Create HappyFox Tickets from WhatsApp Chats
Yes. AeroChat works directly with HappyFox. When a chat needs your team, it creates a HappyFox ticket in the right category with the customer’s details, the chat transcript and tags, and leaves a private note for the agent.
This recipe makes sure every support case raised in chat ends up in HappyFox with the details your agents need to work on it. Part of connecting HappyFox to WhatsApp and AI chat.
What happens today
A customer reports a problem on WhatsApp or Instagram after hours. The details arrive in pieces: a screenshot, an account email, a complaint. Someone has to copy it all into a HappyFox ticket the next morning, or the case lives only in a chat app where the rest of the team cannot see it. Agents then ask the customer again for what they already said.
The flow that works
- AeroChat answers what it can from your knowledge base, such as refund windows or delivery times.
- When the problem needs your team, it asks for the customer’s name, email, order or account number and a short description.
- It checks HappyFox for an open ticket from the same contact about the same problem.
- It creates a ticket in the right category with a clear subject, the transcript, the customer’s phone number and the tag chat.
- It adds a private note with a short summary and tells the customer their ticket number and what happens next.
What it looks like on WhatsApp
Customer: The app keeps logging me out since yesterday. (example)
AeroChat: Sorry about that. Which email do you sign in with, and are you on iPhone or Android?
Customer: tom@example.com, iPhone.
AeroChat: Thanks, Tom. I’ve raised ticket 2391 (example) with our technical team. They’ll reply within one working day (example).
In HappyFox: a new ticket “App logs out repeatedly, iPhone” in the Technical category for Tom, with the transcript as the first message, the tag chat and a private note summarising the problem.
The recipe
Copy this into AeroChat
When a customer reports a problem, follow these steps.
- First check our knowledge base. If the answer is there, reply with it and ask if that solves it.
- If the problem needs our team, ask for their name, the email they use with us, their order or account number if there is one and a short description. Ask for a screenshot or photo if it helps.
- Search HappyFox tickets from that email. If they already have an open ticket about the same problem, add the new details to it as a reply from the contact instead of creating another one.
- Otherwise create a HappyFox ticket. Choose the category: Accounts for billing, Technical for app or login problems, Support for everything else (example). Use a one-line subject that names the problem, the chat transcript as the message, their name, email and phone number, and the tag chat.
- Add a private note with a three-line summary: what they want, what you already told them, and how urgent it is.
- If they mention a safety issue or a missed deadline, set the priority to High (example).
- Tell the customer their ticket number and that our team will reply within one working day (example).
Do not promise a refund, fix or date that our team has not confirmed. Reply in the customer’s language.
Change the categories, tags, priorities and reply time to match how your team works before you paste it.
What to connect
- HappyFox. An admin goes to Apps, then Goodies, then API, clicks Enable, creates an API key for AeroChat and copies the key and auth code. Choose the HappyFox agent that AeroChat’s private notes and tags are recorded under. Paste the details in when AeroChat asks.
- Your knowledge base. Add your refund, delivery and troubleshooting answers so AeroChat can solve simple questions before it creates a ticket.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect HappyFox, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from HappyFox’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- Which problems AeroChat answers itself and which become a HappyFox ticket.
- The category, tags and priority each kind of problem gets.
- The reply time you promise customers.
The result to expect
Every case raised in chat reaches HappyFox as a complete ticket in the right category, at any hour. Your agents start with the full story instead of asking for it again.
Measure it with your own numbers: tickets created from chat, and how often agents ask the customer for details they already gave, for a month before and after.
Next: answer HappyFox ticket status questions in chat.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same HappyFox connection behind it. See what each channel does on the HappyFox integration page.
Send your first chat ticket to HappyFox
Paste the recipe, add your HappyFox API key and auth code, and report a test problem from your own phone.
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