Setting Up The Web Widget Freshdesk – effortless omnichannel service

So we are talking about…Setting Up The Web Widget Freshdesk…you can use freshdesk for customer service so let’s begin first of all you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as quickly as you register you’re gon na start and that will fill your basic control panel so when you’re getting started 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 email and below that you can see you can add your language whatever kind of language you want on your website alter the color of your logo design so as you can see i’m gon na choose a pink and listed below that you can also 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 upgrade 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 forms and below that you can include your client 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 welcome someone to your group so if you have a group that is working for you if someone 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 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 nice pattern and listed below that you have your consumer complete satisfaction and you can see the portion of favorable actions or negative reactions even neutral responses and the overall responses that you have actually received on the best side you’re gon na have your to-do list so something that you require to add to your order of business you’re gon na add it over here and it’s gon na offer you a great little tip on your basic dashboard and now on the left side we’re gon na carry 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 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 sort of tickets you want to view if you wish to see the tickets that are assigned to a particular person or the tickets that are still unassigned you can see them over here you can filter them out as per your requirements and successive listed below that you have your basic contact and companies so you can see those whichever manner in which you have called people you can see their email addresses uh their company titles their telephone number facebook twitter whatever sort of account information that you have about them below that you have your solutions tab so your service tab is a basic kind of info tab which allows you to view your email marketing your legal requirements

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your service associated statements so if there is something that is sort of miscellaneous you will find it in your options tab and below the solutions tab you have your reports and analytics reports are the fundamental general overview of the number of tickets you might have sold what is the ticket volume trend you can see over here you can get a help desk extensive ticket analysis and you can also see your ticket volume trends so you can Setting Up The Web Widget Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you might have sold or two what is the increase or decrease in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow representative performance assistance operation and your basic account settings over here you can view the development or the information of a particular employee or a group member and below that you can see your various channels of communication you can also view your workflow and what sort of development you have made what milestones that you have reached and just 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 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 add tags you can put it in a particular category 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 likewise assign a particular agent to this query so you can just add a note generally reply

 

tto this person and now i’m going to simply tell them i will be solving 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 include this note now i’m going to respond to the customer so it’s automatically going to enter hi matt rogers that’s the client name this is jane doe what might be the concern with your item i’m simply going to send that and now i have replied to this client you can also erase 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 a company that’s running this ticketing service and you have a comparable kind of response you require to provide to each of your customers again and again you’re going to go into the services tab and over here you can see there is the classifications you have actually general starting 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 templates that are already readily available and let’s see for how long will delivery take that’s a concern that is typically asked you can simply release this draft and after that go back to ticketing i’m just gon na as a sample just select this ticket undoubtedly the question is various but i’m just picking 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 replying to a client on the bottom left you can see recommended services and canned forms so you’re going to click on suggested options and you can see various articles that are a pre-written answer to a customer concern and you can just place that pre-written info into your action and send it without needing to

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retype the very same sort of responses again and again so this is an extremely easy formula for your agents to follow so they can quickly react to e-mails so another terrific feature that freshdesk actually offers is producing groups so if you click groups in the admin area you can produce various groups for various functions so if a problem and a ticket is associated with billing you can assign a group member so over here i have actually appointed myself in this group which individual might specify their function and make them the leader of this sort of billing ticket besides that you can also designate various in the group area you can likewise designate 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 customer escalations where clients might have raised a certain situation and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and helpful and i’ll catch you people in the next video Setting Up The Web Widget Freshdesk