Send SMS using smart rules
You can now send SMS from HappyFox automatically, using Smart Rules . To do this, you need to have the SMS feature enabled within HappyFox. Read about HappyFox SMS to enable SMS feature to your account. This feature is available only for Fantastic and above plans To do this, * Goto Automate >> Smart Rule…
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…
Automate Ticket Due Dates using Smart rules
Due Dates play a crucial role in delivering prompt customer support. Manually updating due dates for similar tickets might be cumbersome. Additionally, you may want to perform ticketing actions on multiple tickets due on a particular day. HappyFox's automation suite lets you automatically set due dates on ticke…
Dynamic Auto-Assignment through smart rules
In HappyFox, agents can be dynamically assigned to tickets in real time, upon satisfying a condition, via Smart Rules. HappyFox allows you to set dynamic assignments based on key ticket events such as ticket creation, first response by an agent and last response by an agent. Available on all Pricing Plans Impor…
Set custom fields via Smart Rules using Zapier
Introduction: While HappyFox currently doesn't allow you to set or clear custom fields using Smart Rules directly, this can be achieved using HappyFox Webhooks and Zapier. In the following example, the custom field 'Remarks' is set as 'RMA approved' if the ticket is moved to 'Open' status. Requirements: * A live …
