Set Up Freshdesk Jira Extension – effortless omnichannel service

So we are talking about…Set Up Freshdesk Jira Extension…you can use freshdesk for customer support so let’s get started first of all you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your details and sign up for complimentary as quickly as you sign up you’re gon na get started and that will fill your basic dashboard so when you’re getting going 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 confirm your email and listed below that you can see you can add your language whatever type of language you want on your site change the color of your logo 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 ought to 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 contacted via phone e-mail social networks chat or types and below that you can add your customer assistance email so if someone is going to be contacting you you can set that email over here and next up you can invite somebody to your group so if you have a group that is working for you if somebody is going to be selling the tickets for you you can welcome them over here next up over here we have our control panel our control panel 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 give you a graph that reveals you the trends so if the tickets are selling out better or worse it’s going to reveal you a good pattern and below that you have your consumer fulfillment and you can see the portion of negative reactions or favorable reactions even neutral reactions and the total actions that you have received on the right side you’re gon na have your order of business so something that you need to add 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 control panel and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s simply state let’s sort them by their status and now you can see high and urgent 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 wish to view if you wish to see the tickets that are appointed to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out as per your needs and successive listed below that you have your basic contact and companies so you can see those whichever way that you have contacted individuals you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever sort of account details that you have about them listed below that you have your options tab so your solution tab is a basic kind of information tab which permits 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 sort of miscellaneous you will discover it in your options tab and listed below the options tab you have your analytics and reports reports are the standard general introduction of the number of tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk in-depth ticket analysis and you can also view your ticket volume trends so you can Set Up Freshdesk Jira Extension

see on the best side you have your today’s ticket inside so the number of tickets you might have offered or so what is the increase or decrease in these sales you can see getting seven tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow representative productivity assistance operation and your general account settings over here you can see the development or the information of a certain staff member or a group member and listed below that you can see your various channels of interaction you can likewise see your workflow and what sort of development you have made what milestones that you have reached and how much efficiency each representative has you can view that from over here going back into tickets i’m going to show 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 include tags you can put it in a particular classification what kind of ticket this is you can change its status you can set its priority and you can likewise set what kind of query it is so what kind of concern it is you can also designate a particular agent to this query so you can just include a note basically respond

 

tto this person and now i’m going to just tell them i will be resolving your ticket your problem 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 automatically 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 that and now i have actually replied to this consumer you can likewise delete your responses 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 comparable sort of reaction you need to offer 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 actually basic getting started with us orders and refunds info presents and coupons and truths and questions so in fact in questions you can see over here there is some draft design templates that are already offered and let’s see the length of time will shipment take that’s a concern that is frequently asked you can simply publish this draft and then return to ticketing i’m simply gon na as a sample just choose this ticket clearly the concern is various however i’m simply choosing this as a sample and now i’m simply 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 consumer on the bottom left you can see recommended options and canned forms so you’re going to click suggested services and you can see different articles 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 an extremely easy formula for your representatives to follow so they can quickly react to e-mails so another terrific function that freshdesk truly supplies is producing groups so if you click on groups in the admin section you can develop various groups for various functions so if a ticket and an issue is connected to billing you can assign a group member so over here i have actually appointed myself in this group and that individual could define their function and make them the leader of this kind of billing ticket aside from that you can also assign different in the group area you can likewise assign various tickets to different groups and as soon as 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 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 discovered this easy to understand and valuable and i’ll catch you men in the next video Set Up Freshdesk Jira Extension