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Inbox Zero 
7 hacks to achieve Zero support requests 
0
What is Inbox Zero 
Merlin Mann Definition 
A rigorous approach towards 
keeping the inbox empty, or 
nearly empty at all times. 
Impact 
Frees up the time of support 
staff to focus on other issues 
and improve productivity
Why have Inbox Zero 
What Inbox Zero signifies 
Your product/service is awesome and 
your customers have no complaints 
You have a robust self-help portal that 
empowers customers to help themselves
Chapter 1 
How to achieve Inbox Zero 
The need for a feature rich help desk 
To achieve Inbox Zero, one needs the services 
of a robust feature rich help desk, so that you 
can execute the five commandments of Inbox 
Zero, according to Merlin Mann
Five Commandments of Inbox Zero 
DELETE 
DELEGATE 
RESPOND 
DEFER 
DO 
The big 5 
tasks behind 
Inbox Zero
Commandment 1 
DELETE 
Weed out the unnecessary 
If the ticket is spam or unnecessary information, 
immediately get rid of it.
Commandment 2 
DELEGATE 
Categorize and sort 
If the ticket has to be addressed by staff 
from another team like sales or development, 
transfer it across to the appropriate team 
and notify them of the same
Commandment 3 
RESPOND 
Attack the simple ones 
If the ticket is just a clarification/request, 
respond and close it right away
Commandment 4 
DEFER 
Set a timeline 
If it is not of priority, defer it to a specified 
date and move it to a different folder
Commandment 5 
DO 
Get things done 
If it requires a task to be completed, 
ensure it gets completed immediately
Chapter 2 
How HappyFox can help you achieve Inbox Zero 
1. Categorization and Prioritization 
• Categorize, prioritize and move ticketsto folders depend-ing 
on priority and address them periodically. 
• Respond to tickets that require one line answers, move 
urgent tickets to a separate categories and speed up sup-port.
Chapter 2 
How HappyFox can help you achieve Inbox Zero 
2. Smart Notifications 
• Immediately respond to the ticket or categorize it de-pending 
on the ticket and priority. 
• Always be on top of all ticket activity.
Chapter 2 
How HappyFox can help you achieve Inbox Zero 
3. Self-service, Knowledge base and Forums 
• Stabilize the support process with a clear, concise and 
easily accessible set of knowledge base articles that con-tain 
quick and effective solutions to commonly asked ques-tions. 
• With forums, cultivate cross-customer interaction, allow 
customers to help one another and thereby reduce 
chances of incoming tickets.
Chapter 2 
How HappyFox can help you achieve Inbox Zero 
4. Well-trained, motivated and equipped 
support agents 
• Impart the right kind of training imparted to your support 
agents and enable them to handle issues without accumu-lating 
your inbox with tickets.
Chapter 2 
How HappyFox can help you achieve Inbox Zero 
5. HappyFox Mobile for support on the move 
• With the help of HappyFox Mobile, support staff can 
check tickets and reply to them from wherever they are 
using nothing but their phones. 
• Update staff on changes in tickets, replies etc, so that 
they can do the necessary actions right from their mobile 
phone.
Chapter 2 
How HappyFox can help you achieve Inbox Zero 
6. Smart Rules and Automation 
• Create Smart Rules to configure a set of predefined in-structions 
on how tickets should be categorized, prioritized 
and escalated. 
• Escalate tickets nearing SLAs so that there are no pend-ing 
or unanswered tickets ever in your email inbox.
Chapter 2 
How HappyFox can help you achieve Inbox Zero 
7. Reporting, Analytics and feedback 
• Identify and pick key performance metrics that need to 
attention for improving your support process. 
• Encourage support agents to take feedback from cus-tomers 
both via phone and email. 
• Review them regularly to understand what your custom-ers 
feel are lacking in your support.

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7 productivity hacks to achieve zero inbox or support requests every day

  • 1. Inbox Zero 7 hacks to achieve Zero support requests 0
  • 2. What is Inbox Zero Merlin Mann Definition A rigorous approach towards keeping the inbox empty, or nearly empty at all times. Impact Frees up the time of support staff to focus on other issues and improve productivity
  • 3. Why have Inbox Zero What Inbox Zero signifies Your product/service is awesome and your customers have no complaints You have a robust self-help portal that empowers customers to help themselves
  • 4. Chapter 1 How to achieve Inbox Zero The need for a feature rich help desk To achieve Inbox Zero, one needs the services of a robust feature rich help desk, so that you can execute the five commandments of Inbox Zero, according to Merlin Mann
  • 5. Five Commandments of Inbox Zero DELETE DELEGATE RESPOND DEFER DO The big 5 tasks behind Inbox Zero
  • 6. Commandment 1 DELETE Weed out the unnecessary If the ticket is spam or unnecessary information, immediately get rid of it.
  • 7. Commandment 2 DELEGATE Categorize and sort If the ticket has to be addressed by staff from another team like sales or development, transfer it across to the appropriate team and notify them of the same
  • 8. Commandment 3 RESPOND Attack the simple ones If the ticket is just a clarification/request, respond and close it right away
  • 9. Commandment 4 DEFER Set a timeline If it is not of priority, defer it to a specified date and move it to a different folder
  • 10. Commandment 5 DO Get things done If it requires a task to be completed, ensure it gets completed immediately
  • 11. Chapter 2 How HappyFox can help you achieve Inbox Zero 1. Categorization and Prioritization • Categorize, prioritize and move ticketsto folders depend-ing on priority and address them periodically. • Respond to tickets that require one line answers, move urgent tickets to a separate categories and speed up sup-port.
  • 12. Chapter 2 How HappyFox can help you achieve Inbox Zero 2. Smart Notifications • Immediately respond to the ticket or categorize it de-pending on the ticket and priority. • Always be on top of all ticket activity.
  • 13. Chapter 2 How HappyFox can help you achieve Inbox Zero 3. Self-service, Knowledge base and Forums • Stabilize the support process with a clear, concise and easily accessible set of knowledge base articles that con-tain quick and effective solutions to commonly asked ques-tions. • With forums, cultivate cross-customer interaction, allow customers to help one another and thereby reduce chances of incoming tickets.
  • 14. Chapter 2 How HappyFox can help you achieve Inbox Zero 4. Well-trained, motivated and equipped support agents • Impart the right kind of training imparted to your support agents and enable them to handle issues without accumu-lating your inbox with tickets.
  • 15. Chapter 2 How HappyFox can help you achieve Inbox Zero 5. HappyFox Mobile for support on the move • With the help of HappyFox Mobile, support staff can check tickets and reply to them from wherever they are using nothing but their phones. • Update staff on changes in tickets, replies etc, so that they can do the necessary actions right from their mobile phone.
  • 16. Chapter 2 How HappyFox can help you achieve Inbox Zero 6. Smart Rules and Automation • Create Smart Rules to configure a set of predefined in-structions on how tickets should be categorized, prioritized and escalated. • Escalate tickets nearing SLAs so that there are no pend-ing or unanswered tickets ever in your email inbox.
  • 17. Chapter 2 How HappyFox can help you achieve Inbox Zero 7. Reporting, Analytics and feedback • Identify and pick key performance metrics that need to attention for improving your support process. • Encourage support agents to take feedback from cus-tomers both via phone and email. • Review them regularly to understand what your custom-ers feel are lacking in your support.