Power Bi Freshdesk Api – effortless omnichannel service

So we are talking about…Power Bi Freshdesk Api…you can use freshdesk for customer care so let’s get started 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 quickly as you register you’re gon na get going and that will pack your basic dashboard so when you’re getting going 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 email and below that you can see you can include your language whatever type of language you desire on your website change the color of your logo so as you can see i’m gon na go with 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 should make that black yeah therefore you can update those and next you’re gon na select your support channel so how you can be contacted by means of phone e-mail social media chat or forms and listed below that you can include your consumer support email so if somebody is going to be calling you you can set that email over here and next up you can invite somebody to your group so if you have a group that is working for you if somebody is going to be offering the tickets for you you can welcome them over here successive over here we have our control panel our dashboard reveals our

 

unsettled 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 much better or worse it’s going to reveal you a good trend and listed below that you have your customer complete satisfaction and you can see the portion of favorable reactions or unfavorable actions even neutral actions and the overall reactions that you have received on the ideal side you’re gon na have your order of business so something that you need to add to your order of business you’re gon na include it over here and it’s gon na give you a great little tip on your basic control panel 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 say let’s arrange them by their status and now you can see immediate and high ones will be on the leading however the other ones will be on the bottom now next up on the right side you can see over here you can filter out what type 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 see them over here you can filter them out according to your requirements and next up listed below that you have your basic contact and business so you can view those whichever manner in which you have contacted individuals you can see their email addresses uh their company titles their contact number facebook twitter whatever kind of account details that you have about them listed below that you have your services tab so your option tab is a basic type of information tab which permits you to see your email marketing your legal requirements

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your service related statements so if there is something that is kind of various you will find it in your options tab and listed below the services tab you have your analytics and reports reports are the fundamental general summary of the number of tickets you may have offered what is the ticket volume trend you can see over here you can get an assistance desk extensive ticket analysis and you can likewise view your ticket volume patterns so you can Power Bi Freshdesk Api

see on the best side you have your today’s ticket inside so how many tickets you may have sold or so what is the increase or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow representative productivity assistance operation and your basic account settings over here you can view the progress or the details of a specific team member or a group member and below that you can see your different channels of communication you can likewise view your workflow and what kind of development you have actually made what turning points that you have reached and just how much productivity each representative has you can see that from over here going back 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 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 sort of query it is so what kind of question it is you can also assign a particular representative to this inquiry so you can just include a note basically respond

 

tto this person and now i’m going to just tell them i will be resolving your ticket your problem now i’m going to set this as a pending ticket and now i’m going to upgrade the status i’m going to include this note now i’m going to reply to the customer so it’s immediately going to type in hi matt rogers that’s the client name this is jane doe what might be the problem with your product i’m simply going to send out that and now i have replied to this customer you can also erase 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 business that’s running this ticketing service and you have a similar sort of response you require to provide 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 general getting started with us orders and refunds information gifts and coupons and truths and concerns so in fact in questions you can see over here there is some draft templates that are already offered and let’s see how long will shipment take that’s a concern that is often asked you can just publish this draft and then return to ticketing i’m just gon na as a sample simply choose this ticket certainly the concern is different however i’m just selecting 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 customer on the bottom left you can see suggested solutions and canned kinds so you’re going to click suggested options and you can see different articles that are a pre-written answer to a consumer question and you can just insert that pre-written info into your reaction and send it without needing to

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retype the same type of answers again and again so this is a very simple formula for your agents to follow so they can easily respond to emails so another terrific function that freshdesk actually offers is creating groups so if you click on groups in the admin section you can produce different groups for different purposes so if a concern and a ticket is related to billing you can assign a group member so over here i have actually appointed myself in this group and that person might define their function and make them the leader of this kind of billing ticket besides that you can likewise designate different in the group area you can also appoint different tickets to different 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 client escalations where clients may have raised a particular scenario and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you men found this easy to understand and handy and i’ll catch you men in the next video Power Bi Freshdesk Api