Freshdesk Roles – Delight your customers

So we are talking about…Freshdesk Roles…you can utilize freshdesk for customer service so let’s start first off you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for free as quickly as you sign up you’re gon na start which will pack 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 help desk you can verify your email and below that you can see you can add your language whatever type of language you desire on your site alter the color of your logo so as you can see i’m gon na choose a pink and 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 called via phone e-mail social media chat or types and below that you can add your customer support email 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 offering the tickets for you you can welcome 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 give you a graph that reveals you the trends so if the tickets are selling out much better or even worse it’s going to reveal you a great pattern and below that you have your consumer complete satisfaction and you can see the portion of unfavorable reactions or favorable actions even neutral responses and the overall responses that you have received on the right side you’re gon na have your to-do list 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 good little tip 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 simply say let’s arrange them by their status and now you can see urgent and high ones will be on the top however 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 type of tickets you wish to view if you wish to see the tickets that are appointed 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 requirements and successive listed below that you have your basic contact and companies so you can view those whichever manner in which you have gotten in touch with individuals you can see their email addresses uh their company titles their telephone number facebook twitter whatever type of account information that you have about them listed below that you have your services tab so your solution tab is a basic sort of info tab which permits you to view your email marketing your legal requirements

Get Freshdesk Roles support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of miscellaneous you will find it in your services tab and below the solutions tab you have your reports and analytics reports are the fundamental general summary of how many tickets you may have sold what is the ticket volume pattern you can see over here you can get a help desk extensive ticket analysis and you can likewise view your ticket volume patterns so you can Freshdesk Roles

see on the best side you have your today’s ticket inside so the number of tickets you might have offered approximately what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow agent productivity support operation and your general account settings over here you can see the development or the details of a certain staff member or a group member and listed below that you can see your different channels of communication you can also view your workflow and what sort of development you have actually made what turning points that you have actually reached and how much efficiency each agent has you can see that from over here going back into tickets i’m going to show 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 particular classification what sort of ticket this is you can change its status you can set its top priority and you can also set what kind of inquiry it is so what kind of question it is you can also designate a specific representative to this question so you can just add a note generally respond

 

tto this person and now i’m going to just tell them i will be solving 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 respond to the customer so it’s automatically going to key in hi matt rogers that’s the consumer name this is jane doe what might be the issue with your item i’m just going to send that and now i have actually replied to this client you can likewise delete your responses 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 similar sort of reaction you need to give to each of your clients again and again you’re going to go into the solutions tab and over here you can see there is the classifications you have actually basic starting with us orders and refunds information gifts and coupons and facts and concerns so in fact in questions you can see over here there is some draft templates that are already offered 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 simply gon na as a sample just select this ticket certainly the concern 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 respond to it and you can see when you’re responding to a client on the bottom left you can see suggested options and canned kinds so you’re going to click on suggested services and you can see different posts that are a pre-written answer to a customer question and you can just place that pre-written details into your response and send it without having to

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

retype the same sort of answers again and again so this is an extremely easy formula for your representatives to follow so they can quickly respond to e-mails so another excellent function that freshdesk actually provides is developing groups so if you click on groups in the admin section you can produce various 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’ve designated myself in this group and that person might define their role and make them the leader of this type of billing ticket aside from that you can also assign different in the group section you can likewise appoint various tickets to various groups and once 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 may have raised a specific circumstance and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you guys found this easy to understand and helpful and i’ll catch you people in the next video Freshdesk Roles

 

 

Freshdesk Roles – Delight your customers

So we are talking about…Freshdesk Roles…you can utilize freshdesk for customer support so let’s get started 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 free as quickly as you register you’re gon na begin which will fill your basic control panel so when you’re starting with freshdesk as you can see on the left side it will establish your account so over here and customize your assistance desk you can confirm your email and below that you can see you can add your language whatever sort 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 also alter your menu color so i’m also gon na make that pink i guess or i must make that black yeah and so you can update those and next you’re gon na pick your assistance channel so how you can be contacted by means of phone e-mail social networks chat or forms and below that you can add your consumer assistance email so if someone is going to be contacting you you can set that email over here and next up you can invite somebody to your group so if you have a team that is working for you if someone is going to be selling the tickets for you you can welcome them over here next up over here we have our dashboard our dashboard 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 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 pattern and below that you have your consumer fulfillment and you can see the percentage of unfavorable reactions or positive actions even neutral reactions and the total responses that you have actually received on the right 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 provide you a great little tip 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 sort 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 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 based on your requirements and successive below that you have your basic contact and companies so you can see those whichever way that you have gotten in touch with individuals 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 services tab so your service tab is a basic sort of info tab which allows you to view your email marketing your legal requirements

Get Freshdesk Roles support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of miscellaneous you will find it in your services tab and listed below the options tab you have your reports and analytics reports are the standard general introduction of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get a help desk in-depth ticket analysis and you can likewise view your ticket volume trends so you can Freshdesk Roles

see on the right side you have your today’s ticket inside so the number of tickets you might have sold or two what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow agent productivity assistance operation and your basic account settings over here you can see the development or the details of a specific employee or a group member and listed below that you can see your different channels of interaction you can likewise see your workflow and what kind of progress you have made what milestones that you have reached and just how much efficiency each representative has you can see that from over here returning into tickets i’m going to show you how you can deal with 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 classification what type of ticket this is you can alter its status you can set its priority and you can likewise set what sort of query it is so what type of question it is you can likewise designate a particular agent to this query so you can simply add a note basically respond

 

tto this person and now i’m going to simply tell them i will be fixing 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 include this note now i’m going to reply to the consumer so it’s automatically 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 that and now i have actually responded to this consumer you can also erase your actions within 10 seconds so if you make a mistake you can erase them within a couple of seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a comparable sort of action you need to provide to each of your customers again and again you’re going to enter into the solutions tab and over here you can see there is the categories you have actually basic getting going with us orders and refunds information gifts and discount coupons and truths and questions so in fact in questions you can see over here there is some draft templates that are currently available 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 then go back to ticketing i’m just gon na as a sample just choose this ticket undoubtedly the concern is various however i’m just selecting 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 responding to a customer on the bottom left you can see recommended services and canned forms so you’re going to click recommended options and you can see different posts that are a pre-written answer to a consumer question and you can simply insert that pre-written info into your reaction 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 quickly respond to emails so another great feature that freshdesk actually offers is creating groups so if you click groups in the admin section you can develop different groups for different purposes so if a ticket and an issue is associated with billing you can designate a group member so over here i have actually assigned myself in this group which person might define their function and make them the leader of this sort of billing ticket besides that you can also appoint different in the group section you can also appoint various tickets to different 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 customers may have elevated a particular circumstance and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and handy and i’ll catch you people in the next video Freshdesk Roles