HappyFox · Product

HappyFox AI

Customer Service

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Capabilities and fit

What it is used for: agent assist
ETHORITY analysis20 Oct 2026
Task classification by ETHORITY. Check the product’s documented scope against your task.
Connects with: Help desk integrations directory lists ~100 apps incl. Jira, Salesforce, Slack, Microsoft Teams, Microsoft Dynamics 365, Zapier, Make, WhatsApp, Shopify, HubSpot, Zoho CRM, Okta, Confluence, Aircall, RingCentral, Dialpad, Workday
Documented by the provider20 Oct 2026happyfox.com ↗
These are HappyFox help desk integrations; the HappyFox AI page (https://www.happyfox.com/happyfox-ai/) names no AI-specific integrations and links to this directory.

Data and controls

Certificates and audit reports: SOC 2 Type II ('HappyFox has used the AICPA SOC 2 Type II process'); report available after NDA
Documented by the provider20 Oct 2026assets.www.happyfox.com ↗
SOC 2 Type II is an attestation (provider calls it 'Certified'); auditor not named; undated PDF. ISO 27001/PCI DSS are stated for AWS, not HappyFox. 'HIPAA compliant' is a law-based claim, not a certification. Pricing page lists SOC 2/HIPAA/GDPR under Enterprise features.

Additional data conditions

Subprocessors and underlying models: AWS named as cloud infrastructure partner; HappyFox AI 'partnered with AWS'; no LLM provider named; no sub-processor list published
Documented by the provider20 Oct 2026assets.www.happyfox.com ↗
Also https://www.happyfox.com/happyfox-ai/ ('nothing ever leaves our infrastructure'). Privacy policy names no providers. No sub-processor list page found.
Retention and deletion: Admins can permanently delete (forget) visitors/agents; PII redacted; personal data retained 'only for as long as is necessary'; no retention periods or post-termination timeframe published
Documented by the provider20 Oct 2026happyfox.com ↗
Also privacy policy section 7: https://www.happyfox.com/privacy-policy/. Backups AES-256 encrypted, stored off-site in at least two AZs (security PDF).
Export: Helpdesk: export as CSV/Excel via Reporting module; export all Tickets/Contacts as XML/JSON via API; Chat: export visitor transcripts
Documented by the provider20 Oct 2026happyfox.com ↗

Product-specific conditions

Deployment: SaaS on AWS (EC2 isolated VMs); hosted primarily in US and EU data centres
Documented by the provider20 Oct 2026assets.www.happyfox.com ↗
Privacy policy: 'we offer customers the option to have their data stored in a European data center' (https://www.happyfox.com/privacy-policy/). No on-prem option mentioned.
Organisation fit: Self-serve plans from $24/agent/month; Basic capped at 5 agents; no minimum stated; Enterprise via sales
Documented by the provider20 Oct 2026happyfox.com ↗
HappyFox AI add-on from $14/agent/month; Chatbot $0.33/resolution; Autopilot from 2 cents per successful action.
Trial: 14-day free trial on every plan, no credit card required
Documented by the provider20 Oct 2026happyfox.com ↗

Questions for the provider

Ask the provider which data region applies to your account.
Ask the provider whether your data is used to train models and which consent controls apply.
Ask the provider for the price, billing unit and required commitment for your scope.
Ask the provider which retention and deletion terms apply, including when the contract ends.

Areas, data and technology

Customer Service

Sources

What the source marks mean

Each mark shows what kind of source backs a fact. Open the fact to read the source, the date it was checked and any conditions.

Documented by the provider: The provider's own documentation supports this fact, for the product, plan and date stated.
Stated by the provider: The provider says this, for example on a marketing page. Read the linked source and its conditions before you rely on it.
ETHORITY analysis: ETHORITY's assessment, based on the linked sources.
Independent source: An independent source supports this one fact, within the scope stated. Check the other facts separately.

Figures marked 'Scenario' are calculated from stated assumptions. Results measured in practice are shown separately.

Each source supports its recorded scope. Documentation depth and independent verification are separate.

https://www.happyfox.com/happyfox-ai/ · 19 Oct 2026
https://www.happyfox.com/helpdesk/integrations/ · 20 Oct 2026
https://assets.www.happyfox.com/pdf/HappyFox_Data_Security.pdf · 20 Oct 2026
https://www.happyfox.com/happyfox-gdpr/ · 20 Oct 2026
https://www.happyfox.com/pricing/ · 20 Oct 2026

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