Deleting a Category from your helpdesk šļø
Here's everything you need to know about deleting a category from your helpdesk. How to delete a Category? * Log in to your agent portal. * Make sure your role has the permission " Manage Categories" enabledĀ š. * Go to Main Menu > Manage >Ā Categories * Open the category to see the Delete option as shown in thā¦
How to run Smart Rule once on a ticket?
Nature of Smart Rules is to work on a ticket "Every Time" the conditions match on a new update. However, Happyfox allows you toĀ restrict your Smart Rule executions to just once when the conditions match. Available on all pricing plans. Steps to enable this function: * Go to Automate >> Smart Rules. * Clicā¦
Send Email using Smart Rules
You can send EmailĀ from HappyFox automatically, usingĀ Smart Rules . Available on all pricing plans To do this, Make sure to enable "Manage Smart Rules" permission under Roles & Permissions >> Managerial >> Automate . * Go to Automate >> Smart Rule. * Create a new smart rule. * In the Action section, under Notifā¦
Send SMS using smart rules
You can now send SMS from HappyFox automatically, usingĀ Smart Rules . To do this, you need to have the SMS feature enabled within HappyFox. Read aboutĀ HappyFox SMS Ā to enable SMS feature to your account. This feature is available only for Fantastic and above plans To do this, * Goto Automate >> Smart Ruleā¦
Dynamic Auto-Assignment through smart rules
In HappyFox, agents can be dynamically assigned to tickets in real time, upon satisfying a condition, via Smart Rules. HappyFox allows you to set dynamic assignments based on key ticket events such as ticket creation, first response by an agent and last response by an agent. Available on all Pricing Plans Imporā¦
Set custom fields via Smart Rules using Zapier
Introduction: While HappyFox currently doesn't allow you to set or clear custom fields using Smart Rules directly, this can be achieved using HappyFox Webhooks and Zapier. In the following example, the custom field 'Remarks' is set as 'RMA approved' if the ticket is moved to 'Open' status. Requirements: * A live ā¦
Automate Ticket Due Dates using Smart rules
Due Dates play a crucial role in delivering prompt customer support. Manually updating due dates for similar tickets might be cumbersome. Additionally, you may want to perform ticketing actions on multiple tickets due on a particular day.Ā HappyFox's automation suite lets you automatically set due dates on tickeā¦
