Integrating Happyfox with SalesIQ

Integrate happyfox with Zoho SalesIQ and enhance your customer service.

You can set up your predefined smart rules in Happyfox for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats.
All the attended chat transcript will be addressed with the subject line “Chats :” followed by the visitor question.
All missed chat transcript will be addressed with the subject line “Missed Chats :” followed by the visitor question.

Finding your Happyfox support email address

Login to your Happyfox account.
Click on the “Manage” tab select “Categories”.
Go to “Current categories” section and copy the support email address next to “Default category” and add it to your Zoho SalesIQ.

Configuring your Happyfox support email with your Zoho SalesIQ Portal.

Configuring your Happyfox support email in Zoho SalesIQ portal ensures all the chats transcript are sent irrespective of department or embeds within your portal. You just have to add your Happyfox support email in the portal configurations of Zoho SalesIQ.

Login to your Zoho SalesIQ account.
On the SalesIQ dashboard, click on "Settings".
Select "Global Settings" and click on the e-mail configuration section.
For Attended Chats - Configuring your Happyfox support email in “Chat Transcript” will send all the attended chat transcripts to your Happyfox.
For Missed Chats - Configuring your Happyfox support email in “Missed Visitor Notifications” will send only the missed chats notification to your Happyfox.

Configuring your Happyfox support email id with Zoho SalesIQ Departments

To organize your Happyfox operations, and to maximize the ability of your ticketing system, we have created Department based support configurations within our Zoho SalesIQ. This allows you to track live chat converting them as a support request and assigning it to a specify group of agents for each department, ensuring the right agent answers your every support request.

Login to your Zoho SalesIQ account.
On the SalesIQ dashboard, click on "Settings".
Go to Departments, and then choose the department that you would like to configure.
For Attended Chats - Configuring your Happyfox support email in “Send chat transcript” will send all the attended chat transcripts for the selected department to your Happyfox.
For Missed Chats - Configuring your Happyfox support email in “Send missed visitor notifications” will send the missed chats notification to your Happyfox.

Adding Zoho SalesIQ’s email signature to the emails sent from Happyfox

Login to your Happyfox account.
Click on “My Settings”.
Go to the “Signature” section and click "HTML" from the options.

Paste the signature chat code into the pop up window and click "Update".
Then, click on "Update profile".

Getting your Zoho SalesIQ Signature Chat Code

SalesIQ gives you unique snippet code for each specific Signature chat embed. You simply have to copy and paste that code into your right Signature directories, to get the Signature Chat in your mails that you send.

Click on "Settings" on the SalesIQ dashboard.
Navigate to Brands > Choose a Brand > Installation > Email signature.
Copy the Signature code and paste it in your Email signature directories.