Team Dashboard Freshdesk – effortless omnichannel service

So we are talking about…Team Dashboard Freshdesk…you can utilize freshdesk for customer support so let’s get going first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for totally free as quickly as you sign up you’re gon na start which will load your basic control panel so when you’re getting started 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 validate your e-mail and below that you can see you can include your language whatever type of language you want on your website alter the color of your logo so as you can see i’m gon na go with 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 must make that black yeah therefore you can upgrade those and next you’re gon na pick your support channel so how you can be called via phone email social networks chat or forms and listed below that you can include your customer assistance e-mail so if somebody 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 invite them over here next up over here we have our control panel our dashboard 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 provide you a graph that shows you the patterns so if the tickets are selling out much better or even worse it’s going to reveal you a great trend and listed below that you have your customer complete satisfaction and you can see the percentage of negative responses or favorable responses even neutral actions and the total actions that you have gotten on the right 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 give you a great little tip 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 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 type of tickets you wish to view if you want to see the tickets that are assigned to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out according to your needs and next up below that you have your basic contact and companies so you can see those whichever way that you have actually contacted people you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever kind of account details that you have about them below that you have your solutions tab so your service tab is a basic sort of details tab which enables you to view your e-mail marketing your legal requirements

Get Team Dashboard Freshdesk support, customer, ticket, software, zendesk,

your service related statements so if there is something that is kind of miscellaneous you will find it in your services tab and listed below the options tab you have your analytics and reports reports are the fundamental general summary of the number of tickets you may 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 view your ticket volume trends so you can Team Dashboard Freshdesk

see on the ideal side you have your today’s ticket inside so how many tickets you may have offered or two what is the increase or decrease 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 team channels workflow representative efficiency assistance operation and your basic account settings over here you can see the progress or the information of a particular employee or a group member and below that you can see your various channels of interaction you can also see your workflow and what sort of development you have actually made what turning points that you have reached and just how much performance each representative has you can see that from over here going back 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 include tags you can put it in a specific category what sort of ticket this is you can change its status you can set its priority and you can also set what type of question it is so what kind of concern it is you can also designate a particular representative to this question so you can just add a note basically respond

 

tto this person and now i’m going to simply tell them i will be fixing 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 include this note now i’m going to reply to the client so it’s immediately going to key in hi matt rogers that’s the customer name this is jane doe what might be the concern with your item i’m simply going to send out that and now i have actually responded to this client you can likewise erase your actions within 10 seconds so if you make a mistake you can delete 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 comparable type of reaction you need to offer to each of your consumers again and again you’re going to go into the services tab and over here you can see there is the classifications you have basic getting started with us orders and refunds info presents and vouchers and truths and concerns so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see for how long will shipment take that’s a concern that is often asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample just select this ticket undoubtedly the concern is different but i’m simply picking 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 client on the bottom left you can see recommended services and canned forms so you’re going to click on suggested solutions and you can see different articles that are a pre-written answer to a customer concern and you can simply insert that pre-written information into your action and send it without having to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same type of responses again and again so this is an extremely simple formula for your agents to follow so they can easily respond to emails so another fantastic function that freshdesk truly supplies is developing groups so if you click on groups in the admin section you can create different groups for different functions so if a concern and a ticket is related to billing you can appoint a group member so over here i have actually appointed myself in this group and that person could define their function and make them the leader of this kind of billing ticket besides that you can also designate various in the group section you can also assign different tickets to various groups and when 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 consumer escalations where clients might have elevated a specific scenario and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you men found this easy to understand and handy and i’ll capture you guys in the next video Team Dashboard Freshdesk

 

 

Team Dashboard Freshdesk – effortless omnichannel service

So we are talking about…Team Dashboard Freshdesk…you can utilize freshdesk for client service so let’s get going first off you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as soon as you sign up you’re gon na start and that will fill your basic dashboard so when you’re beginning with freshdesk as you can see on the left side it will set up your account so over here and personalize your aid desk you can validate your email and below that you can see you can include your language whatever type of language you desire on your site change the color of your logo design so as you can see i’m gon na go with a pink and below that you can also change your menu color so i’m also gon na make that pink i guess or i ought to make that black yeah and so you can update those and next you’re gon na select your support channel so how you can be contacted via phone email social networks chat or forms and below that you can add your customer 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 group so if you have a team that is working for you if somebody is going to be selling the tickets for you you can invite them over here successive over here we have our control panel our dashboard 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 even worse it’s going to reveal you a nice trend and below that you have your customer fulfillment and you can see the percentage of favorable actions or unfavorable responses even neutral reactions and the total responses that you have actually gotten on the right side you’re gon na have your to-do list so something that you require to contribute to your to-do list you’re gon na include it over here and it’s gon na offer you a nice little pointer on your basic dashboard and now on the left side we’re gon na proceed 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 high and immediate ones will be on the leading nevertheless 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 sort of tickets you want to see if you wish 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 as per your needs and next up below that you have your basic contact and business so you can see those whichever way that you have actually gotten in touch with people you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever type of account details that you have about them below that you have your options tab so your solution tab is a general sort of information tab which permits you to view your e-mail marketing your legal requirements

Get Team Dashboard Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is kind of various you will discover it in your options tab and listed below the solutions tab you have your reports and analytics reports are the standard general introduction 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 thorough ticket analysis and you can also see your ticket volume patterns so you can Team Dashboard Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you may have offered approximately 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 support operation and your general account settings over here you can see the development or the information of a particular staff member or a group member and below that you can see your various channels of communication you can also see your workflow and what kind of progress you have actually made what milestones that you have reached and how much productivity each agent has you can see 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 also set what type of question it is so what kind of concern it is you can also designate a specific agent to this query so you can simply add a note essentially respond

 

tto this person and now i’m going to simply tell them i will be resolving your ticket your issue 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 issue with your item i’m simply going to send out that and now i have replied to this customer you can likewise erase your responses 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 service that’s running this ticketing service and you have a similar sort of response you need to offer 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 basic starting with us orders and refunds details presents and discount coupons and truths and questions so in fact in questions you can see over here there is some draft design templates that are currently available and let’s see the length of time will delivery take that’s a concern that is often 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 certainly the concern is different but i’m simply selecting this as a sample and now i’m just going to pick this as a sample and i’m going to respond to it and you can see when you’re replying to a client on the bottom left you can see suggested solutions and canned types so you’re going to click on suggested options and you can see different posts that are a pre-written answer to a customer concern and you can just place that pre-written details into your response and send it without needing to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same sort of answers again and again so this is a very simple formula for your agents to follow so they can easily react to e-mails so another great function that freshdesk truly offers is developing groups so if you click groups in the admin section you can develop various groups for different functions so if a ticket and a problem is connected to billing you can assign a group member so over here i’ve assigned myself in this group which individual could specify their function and make them the leader of this kind of billing ticket besides that you can likewise assign various in the group area you can likewise appoint 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 consumer escalations where clients may have elevated a particular scenario and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll capture you people in the next video Team Dashboard Freshdesk