Talkdesk Freshdesk Integration Setup – effortless omnichannel service

So we are talking about…Talkdesk Freshdesk Integration Setup…you can use freshdesk for customer service so let’s begin to begin with you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as soon as you sign up you’re gon na get started and that will fill 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 personalize your help desk you can validate your email and listed below that you can see you can include your language whatever sort of language you want on your site 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 also 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 choose your assistance channel so how you can be contacted through phone email social media chat or forms and below that you can include your client assistance email so if somebody 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 someone is going to be offering the tickets for you you can invite them over here successive over here we have our dashboard our control panel reveals 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 graph that shows you the patterns so if the tickets are selling out much better or even worse it’s going to show you a nice trend and listed below that you have your customer complete satisfaction and you can see the portion of negative reactions or positive actions even neutral actions and the overall reactions 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 to-do list you’re gon na include it over here and it’s gon na provide you a nice little pointer on your basic control panel and now on the left side we’re gon na proceed 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 high and urgent ones will be on the top 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 want to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can view them over here you can filter them out as per your needs and next up below that you have your basic contact and business so you can see those whichever manner in which you have actually contacted individuals you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever sort of account details that you have about them listed below that you have your solutions tab so your solution tab is a basic type of details tab which permits you to see your email marketing your legal requirements

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your service associated statements so if there is something that is sort of various you will find it in your services tab and listed below the services tab you have your reports and analytics reports are the fundamental general summary of how many tickets you might have sold what is the ticket volume trend you can see over here you can get a help desk in-depth ticket analysis and you can also see your ticket volume patterns so you can Talkdesk Freshdesk Integration Setup

see on the right side you have your today’s ticket inside so how many tickets you might have sold or so what is the increase or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow agent productivity support operation and your general account settings over here you can see the progress or the details of a specific staff member or a group member and below that you can see your different channels of communication you can likewise see your workflow and what sort of development you have made what turning points that you have reached and just how much productivity each agent has you can see 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 include tags you can put it in a particular classification what kind of ticket this is you can alter its status you can set its concern and you can also set what kind of query it is so what type of question it is you can also appoint a particular agent to this inquiry so you can simply add a note basically reply

 

tto this person and now i’m going to just 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 upgrade the status i’m going to include this note now i’m going to respond to the consumer so it’s instantly going to type in 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 responded to this consumer you can also erase your reactions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a comparable kind of action 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 basic getting going with us refunds and orders details gifts and coupons and realities and concerns so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see how long will delivery take that’s a concern that is typically asked you can simply publish this draft and then go back to ticketing i’m simply gon na as a sample simply select this ticket obviously the question is various but i’m simply 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 responding to a client on the bottom left you can see suggested options and canned forms so you’re going to click recommended options and you can see various posts that are a pre-written answer to a customer concern and you can just place that pre-written info into your reaction and send it without needing to

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retype the very same kind of responses again and again so this is a really simple formula for your representatives to follow so they can quickly react to e-mails so another terrific function that freshdesk really supplies is producing groups so if you click groups in the admin area you can produce different groups for various functions so if a ticket and a concern is related to billing you can appoint a group member so over here i’ve appointed myself in this group and that person might define their function and make them the leader of this kind of billing ticket aside from that you can likewise assign different in the group section you can likewise designate various tickets to various groups and as soon as 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 customer escalations where customers might have raised a particular situation and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and practical and i’ll catch you guys in the next video Talkdesk Freshdesk Integration Setup