Team Leader Role Freshdesk – effortless omnichannel service

So we are talking about…Team Leader Role Freshdesk…you can use freshdesk for client service so let’s get going first of all you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as quickly as you sign up you’re gon na get started 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 customize your assistance desk you can confirm your email and listed below that you can see you can add your language whatever type of language you desire on your site change 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 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 upgrade those and next you’re gon na pick your assistance channel so how you can be contacted through phone email social media chat or kinds and below that you can add your customer assistance e-mail 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 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 invite them over here successive over here we have our control panel our dashboard reveals our

 

unsettled tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na give you a chart that shows you the patterns so if the tickets are selling out much better or even worse it’s going to reveal you a nice pattern and listed below that you have your client complete satisfaction and you can see the portion of negative actions or positive actions even neutral reactions and the total responses that you have gotten on the best 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 give you a good 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 say let’s arrange them by their status and now you can see immediate and high ones will be on the leading 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 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 according to your requirements and successive below that you have your basic contact and companies so you can view those whichever way that you have gotten in touch with individuals you can see their email addresses uh their company titles their contact number facebook twitter whatever kind of account information that you have about them below that you have your options tab so your option tab is a basic type of details tab which allows you to view your e-mail marketing your legal requirements

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your service associated statements so if there is something that is type of miscellaneous you will discover 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 trend you can see over here you can get a help desk thorough ticket analysis and you can also see your ticket volume trends so you can Team Leader Role Freshdesk

see on the right side you have your today’s ticket inside so how many tickets you may have offered approximately 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 efficiency support operation and your general account settings over here you can see the progress or the information of a particular team member or a group member and below that you can see your different channels of communication you can also see your workflow and what type of development you have made what milestones that you have actually reached and how much efficiency each representative has you can view that from over here returning into tickets i’m going to show 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 add tags you can put it in a particular category what type of ticket this is you can change its status you can set its top priority and you can likewise set what sort of question it is so what kind of question it is you can also assign a particular representative to this query so you can just 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 update the status i’m going to add this note now i’m going to respond to the customer so it’s instantly going to key in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your product i’m simply going to send out that and now i have responded to this client you can likewise erase your reactions within 10 seconds so if you slip up you can delete them within a few seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a comparable kind of response you need to give to each of your consumers again and again you’re going to enter into the services tab and over here you can see there is the categories you have actually general beginning with us refunds and orders information gifts and coupons and realities 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 for how long will delivery take that’s a question that is often asked you can just release this draft and after that return to ticketing i’m just gon na as a sample simply select this ticket undoubtedly the question is different however i’m just picking this as a sample and now i’m just going to pick 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 suggested services and canned forms so you’re going to click recommended options and you can see different articles that are a pre-written answer to a client question and you can simply insert that pre-written information into your reaction and send it without needing to

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retype the very same kind of answers again and again so this is a very easy formula for your agents to follow so they can quickly respond to e-mails so another excellent feature that freshdesk really offers is developing groups so if you click on groups in the admin area you can produce various groups for different functions so if an issue and a ticket is connected to billing you can designate a group member so over here i’ve assigned myself in this group and that person might specify their function and make them the leader of this kind of billing ticket aside from that you can likewise designate different in the group section you can likewise assign different 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 consumer escalations where customers may have elevated a certain scenario and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and valuable and i’ll capture you people in the next video Team Leader Role Freshdesk