Proactive Chat Triggers Freshdesk – effortless omnichannel service

So we are talking about…Proactive Chat Triggers Freshdesk…you can utilize freshdesk for customer service so let’s get started first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for free 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 establish your account so over here and personalize your help desk you can validate your e-mail and listed below that you can see you can include your language whatever kind of language you want on your website alter the color of your logo so as you can see i’m gon na opt for a pink and below that you can also change 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 upgrade those and next you’re gon na pick your assistance channel so how you can be contacted by means of phone e-mail social networks chat or kinds and listed below that you can include your customer 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 selling the tickets for you you can welcome them over here next up over here we have our control panel our dashboard reveals our

 

unresolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na provide you a chart that reveals you the patterns so if the tickets are selling out much better or worse it’s going to show you a great trend and below that you have your customer satisfaction and you can see the portion of negative actions or favorable responses even neutral responses and the total responses that you have actually gotten on the best side you’re gon na have your order of business 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 give you a great little tip on your basic dashboard 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 arrange them by their status and now you can see immediate and high 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 sort of tickets you want to view if you wish to see the tickets that are designated 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 needs and successive below that you have your basic contact and companies so you can view those whichever manner in which you have gotten in touch with people you can see their email 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 options tab so your solution tab is a basic type of info tab which enables you to view your email marketing your legal requirements

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your service related announcements so if there is something that is sort of miscellaneous you will discover it in your options tab and listed below the options tab you have your reports and analytics reports are the basic general overview of how many tickets you might have offered what is the ticket volume trend you can see over here you can get a help desk in-depth ticket analysis and you can also view your ticket volume trends so you can Proactive Chat Triggers Freshdesk

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 boost 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 representative performance assistance operation and your general account settings over here you can see the progress or the details of a particular team member or a group member and below that you can see your different channels of communication you can also see your workflow and what type of development you have made what milestones 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 show 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 alter its status you can set its concern and you can also set what sort of query it is so what type of question it is you can also assign a specific agent to this inquiry so you can simply add a note generally reply

 

tto this person and now i’m going to simply tell them i will be fixing your ticket your issue now i’m going to set this as a pending ticket and now i’m going to upgrade the status i’m going to add this note now i’m going to reply to the client so it’s instantly going to key in hi matt rogers that’s the client 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 responded to this customer you can also delete your reactions 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 a business that’s running this ticketing service and you have a similar sort of response you require to give 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 categories you have actually basic starting with us refunds and orders details presents and coupons and realities and concerns so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see how long will delivery take that’s a concern that is frequently asked you can just publish this draft and after that go back to ticketing i’m just gon na as a sample simply choose this ticket certainly the question is different but i’m simply choosing this as a sample and now i’m just going to select 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 recommended options and canned forms so you’re going to click on suggested services and you can see various short articles that are a pre-written answer to a customer concern and you can just insert that pre-written details into your response and send it without needing to

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retype the same type of answers again and again so this is an extremely easy formula for your representatives to follow so they can easily react to e-mails so another excellent feature that freshdesk actually offers is producing groups so if you click on groups in the admin area you can produce various groups for various purposes so if a concern and a ticket is associated with billing you can appoint a group member so over here i have actually designated myself in this group and that person might specify their function and make them the leader of this sort of billing ticket aside from that you can also assign different in the group area you can also assign various tickets to various groups and as soon as you have actually 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 consumers may have raised a specific circumstance and yeah this is how you can start with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and helpful and i’ll capture you guys in the next video Proactive Chat Triggers Freshdesk