How to set up an email channel in HelpDesk?
Emails channel in HappyFox lets you convert the incoming emails to your email ID as HappyFox tickets. Setting up an email channel has 3 parts as listed below * Create an email channel in HappyFox * Set up a forwarding rule in your mail provider. * Verify the channel setup * Set SPF record Navigation : Navigat…
MS Office 365 SMTP setup for Email Channels
When configuring email channels, for all the outgoing emails from HappyFox, you can either choose to use HappyFox email server or you can configure Microsoft Office365 email server using SMTP. Setting up SMTP for a channel ensures that the email transactions happen in the configured email server. Steps to configur…
Send Email using Smart Rules
You can send Email from HappyFox automatically, using Smart Rules . Available on all pricing plans To do this, Make sure to enable "Manage Smart Rules" permission under Roles & Permissions >> Managerial >> Automate . * Go to Automate >> Smart Rule. * Create a new smart rule. * In the Action section, under Notif…
Edit agent profile details
HappyFox Chat users can update their profile details from the " Edit Profile " section of their account. On clicking the edit profile option, a popup will be displayed where you can modify your profile information, update your e-mail & password, enable/disable email notifications and set up 2FA. A. Your Profil…
Customizing the ‘From’ name for outgoing email notifications 📧
The purpose of this feature is to allow the agents to be able to toggle the name displayed in the email notification(s), sent to the contact from HappyFox. 🔐 Manage Notifications permission govern the visibility of this feature. Learn more about permissions. Agents have three options to choose from, namely; 1️⃣ Ca…
