Tableau Freshdesk Api – effortless omnichannel service

So we are talking about…Tableau Freshdesk Api…you can use freshdesk for client service so let’s begin to begin with you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as quickly as you register you’re gon na start which will pack 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 assistance desk you can confirm your e-mail and below that you can see you can include 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 alter your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah therefore you can upgrade those and next you’re gon na select your assistance channel so how you can be called via phone email social networks chat or forms and below that you can include your client assistance e-mail so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome somebody to your team so if you have a team that is working for you if somebody is going to be offering the tickets for you you can welcome them over here successive over here we have our control panel our dashboard shows our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give 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 nice pattern and below that you have your consumer satisfaction and you can see the portion of negative reactions or favorable reactions even neutral actions and the overall responses that you have received on the ideal 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 offer you a nice little suggestion on your basic dashboard and now on the left side we’re gon na move on to tickets you can sort your tickets over here so let’s simply state let’s sort them by their status and now you can see immediate and high ones will be on the top however 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 type of tickets you wish to view if you wish to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can see them over here you can filter them out as per your requirements and next up below that you have your basic contact and companies so you can see those whichever manner in which you have actually gotten in touch with people you can see their email addresses uh their business titles their contact number facebook twitter whatever sort of account information that you have about them listed below that you have your services tab so your solution tab is a general type of information tab which enables you to see your email marketing your legal requirements

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your service associated announcements so if there is something that is sort of miscellaneous you will discover it in your options tab and below the services 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 pattern you can see over here you can get an aid desk in-depth ticket analysis and you can also see your ticket volume trends so you can Tableau Freshdesk Api

see on the ideal side you have your today’s ticket inside so how many tickets you may have offered or so what is the increase or decrease in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent performance support operation and your general account settings over here you can see the progress or the details of a certain staff member or a group member and below that you can see your different channels of interaction you can also see your workflow and what type of development you have actually made what milestones that you have reached and how much productivity each agent has you can view that from over here returning 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 type of ticket this is you can alter its status you can set its top priority and you can also set what type of question it is so what type of concern it is you can likewise assign a specific representative to this query so you can simply include a note essentially reply

 

tto this person and now i’m going to just tell them i will be fixing 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 include this note now i’m going to respond to the client so it’s automatically going to enter hi matt rogers that’s the client name this is jane doe what might be the problem with your item i’m simply going to send out that and now i have actually responded to this client you can also erase your actions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a comparable kind of reaction you need to provide 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 classifications you have actually basic starting with us refunds and orders information 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 currently offered and let’s see how long will delivery 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 just choose this ticket certainly the question is various but 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 reply to it and you can see when you’re replying to a consumer on the bottom left you can see recommended services and canned kinds so you’re going to click suggested solutions and you can see different short articles that are a pre-written answer to a client question and you can just place that pre-written details into your reaction and send it without needing to

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retype the same sort of responses again and again so this is an extremely easy formula for your agents to follow so they can quickly respond to e-mails so another terrific feature that freshdesk actually provides is producing groups so if you click on groups in the admin area you can create various groups for different purposes so if a problem and a ticket is connected to billing you can appoint a group member so over here i have actually assigned myself in this group which individual could specify their role and make them the leader of this sort of billing ticket aside from that you can also assign different in the group section you can likewise designate different tickets to different groups and when 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 clients might have raised a certain scenario 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 practical and i’ll capture you men in the next video Tableau Freshdesk Api