Set up your help desk. In five minutes

HappyFox help desk takes five minutes to set up and get operational.

HappyFox makes it simple to set up your help desk

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

HappyFox needs less than five minutes of your time to be set up and you are ready to deliver top class customer service experience with absolutely no hassles.

HappyFox help desk on cloud allows any method of incoming requests, be it mail, live-chat or voice. When you are done creating your HappyFox account, it automatically takes you to a welcome screen to set up your incoming mail which should be logged as tickets.

1
Configure Help Desk CategoriesYour 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.

A simple way to configure help desk categories
Channelize all your support queries coming through your email to HappyFox by setting up email forwarding

2
Set up email forwardingCreate 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 ‘support@company.com’ as tickets, add ‘support@company.com’ in the incoming email address textbox, and then put up a forwarding rule for all mails on ‘John@company.com’ to be forwarded to the given happyFox account and you are good to go.

3
Invite Support StaffAll your staff are 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 staff will have including Managerial and Ticket level permissions.

Assign roles and manage your help desk agents
The easiest way to set up your knowledge base system

4
Create a Knowledge BaseIt is imperative you allow your customers to help themselves and get answers faster. HappyFox Knowledge Base Content Management allows you to 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 in case of issues.

5
Personalize and brand your help deskTake a minute to 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.

That’s it! You are ready to begin.

Customisation of your help desk has never been this easy

Smart setup for efficient workAdditionally, if you wish to automate your helpdesk workflow, setup smart business rules. Smart Rules is a unique HappyFox feature for you to decide who a ticket should be assigned to, how it should be escalated, what a ticket should do in case of a ticket expiry etc. To simplify work, create your own rules and conditions based on specific triggers and let HappyFox help desk automate your support work.

You have spent five minutes to set up your service desk. Grab a coffee and relax while HappyFox manages your incoming tickets, automates your support and helps you provide the best customer support experience for your staff and customers in the easiest manner possible.

Set up smart business rules to automate your help desk tasks

The learning curve for our support team was as easy as it could have been.

Matt Pendergraff, PDG creative

Other Help Desk features