How to send attachments to customers when creating a new ticket?
If your contacts are not receiving any files that you attach when you create a new ticket on their behalf, enable this setting in your New Ticket Auto-responder email notification . * Navigate to Manage >> Notifications >> Contact Notifications >> New Ticket Auto-responder . * Go to Templates, and click on …
New Forum Post Notification for Agents
HappyFox allows agents to decide if they need to be notified of a New Forum Post. Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️Enterprise Plus To toggle New Forum Post Notification ON/OFF: * Log in to your HappyFox account as an agent. * Navigate to My Settings >> Email Notifications and scroll …
Why am I not receiving email notifications?
In HappyFox, when a ticket is created and unassigned, it sends email notifications to all the staff associated with that particular category. Once a ticket is assigned to a particular staff, the email notifications are sent only to that respective staff. If some other staff participates in that ticket, either by a…
Auto-populating CC recipients while adding an update
Adding Cc recipients to an agent update can be automated by having them populate based on a setting in each Category's configuration under Manage >> Categories >> Edit >> Edit Advanced Settings >> Ticket Reply Settings >> Cc recipients while adding an update. The first four settings can be split in two be…
Error notification email for failed Workflows
Get instant alerts for failed Workflow executions with error notification emails. Here's what you need to know: * Email Notification : Now, whenever a Workflow execution fails, an email notification will be dispatched to alert you promptly. These notifications will be sent to all active admins within your Workflo…
Setting up Jira integration with HappyFox Service Desk
Overview HappyFox Service Desk and JIRA integration ensures seamless synchronization, empowering users with configurable mapping settings for status updates. Enjoy two-way syncing of assignees, sync incident replies, and private notes to JIRA comments. Incident assignees receive prompt email notifications for comme…
How to send the new ticket auto responder to other CC recipients on the ticket?
When the contact submits a ticket via email or form and has added other people in the CC, by default the system only sends new ticket creation notification to the original creator of the ticket. HappyFox allows you to notify the other recipients of the ticket with the same notification too. To enable cc/bcc option f…
Setting up Microsoft Teams Integration with HappyFox
Microsoft Teams is a unified communication and collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integrations. The HappyFox-Teams integration lets you to automatically push select ticketing events from HappyFox Help Desk (new ticket creation, ticket assig…
Task Management: Create & Manage tasks within tickets
HappyFox now has a way to create a list of tasks under each ticket. Be it on-boarding a new hire or a new service request or initiating an RMA process; create tasks and assign it to different agents who will be carrying them out. HappyFox will restrict you from closing the ticket until all the tasks are marked as co…
Channel Configuration: Enabling Assist AI to respond to queries and create tickets in public and private Slack channels
Using the new channel configuration, Assist AI can be leveraged to respond to employee queries posted directly on Slack Public and Private Channels. Admins can configure how Assist AI should work within their slack public and private channels. Assist AI can, * Respond to the queries posted in the channels by ins…
