Freshdesk Agent Portal – Delight your customers

So we are talking about…Freshdesk Agent Portal…you can utilize freshdesk for customer service so let’s begin first of all you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as quickly as you sign up you’re gon na get started which will fill 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 individualize your assistance desk you can validate your e-mail and below that you can see you can include your language whatever kind of language you desire 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 likewise change your menu color so i’m also 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 pick your assistance channel so how you can be gotten in touch with via phone email social media chat or kinds and below that you can add your client support e-mail so if somebody is going to be calling you you can set that email over here and next up you can welcome somebody to your team so if you have a group that is working for you if somebody is going to be selling the tickets for you you can welcome them over here successive over here we have our dashboard 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 graph that shows you the patterns so if the tickets are selling out better or even worse it’s going to show you a nice trend and below that you have your customer satisfaction and you can see the percentage of negative responses or positive responses even neutral actions and the overall reactions that you have gotten on the ideal side you’re gon na have your order of business 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 give you a great little reminder on your basic dashboard 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 sort of tickets you want to see if you wish to see the tickets that are designated to a specific person or the tickets that are still unassigned you can see them over here you can filter them out as per your needs and next up below that you have your basic contact and companies 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 telephone number facebook twitter whatever sort of account information that you have about them below that you have your solutions tab so your service tab is a basic type of information tab which allows you to view your e-mail marketing your legal requirements

Get Freshdesk Agent Portal support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of various you will find it in your options tab and listed below the solutions tab you have your analytics and reports reports are the fundamental general summary 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 trends so you can Freshdesk Agent Portal

see on the right side you have your today’s ticket inside so how many tickets you may have offered 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 team channels workflow representative performance support operation and your general account settings over here you can view the development or the information of a specific employee or a group member and listed below that you can see your various channels of interaction you can likewise see your workflow and what sort of progress you have made what turning points that you have reached and 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 add tags you can put it in a specific category what kind of ticket this is you can alter its status you can set its concern and you can also set what kind of question it is so what kind of concern it is you can likewise assign a particular representative to this query so you can just include a note generally 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 consumer so it’s immediately going to enter hi matt rogers that’s the consumer name this is jane doe what might be the concern with your item i’m simply going to send that and now i have actually responded to this consumer you can likewise erase your reactions within 10 seconds so if you slip up you can erase them within a few 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 response you require to give to each of your consumers again and again you’re going to go into the solutions tab and over here you can see there is the categories you have actually basic beginning with us refunds and orders information gifts and vouchers and facts 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 the length of time will delivery take that’s a concern that is often asked you can just publish this draft and after that go back to ticketing i’m just gon na as a sample simply select this ticket certainly the question is various but i’m simply 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 customer on the bottom left you can see suggested options and canned kinds so you’re going to click on suggested solutions and you can see different posts that are a pre-written answer to a customer concern and you can simply place that pre-written information into your reaction and send it without having to

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

retype the very same sort of responses again and again so this is an extremely easy formula for your agents to follow so they can easily react to e-mails so another excellent feature that freshdesk really offers is developing groups so if you click groups in the admin section you can produce various groups for different purposes so if a ticket and an issue is related to billing you can designate a group member so over here i have actually assigned myself in this group which individual might specify their role and make them the leader of this kind of billing ticket other than that you can likewise designate different in the group section you can likewise designate different tickets to different groups and as soon as 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 client escalations where consumers might have raised a specific situation and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll capture you people in the next video Freshdesk Agent Portal

 

 

Freshdesk Agent Portal – Delight your customers

So we are talking about…Freshdesk Agent Portal…you can utilize freshdesk for customer support so let’s get going first of all you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your details and sign up for complimentary as soon as you register you’re gon na start which will pack 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 assistance desk you can validate your email and listed below that you can see you can add your language whatever type of language you want 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 choose your support channel so how you can be contacted via phone e-mail social media chat or types and below that you can add your client support 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 group so if you have a group that is working for you if someone is going to be offering the tickets for you you can welcome them over here successive over here we have our control panel our dashboard shows our

 

unresolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na offer you a graph that shows you the trends so if the tickets are selling out better or even worse it’s going to show you a great trend and listed below that you have your customer satisfaction and you can see the portion of negative actions or favorable actions even neutral responses and the total actions that you have actually received on the ideal 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 include it over here and it’s gon na provide you a good little tip on your basic control panel and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s just 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 best 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 person or the tickets that are still unassigned you can view them over here you can filter them out according to your requirements and successive listed below that you have your basic contact and companies so you can see those whichever way that you have gotten in touch with people you can see their email 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 solution tab is a basic type of details tab which allows you to see your e-mail marketing your legal requirements

Get Freshdesk Agent Portal support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is sort of miscellaneous you will discover it in your services tab and below the solutions tab you have your reports and analytics reports are the standard general summary of how many tickets you may have sold what is the ticket volume pattern you can see over here you can get an aid desk thorough ticket analysis and you can also see your ticket volume trends so you can Freshdesk Agent Portal

see on the best side you have your today’s ticket inside so how many tickets you might have offered or so what is the increase or reduce 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 performance support operation and your general account settings over here you can view the development or the information of a certain employee or a group member and below that you can see your various channels of communication you can likewise see your workflow and what kind of progress you have actually made what milestones that you have reached and just how much productivity each agent has you can view 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 include tags you can put it in a particular category what sort of ticket this is you can alter its status you can set its priority and you can also set what type of query it is so what kind of question it is you can also designate a particular agent to this inquiry so you can just include a note generally reply

 

tto this person and now i’m going to just 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 consumer so it’s instantly going to enter hi matt rogers that’s the customer name this is jane doe what might be the issue with your item i’m just going to send that and now i have responded to this client you can also delete your responses within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a comparable type of reaction you require to give 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 actually general getting going with us refunds and orders info presents and discount coupons and facts 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 the length of time will delivery take that’s a concern that is typically asked you can just publish this draft and after that return to ticketing i’m just gon na as a sample simply select this ticket clearly the question is different however 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 consumer on the bottom left you can see suggested options and canned types so you’re going to click recommended options and you can see various articles that are a pre-written answer to a customer question and you can just insert that pre-written info into your reaction and send it without needing to

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

retype the exact same type of responses again and again so this is a very simple formula for your representatives to follow so they can quickly respond to emails so another great feature that freshdesk really supplies is producing groups so if you click groups in the admin section you can produce various groups for various functions so if a ticket and an issue is connected to billing you can assign a group member so over here i have actually assigned myself in this group and that individual might define their function and make them the leader of this sort of billing ticket besides that you can likewise assign various in the group section you can likewise assign various 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 consumers may have elevated a certain situation and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and valuable and i’ll catch you men in the next video Freshdesk Agent Portal