Paul Barth Freshdesk – effortless omnichannel service

So we are talking about…Paul Barth Freshdesk…you can utilize freshdesk for client service so let’s get going 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 register for totally free as soon as you sign up you’re gon na start which will fill your basic control panel so when you’re starting with freshdesk as you can see on the left side it will set up your account so over here and individualize your help desk you can verify your e-mail and below that you can see you can add your language whatever type of language you desire on your site alter the color of your logo design so as you can see i’m gon na go with a pink and below that you can likewise alter 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 update those and next you’re gon na choose your support channel so how you can be contacted via phone email social media chat or kinds and listed below that you can add your consumer assistance e-mail so if somebody is going to be contacting you you can set that email over here and next up you can welcome somebody to your group so if you have a team 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 control panel our dashboard 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 offer you a chart that reveals you the patterns so if the tickets are selling out better or worse it’s going to show you a great pattern and listed below that you have your consumer complete satisfaction and you can see the portion of positive responses or unfavorable actions even neutral responses and the total actions that you have actually gotten on the right side you’re gon na have your order of business so something that you need to add to your to-do list you’re gon na add it over here and it’s gon na give you a nice little pointer on your basic dashboard and now on the left side we’re gon na proceed to tickets you can sort your tickets over here so let’s just say let’s sort them by their status and now you can see immediate and high ones will be on the leading nevertheless 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 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 view them over here you can filter them out according to your requirements and successive below that you have your basic contact and companies so you can view those whichever way that you have contacted people you can see their email addresses uh their company titles their telephone number facebook twitter whatever kind of account information that you have about them below that you have your solutions tab so your option tab is a general type of details tab which enables you to see your email marketing your legal requirements

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your service related announcements so if there is something that is type of various you will find it in your options tab and listed below the solutions tab you have your analytics and reports reports are the basic general overview of the number of tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk in-depth ticket analysis and you can likewise view your ticket volume trends so you can Paul Barth Freshdesk

see on the right side you have your today’s ticket inside so the number of tickets you might have offered approximately what is the increase or reduce 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 group channels workflow agent efficiency support operation and your general account settings over here you can see the development or the information of a specific team 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 type of development you have made what turning points that you have 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 fix 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 concern and you can also set what kind of query it is so what type of question it is you can likewise appoint a particular representative to this question so you can just include a note basically respond

 

tto this person and now i’m going to simply 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 add 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 consumer name this is jane doe what might be the problem with your product i’m just going to send out that and now i have actually replied to this consumer you can also delete your responses within 10 seconds so if you make a mistake you can erase 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 sort of action you require to offer to each of your clients again and again you’re going to go into the services tab and over here you can see there is the classifications you have basic getting started 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 already readily available and let’s see for how long will shipment take that’s a question that is often asked you can just release this draft and then go back to ticketing i’m just gon na as a sample simply choose this ticket certainly the question is various however i’m just picking this as a sample and now i’m just 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 customer on the bottom left you can see suggested solutions and canned kinds so you’re going to click recommended options and you can see various short articles that are a pre-written answer to a customer question and you can just insert that pre-written details into your response and send it without having to

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retype the very same type of answers again and again so this is a very easy formula for your agents to follow so they can quickly respond to emails so another terrific function that freshdesk truly offers is developing groups so if you click groups in the admin area you can create different groups for various purposes so if a ticket and a concern is related to billing you can designate a group member so over here i’ve appointed myself in this group which individual could specify their function and make them the leader of this type of billing ticket aside from that you can also appoint different in the group section you can likewise assign different tickets to different groups and once 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 consumer escalations where clients might have elevated a particular scenario and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and handy and i’ll catch you guys in the next video Paul Barth Freshdesk