Configure Wrike Integration with HappyFox
Wrike is a versatile online project management and collaboration platform that enables teams to collaborate work with speed and efficiency. With HappyFox - Wrike integration, create new Wrike tasks or link customer tickets with any Wrike task directly from the HappyFox help desk interface and keep the project and sup…
Adding Ticket Reply
HappyFox lets you format your reply, bullet your instructions, insert solution articles, insert canned responses, attach files, bold/italicise important phrases and send your rich text replies to customers in 3 different ways. Watch a Feature Walkthrough 📽: 1. Quick Reply from Preview Pane. Many a times, the tic…
Glossary
* Tickets - Any request that comes into HappyFox is converted into a ticket and stored for further action. * Contact - The party that is the creator of the request or ticket * Agent - The party that responds to tickets created by contacts * Status - The nature of a ticket in its lifetime * Priority - The im…
Enable integration with SurveyMonkey
HappyFox and SurveyMonkey integration allows you to improve the quality of customer service through feedback collected from customers via satisfaction surveys. The integration allows you to gather detailed survey feedback with pre-designed questionnaire. To enable SurveyMonkey integration do the following: Survey…
March 2017 - Release notes
New Features: 1. Real-time proactive agent collision detection for Enterprise plan. 2. HappyFox integration with Stripe 3. Send staff email notifications when Knowledge base articles are created and updated . Enhancements: 1. Satisfaction survey will now trigger survey while moving the ticket to closed st…
August 2014 Release Notes
New features * OKTA integration * Insightly CRM integration * Contact group - Category association Enhancements * Support for inline images in Staff New Ticket Form * New Forum Post notification * Due Date template tag - now available for staff notifications (except move, merge notification) * KB UI enhancem…
February 2012 - Release notes
Enhancements * Quick Private note message posted text corrected * Better handling of URLs for selective managerial role permissions * Removed reset and cancel buttons in update custom fields section * More prominent "clear search" text on search action * Search on My Queue now loads search results under All f…
September 2013 - Release notes
New Features * Zendesk importer * OS ticket importer * Ticket List view (Coming soon!) * Tickets list view for Subscribed tickets only via advanced search * Tickets list view for Unresponded tickets only via advanced search * Webhooks - Available for ticket create and ticket update * Webhook as a Smart rule…
Zoom Meeting Integration with HappyFox Help Desk
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 re…
Share Tickets with Agents Outside the Ticket’s Category
The External Subscriber feature allows agents who are not associated with a ticket’s category to stay informed and contribute to ticket progress. Adding an External Subscriber: To add an agent as an external subscriber: * Open the ticket you want to share. * Click Add Subscribers at the top right of the ticket d…
