Quickly Integrate Freshdesk Jira – effortless omnichannel service

So we are talking about…Quickly Integrate Freshdesk Jira…you can utilize freshdesk for customer care so let’s begin first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for free as quickly as you sign up you’re gon na start and that will fill your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will set up your account so over here and personalize your help desk you can verify your email 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 design so as you can see i’m gon na choose a pink and below that you can likewise change your menu color so i’m also gon na make that pink i guess or i need to make that black yeah therefore you can upgrade those and next you’re gon na choose your assistance channel so how you can be contacted through phone email social networks chat or forms and below that you can add your consumer 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 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 shows 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 graph that reveals you the trends so if the tickets are selling out much better or worse it’s going to show you a good trend and listed below that you have your customer fulfillment and you can see the portion of unfavorable reactions or positive responses even neutral actions and the total actions that you have received on the best side you’re gon na have your to-do list so something that you require to contribute to your order of business you’re gon na add it over here and it’s gon na give you a good little pointer on your basic dashboard and now on the left side we’re gon na carry on to tickets you can arrange your tickets over here so let’s simply say let’s sort 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 ideal side you can see over here you can filter out what kind of tickets you want to view if you wish to see the tickets that are appointed 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 needs and successive listed below that you have your basic contact and business so you can view those whichever manner in which you have called individuals you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever sort of account information that you have about them listed below that you have your solutions tab so your option tab is a general sort of info tab which allows you to see your e-mail marketing your legal requirements

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your service related announcements so if there is something that is kind of miscellaneous you will find it in your services tab and below the options tab you have your reports and analytics reports are the standard general introduction 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 thorough ticket analysis and you can likewise view your ticket volume trends so you can Quickly Integrate Freshdesk Jira

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 increase or reduce in these sales you can see getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow agent efficiency assistance operation and your basic account settings over here you can view the development or the details of a specific staff member or a group member and below that you can see your different channels of communication you can likewise see your workflow and what type of development you have actually made what milestones that you have actually reached and how much efficiency each agent has you can see that from over here going back into tickets i’m going to reveal 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 specific classification what type of ticket this is you can change its status you can set its top priority and you can also set what kind of question it is so what type of concern it is you can likewise appoint a specific agent to this query so you can simply include a note basically reply

 

tto this person and now i’m going to simply 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 upgrade the status i’m going to include this note now i’m going to reply to the customer so it’s instantly going to enter hi matt rogers that’s the customer name this is jane doe what might be the concern with your item i’m simply going to send that and now i have responded to this customer you can also delete your actions 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 service that’s running this ticketing service and you have a comparable type of action you require to offer to each of your clients again and again you’re going to enter into the solutions tab and over here you can see there is the categories you have actually general getting going with us refunds and orders information gifts and vouchers and truths 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 shipment take that’s a concern that is often asked you can just release this draft and then go back to ticketing i’m just gon na as a sample simply choose this ticket clearly the question is different but i’m simply choosing 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 replying to a customer on the bottom left you can see recommended options and canned types so you’re going to click recommended options and you can see various posts that are a pre-written answer to a customer question and you can simply place that pre-written details into your reaction and send it without needing to

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retype the very same kind of answers again and again so this is a very simple formula for your agents to follow so they can quickly respond to emails so another fantastic function that freshdesk actually supplies is producing groups so if you click groups in the admin section you can develop various groups for various functions so if a problem and a ticket is related to billing you can appoint a group member so over here i’ve assigned myself in this group which person could define their function and make them the leader of this kind of billing ticket aside from that you can likewise appoint various in the group section you can also appoint various tickets to different groups and once 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 might have raised a specific circumstance and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you guys found this easy to understand and useful and i’ll capture you men in the next video Quickly Integrate Freshdesk Jira