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Showing articles from V2 tag

Configure ChartMogul Integration with HappyFox

ChartMogul is a leading analytics platform that integrates with various payment providers and offers detailed analysis and reports on customer subscription trends, recurring revenue from customers and more. Integrating ChartMogul with HappyFox is very straightforward and requires the following 1. Fetching “Account…

Filter Tickets

HappyFox provides a powerful **Filter** to refine your search in ticket list view. Filter conditions are retained even when the agent navigates to another queue/status/category and can be saved for future use. **Watch a Feature Walkthrough 📽:** To create and apply a filter, the agent needs to follow the steps outli…

How to add an agent reply without notifying the customer

HappyFox allows adding an update to a ticket, without sending the update in an email notification to the customer. In other words, the Reply Notification template will be disabled just for the update that you choose to. This is useful when you want to * Close Tickets just by adding an Internal Note * To get rid o…

Add a related ticket

The Relate ticket option can be used to relate multiple tickets pertaining to the same issue to a single ticket. You can also Create a new related ticket to the current ticket you are working on. This way tracking the tickets with a similar issue will be easier and all the affected customers can be notified about any …

Set Up Queues

A queue is a list of tickets that are categorized and displayed based on a set of conditions. **Watch a Feature Walkthrough 📽:** HappyFox provides 4 pre-configured queues - Pending Tickets, All Tickets, Unresponded Tickets and Assigned to Me. 1. **All tickets** - Shows all the tickets that have come into the helpde…

Switch to the New HappyFox Experience

With a brand new design, several new features and improvements, **HappyFox New** is the latest version of HappyFox: Note: If you are not seeing this option, you are in **HappyFox Classic **version. Reach out to support.happyfox.com to upgrade to the latest version. If you'd like to retain both HappyFox Classic and N…

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 pricing plans. **Bulk Editing Permissions:** There are two **ticket-level **[permissions][1] that restrict the agent's limit on the number…

Configure JIRA app in HappyFox

HappyFox- JIRA integration helps you in creating tasks in JIRA from within HappyFox, having two-way sync of tickets updates and JIRA comments and also to view the issue specific fields and other custom fields from JIRA within HappyFox. Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus **S…

Configure MixPanel Integration with HappyFox

Mixpanel is a business analytics SaaS tool that allows tracking your customer interactions with web and mobile applications and provides tools for targeted communication with them. By integrating MixPanel with HappyFox, your agents can view custom properties of user records in MixPanel right within HappyFox. Integrat…

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