Overview
CustomerSuccessBox supports integration with HappyFox to pull in conversations and associated metrics. In this article, we list out the steps and requirements to integrate HappyFox with CustomerSuccessBox.
Why should I integrate with HappyFox?
Integrating HappyFox with CustomerSuccessBox enables you to
- View support conversations raised by each customer in one single place
- View Service metrics
- Configure Risk Alerts on Overdue Tickets, Total Tickets Raised, Critical Tickets
- Set up Service Health
- Segment Accounts on Overdue Tickets, Total Tickets Raised, Critical Tickets
Authorizing Access to HappyFox
Follow the steps below to authorize CustomerSuccessBox access to Intercom
- Log-in to your CustomerSuccessBox instance
- Navigate to the Integrations Hub from Settings > Integrations
- Find and click on HappyFox under Available Support Integrations
- Copy the API Token from HappyFox. Learn more about generating API Key and Auth Code
- Copy the subdomain from your HappyFox site URL
- Enter API Key and Auth Code in the respective fields
- Click Authorize
That's it! HappyFox is integrated with just the authorization.
You will now be able to:
- View conversations associated with existing CustomerSuccessBox users from under the Tickets tab of a CustomerSuccessBox Account
- View Service metrics based on support conversations
- Configure Risk Alerts on Overdue Tickets, Total Tickets Raised, Critical Tickets
- Set up Service Health
- Segment Accounts on Overdue Tickets, Total Tickets Raised, Critical Tickets
NOTE: All conversations belonging to existing users in CustomerSuccessBox are synced from HappyFox once everyday 12 AM GMT |
Prerequisites for One-click Integration
Users must already exist in CustomerSuccessBox with valid email address(es). This enables CustomerSuccessBox to identify users in HappyFox.
NOTE: |
Your Customer Success Manager will discuss the different options available to you for bringing in data from HappyFox during the kick-off call.
Contact Us
In most cases, you would have a dedicated Customer Success Manager who will be your point-of-contact for any queries or assistance. You may also,
- Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat icon in left side navigation bar
- Create a conversation from here
- Send an email to support@customersuccessbox.com
Deepshikha Chakraborty
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