Polaris Freshdesk – effortless omnichannel service

So we are talking about…Polaris Freshdesk…you can utilize freshdesk for customer support so let’s get going first off you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as soon as you register you’re gon na get going 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 customize your help desk you can validate your email and below that you can see you can add your language whatever sort of language you want on your website change the color of your logo 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 likewise gon na make that pink i guess or i need to make that black yeah and so you can upgrade those and next you’re gon na choose your assistance channel so how you can be gotten in touch with via phone email social networks chat or kinds and listed below that you can add your consumer assistance email 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 team 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 next up over here we have our dashboard our control panel reveals our

 

unsolved 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 offer you a graph that shows you the trends so if the tickets are selling out much better or even worse it’s going to show you a great pattern and below that you have your customer fulfillment and you can see the portion of positive actions or negative responses even neutral reactions and the total actions that you have gotten on the best 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 provide you a good little tip 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 simply state let’s sort them by their status and now you can see urgent and high ones will be on the top however 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 particular person or the tickets that are still unassigned you can view them over here you can filter them out according to your requirements and successive listed below that you have your basic contact and companies so you can view 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 sort of account information that you have about them listed below that you have your services tab so your service tab is a basic type of details tab which permits you to view your email marketing your legal requirements

Get Polaris Freshdesk support, customer, ticket, software, zendesk,

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 solutions tab you have your reports and analytics reports are the standard general summary of the number of tickets you may have sold what is the ticket volume pattern you can see over here you can get an aid desk extensive ticket analysis and you can likewise see your ticket volume trends so you can Polaris Freshdesk

see on the right side you have your today’s ticket inside so the number of tickets you may have offered or two what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow representative efficiency support operation and your basic account settings over here you can view the development or the information of a particular team member or a group member and below that you can see your various channels of communication you can likewise see your workflow and what sort of development you have actually made what milestones that you have actually reached and just how much productivity each agent has you can see that from over here going back into tickets i’m going to show 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 particular category what sort of ticket this is you can change its status you can set its concern and you can likewise set what sort of inquiry it is so what type of question it is you can likewise assign a specific representative to this inquiry so you can simply add 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 update the status i’m going to add this note now i’m going to reply to the client so it’s automatically going to type in hi matt rogers that’s the customer name this is jane doe what might be the problem with your item i’m just going to send that and now i have responded to this consumer you can also erase your reactions within 10 seconds so if you slip up you can delete them within a few seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a comparable type of response you require to offer to each of your customers again and again you’re going to go into the services tab and over here you can see there is the categories you have basic getting started with us refunds and orders 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 already readily available and let’s see for how long will shipment take that’s a concern that is typically asked you can simply release this draft and then return to ticketing i’m simply gon na as a sample just select this ticket clearly the concern is various but i’m simply choosing this as a sample and now i’m just going to choose this as a sample and i’m going to reply to it and you can see when you’re replying to a client on the bottom left you can see recommended services and canned forms so you’re going to click on recommended options and you can see various short articles that are a pre-written answer to a consumer concern and you can just place that pre-written information into your response and send it without having to

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retype the exact same sort of answers again and again so this is a really simple formula for your agents to follow so they can quickly react to emails so another excellent feature that freshdesk truly supplies is creating groups so if you click groups in the admin section you can produce different groups for various purposes so if a ticket and a concern is associated with billing you can assign a group member so over here i have actually appointed myself in this group which individual could define their role and make them the leader of this kind of billing ticket aside from that you can likewise designate various in the group area you can also assign various tickets to various groups and as soon as 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 may have raised a particular circumstance and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and handy and i’ll catch you men in the next video Polaris Freshdesk