Tag Insights Freshdesk – effortless omnichannel service

So we are talking about…Tag Insights Freshdesk…you can use freshdesk for client service so let’s get going first of all you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as quickly as you register you’re gon na get started and that will pack your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will establish your account so over here and customize your aid desk you can confirm your email and below that you can see you can include your language whatever sort of language you desire on your website alter the color of your logo so as you can see i’m gon na opt for a pink and listed below that you can likewise alter your menu color so i’m also gon na make that pink i guess or i must make that black yeah therefore you can update those and next you’re gon na pick your support channel so how you can be contacted through phone e-mail social networks chat or types and listed below that you can include your consumer assistance email so if someone is going to be contacting you you can set that email over here and next up you can welcome someone to your group so if you have a team that is working for you if someone is going to be offering the tickets for you you can welcome them over here next up 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 offer you a chart that reveals 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 customer satisfaction and you can see the portion of negative reactions or favorable actions even neutral reactions and the total actions that you have received on the best side you’re gon na have your order of business so something that you require to add to your order of business you’re gon na include it over here and it’s gon na offer you a great little reminder on your basic control panel and now on the left side we’re gon na carry on to tickets you can arrange your tickets over here so let’s just state let’s arrange them by their status and now you can see high and immediate ones will be on the leading nevertheless the other ones will be on the bottom now next up on the best 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 specific 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 view those whichever way that you have contacted individuals you can see their email addresses uh their business titles their contact number facebook twitter whatever sort of account details that you have about them below that you have your options tab so your service tab is a basic type of info tab which enables you to see your e-mail marketing your legal requirements

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your service related statements so if there is something that is sort of miscellaneous you will find it in your services tab and listed below the services tab you have your reports and analytics reports are the standard general summary of the number of tickets you may have offered what is the ticket volume trend you can see over here you can get a help desk extensive ticket analysis and you can also view your ticket volume trends so you can Tag Insights Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you may have sold or so what is the increase or decrease in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow representative productivity assistance operation and your general account settings over here you can see the progress or the details of a particular team member or a group member and listed below that you can see your various channels of interaction you can also view your workflow and what type of progress you have made what milestones that you have actually reached and how much efficiency each agent has you can view that from over here going back into tickets i’m going to show you how you can deal with 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 alter its status you can set its top priority and you can likewise set what type of query it is so what kind of concern it is you can likewise assign a specific agent to this question 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 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 add this note now i’m going to reply to the client so it’s automatically going to enter hi matt rogers that’s the consumer name this is jane doe what might be the concern with your product i’m just going to send out that and now i have replied to this client you can also delete your actions 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 business that’s running this ticketing service and you have a similar type of reaction you need 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 classifications you have general getting started with us refunds and orders details presents and discount coupons and realities and questions so in fact in questions you can see over here there is some draft templates that are currently available and let’s see the length of time will delivery take that’s a question that is typically asked you can simply publish this draft and after that return to ticketing i’m just gon na as a sample simply choose this ticket clearly the concern is different however 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 respond to it and you can see when you’re replying to a consumer on the bottom left you can see suggested services and canned kinds so you’re going to click on recommended options and you can see various articles that are a pre-written answer to a client concern and you can simply insert that pre-written information into your response and send it without having to

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retype the very same type of answers again and again so this is a very easy formula for your representatives to follow so they can quickly react to e-mails so another great feature that freshdesk really offers is creating groups so if you click groups in the admin area you can produce different groups for different purposes so if a ticket and a problem is associated with billing you can assign a group member so over here i have actually appointed myself in this group which person could specify their role and make them the leader of this kind of billing ticket other than that you can also designate different in the group area you can likewise designate different tickets to various groups and once 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 consumer escalations where customers may have elevated a particular circumstance and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and valuable and i’ll catch you guys in the next video Tag Insights Freshdesk