HappyFox New Agent Training Guide

1. My Settings (managing your personal preferences)
2. Email Signatures in HappyFox
3. Set the landing page for agents
4. Ticket View Layouts
   1. Card View (Default and recommended)
   2. Compact view of tickets
   3. Kanban View of Tickets
5. Previewing a ticket
6. Quick Ticket Action on Tickets
   1. Assigning a ticket to yourself (or another agent)
   2. Changing ticket status
   3. Changing a ticket priority
   4. Setting a Due Date on a Ticket
7. Ticket Sidebar (Ticket Details)
8. Ticket Replies
   1. Quick Reply from the Preview Pane
   2. Reply from the ticket details page
   3. Reply via email
   4. Adding Cc and Bcc in Ticket reply
   5. Update tickets with inline images
9. Move tickets between Categories
10. Change Contact/Raise by of a Ticket
11. Pin a ticket for quick access
12. Private Notes
    1. Adding private notes to a ticket
    2. Internal Collaboration via Private Notes
13. Using Canned Actions
14. Ticket Subscriptions
    1. Subscribing yourself (click the star)
    2. Subscribing other agents
15. Send Notifications to agents through @mentions
16. Forwarding a ticket to a non-HappyFox agent. (ie a Coach)
17. Perform Bulk Actions on Tickets
18. Merging 2 tickets together
19. Splitting a Ticket
20. Accessing the Recent Tickets section