Pendo Freshdesk Installation Instructions – effortless omnichannel service

So we are talking about…Pendo Freshdesk Installation Instructions…you can use freshdesk for customer service so let’s start to begin with you’re gon na start 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 begin and that will pack your basic dashboard so when you’re starting with freshdesk as you can see on the left side it will establish your account so over here and customize your help desk you can validate your e-mail and below that you can see you can add your language whatever sort of language you want on your site change the color of your logo design so as you can see i’m gon na choose a pink and below that you can also change your menu color so i’m likewise 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 select your support channel so how you can be gotten in touch with via phone email social networks chat or kinds and listed below that you can include your customer assistance email 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 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 control panel our control panel reveals our

 

unsettled 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 trends so if the tickets are selling out better or even worse it’s going to show you a great trend and listed below that you have your client satisfaction and you can see the percentage of positive actions or unfavorable reactions even neutral responses and the total reactions that you have actually received on the best side you’re gon na have your order of business 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 provide you a nice little suggestion 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 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 best side you can see over here you can filter out what kind of tickets you wish to see if you want to see the tickets that are assigned to a particular 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 see those whichever manner in which you have contacted people you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever kind of account details that you have about them below that you have your solutions tab so your option tab is a general sort of details tab which allows you to see your email marketing your legal requirements

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your service associated announcements 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 reports and analytics reports are the standard general summary 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 likewise view your ticket volume trends so you can Pendo Freshdesk Installation Instructions

see on the best side you have your today’s ticket inside so the number of tickets you might have sold approximately what is the boost or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow agent productivity assistance operation and your basic account settings over here you can view the development or the information of a specific team member or a group member and listed below that you can see your various channels of interaction you can also view your workflow and what type of progress you have actually made what milestones that you have actually reached and how much performance each representative has you can see that from over here returning into tickets i’m going to show 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 particular classification what kind of ticket this is you can change its status you can set its concern and you can likewise set what type of query it is so what kind of question it is you can likewise designate a particular representative to this query so you can simply include a note essentially reply

 

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 update the status i’m going to add this note now i’m going to respond to the client so it’s instantly going to key in hi matt rogers that’s the customer 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 replied 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 emails so if you’re an organization that’s running this ticketing service and you have a comparable sort of action you need to offer to each of your clients 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 basic getting going with us orders and refunds info gifts and discount coupons and truths 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 how long will delivery take that’s a question that is often asked you can simply release this draft and then return to ticketing i’m simply gon na as a sample just choose this ticket obviously the question 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 responding to a consumer on the bottom left you can see suggested solutions and canned forms so you’re going to click suggested solutions and you can see various articles that are a pre-written answer to a consumer concern 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 kind of answers again and again so this is a really simple formula for your representatives to follow so they can quickly react to e-mails so another terrific function that freshdesk actually offers is developing groups so if you click groups in the admin area you can produce various groups for various 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 person could specify their role and make them the leader of this type of billing ticket other than that you can also designate different in the group section you can also assign 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 customer escalations where customers might have raised a certain circumstance 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 useful and i’ll catch you men in the next video Pendo Freshdesk Installation Instructions