Add a related ticket
The Relate ticket option can be used to relate multiple tickets pertaining to the same issue to a single ticket. Y ou can also Create a new related ticket to the current ticket you are working on. This way tracking the tickets with a similar issue will be easier and all the affected customers can be notified about a…
Configure ChartMogul Integration with HappyFox
ChartMogul is a leading analytics platform that integrates with various payment providers and offers detailed analysis and reports on customer subscription trends, recurring revenue from customers and more. Integrating ChartMogul with HappyFox is very straightforward and requires the following * Fetching “Accoun…
Pin Tickets 📌
HappyFox allows agents to pin tickets on the left pane to keep track of certain tickets and quickly access them without having to open them in multiple tabs. Also, this feature could be used to compare tickets in the Ticket list view against pending pinned tickets. Watch a Feature Walkthrough 📽: Agents can Pin ti…
Switch to the New HappyFox Experience
Update Note on June, 2024 : We will be shutting down the old version. We will be migrating all agents to the latest version by June 3rd, 2024. With a brand new design, several new features and improvements, HappyFox New is the latest version of HappyFox: The following procedures are applicable for the Hap…
Filter Tickets
HappyFox provides a powerful Filter to refine your search in ticket list view. Filter conditions are retained even when the agent navigates to another queue/status/category and can be saved for future use. Watch a Feature Walkthrough 📽: To create and apply a filter, the agent needs to follow the steps outlined…
Configure Baremetrics Integration with HappyFox
Baremetrics is a subscription analytics platform that lets you monitor information about your customer’s MRR, subscription information and more. Integrating Baremetrics with HappyFox enables your agents to view details about the * status of customer subscription * net recurring revenue from the customer * month…
Configure MixPanel Integration with HappyFox
Mixpanel is a business analytics SaaS tool that allows tracking your customer interactions with web and mobile applications and provides tools for targeted communication with them. By integrating MixPanel with HappyFox, your agents can view custom properties of user records in MixPanel right within HappyFox. Integra…
Set Up Queues
A queue is a list of tickets that are categorized and displayed based on a set of conditions. Watch a Feature Walkthrough 📽: HappyFox provides 4 pre-configured queues - Pending Tickets, All Tickets, Unresponded Tickets and Assigned to Me. 1. All tickets - Shows all the tickets that have come into the helpdesk.…
How to add an agent reply without notifying the customer
HappyFox allows adding an update to a ticket, without sending the update in an email notification to the customer. In other words, the Reply Notification template will be disabled just for the update that you choose to. This is useful when you want to * Close Tickets just by adding an Internal Note * To get rid of…
Preview Tickets
The HappyFox V2 has incorporated a new Quick Preview feature. It allows users to preview the content of a ticket without actually opening it up along. You can also perform ticket level operations like adding a reply/private note, hence including the functionality that the ticket reply box offers. Watch a Feature …
