Separate Kallidus Freshdesk Helpdesk – effortless omnichannel service

So we are talking about…Separate Kallidus Freshdesk Helpdesk…you can use freshdesk for client service so let’s begin to begin with you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your information and sign up for free as soon as you sign up you’re gon na begin and that will fill your basic control panel 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 aid desk you can confirm your email and listed below that you can see you can add your language whatever sort of language you want on your site alter the color of your logo so as you can see i’m gon na opt for a pink and below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah and so you can update those and next you’re gon na pick your support channel so how you can be gotten in touch with through phone e-mail social networks chat or types and listed below that you can add your client assistance e-mail so if someone is going to be calling you you can set that email 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 dashboard reveals our

 

unresolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na give you a chart that shows you the patterns so if the tickets are selling out better or even worse it’s going to reveal you a good pattern and listed below that you have your customer satisfaction and you can see the percentage of favorable responses or negative actions even neutral responses and the overall reactions that you have gotten on the ideal side you’re gon na have your to-do list so something that you need to contribute to your order of business you’re gon na include it over here and it’s gon na offer you a great little reminder 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 urgent and high ones will be on the leading nevertheless 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 see if you wish to see the tickets that are appointed to a specific individual or the tickets that are still unassigned you can see 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 actually contacted individuals you can see their email addresses uh their company titles their contact number facebook twitter whatever sort of account details that you have about them below that you have your solutions tab so your service tab is a general kind of info tab which enables you to view your e-mail marketing your legal requirements

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your service associated announcements so if there is something that is type of various you will find it in your solutions tab and below the solutions tab you have your analytics and reports reports are the standard general summary of how many tickets you might have offered what is the ticket volume trend you can see over here you can get an aid desk extensive ticket analysis and you can also see your ticket volume trends so you can Separate Kallidus Freshdesk Helpdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you may have offered approximately what is the boost or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow agent performance support operation and your basic account settings over here you can view the progress or the information of a specific employee or a group member and listed below that you can see your various channels of interaction you can also see your workflow and what kind of progress you have made what milestones that you have reached and just how much productivity each representative 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 add tags you can put it in a specific classification what kind of ticket this is you can change its status you can set its priority and you can also set what sort of question it is so what type of concern it is you can likewise appoint a particular representative to this question so you can simply include a note essentially respond

 

tto this person and now i’m going to simply tell them i will be resolving 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 add this note now i’m going to reply to the customer so it’s instantly going to key in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your item i’m just going to send out 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 e-mails so if you’re an organization that’s running this ticketing service and you have a similar kind of response you require to give to each of your customers again and again you’re going to enter into the options tab and over here you can see there is the categories you have general beginning with us orders and refunds information gifts and coupons and facts and questions so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see how long will shipment take that’s a question that is typically asked you can simply publish this draft and after that go back to ticketing i’m just gon na as a sample simply select this ticket clearly the concern is different however i’m just 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 replying to a customer on the bottom left you can see recommended services and canned types so you’re going to click suggested options and you can see different posts that are a pre-written answer to a client question and you can just place that pre-written information into your response and send it without needing to

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retype the exact same sort of answers again and again so this is a very easy formula for your representatives to follow so they can quickly respond to emails so another great function that freshdesk really supplies is developing groups so if you click on groups in the admin section you can produce various groups for different functions so if a ticket and a problem is related to billing you can designate a group member so over here i have actually designated myself in this group and that individual could specify their role and make them the leader of this kind of billing ticket aside from that you can likewise assign different in the group area you can also assign various tickets to different groups and once you’ve 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 consumer escalations where clients may have raised a certain situation and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and valuable and i’ll capture you men in the next video Separate Kallidus Freshdesk Helpdesk