Workflow Automation

By driving faster decision-making, Approval Workflows improve the speed of execution and process efficiency. Here are the key benefits of adopting workflow automation.

Looking to make your Salesforce org even more useful? Read how robust workflow automation can help.

Automation helps agents focus on creating value and building relationships rather than just problem-solving. Let’s break down why you need to automate your customer service and how to do so.

Automation is the key to unlock greater heights in CX. Read why you should automate your help desk processes and what are the best automation workflows to use.

One process that is often overlooked in customer support but almost always takes up time and energy is handling approvals….

In help desk ticketing use-cases, it’s common to find yourself having to create similar support tickets over and over. Creating…

COVID19 is yet another test of man’s collective strength and determination. We will fight and we will win. In time…

Ticket assignment is one of the simplest yet essential steps to handle and close tickets in a help desk. Your…

Whether you require an approval process to resolve a crucial issue, require custom forms to perform condition-based ticketing actions, or…

Responding to customers can take over your support team’s workday, with no time to delve deep into more critical issues….

Sync data between Salesforce and your Helpdesk using HappyFox Workflows. A use case is shown where every ticket created in the helpdesk triggers a case creation in salesforce. Also, ticket updates and replies flow to its respective case in Salesforce. This helps organizations increase productivity, standardize process and ensure unified data across systems.

What is a Help Desk Ticket Status? During a support ticket’s lifecycle, it goes through many teams and support agents….

Why are Due Dates Important for Support Tickets?  The primary goal of any customer support organization is to ensure the…

What is Approval Management? Approval Management refers to the workflow that is required in getting an item, process, or invoice…

Customer support is a delicate and complex process. There are lot of moving parts and unknown variables in the support…

Customer service needs to stay personal. Not every response could be generic. But in some cases, you might need to…