you can appoint a group member so over here i’ve appointed myself in this group which person could specify their function and make them the leader of this sort of billing ticket other than that you can also assign different in the group section you can likewise appoint different tickets to various 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 might have raised a certain scenario and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and valuable and i’ll capture you guys in the next video Owner Log In As Another User Freshdesk