How to Setup Your Help Desk in 5 Minutes

If you think that setting up a help desk for the first time is a huge ordeal that takes lots of people, many hours of work, and countless complicated tasks, HappyFox is glad to debunk that myth for you.

HappyFox needs less than 5 minutes
of your time to set up

And you will be ready to deliver a top-class customer service experience with absolutely no hassles. HappyFox Help Desk on the cloud allows any method of incoming requests, be it email, live chat, or voice.

When you have created your HappyFox account, it automatically takes you to a welcome screen to set up your incoming mail which should be logged as tickets.

Minute: 1

Configure Help Desk Categories

Your tickets may be directed to various teams within your organization. Go ahead and create categories like Sales, Support, Marketing, etc, add forwarding email addresses for each, and publish these support email addresses on your portal for your customers to contact you in case of issues.

Configure Help Desk Categories
Minute: 2

Set Up Email Forwarding

Create a forwarding rule in your mailbox to route all incoming tickets to the pre-determined email box.

For example if you want to reroute mails from [email protected] as tickets, add [email protected] in the incoming email address textbox, and then put up a forwarding rule for all mails on [email protected] to be forwarded to the given HappyFox account and you are good to go.

Set Up Email Forwarding
Minute: 3

Invite Support Staff

All your staff is not of the same skill set. HappyFox help desk lets you create roles and privileges for all your staff. Create roles for your staff like ‘Admin’, ‘Regular staff’ etc. These roles decide what access and privileges each employee will have, as such Managerial and Ticket level permissions.

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Minute: 4

Create a Knowledge Base

You must allow your customers to self-serve and get answers faster. HappyFox Knowledge Base Content Management lets you create a complete knowledge base for your staff and customers. Take all your self-help articles and add them to your customized HappyFox knowledge base, so that your customers can access them directly without having to raise a ticket. Create an internal knowledge base for your staff to refer to in case of issues.

Create a Knowledge Base
Minute: 5

Personalize and Brand Your Help Desk

Take a minute to customize your Support center with your choice of colors, font, and styling. You can even add your company logo, include a personalized description on your Support center, and give HappyFox your company branding to obtain the look you need.

Personalize and Brand Your Help Desk

That’s it! You are ready to provide
exceptional customer service!

Still have question? Talk to our product specialists.