Ringcentral For Freshdesk Guide – effortless omnichannel service

So we are talking about…Ringcentral For Freshdesk Guide…you can use freshdesk for client service so let’s get started to begin with you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your information and register for complimentary as soon as you sign up you’re gon na start and that will load your basic control panel so when you’re getting started with freshdesk as you can see on the left side it will set up your account so over here and customize your assistance desk you can confirm your email and listed below that you can see you can include your language whatever sort of language you desire on your site change the color of your logo design so as you can see i’m gon na choose a pink and below that you can likewise alter your menu color so i’m also gon na make that pink i guess or i should make that black yeah therefore you can upgrade those and next you’re gon na choose your support channel so how you can be called by means of phone e-mail social media chat or forms and listed below that you can include your client assistance email so if somebody is going to be contacting you you can set that e-mail over here and next up you can invite someone to your group so if you have a team that is working for you if somebody is going to be selling the tickets for you you can invite them over here next up over here we have our control panel our dashboard shows our

 

unsettled 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 shows you the trends so if the tickets are selling out better or worse it’s going to show you a great pattern and listed below that you have your customer complete satisfaction and you can see the portion of unfavorable actions or positive reactions even neutral actions and the total reactions that you have received on the ideal 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 include it over here and it’s gon na provide you a good little suggestion on your basic control panel and now on the left side we’re gon na proceed 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 high and immediate 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 sort of tickets you wish to view if you wish to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can see them over here you can filter them out as per your requirements and successive below that you have your basic contact and companies so you can see those whichever manner in which you have called individuals you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever sort of account information that you have about them listed below that you have your options tab so your service tab is a general sort of info tab which allows you to view your email marketing your legal requirements

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your service related announcements so if there is something that is type of miscellaneous you will find it in your solutions tab and listed below the services tab you have your analytics and reports reports are the basic general overview of the number of tickets you may have sold what is the ticket volume pattern you can see over here you can get an assistance desk in-depth ticket analysis and you can also view your ticket volume patterns so you can Ringcentral For Freshdesk Guide

see on the right side you have your today’s ticket inside so the number of tickets you may have sold or so what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent productivity assistance operation and your general account settings over here you can see the progress or the details of a certain employee or a group member and below that you can see your different channels of communication you can likewise see your workflow and what kind of progress you have actually made what turning points that you have reached and how much performance each representative has you can view that from over here going back into tickets i’m going to reveal you how you can solve 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 classification what kind of ticket this is you can alter its status you can set its concern and you can also set what kind of question it is so what kind of concern it is you can also appoint a specific agent to this query so you can just include a note generally respond

 

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 consumer so it’s instantly going to key in hi matt rogers that’s the customer name this is jane doe what might be the issue with your product i’m just going to send out that and now i have actually replied to this client you can also delete your actions within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your e-mails so if you’re a business that’s running this ticketing service and you have a similar sort of response you need to provide to each of your customers again and again you’re going to go into the options tab and over here you can see there is the classifications you have general getting started with us refunds and orders information gifts and vouchers and facts and concerns so in fact in questions you can see over here there is some draft design templates that are currently available and let’s see for how long will delivery take that’s a question that is frequently asked you can just release this draft and after that go back to ticketing i’m just gon na as a sample simply select this ticket clearly the question is different but i’m simply picking this as a sample and now i’m just going to choose this as a sample and i’m going to respond to it and you can see when you’re replying to a client on the bottom left you can see recommended options and canned kinds so you’re going to click on suggested services and you can see different short articles that are a pre-written answer to a client concern and you can just insert that pre-written information into your response and send it without needing to

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retype the same kind of responses again and again so this is an extremely easy formula for your agents to follow so they can easily respond to emails so another great feature that freshdesk really provides is developing groups so if you click on groups in the admin section you can create different groups for various functions so if an issue and a ticket is connected to billing you can appoint a group member so over here i have actually designated myself in this group which person could define their function and make them the leader of this type of billing ticket besides that you can likewise designate different in the group section you can likewise assign various tickets to different groups and when 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 customer escalations where consumers may have elevated a specific situation and yeah this is how you can start with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and useful and i’ll capture you people in the next video Ringcentral For Freshdesk Guide