Robinhood Freshdesk – effortless omnichannel service

So we are talking about…Robinhood Freshdesk…you can use freshdesk for client service so let’s begin first of all you’re gon na begin 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 sign up you’re gon na get going and that will pack your basic control panel so when you’re getting started with freshdesk as you can see on the left side it will establish your account so over here and customize your assistance desk you can validate your email and below that you can see you can include your language whatever sort of language you want on your site change the color of your logo design so as you can see i’m gon na opt for a pink and below that you can also alter your menu color so i’m likewise gon na make that pink i guess or i ought to make that black yeah therefore you can upgrade those and next you’re gon na select your assistance channel so how you can be contacted via phone e-mail social media chat or types and listed below that you can add your client support email so if someone is going to be calling you you can set that e-mail over here and next up you can invite someone to your team so if you have a group that is working for you if someone is going to be offering the tickets for you you can invite them over here successive 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 below that they’re gon na give you a chart that shows you the trends so if the tickets are selling out much better or even worse it’s going to reveal you a good trend and listed below that you have your consumer satisfaction and you can see the portion of unfavorable responses or favorable responses even neutral reactions and the overall responses that you have gotten on the ideal 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 provide you a good little tip on your basic control panel 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 high and urgent 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 kind of tickets you want to see if you wish to see the tickets that are assigned to a specific individual 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 business so you can view those whichever way that you have gotten in touch with people you can see their e-mail addresses uh their business titles their phone numbers 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 basic type of info tab which allows you to view your email marketing your legal requirements

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

your service related announcements so if there is something that is type of various you will find it in your services tab and listed below the solutions tab you have your reports and analytics reports are the standard general overview of the number of tickets you might have sold what is the ticket volume trend 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 Robinhood Freshdesk

see on the right side you have your today’s ticket inside so the number of tickets you might have offered or so what is the increase or reduce in these sales you can see getting 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow agent performance support operation and your basic account settings over here you can view the development or the details of a specific team member or a group member and listed below that you can see your different channels of interaction you can also view your workflow and what kind of development you have made what milestones that you have reached and how much productivity each agent has you can see 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 specific classification what type of ticket this is you can change its status you can set its priority and you can likewise set what sort of query it is so what kind of concern it is you can also assign a particular agent to this inquiry so you can simply add a note basically 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 update the status i’m going to include this note now i’m going to reply to the customer 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 product i’m just going to send out that and now i have replied to this customer you can likewise delete your actions within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a comparable type of response you require to offer to each of your clients again and again you’re going to enter into the options tab and over here you can see there is the classifications you have actually basic starting with us orders and refunds info gifts and discount coupons and truths and concerns so in fact in questions you can see over here there is some draft 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 return to ticketing i’m simply gon na as a sample just choose this ticket clearly the question is different however i’m simply 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 responding to a client on the bottom left you can see recommended solutions and canned forms so you’re going to click on recommended solutions and you can see various short articles that are a pre-written answer to a client concern and you can simply place that pre-written info into your action and send it without needing to

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retype the exact 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 emails so another excellent function that freshdesk actually offers is developing groups so if you click groups in the admin section you can produce various groups for different functions so if a ticket and a problem is connected to billing you can designate a group member so over here i have actually assigned myself in this group and that individual might specify their role and make them the leader of this kind of billing ticket other than that you can also designate various in the group area you can also assign different tickets to various 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 clients may have raised a particular scenario and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and handy and i’ll catch you people in the next video Robinhood Freshdesk