HappyFox Help Desk Features
Platform (6)
Mobile User Support
Based on 28 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Customization
Based on 51 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Allows users to customize chat colors, text, logos, and branding.
User, Role, and Access Management
Based on 45 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Integration
Based on 28 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Integrates with other customer service software to improve support and enhance functionality
Reporting
Based on 58 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Provides analytics tools that reveal important business metrics and track progress
Dashboards
Based on 55 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Displays important metrics relating to performance
Ticket and Case Management (8)
Ticket Creation User Experience
Based on 69 HappyFox Help Desk reviews and verified by the G2 Product R&D team. User Experience of creating and submitting a ticket
Ticket Response User Experience
Based on 68 HappyFox Help Desk reviews and verified by the G2 Product R&D team. User Experience of responding and receiving a response
Workflow
Based on 62 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Route tickets based on values of fields, changes to ticket status and time based conditions
Automated Response
Based on 64 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Respond to common requests with standard reply
SLA Management
Based on 47 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Offers tools for managing and tracking service-level agreements (SLAs)
Attachments/Screencasts
Based on 60 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Documents and files can be attached to the ticket to communicate with customer issues/resolutions
Ticket Collaboration
Based on 58 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Share and collaborate on tickets with multiple customer service representatives
Customer/Contact Database
Based on 18 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Central repository for account and contact information
Communication Channels (5)
Customer Portal
Based on 49 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Email to Case
Based on 60 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
Live Chat Support
Based on 25 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Ability for customer service agents to communicate with customers via live chat to solve problems live
Social Media Integration
Based on 23 HappyFox Help Desk reviews and verified by the G2 Product R&D team. Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks
Voice
Make and receive calls directly in the application. Track and record calls for analysis.
Self-Service Experience (5)
Knowledge Base
Provides a repository of information that can be used by those seeking support. This feature was mentioned in 25 HappyFox Help Desk reviews.
Searchable Articles
As reported in 23 HappyFox Help Desk reviews. Makes articles in the knowledge base searchable on the web.
Community Forums
Enables users to engage with other users to solve common issues.
Mobile Optimization
Optimizes the customer self-service experience on mobile devices
Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Automation
Automates some or all operation related tasks
Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Process (3)
Mentions
Scours various channels for brand mentions to proactively seek reparative communications.
Tickets
Creates and assigns support tickets, scheduling them in a timely manner.
Macros
Allows administrators to create templated responses to frequently asked questions.
Channels (8)
Email
Ability to connect agents with customers through Live Chat.
Social
Connects employees with customers through a social media solution.
Live Chat
Ability to connect agents with customers through email.
Phone
Connects employees with customers through a calling solution.
Text
Ability to connect agents with customers through text message solution.
Multi-Channel Coverage
Software incorporates multiple digital communications channels.
Open Listening
Allows incorporation of inbound contacts from non-marketing channels.
Physical Media
Includes physical media (mail, flyers, billboards, etc.) in the channels mix.
Insight (4)
Surveys
Provides opportunity for customers to give feedback through a survey.
Reporting
Enables administrators to create customized reports reflecting customer satisfaction.
Visitor Activity
Allows administrators to track visitor activity to understand the research that was done before turning to customer service.
Help Desk
Provides a knowledge base or other support channel for disparate team members to work together and provide cohesive solutions.
Administration (6)
Database Management
Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable.
Data Workflows
Operationalizes data delivery workflows to easily scale repeatable preparation needs
Issue Management
Provide workflows to create and escalate issues related to risks and requests
Integrations
Integrates with live chat, chatbots, help desk, or other customer service software
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took
Compliance (4)
Policies and Controls
Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Data Governance
Ensures user access management, data lineage, and data encryption
Compliance
Deliver standard reports for compliance standards and frameworks such as ISO, SOX, PCI, and HIPAA.
Auditing
Perform ad-hoc or ongoing IT audits at different levels of the company.
Data Security (4)
Risk Data Attributes
Identify risk data attributes such as description, category, owner, or hierarchy.
Data Transport
Protects data with some form of encryption as it leaves your secure or local network.
Access Management
Allows administrators to set user access privileges to permit approved parties to access sensitive data.
Multi-Factor Authentication
Requires a second level of authentication, such as sms messaging or customized tokens, to access data.
Design (5)
Communications Strategy Development
Allows planning and deployment of an overall communications strategy.
Create Content
Includes or integrates with content creation apps.
Personalization
Outbound communications are segmented and personalized.
Inbound Identification
Inbound contacts are identified and handled based on history.
Regulatory Compliance
Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.
Usability (3)
All-Employee Access
Permits use by job roles outside of service department
Supporting Documents
Allows linking of useful information such as screen shots
Two-Way Communication
Provides direct contact between CSRs and customers outside of milestones
Reporting (3)
Priority Case Alerts
Informs stakeholders of activity on escalated or high-value cases
Trend Analysis
Evaluates frequency of types of complaints
Performance Monitoring
Includes a dashboard or other means of performance monitoring
Productivity Tools (7)
Notes
Allows users to leave notes or comments on emails or relevant cases.
Internal Discussion
Provides a dedicated space or a thread feature that allows for long-form discussion.
Assignments and Tasks
Offer in-application assignment and task tracking functionality.
Workflows
Allows users to create and follow predetermined workflows attached to actions.
Templates
Allows users to create canned answers or templates for email responses.
Integrations
Integrates without outside software to provide additional functionality or pull information.
Tagging System
Provides a tagging system to allow users to sort emails by relevant subject.
Analytics (2)
Performance Tracking
Tracks performance and productivity of users inside the application.
Email Tracking
Tracks email analytics like emails opened, how long the email was opened for, etc.
Knowledge Management (3)
Knowledge Base
Enables the creation of an internal repository of knowledge articles
Publishing Workflows
Provides workflows for writing, editing, approving, and publishing knowledge article content
Analytics
Helps users understand which knowledge articles are working and identifies areas of improvement
Customer Support (3)
Intelligent Search
Offers a search function that auto-suggests the knowledge articles that best fit the agent’s query
Suggestions
Analyzes customer support tickets or conversations to suggest relevant knowledge articles
Decision Trees
Allows for the creation of flowcharts or decision trees that guide agents step-by-step through resolving customer issues
Conversational Platform (3)
Personalization
Identifies the customer and personalizes interaction at every touchpoint.
Omnichannel
Allows multiple related channels to interact at once to reduce transfers.
Proactive Engagement
Provides features for sending outbound messages to engage customers through proactive support.
Support Automation (4)
Intelligent Routing
Can route contacts to agents the customer has worked with before.
Seamless Escalation
Provides features for escalating conversations to the appropriate agent.
Transcripts
Maintains a transcript of conversations from all channels.
Self-Serve Support
Enables customers to resolve queries or issues without the assistance of an agent.
Generative AI (14)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Customer Self-Service (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Help Desk (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Shared Inbox (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Decision Making
Makes informed choices based on available data and objectives




