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Showing articles from V2 tag

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 outlined…

Pin Tickets 📌

HappyFox allows agents to pin tickets on the left pane to keep track of certain tickets and quickly access them without having to open them in multiple tabs. Also, this feature could be used to compare tickets in the Ticket list view against pending pinned tickets. Watch a Feature Walkthrough 📽: Agents can Pin ti…

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 * Fetching “Accoun…

Add a related ticket

The Relate ticket option can be used to relate multiple tickets pertaining to the same issue to a single ticket. Y ou 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 a…

Switch to the New HappyFox Experience

Update Note on June, 2024 : We will be shutting down the old version. We will be migrating all agents to the latest version by June 3rd, 2024. With a brand new design, several new features and improvements, HappyFox New is the latest version of HappyFox: The following procedures are applicable for the Hap…

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…

Set Up Queues

A queue is a list of tickets that are categorized and displayed based on a set of conditions. Applicable plans: Applicable Plans: ✖️ Basic ✔️ Team ✔️ Pro ✔️ Enterprise PRO ✔️ Growth ✔️ Scale ✔️ Scale Plus ✔️ Ultimate Watch a Feature Walkthrough 📽: HappyFox provides 4 pre-configured queues - Pending Tickets, A…

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. Integra…

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 Note: …

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