The Zoom integration in HappyFox Help Desk allows agents to set up and manage Zoom meetings directly within support tickets. This integration simplifies scheduling and enhances real-time collaboration with customers, leading to faster resolution of issues. Agents can generate Zoom meeting links, add them to ticket replies, and communicate with customers seamlessly, all within the HappyFox platform.

Managing Zoom Integration:

To enable Zoom integration within HappyFox Help Desk, follow these steps:

1. Go to the App section in HappyFox Help Desk.
2. Select Zoom from the list of available apps.
3. Click Install to begin the installation process.
4. When prompted, click Link Zoom with your account.
5. Sign in with your Zoom account and grant the required permissions [Scope: Update, Create a meeting and View users].

Once permissions are granted, you will see a confirmation that Zoom has been successfully installed.
 

With Zoom successfully linked, agents can now generate meeting links directly from within a ticket.

How to Add a Meeting Link to a Ticket:

1. Open the ticket where you want to add the meeting link.
2. In the right pane, under the Zoom section, click Generate Zoom meeting.
3. The system will create a meeting, displaying the Zoom meeting link along with the meeting’s timestamp.

If a meeting has already been created, agents can choose Regenerate Zoom meeting if needed.

To add the meeting link to the ticket reply, click Add meeting link to the ticket reply. This will insert the Zoom link directly into the reply editor.

How to Unlink a Zoom Account from HappyFox Help Desk:

If you need to remove the Zoom integration from your HappyFox account, follow these steps:

1. Go to the App section in HappyFox Help Desk.
2. Select Zoom from the list of installed apps.
3. Click Unlink Zoom account button
4. Confirm the action to successfully unlink your Zoom account from HappyFox Help Desk.

Once unlinked, agents will no longer be able to generate or manage Zoom meeting links within tickets until the integration is reinstalled and linked again.

Frequently Asked Questions:

• Can I regenerate a new Zoom link for an existing ticket?
  Yes, once a meeting has been generated, agents can select Regenerate Zoom meeting to create a new link for the same ticket.
   
• Will the Zoom link expire after the meeting?
  No, the Zoom link is reusable, allowing agents to use the same link for follow-up meetings if needed.
   
• Does generating a Zoom link create an event in my calendar?
  No, generating a Zoom link does not create a calendar event. The link is for immediate use and isn’t saved as an event in your Zoom calendar.