Set Up Round Robin Via Freshdesk – effortless omnichannel service

So we are talking about…Set Up Round Robin Via Freshdesk…you can use freshdesk for client service so let’s start first off 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 register you’re gon na get going which will load your basic dashboard 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 customize your help desk you can validate your email and listed below that you can see you can include your language whatever type of language you desire on your site change 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 also gon na make that pink i guess or i must make that black yeah and so you can upgrade those and next you’re gon na select your support channel so how you can be gotten in touch with through phone email social networks chat or forms and listed below that you can include your customer assistance e-mail so if somebody is going to be calling you you can set that e-mail over here and next up you can invite somebody to your team so if you have a team that is working for you if someone is going to be selling the tickets for you you can welcome them over here successive over here we have our dashboard our dashboard shows our

 

unresolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a chart that shows you the trends so if the tickets are selling out much better or worse it’s going to reveal you a great trend and listed below that you have your consumer complete satisfaction and you can see the portion of negative reactions or favorable actions even neutral reactions and the overall actions that you have gotten on the best side you’re gon na have your to-do list so something that you require to contribute to your order of business you’re gon na include it over here and it’s gon na provide you a great little pointer 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 just say 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 sort of tickets you want to view if you wish to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and successive listed below that you have your basic contact and business so you can see those whichever manner in which you have actually contacted people you can see their email addresses uh their company titles their contact number facebook twitter whatever type of account details that you have about them below that you have your solutions tab so your service tab is a general sort of details tab which enables you to see your e-mail marketing your legal requirements

Get Set Up Round Robin Via Freshdesk support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of various you will discover it in your solutions tab and listed below the options tab you have your reports and analytics reports are the fundamental general introduction of how many 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 see your ticket volume trends so you can Set Up Round Robin Via Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you might have offered approximately what is the increase or decrease in these sales you can see getting 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow representative performance assistance operation and your basic account settings over here you can view the progress or the details of a particular employee or a group member and below that you can see your different channels of communication you can also see your workflow and what sort of progress you have actually made what turning points that you have actually reached and just 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 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 specific category what kind of ticket this is you can alter its status you can set its top priority and you can likewise set what kind of query it is so what type of question it is you can likewise assign a specific agent to this inquiry so you can just include a note essentially reply

 

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 reply to the consumer so it’s immediately going to key in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your product i’m simply going to send that and now i have actually replied to this customer you can likewise erase your responses 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 service that’s running this ticketing service and you have a similar type of reaction you require to provide to each of your consumers again and again you’re going to go into the options tab and over here you can see there is the categories you have actually basic getting going with us refunds and orders info gifts and discount coupons and facts and questions so in fact in questions you can see over here there is some draft templates that are already offered and let’s see the length of time will shipment take that’s a concern that is typically asked you can simply publish this draft and after that return to ticketing i’m simply gon na as a sample simply select this ticket certainly the question is different however i’m simply choosing this as a sample and now i’m simply 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 client on the bottom left you can see recommended solutions and canned kinds so you’re going to click suggested options and you can see various articles that are a pre-written answer to a client concern and you can just insert that pre-written info into your reaction and send it without having to

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retype the same type of answers again and again so this is a really simple formula for your representatives to follow so they can easily respond to emails so another great feature that freshdesk truly provides is producing groups so if you click groups in the admin area you can develop different groups for different purposes so if a ticket and a problem is related to billing you can assign a group member so over here i’ve assigned myself in this group and that individual might define their role and make them the leader of this kind of billing ticket besides that you can likewise appoint different in the group section you can likewise appoint various 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 client escalations where customers might have raised a specific situation and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and valuable and i’ll catch you men in the next video Set Up Round Robin Via Freshdesk