Agent Performance Reports Freshdesk – Delight your customers

So we are talking about…Agent Performance Reports Freshdesk…you can utilize freshdesk for customer service so let’s start first off you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your information and register for free as quickly as you sign up you’re gon na begin which will fill your basic dashboard so when you’re getting going with freshdesk as you can see on the left side it will set up your account so over here and individualize your assistance desk you can verify your email and below that you can see you can include your language whatever kind of language you desire on your site alter the color of your logo so as you can see i’m gon na opt for a pink and below that you can also alter your menu color so i’m also gon na make that pink i guess or i need to make that black yeah therefore you can upgrade those and next you’re gon na pick your support channel so how you can be gotten in touch with via phone e-mail social networks chat or kinds and listed below that you can include 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 someone 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 reveals our

 

unresolved 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 provide you a graph that shows you the patterns so if the tickets are selling out better or worse it’s going to show you a great pattern and listed below that you have your client satisfaction and you can see the portion of negative responses or positive actions even neutral responses and the total responses that you have gotten on the right side you’re gon na have your to-do list so something that you require to contribute to your order of business you’re gon na add it over here and it’s gon na offer you a nice little reminder 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 say let’s sort them by their status and now you can see immediate and high 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 type of tickets you want to see if you wish to see the tickets that are appointed to a specific 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 view those whichever manner in which you have actually contacted people you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever type of account information that you have about them listed below that you have your options tab so your service tab is a basic type of info tab which allows you to view your email marketing your legal requirements

Get Agent Performance Reports Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is type of various you will discover it in your solutions tab and below the services tab you have your analytics and reports reports are the fundamental general introduction of how many tickets you might have sold what is the ticket volume trend you can see over here you can get an assistance desk in-depth ticket analysis and you can also view your ticket volume trends so you can Agent Performance Reports Freshdesk

see on the right side you have your today’s ticket inside so how many tickets you may have sold or two what is the increase or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your basic 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 specific staff member or a group member and listed below that you can see your different channels of interaction you can also see your workflow and what type of development you have actually made what turning points that you have actually reached and how much performance each agent has you can see that from over here returning into tickets i’m going to show you how you can fix 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 specific category what type of ticket this is you can change its status you can set its top priority and you can also set what sort of inquiry it is so what kind of concern it is you can likewise assign a specific representative to this inquiry so you can simply include a note basically respond

 

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 upgrade the status i’m going to add this note now i’m going to reply to the client so it’s immediately 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 out that and now i have responded to this customer you can also erase your actions within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a similar sort of reaction you require to give 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 basic getting going with us orders and refunds information gifts and vouchers and truths and questions so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see for how long will shipment take that’s a question that is frequently asked you can simply publish this draft and then go back to ticketing i’m just gon na as a sample just select this ticket obviously the question is different however i’m simply selecting 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 client on the bottom left you can see recommended services and canned types so you’re going to click recommended solutions and you can see various articles that are a pre-written answer to a consumer concern and you can simply insert that pre-written information into your reaction and send it without needing to

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

retype the same sort of responses again and again so this is an extremely easy formula for your agents to follow so they can quickly react to emails so another excellent function that freshdesk truly provides is producing groups so if you click on groups in the admin section you can produce different groups for various purposes so if a ticket and an issue is related to billing you can designate a group member so over here i’ve designated myself in this group and that individual might define their role and make them the leader of this sort of billing ticket other than that you can likewise appoint different in the group section you can also appoint 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 client escalations where consumers might have elevated a certain circumstance and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and valuable and i’ll catch you men in the next video Agent Performance Reports Freshdesk

 

 

Agent Performance Reports Freshdesk – Delight your customers

So we are talking about…Agent Performance Reports Freshdesk…you can utilize freshdesk for customer support so let’s get going first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as soon as you sign up you’re gon na begin and that will load your basic dashboard so when you’re getting going with freshdesk as you can see on the left side it will set up your account so over here and customize your aid 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 website change the color of your logo so as you can see i’m gon na go with a pink and listed below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i need to make that black yeah and so you can upgrade those and next you’re gon na select your assistance channel so how you can be gotten in touch with through phone email social media chat or kinds and listed below that you can include 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 somebody 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 welcome them over here successive over here we have our control panel our control panel reveals our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na provide you a chart that reveals you the trends 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 client satisfaction and you can see the portion of unfavorable responses or favorable actions even neutral responses and the total actions that you have received on the right side you’re gon na have your order of business so something that you need to add to your order of business you’re gon na add it over here and it’s gon na give you a good little pointer on your basic dashboard 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 however 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 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 requirements and successive listed below that you have your basic contact and companies so you can view those whichever way that you have actually gotten in touch with individuals you can see their email addresses uh their company titles their contact number facebook twitter whatever sort of account information that you have about them listed below that you have your solutions tab so your solution tab is a general kind of info tab which allows you to view your e-mail marketing your legal requirements

Get Agent Performance Reports Freshdesk support, customer, ticket, software, zendesk,

your service related statements so if there is something that is type of miscellaneous you will find it in your options tab and listed below the solutions tab you have your reports and analytics reports are the fundamental general overview 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 extensive ticket analysis and you can also view your ticket volume trends so you can Agent Performance Reports Freshdesk

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 boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow representative efficiency support operation and your basic account settings over here you can see the progress or the information of a specific team member or a group member and listed below that you can see your various channels of communication you can likewise view your workflow and what sort of development you have made what turning points that you have actually reached and just 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 kind of ticket this is you can change its status you can set its priority and you can likewise set what sort of query it is so what kind of concern it is you can likewise assign a particular agent to this inquiry so you can just include a note basically respond

 

tto this person and now i’m going to simply 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 update the status i’m going to include this note now i’m going to respond to the client so it’s automatically going to type in hi matt rogers that’s the customer name this is jane doe what might be the problem with your item i’m just going to send out that and now i have replied to this consumer you can likewise delete 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 service that’s running this ticketing service and you have a comparable kind of reaction you require to give to each of your clients again and again you’re going to enter into the options tab and over here you can see there is the categories you have actually general getting going with us refunds and orders info 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 already offered and let’s see for how long will shipment take that’s a concern that is typically asked you can simply release this draft and after that return to ticketing i’m just gon na as a sample simply select this ticket certainly the question is various but i’m simply selecting this as a sample and now i’m just going to choose this as a sample and i’m going to respond to it and you can see when you’re responding 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 concern and you can just insert that pre-written information into your action and send it without needing to

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

retype the same sort of responses again and again so this is a really easy formula for your agents to follow so they can quickly respond to emails so another fantastic function that freshdesk actually offers is creating groups so if you click on groups in the admin section you can produce various groups for different functions so if a ticket and a problem is associated with billing you can appoint a group member so over here i have actually assigned myself in this group and that individual could define their function and make them the leader of this type of billing ticket other than that you can also appoint different in the group area you can likewise designate different 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 elevated a particular circumstance and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you people found this easy to understand and valuable and i’ll catch you people in the next video Agent Performance Reports Freshdesk