Activate your account and login


Once your Account Owner/Admin adds you to a Freshchat account, you will get an activation email from team Freshchat. You need to activate your account and setup a password.


Open the email and click Activate Account. You will be taken to the Freshworks account activation page. Here you can fill in your details, set a password, and activate your account.


Setup your profile, preferred language, and notifications


Each team member can personalize their Freshchat profile and control their notification preferences through their personal profile settings. 


Go to Settings > Profile Settings. 


Here you can upload a profile picture, add a bio, and link your social media handles. Telling your prospects and customers a little bit about yourself will help build credibility and make a connection with them.



You can localize your Freshchat interface in one of the 20 different interface languages we currently support. This will auto-translate your Freshchat interface to the chosen language.



And under Notifications, you can configure your email, desktop and sound notification preferences. 



The Freshchat Inbox


If you’re a team member, the Freshchat Inbox is where you will be spending most of your time, engaging with customers and leads. The Freshchat Inbox is easy to navigate and it comes with a lot of features which will help you reply faster and better.


Stay on top of conversations


When you land on the Freshchat Inbox, you will be able to the list of messages in your queue pending replies (if any). Each message thread includes the username, the message channel through which the chat was initiated, and how long it's been since the message came in so you can figure out who to reply first.



Some queries can be too urgent to be left waiting in the chat queue. You can pick up new conversations or chats assigned to other team members by going through the View list and ensure no message goes unanswered.



Freshchat Inbox comes with five pre-defined views,

  • New conversations - are chats that haven’t been assigned to anyone in your team yet, 

  • Assigned to me - are chats that have been assigned to you, 

  • All assigned - displays the list of all chats assigned to other members in your team, 

  • Resolved - consists of all the chats that have been responded to and resolved by you and your team, and 

  • Bot conversations - include all chats that are currently being handled by the bots. 



Or, you can create custom views to keep a tab on other teams(Groups in Freshchat) or certain types of conversations like Away conversations.



To create a custom view, 


Click Add Custom View > fill in the details > click Save. 


You can also share the custom views that you create with other team members. Just select the 'Share this with your team' checkbox.




Prioritize and reply faster


At times you might have a lot of messages in your chat queue, especially during peak hours, and you might not know which message to pick up and respond first. 


Switch to Priority Inbox and it will visually segment messages based on your customer’s wait time.



Priority Inbox highlights the time for which the messages have been waiting in your chat queue,


  • First Response Due - You are yet to send the first reply to the user from your side.

  • Response Due - You have replied to the first message from the user but haven't replied to subsequent messages from them.

  • No Response Due - You have responded to the customer and there are no subsequent messages from them.


By identifying messages that need your immediate attention, you can reply faster and improve your CSAT scores.




Compose your message


Freshchat comes with all the features of a modern text editor. When you compose your reply, you can format it, add hyperlinks, and even add rich media like emojis and images. 




Save time with pre-saved replies


Most often, customers tend to come with repetitive queries. And answering the same question again and again becomes tedious. By pre-saving answers to these commonly asked questions as Canned Responses all you have to do is type the right short code and hit send. 



Canned Responses shorten your response time while keeping your replies personalized.


To create new Canned Responses,


Go to Settings > Canned Responses > New Canned Response



Note

As a team member you can create canned responses for your personal use and access those shared by your Admin. But you won’t be able to contribute to the shared repository.



You can also attach FAQs to your replies. 




Share files and attachments


You can send file attachments to customers from your system or from the Quick Access repository. Quick Access is like your G-drive or Dropbox within Freshchat where you can upload and store files for easy access. 



To upload files to Quick Access,


Go to Settings > Quick Access > Upload Files




NoteAs a team member, you can upload files to your personal folder and access those shared by your Admin. But you won’t be able to contribute to the shared repository.



Troubleshoot issues with screen sharing capability


At times might need more than just messaging to support your customers. For example, to troubleshoot an issue, you might require audio and screen sharing capability. You can do just that with Co-browsing.


You can request and get access to your customer’s screen and help them remotely. 




Collaborate with your team and support better


Sometimes you may have to loop in other team members on a conversation, to answer product questions, share ideas, get confirmation on something before you respond, or just simply to pass on some positive feedback. 


When you assign a conversation to another team/team member, you can add a Private Note to give them context. This will be visible only to your team, your customer’s can’t see it.




Resolve conversations


Once you have solved a customer’s query, you can close the conversation by resolving it. 


Resolved messages move into the Resolved view, from where you can access it anytime. 




Be a customer champion


When you resolve a conversation, your visitor or customer will be prompted with a customer satisfaction survey (CSAT) asking them to rate their support experience with you. 



You can find their rating and comments, if any, at the end of the conversation.



Your Admin can track this score for each conversation. By replying faster, and improving customer satisfaction, you can keep your score in check. 



Perform bulk actions


Support can get too busy at times. Freshchat makes it easy to deal with multiple conversations at one with bulk actions. 


You can bulk assign messages to other teams/team members, send bulk replies and also bulk resolve (close) messages. 




Help track your user problems


As a customer support rep, you might handle different customer queries, from support queries, feedback, feature requests, bugs and much more. You can track all of these queries by adding a label to the conversations once you resolve them. 



By adding labels to conversations, you can help your team lead (Account Owner or Admin) to track these conversations over time and identify a pattern of what your visitors and customers are actually trying to tell you about your product or service.



Know who you’re talking to


Context is everything when it comes to support and sales. While communicating with a visitor or customer, you can get all the context you need about them right within the Freshchat Inbox. 


This includes information on their username, email ID, IP address, the page the conversation was initiated from, navigation timeline of the pages visited to even purchase history, transaction status, and other details from your CRM or any third party app.



You can also customize this space by adding apps of your choice from the Integrations page. 



Search conversations


In Freshchat, you can search for people or conversations with a user name or email ID using the search icon on the top.




The People tab 


In the People tab, you can see a list of all your leads and customers who has ever interacted with you using the Freshchat messenger.


Here you can search for users, create a new user segment, and export the data to your email.



When you click on a user, you’ll be taken to their profile where you can see all their details. You can also initiate/reply to messages from here. 




Omnichat - Freshchat chrome extension


Omnichat is Freshchat’s chrome extension. With Omnichat, you can take the Freshchat Inbox to any chrome web page and support customers on the go. Whether you are checking your email or watching a music video to take a break, you can stay on top of customer messages.


You can install Omnichat from the chrome webstore.



Support customers on the go


Get the Freshchat app for iOS and Android and continue customer conversations even when you’re away from your desk. 


Respond to customers, assign conversations, add private notes, and resolve chats on the move. Get notified when a user replies or reaches out to you with Push Notifications. Stay on top of messages even when you’re not inside the app.