Enforcing stronger email sender requirements in HappyFox
Important Announcement: Gmail and Yahoo Mail have announced new, stricter requirements for bulk email senders. These new email requirements aim to improve email security and reduce spam. More details can be found here, * Gmail * Yahoo Mail What this means to you? Jan 30, 2024 - HappyFox enforced the admins to…
Integrating HappyFox with Slack through Zapier
To integrate HappyFox and Slack through Zapier, you'll need an account with Zapier . Click here to sign up for one if you haven't yet. Applicable on all pricing plans. Heads up ❇️! Check out HappyFox's native slack integration. Get instant help desk ticket notifications to any Channel/DM of your choice! Create, …
Using the HappyFox Support Center
This is a deprecated module. Please click here to access the recent documentation. The HappyFox Support Center comprises our Knowledge Base - where you may search for answers to your queries , Forum section - where you may engage your fellow users on the available posts, and Customer Portal - where you can …
Adding CC & BCC to Tickets
Just like email clients, you can copy additional recipients using CC & BCC while replying to a ticket. You can manually add these recipients or configure HappyFox to automatically include existing recipients. Watch a Feature Walkthrough 📽: Adding Cc and Bcc in New ticket Form: * Login to your HappyFox account. …
How to configure an outgoing SMTP for a Category?
Note: Instructions mentioned here are no longer applicable to any HappyFox help-desk account and this article is no longer monitored. For updated instructions please refer the updated article By default all outbound emails are sent via HappyFox mail-servers. You can use your own email server to send replies and othe…
Credentials of Account administrator
The account administrator is normally the one who signs up for the HappyFox instance. Apart from inviting other staff to the application you can find below more capabilities of the Admin within HappyFox application. 1. The first staff/agent (admin) profile is created with the details of the account administrator. 2…
How to initiate an On-Demand data sync for HappyFox Data Sources in HappyFox BI?
While HappyFox BI automatically syncs your Help Desk, Chat and Chatbot data daily based on your account's timezone, you may sometimes need to update your BI reports immediately after important changes. The On-Demand Sync feature allows you to do this manually. There are two ways to initiate an On-Demand Sync:…
Create and Manage Smart Rules
Smart Rules help automate a major chunk of the administrative duties of a support team. From Automating complex category workflows to ticket closures, Smart Rules can help save agents' time and allows them to focus more on providing quality customer support. Available on all subscription plans. Navigation: Go …
Perform Bulk Actions on Tickets
Bulk Editing allows users to change the ticket properties of multiple tickets at once. It also includes actions such as mass delete, reply, and print. Available on all subscription plans. Bulk Editing Permissions: There are two ticket-level permissions that restrict the agent's limit on the number of bulk edi…
Using Run History to Debug Workflow Issues
When your workflow encounters an issue or fails, you can use the Run History feature to troubleshoot and resolve the problem. Here’s how you can utilize this feature effectively: * Open your Workflows account. * Click on Menu -> Run History * You can filter the executions by workflow name, date, or specific fi…
