Taskray Freshdesk Integration – effortless omnichannel service

So we are talking about…Taskray Freshdesk Integration…you can use freshdesk for customer care so let’s get started first off you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as soon as you register you’re gon na start and that will fill 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 personalize your assistance desk you can verify your email and below that you can see you can include your language whatever type of language you desire on your website alter the color of your logo design so as you can see i’m gon na choose a pink and 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 pick your assistance channel so how you can be called by means of phone email social networks chat or forms and below that you can add your consumer assistance e-mail so if somebody is going to be contacting you you can set that e-mail over here and next up you can welcome someone to your team so if you have a group 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 shows our

 

unsolved tickets past due 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 reveals you the patterns so if the tickets are selling out much better or worse it’s going to show you a good pattern and below that you have your customer satisfaction and you can see the percentage of negative responses or favorable reactions even neutral responses and the total reactions that you have gotten 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 add it over here and it’s gon na give you a great little reminder on your basic control panel and now on the left side we’re gon na move 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 immediate and high 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 kind of tickets you wish to see if you want to see the tickets that are designated 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 requirements and next up below that you have your basic contact and business 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 telephone number facebook twitter whatever sort of account details that you have about them listed below that you have your options tab so your solution tab is a basic type of info tab which enables you to view your e-mail marketing your legal requirements

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your service related statements so if there is something that is type of miscellaneous you will find it in your services tab and below the options tab you have your analytics and reports reports are the fundamental general summary 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 likewise see your ticket volume trends so you can Taskray Freshdesk Integration

see on the right side you have your today’s ticket inside so the number of tickets you may have offered or two what is the boost 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 assistance operation and your general account settings over here you can view the development or the details of a specific employee or a group member and listed below that you can see your different channels of communication you can also view your workflow and what type of progress you have made what milestones that you have actually reached and how much productivity each representative 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 include tags you can put it in a specific classification what type 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 type of concern it is you can likewise assign a particular representative to this inquiry so you can just include a note generally reply

 

tto this person and now i’m going to simply 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 update the status i’m going to add this note now i’m going to respond to the consumer so it’s instantly going to enter hi matt rogers that’s the client name this is jane doe what might be the concern with your product i’m simply going to send that and now i have replied to this consumer you can also delete your reactions within 10 seconds so if you slip up you can erase them within a few seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar type of response you need to offer to each of your customers again and again you’re going to go into the options tab and over here you can see there is the categories you have general starting with us refunds and orders details presents and discount coupons and truths and concerns so in fact in questions you can see over here there is some draft design templates that are already available and let’s see how long will delivery take that’s a question that is often asked you can just publish this draft and then go back to ticketing i’m simply gon na as a sample simply select this ticket certainly the concern is various however i’m just picking this as a sample and now i’m simply 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 solutions and canned kinds so you’re going to click recommended options and you can see different posts that are a pre-written answer to a client concern and you can simply insert that pre-written info into your response and send it without having to

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retype the same kind of responses again and again so this is a really simple formula for your agents to follow so they can easily react to emails so another great function that freshdesk actually provides is developing groups so if you click groups in the admin section you can create various groups for different functions so if a problem and a ticket is related to billing you can appoint a group member so over here i’ve appointed myself in this group which person might define their role and make them the leader of this kind of billing ticket aside from that you can also assign different in the group area you can likewise designate various tickets to different 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 consumers might have elevated a specific scenario and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and handy and i’ll catch you guys in the next video Taskray Freshdesk Integration