Setting Up Freshdesk Support For Jira – effortless omnichannel service

So we are talking about…Setting Up Freshdesk Support For Jira…you can utilize freshdesk for customer care so let’s start to begin with you’re gon na begin your 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 begin and that 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 individualize your aid desk you can verify your e-mail and below that you can see you can add your language whatever kind of language you want on your website change the color of your logo design so as you can see i’m gon na choose a pink and listed below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i should make that black yeah therefore you can update those and next you’re gon na select your support channel so how you can be contacted by means of phone e-mail social networks chat or kinds and listed below that you can include your consumer assistance email 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 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 invite them over here successive over here we have our dashboard our dashboard shows our

 

unsolved 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 graph that reveals you the trends so if the tickets are selling out much better or worse it’s going to reveal you a nice pattern and listed below that you have your customer fulfillment and you can see the portion of unfavorable responses or favorable reactions even neutral reactions and the overall reactions that you have actually gotten on the right 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 include it over here and it’s gon na provide you a good little suggestion on your basic dashboard and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s just state let’s sort them by their status and now you can see immediate and high ones will be on the leading nevertheless 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 want to see the tickets that are assigned to a particular individual or the tickets that are still unassigned you can view 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 manner in which you have gotten in touch with people you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever type of account details that you have about them below that you have your solutions tab so your option tab is a general type of information tab which permits you to see your email marketing your legal requirements

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your service related statements so if there is something that is kind of miscellaneous you will discover it in your services tab and below the options tab you have your analytics and reports reports are the basic general summary of the number of 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 also view your ticket volume patterns so you can Setting Up Freshdesk Support For Jira

see on the ideal side you have your today’s ticket inside so how many tickets you might have offered approximately what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow representative efficiency support operation and your basic account settings over here you can see the development or the details of a particular team member or a group member and below that you can see your different channels of communication you can likewise view your workflow and what type of development you have made what turning points that you have actually reached and how much efficiency each agent has you can view that from over here returning into tickets i’m going to reveal you how you can resolve 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 particular category what type of ticket this is you can change its status you can set its priority and you can likewise set what type of question it is so what type of concern it is you can also appoint a particular agent to this query so you can just add a note essentially reply

 

tto this person and now i’m going to just tell them i will be solving 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 enter hi matt rogers that’s the consumer name this is jane doe what might be the issue with your product i’m just going to send out that and now i have replied to this client you can likewise erase your reactions within 10 seconds so if you make a mistake you can erase them within a couple of seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a comparable type of action you require 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 beginning with us orders and refunds details presents and discount coupons and realities 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 how long will shipment take that’s a concern that is typically asked you can just publish this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket clearly the question is various but i’m simply selecting this as a sample and now i’m simply going to pick this as a sample and i’m going to respond to it and you can see when you’re responding to a client on the bottom left you can see recommended solutions and canned types so you’re going to click recommended options and you can see different posts that are a pre-written answer to a consumer concern and you can simply insert that pre-written info into your action and send it without having to

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retype the very same kind of answers again and again so this is a really simple formula for your agents to follow so they can quickly respond to emails so another excellent function that freshdesk actually supplies is producing groups so if you click on groups in the admin area you can create different groups for different purposes so if a concern and a ticket is related to billing you can appoint a group member so over here i have actually assigned myself in this group and that individual might define their role and make them the leader of this type of billing ticket other than that you can also appoint various in the group area you can also designate 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 client escalations where customers may have raised a particular circumstance and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and useful and i’ll capture you men in the next video Setting Up Freshdesk Support For Jira