Happeo Mobile App

This article explains how to install and use the Happeo mobile app, so you can browse Channels, Pages, Posts, and the People directory, stay on top of announcements, and quickly find answers from your platform.

1. Overview

The Happeo mobile app gives employees on-the-go access to the same shared knowledge and updates they rely on at their desks.

Key things you can do in the mobile app:

• Access core functionalities like browsing Channels, Pages, Posts, and the People directory.
• Manage Channel notification priorities, integrations, and language settings.
• View your notifications and notification history.
• Follow your personalized My Stream and My News.
• Search across Happeo and connected tools to quickly find information.
• Post and comment in Channels.
• React to posts and comments with emojis (including custom ones).

Together, these features help your organization keep everyone aligned, informed, and able to find the right information — even when they’re away from their laptop.

2. Getting the app

You can download the Happeo mobile app from:

• App Store
• Google Play

Once installed, log in with your usual Happeo credentials to access your environment.

3. Navigation: How the app is structured

The app is designed so people can quickly move between updates, Channels, Pages, and people without getting lost.

The navigation includes:

• Landing page - Shows My Stream
• Channels menu
• Pages menu
• People menu
• Posts menu
• Notifications feed(bell icon)
• Settings - Accessible by tapping your avatar in the top-right corner of the landing page

You’ll also find the search bar at the top. Upon tapping into Search, to return to the landing page, tap Cancel on the right of the search bar.

4. Search: Find content across your platform

The search bar at the top of your screen is always available, whether you’re on the homepage, in channels, or viewing pages. It’s your central entry point to the organization’s knowledge.

You can:

• Type any keyword to search across Happeo content.
• Use filters like “Posts” to narrow results.
• Use Federated Search to search connected tools like Google Drive, Gmail, Slack, Miro, and more.

This allows employees to find answers in one place instead of jumping between tools.

Federated Search behavior

• Federated Search works even if you don’t have the corresponding app installed. For example, searching for Slack conversations will open them in your default mobile browser. You will need to log in to Slack in the browser to view the content.
• You must have a browser installed on your mobile device.

Enabling and disabling integrations for search

To use Federated Search on the mobile app, the relevant integrations must be authorized on the desktop app:

• Start typing your search in the search bar.
• Click the integration (e.g. Google Drive, Slack).
• If it isn’t yet authorized, you’ll see an “Enable integration” button. Click it and follow the steps to authorize.

To unauthorize/disable an integration later on the mobile app, tap your avatar → Integrations.

Search AI on mobile

Search AI is available on the Happeo mobile app, optimized for quick, on-the-go use.

• Users can type or dictate a query to receive an AI-generated answer displayed above traditional results.
• To ensure speed and reliability, Search AI on mobile searches only through Happeo (Pages, Posts, Channels, and People).
• Attached files and integrations are excluded from mobile searches.
• Responses appear as a collapsible AI card that can be expanded for more detail.
• Mobile results include the same confidence and feedback options as desktop.

This lightweight version ensures fast, reliable answers while maintaining a consistent experience across devices.

🔎 Read more about Search AI in our dedicated article.

5. Landing page: My Stream & My News

When you open the app, you land on My Stream or My News. You can toggle between the two by clicking the downward arrow next to the My Stream or My News title.

• My Stream: All the company news. This can include multiple news feeds, which are managed by the company admin.
• My News: All the new posts from the channels you are a member of and can be customized by joining or leaving channels.

6. Notifications: Stay on top of what matters

Your notifications live behind the bell icon in the top-right corner of the screen, next to your profile. A badge on the bell shows your unread count at a glance, so you always know what's waiting without opening the feed.

What you see in the notifications menu

When you open the notifications menu, you'll see a feed of your recent activity across channels, posts, and announcements. At the top of the screen, you'll find:

• Quick filters to narrow your view by category.
• A three-dot menu in the top-right corner for additional actions, including marking all as read, changing sort order, and accessing notification settings.

Unread notifications are highlighted so you can quickly spot what needs your attention.

Filter your notifications

Use the quick filters at the top of the notifications menu to focus on what matters most:

• Pinned: Notifications related to pinned posts.
• Announcements: Company-wide or targeted announcements.
• Mentions: Posts or comments where you've been mentioned.
• Comments & Replies: Activity on posts you've engaged with.
• Reactions: Emoji reactions to your posts or comments.

Tap a filter to apply it. Tap it again to clear it and return to the full feed.

Mark a notification as read

You can mark individual notifications as read in two ways:

• Swipe left on a notification and select "Mark as read".
• Long-press a notification and tap "Mark as read".

When the blue indicator disappears from the notification (or the notification is removed from the ‘unread only’ list), this confirms the notification is now read.

For Announcements, you need to explicitly acknowledge them:

1. Open the announcement post.
2. Tap "I have acknowledged this".

This ensures critical updates, like policy changes or leadership messages, are seen and confirmed.

Mark all notifications as read

1. Tap the bell icon to open your notifications.
2. Tap the three-dot menu in the top-right corner.
3. Tap "Mark all as read".

View notification history

By default, the notifications menu shows unread notifications. To see older activity:

• Toggle off "Unread only" at the top of the feed, then scroll down through your full notification history.
• Alternatively, tap the three-dot menu in the top-right corner and select "Show oldest first" to reverse the sort order.

Hide notifications from a specific discussion

If a conversation is no longer relevant to you:

1. In the notifications menu, tap the notification to open the channel post it relates to.
2. Tap the three-dot menu in the top-right corner of the post.
3. Tap "Hide notifications from this discussion".

