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Скачать или смотреть How to Set up Automation Rules in

  • JuneLow
  • 2023-10-12
  • 2184
How to Set up Automation Rules in
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Описание к видео How to Set up Automation Rules in

In this video, we'll explore how to set up automation rules in Freshdesk, a powerful and user-friendly alternative to Zendesk, specifically tailored for Freshdesk beginners. Dive into the world of Freshdesk as we guide you through the process of creating automation rules to streamline ticket management in Freshdesk . Learn how Freshdesk's versatile features can help you automate repetitive tasks and enhance your customer support helpdesk




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🔽Timestamp: 🔽
00:00 - 00:21 : Introduction to how to set up Freshdesk automation rules
00:21 - 00:48 : Sign up for the free 14-Day trial of Freshdesk account
00:48 - 01:19 : Explanation on How to set up automation ticket assign to agents in Freshdesk
01:19 - 01:34 : How to set up automation ticket assign to agents in Freshdesk
01:34 - 04:29 : Explanation of automation roles in Freshdesk
04:29 - 04:46 : How to add a new rule in Freshdesk
04:46 - 06:02 : Sign up for the free 14-Day trial of Freshdesk account
06:02 - 07:08 : How to send a reminder to your agents in Freshdesk
07:08 - 08:50 : Explanation of "Executing first matching role" in Freshdesk
08:50 - 10:33 : How to arrange the rule in Freshdesk
10:33 - 11:00 : Sign up for the free 14-Day trial of Freshdesk account
11:00 - 11:56 : Explanation of time triggers in Freshdesk
11:56 - 16:15 : Why you shouldn't close your client ticket in Freshdesk
16:15 - 18:07 : Explanation of ticket update in Freshdesk
18:07 - 18:51 : Sign up for the free 14-Day trial of Freshdesk account
18:51 - 19:58 : ALL Automation Software by June

#freshdesk #zendesk #helpdesk
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Get ready to transform your customer support process with #Freshdesk automation rules! Whether you're managing a small team or running an enterprise-level support desk, these automation strategies will help you handle increasing ticket volumes without adding headcount. Plus, learn expert tips on setting up time triggers for follow-ups, creating escalation rules, and managing complex support workflows that keep your customers happy and your team efficient.

In this video, I'll show you exactly how to set up automation rules in #Freshdesk to transform your customer support workflow. Whether you're switching from #Zendesk or just getting started with a #helpdesk solution

🔥 Master Freshdesk automation rules with this step-by-step guide! Learn how to streamline your customer support by setting up powerful automation that handles ticket routing, assignment, and status updates automatically. We'll explore all three types of automation rules: ticket creation, time triggers, and ticket updates - perfect for support teams looking to scale their operations efficiently!
Want to save hours of manual work? Watch as we demonstrate how to set up condition-based rules, customize automation actions, and organize your rules strategically. Learn insider tips from 5+ years of Freshdesk experience, including best practices for rule execution order and practical use cases for different automation scenarios.
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Stay Amazing and see you in the next video!

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