Showing articles from agents tag

How to purchase additional agent licenses for my HappyFox account?

To purchase a new agent license, navigate to **Main menu >> Billing >> Click on customize(current plan)**. ![][1] Here, increase the “number of agents” count by the number of additional licenses you would like to purchase and save the subscription details. This should let you invite new agents from the Agents detail…

Set auto assignment throttle limit for agents

Throttle limit is applicable only to agents who are associated to categories which has “[Auto assignment with load balance][1]” set. > Note: Only agents with “**Manage Agents**” permission can edit other agents details. Also agent cannot edit oneself or the account admin’s details. 1. From module switcher, click o…

Set agent availability for ticket assignment

If you have set up an auto assignment(either round robin based on active agent or round robin based on active agents with load balance), then you would want to make sure that the agent’s availability is set right. Agent availability is applicable only for agents who are associated to the category which has “Auto assig…

Add multiple agents

While you are setting up your HappyFox account, you would mostly want to add multiple agents in one go rather than each agent individually. This article covers different ways by which you can add multiple agents. > Note: Only agents with “**Manage agents**” permission can view/add agents to the helpdesk. To add mult…

Edit Agent Details

## How to configure agent details for other agents? From the Agent details page, you can configure the following details for other agents: * Name * Username * Email * Role * Category Association * Ticket Assignment Throttle limit (if auto assignment is configured) > Note: Only agents with “**Manage Agen…

Manage Agents

Agents are your team members who use HappyFox to resolve tickets raised by your customers (contacts). **IN THIS ARTICLE:** > [How to add agents][1] > > [View agents list][2] > > [View agent details ][3] **Watch a feature walkthrough 📽:** ## How to add agents? 1. Navigate to **Manage >> Agents** from the mod…

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