Adding agents to your HappyFox account is an essential step to building an effective support team. This article provides a detailed guide on creating a new agent in HappyFox, ensuring they are set up for success from day one.

What Is an Agent in HappyFox?

An agent in HappyFox is a team member responsible for managing and resolving tickets. Agents can interact with customers, collaborate with team members, and access tools for efficient ticket resolution.

Steps to Create an Agent

Step 1: Log in to Your HappyFox Account

• Navigate to your HappyFox dashboard.
• Ensure you have admin privileges, as only admins can add new agents.

Step 2: Access the ‘Manage Agents’ Section

• Go to the Manage section in the left-hand navigation menu.
• Select Agents from the dropdown list.

Step 3: Click on ‘Add Agent’

• In the Agents section, click the Add Agent button, usually located at the top right corner of the screen.

Step 4: Enter Agent Details

Fill in the required fields:

• Full Name: The agent’s name as it will appear in the system.
• Email Address: Used for login credentials and notifications.
• Role: Assign the appropriate role (e.g., Support Agent, Manager) based on their responsibilities.
• Permissions: Customize access levels to ensure security and proper workflow segmentation.

Step 5: Configure Agent Settings

Set up additional preferences:

• Category Access: Specify which ticket categories the agent can view and manage.
• Notification Preferences: Define how the agent will receive ticket updates.

Step 6: Invite the Agent

• Click the Invite Agent button. The agent will receive an email invitation to set up their account.
• Once they accept the invitation and set their password, they can start using HappyFox.