Deleting a Category from your helpdesk 🗑️
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][1] " Manage Categories" enabled 🔐. * Go to Manage >> Categories from the module switcher. * Under "Current Categories", you …
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 to restrict your Smart Rule executions to just once when the conditions match. > Available on all pricing plans. **Steps to enable this function:** 1. Go to Automate >> Smart Rules. 2. Cl…
Send Email using Smart Rules
You can send Email from HappyFox automatically, using [Smart Rules][1]. > Available on all pricing plans **To do this,** Make sure to enable "Manage Smart Rules" permission under **Roles & Permissions** >> **Managerial** >> **Automate**. 1. Go to Automate >> Smart Rule. 2. Create a new smart rule. 3. In the …
Send SMS using smart rules
You can now send SMS from HappyFox automatically, using [Smart Rules][1]. To do this, you need to have the SMS feature enabled within HappyFox. Read about [HappyFox SMS][2] to enable SMS feature to your account. > This feature is available only for Fantastic and above plans **To do this,** 1. Goto Automate >> Sma…
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 **Import…
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:** *…
Automate Ticket Due Dates using Smart rules
Due Dates play a crucial role in delivering prompt customer support. [Manually updating due dates][1] for similar tickets might be cumbersome. Additionally, you may want to perform ticketing actions on multiple tickets due on a particular day. HappyFox's [automation suite][2] lets you automatically set due dates on t…
