Congratulations on taking your first step towards the enhancement and strengthening of your company's customer service operation.
This guide aims to cover certain basic modules of HappyFox in a sequential manner to help a new user perform the setup required to start using a HappyFox account.
General Settings'Manage>>General Settings'
This page is where you would find all the basic settings pertaining to your HappyFox account.
The articles below will highlight the primary functions that can be accomplished via this page:
> Changing Timezone & Language of the HappyFox account.
> Using Rich Text Editor for ticket response.
> Adding a company logo and name.
> How to use Priorities and Statuses
Channel/Category SetupCategories or Channels are regarded as the backbone of the HappyFox system. The articles below will guide you through the creation of categories and certain specifications that entail.
> Configuring an Email-based category
> Setting up an outgoing SMTP for a category
Adding/Management of StaffThis subsection will consist of the article that will enable you to manage staff on your HappyFox system.
> Managing Staff
This subsection will consist of articles that will enable you to create and import contacts on HappyFox.> Managing Contacts
> Bulk Import of Contacts
NotificationsThese articles will touch upon the Email Notification section of HappyFox. Broadly classified into two - Staff Notifications & Contact Notifications. Although there are a lot of customisation options available for this specific feature, these articles will illustrate the basic functionality of the notification feature.
> Configure Email Notification
> Contact Notifications
> System Notifications
Ticket Custom Fields/Nested FieldsThis is a handy feature that allows you to sub-categorise your tickets. The advantage of using this feature are plenty as they can even be used to automate many inconsequential tasks in your support process.
> Handling Ticket Custom Fields
> Parent-Child Association for ticket fields (Nested Fields)
Contact FieldsThe article in this sub-section will explain on how to use contact fields to customise your ticket submission form.
> Manage Contact Custom Field
AutomationThere are several tools in HappyFox which will alleviate the burden of having to do redundant work, which will expedite the support process as a whole and save a lot of precious man hours.
> Smart Rules
> Canned Actions
> Service-Level Agreements
> Work Schedules
Self-ServiceThis sub-section will largely cater to the setting up of different alternatives that HappyFox provides for engaging your clients in a self service portal. They are
> Support Centre & Knowledge Base settings
> Setting up a Support Widget
SecuritySecurity is a huge priority, here at HappyFox. Apart from offering really handy features that allow you to ease your customer service operation we also provide features to make sure that your data is secure.
> SAML / Single Sign On
> Password Policy Management
> Back up of Helpdesk Data
APIHappyFox as a system can accommodate and work hand-in-hand with many prominent business applications that you might be using in your work flow. You can explore these possibilities at 'Manage>>Integrations'
The article below will guide you through the basic step of enabling your API key and authorisation code which will allow you to integrate with many 3rd party applications.
> Enabling API in HappyFox
Sequentially working through this list will help you perform a basic setup of HappyFox. Although this list by no means is a complete list of features HappyFox offers. You can look through our Knowledge Base/Blog/Website for in-depth details of various HappyFox features.