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Showing articles from V2 tag

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: I…

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…

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…

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…

Preview Tickets

The HappyFox V2 has incorporated a new Quick Preview feature. It allows users to preview the content of a ticket without actually opening it up along. You can also perform ticket level operations like adding a reply/private note, hence including the functionality that the ticket reply box offers. Watch a Feature …

Configure Baremetrics Integration with HappyFox

Baremetrics is a subscription analytics platform that lets you monitor information about your customer’s MRR, subscription information and more. Integrating Baremetrics with HappyFox enables your agents to view details about the * status of customer subscription * net recurring revenue from the customer * month…

Clone tickets

The Clone option can be used at several instances, for example * When a Private Ticket needs to be converted to a Regular Ticket. * The same ticket needs to be created for different contacts. * To just replicate the ticket details for your own varied requirements. Please note: Only the initial message from the or…

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…

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 that restrict the agent's limit on the number of bulk edit t…

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…

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