Scope Of Work Freshdesk Setup – effortless omnichannel service

So we are talking about…Scope Of Work Freshdesk Setup…you can use freshdesk for customer care so let’s start to begin with you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your details and register for free as quickly as you register you’re gon na get started which will pack your basic dashboard so when you’re starting with freshdesk as you can see on the left side it will set up your account so over here and personalize your assistance 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 site alter the color of your logo design so as you can see i’m gon na choose a pink and below that you can also alter 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 update those and next you’re gon na select your support channel so how you can be called by means of phone e-mail social media chat or forms and below that you can include your consumer assistance e-mail so if someone is going to be contacting you you can set that e-mail over here and next up you can invite somebody 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 welcome them over here successive over here we have our dashboard our dashboard reveals our

 

unsettled tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na offer you a graph that shows you the patterns so if the tickets are selling out much better or worse it’s going to show you a nice pattern and below that you have your customer satisfaction and you can see the percentage of favorable reactions or unfavorable responses even neutral responses and the total responses that you have actually received on the best side you’re gon na have your order of business so something that you need to contribute to your to-do list you’re gon na add it over here and it’s gon na give you a good little pointer 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 say let’s sort them by their status and now you can see urgent and high ones will be on the top 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 wish to see if you want to see the tickets that are assigned to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out based on your needs and next up below that you have your basic contact and business so you can view those whichever way that you have actually contacted individuals you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever type of account details that you have about them below that you have your services tab so your solution tab is a basic type of details tab which enables you to view your email marketing your legal requirements

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your service associated statements so if there is something that is type of miscellaneous you will find it in your options tab and below the services tab you have your reports and analytics reports are the fundamental general introduction of how many tickets you might have offered what is the ticket volume pattern you can see over here you can get an assistance desk thorough ticket analysis and you can likewise view your ticket volume patterns so you can Scope Of Work Freshdesk Setup

see on the best side you have your today’s ticket inside so how many tickets you might have offered or so what is the boost or decrease in these sales you can see getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent performance support operation and your general account settings over here you can view the progress or the information of a certain employee or a group member and listed below that you can see your different channels of interaction you can likewise see your workflow and what kind of progress you have made what milestones that you have actually reached and how much performance each agent has you can see that from over here returning 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 include tags you can put it in a particular category what kind of ticket this is you can alter its status you can set its concern and you can also set what type of question it is so what kind of concern it is you can also assign a specific representative to this query so you can just include a note essentially respond

 

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 respond to the client so it’s instantly 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 just going to send out that and now i have replied to this consumer you can also erase your actions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your e-mails so if you’re a business that’s running this ticketing service and you have a comparable sort of reaction you need 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 classifications you have actually general getting started with us refunds and orders details 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 already available and let’s see the length of time will delivery take that’s a question that is frequently asked you can simply release this draft and after that return to ticketing i’m simply gon na as a sample simply select this ticket undoubtedly the question is different however i’m simply picking this as a sample and now i’m simply going to pick this as a sample and i’m going to reply to it and you can see when you’re responding to a customer on the bottom left you can see suggested services and canned kinds so you’re going to click suggested services and you can see different posts that are a pre-written answer to a consumer question and you can just place that pre-written info into your reaction and send it without having to

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retype the same type of responses again and again so this is a really easy formula for your agents to follow so they can quickly react to e-mails so another terrific function that freshdesk actually provides is creating groups so if you click groups in the admin section you can develop different groups for different functions so if a problem and a ticket is associated with billing you can appoint a group member so over here i’ve appointed myself in this group and that individual could define their function and make them the leader of this kind of billing ticket besides that you can likewise appoint various in the group area you can also appoint different tickets to various 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 customer escalations where clients might have elevated a particular situation and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and useful and i’ll capture you people in the next video Scope Of Work Freshdesk Setup