Pipelinefx Freshdesk – effortless omnichannel service

So we are talking about…Pipelinefx Freshdesk…you can use freshdesk for customer support so let’s start first of all you’re gon na begin 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 start which will load your basic control panel so when you’re starting with freshdesk as you can see on the left side it will establish your account so over here and personalize your aid desk you can validate your email and below that you can see you can include your language whatever kind of language you want on your site change the color of your logo so as you can see i’m gon na choose a pink and listed below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah therefore you can update those and next you’re gon na pick your support channel so how you can be contacted by means of phone e-mail social networks chat or kinds and below that you can add your customer assistance e-mail so if someone is going to be calling you you can set that email over here and next up you can welcome someone to your team so if you have a team that is working for you if somebody is going to be selling the tickets for you you can welcome them over here successive over here we have our control panel our control panel shows 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 give you a chart that reveals you the trends so if the tickets are selling out better or even worse it’s going to reveal you a good pattern and listed below that you have your customer satisfaction and you can see the portion of positive actions or unfavorable responses even neutral actions and the overall responses 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 good little suggestion on your basic control panel and now on the left side we’re gon na move on to tickets you can arrange your tickets over here so let’s simply state 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 sort of tickets you wish to view if you wish to see the tickets that are designated to a specific person or the tickets that are still unassigned you can view them over here you can filter them out based on your needs and next up below that you have your basic contact and companies so you can see those whichever manner in which you have actually called people you can see their email addresses uh their company 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 general kind of information tab which allows you to view your email marketing your legal requirements

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your service associated statements so if there is something that is kind of various you will find it in your solutions tab and listed below the services tab you have your analytics and reports reports are the standard general introduction of the number of tickets you might have offered what is the ticket volume trend you can see over here you can get a help desk extensive ticket analysis and you can also view your ticket volume trends so you can Pipelinefx Freshdesk

see on the ideal side you have your today’s ticket inside so how many tickets you may have offered or two what is the boost or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow representative efficiency assistance operation and your general account settings over here you can view the progress or the information of a certain employee or a group member and below that you can see your various channels of communication you can likewise see your workflow and what kind of progress you have made what turning points that you have reached and how much efficiency each agent 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 alter its status you can set its top priority and you can also set what type of query it is so what kind of question it is you can likewise appoint a particular agent to this query so you can just include a note essentially reply

 

tto this person and now i’m going to just tell them i will be resolving 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 customer so it’s instantly going to type 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 that and now i have replied to this client you can also delete your responses within 10 seconds so if you slip up you can erase 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 kind of response you need to give to each of your clients again and again you’re going to enter into the options tab and over here you can see there is the categories you have actually general getting started with us orders and refunds info presents and discount coupons and facts and questions so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see the length of time will delivery take that’s a concern that is frequently asked you can just release this draft and then go back to ticketing i’m simply gon na as a sample just select this ticket clearly the question is various but i’m simply picking this as a sample and now i’m just going to pick this as a sample and i’m going to respond to it and you can see when you’re responding to a customer on the bottom left you can see recommended services and canned kinds so you’re going to click on recommended services and you can see different short articles that are a pre-written answer to a customer concern and you can simply insert that pre-written info into your action and send it without needing to

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retype the very same kind of responses again and again so this is a very simple formula for your representatives to follow so they can easily respond to e-mails so another terrific feature that freshdesk actually provides is creating groups so if you click on groups in the admin area you can develop different groups for various purposes so if an issue and a ticket is associated with billing you can assign a group member so over here i’ve assigned myself in this group and that individual might specify their role and make them the leader of this kind of billing ticket other than that you can likewise appoint various in the group section 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 customer escalations where consumers may have raised a specific circumstance and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and helpful and i’ll catch you men in the next video Pipelinefx Freshdesk