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TRANSCRIPT
How to Build a Seamless Multi Brand Help Desk
A HappyFox Webinar
Jonathan Langan Customer Success Consultant
@happyfoxapp
#Mul@BrandHelpDesk
Recording of this webinar will be made available at happyfox.com/help-desk-resources/#webinar
Overview
1. What is Mul@-‐brand?
2. Benefits of a mul@ brand help desk
3. How to set up mul@ple brands in HappyFox
4. Customizing your help desk for each brand
5. Set unique automa@on rules, SLAs and Custom Fields
6. Customizing self-‐service op@ons
Multi-brand in a nutshell? 1. Centralized method to manage mul@ple brands, products, or geographical loca@ons
3. Manage all brands under one umbrella and login
Brand 1 Brand 3
User1 User2 User3
Agent1 Agent2 Agent3 Agent4
Parent Company Support Website
Brand 2
Brand 1 Brand 2 Brand 3
User1 User2 User3
Agent1 Agent2 Agent3 Agent4
Support Systems
Support Systems
Brand 1 Brand 2 Brand 3
User1 User2 User3
Agent1 Agent2 Agent3 Agent4
Support Sites
Support Sites
Benefits 1. Cut costs 3. Reduce confusion 5. Create unique mul@-‐brand portals 7. Create self-‐service op@ons for each portal 9. Manage agent roles to specific brands
Creating HappyFox Multi-brand
How to add a mul@-‐brand Portal
[DEMO]
Customizing Each Portal
1. Add custom logos, colors, and names 3. Add CSS, HTML, and Javascript 5. Create custom knowledge bases and forums
[DEMO]
Support Automation
1. Associate agents appropriate brands and use auto assignments
3. Create brand specific Smart Rules 5. Create brand specific Canned Ac@ons
6. Create Custom No@fica@ons
[DEMO]
@happyfoxapp
HappyFoxApp
HappyFox Inc.
+HappyFox
HappyFoxApp