Future notifications from that specific post won't appear in your notifications feed.

Manage notification priority for channels

Notification priority helps you focus on the channels that matter most — for example, company-wide updates versus social or casual groups.

You can adjust a channel's notification priority in four ways:

1. From a Channel list: Tap the pencil icon next to a channel to change its priority.
2. From Settings: Tap your avatar → Notification Settings, then tap the pencil icon next to the relevant channel.
3. From a notification: Long-press a notification related to a channel, then choose the option to manage that channel's notification settings.
4. From the notifications menu: Tap the three-dot menu in the top-right corner, select "Notification settings", and manage Channel priorities from there.

Available priority levels:

• High priority
• Medium priority
• Low priority
• Muted

Muted Channels display with a bell icon with a dash in lists, so it's clear which topics are intentionally silenced.

7. Channels menu: Follow conversations across topics

Tapping the Channels icon at the top of your homepage opens the Channels menu.

Here you’ll find:

• Bookmarked channels (if any). - Press and hold on a bookmarked Channel to remove, mute, or hide it.
• Recently viewed channels.
• A list of Channels where you: - Are the owner.
  • Are an editor.
  • Are a member.
  • Or have been permitted to view and join.

You can search for a channel using the search bar at the top.

Sorting channels

To customize how channels are displayed:

• Tap “Sort by” on the right of the “All Channels” section.
• Choose one of the sorting options: - Alphabetical: Channels from A–Z.
  • My order: The custom order you created in the Happeo desktop app.

Channel-level actions

Tap the three dots next to a channel to:

• Add the channel to bookmarks.
• Mute or unmute the channel.
• Hide the channel.

8. Channel feed: Posts, actions, and membership

The channel feed shows all posts in that channel, with:

• The newest posts at the top.
• The oldest posts at the bottom.

If you’re not a member, you’ll see a blue “Join Channel” button at the bottom of your screen. Tap it to request access.

Once you’re a member, you can:

• Bookmark channels and posts for quick access. - Tap the bookmark icon at the top of a Channel feed or next to a post.
  • A brief confirmation appears at the bottom of your screen with an “Undo” option.

Post-level options

Tap the three dots next to a post to:

• Bookmark the post.
• Share the post.
• Show notifications from this discussion.
• Delete the post - Only available to channel owners and editors.
  • If a post was shared to multiple channels, you can: - Delete it only from the channel you’re viewing.
    • Or delete it from all channels it was published to.

9. Creating posts

To create a post, you must have posting permissions for the channel.

When you’re viewing a channel and you have permission:

• A blue plus icon appears in the bottom-right corner.
• Tap the plus icon to start writing your post.
• When you’re ready, tap “Post” in the top-right corner.

10. Commenting and reacting

Post a comment

To comment on a post:

1. Tap on the post to expand it.
2. Tap the “Write a comment” field at the bottom of your screen.
3. Type your comment.
4. Tap the blue arrow in the bottom-right corner to publish.

To reply to an existing comment:

• Tap “Reply” below the comment.
• Type your response.
• Tap the blue arrow to publish.

React to a post or comment

To react:

• On a post: expand it and tap the “Like” button at the bottom.
• On a comment: tap the “Like” button beneath the comment.

You can choose from a wide range of emojis, including custom emojis tailored to your organization’s culture.

View unread comments

When you open a post with unread comments:

• You’ll see a notification icon with a number indicating how many comments are unread.

11. Pages menu: Access your structured knowledge

The Pages menu is where people access structured content like policies, onboarding guides, team spaces, and other core knowledge.

12. Page navigation and settings

When you’re viewing a page group, two icons appear at the top-right:

1. Page navigation icon (list symbol).
2. Three-dot menu.

Page management tools

Just below these icons, you’ll see additional options:

• (If available): Change the page language.
• Bookmark the page.
• View page analytics.

13. People menu: Find and contact colleagues

The People menu gives you a list of everyone in your environment, making it easier to find colleagues and connect with them from your phone.

From the People menu:

• Scroll through the list, or use the search bar to find someone.
• Tap a user to open their User Profile.

14. Posts menu: Quick access to bookmarked posts

The Posts menu is a shortcut to your bookmarked posts.

From here you can:

• Quickly revisit important discussions you’ve saved.

15. Settings: Notifications, integrations, and language

Tap your avatar in the top-right corner to open the Settings panel. Here you can manage:

• Notification settings.
• Integration settings.
• Language settings.

Notification settings (within Settings)

In Notification settings, you can:

• Adjust push notifications.
• Adjust notification priority for channels you have access to.

Integration settings

Integration settings show you which integrations are active for search and related actions in the mobile app.

16. Custom apps

If your organization wants its own customizable version of the Happeo mobile app:

• Contact your Customer Success Manager (CSM).

17. Dark Mode

The Happeo mobile app supports dark mode based on your device’s display settings.

18. Admin branding: Customize the look and feel

🔓 Permissions: Customizing how the Happeo mobile app looks is available to platform admins and users with branding permissions.

Choose a primary color

• Select a primary color for key elements like buttons, active elements, and links.

Upload logos

You can upload separate logos for light and dark mode:

• Light mode logo.
• Dark mode logo.

Preview your changes

• Use the phone preview on the right side of the page.

19. FAQ

Can I manage a Channel’s settings from the mobile app?

You can view and interact with Channels (posts, comments, reactions, notifications) in the mobile app, but editing Channel settings is currently only available in the web version of Happeo.

Can I access the Admin Panel from the mobile app?

No. The Admin Panel is not available in the mobile app.