Happeo Mobile App

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

Overview: What the Happeo Mobile App does

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.
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.

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.

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 your Notifications and My Stream
Channels menu
Pages menu
People menu
Posts menu
Settings
- Accessible by tapping your avatar in the top-right corner of the landing page

You’ll also see quick filters at the top of various views (e.g. notifications or search). Tap any filter to refine what you see. To return to the landing page, tap Cancel on the right of the search bar.

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, the relevant integrations must be authorized on the desktop app:

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

To unauthorize/disable an integration later, go to User Settings → Integrations (explained further below).

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.

Landing page: Notifications and My Stream

When you open the app, you land on a combined view of:

Notifications: Time-sensitive updates and activity.
My Stream: Your personal feed of content, based on Channels and people you follow.

This gives everyone a clear starting point: “What do I need to know?” and “What’s new in the platform that’s relevant to me?”

Notifications: Stay on top of what matters

The Notifications tab at the top of the homepage shows all your recent activity, including:

Announcements
Posts
Mentions
Comments & replies
Reactions

You can tap on any of the collapsible sections to reveal more detail.

Mark notifications 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”.

A blue indicator confirms the notification is now read.

For Announcements, employees must explicitly acknowledge them:

Open the announcement post.
Tap “I have acknowledged this”.

This ensures critical updates (like policy changes or leadership messages) aren’t just seen — they’re confirmed.

Mark all notifications as read

At the bottom of your notifications list, you’ll find a “Mark all as read” slider:

Swipe left on the slider.
You’ll see all notifications and their corresponding Channels that will be marked as read.
Tap specific Channels to include or exclude them.
Tap the blue button in the bottom right: “Mark [number] items as read”.

This helps employees quickly clean up old or irrelevant activity while still prioritizing key Channels.

View notification history

To review older updates, tap the clock icon at the top-right of the notifications section.

You can see notifications from the last three months.
Swipe left on a notification and tap “Mark as unread” to bring it back into your main notification section on the homepage.
A blue confirmation box briefly appears saying “Mark as unread”.

This makes it easy to revisit important updates as part of ongoing work.

Hide notifications from specific discussions

If a conversation is no longer relevant:

Press and hold on a notification.
Tap “Hide notifications from this discussion”.

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

If you change your mind, tap “Undo” in the confirmation message at the bottom of your screen.

Manage notification priority for Channels

Notification priority helps employees focus on the Channels that matter most — for example, company-wide updates vs. social or casual groups.

You can adjust a Channel’s notification priority in three ways:

From a Channel list
- Tap the pencil icon next to a Channel to change its notification priority.
From the settings menu
- Click your avatar → Notification Settings.
- Scroll or search for the Channel.
- Tap the pencil icon next to that Channel.
From a notification
- Long-press a notification related to a Channel discussion or comment.
- Choose the option to manage that Channel’s notification settings.

Available priority levels:

High priority
Medium priority
Low priority
Muted

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

🔎 For more information about notification settings, please refer to the dedicated notification settings article.

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.

This helps each person structure their Channel view around how they work.

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.

🗒️ Note: Hidden Channels can only be viewed from the desktop app.

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.

Depending on the Channel’s settings, you’ll either:
- Get immediate access, or
- Have to wait for approval

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:

Pin the post.
View 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.

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.

This lets employees contribute to discussions and share updates directly from their phone.

Commenting and reacting

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.

To see who reacted:

Tap on the reactions on a post or comment to view the list.

This lightweight interaction helps boost engagement and provides signals for which updates resonate across the organization.

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.
Pressing the arrow next to this takes you directly to the unread comment(s).

This saves time by jumping straight to new activity rather than scrolling.

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.

When you tap the Pages menu, you’ll see:

Bookmarked Pages (if any).
- Press and hold a bookmarked Page to remove it.
A list of Page Groups where you are:
- An Author.
- An Editor.
- A Viewer.

Sorting and searching Pages

You can customize how Pages are displayed:

Tap the “Sort by” button on the right and choose:
- Alphabetical: A–Z.
- My order: Your custom structure from the desktop app.

Use the search bar at the top of the menu to find a specific Page.

Navigating Page Groups, Pages, and Subpages

To explore content:

Tap the arrow to the left of a Page Group to reveal its Pages in a collapsible list.
Tap the arrow next to a Page to expand its Subpages.

Tap the three dots next to a Page or Subpage to bookmark it. Bookmarked Pages/Subpages appear at the top of the Pages menu.

To open any Page Group, Page, or Subpage:

Simply tap it.
To return to the Pages menu, tap the back arrow at the top-left of your screen.

🗒️ Note: It is not possible to edit Page Groups, Pages, or Subpages from the mobile app. Creation and editing are done in the web version.

Viewing Page content

When viewing a Page Group, Page, or Subpage:

You’ll see the content added to that Page or Page Group’s homepage.
To move to another Page or Subpage, you’ll use either the Pages menu or the page navigation icon (see next section).

Page navigation and settings

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

Page navigation icon (list symbol).
- Opens an overview of all pages and subpages within the Page Group.
- Tap any item to navigate directly to it.
Three-dot menu.
- Add bookmarks.
- Share the Page via its URL.

Page management tools

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

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

This helps content owners and communication teams understand how pages are performing, even from mobile.

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.

At the top of a User Profile, you can:

Call them (e.g. via Google Meet or your phone app).
Message them (e.g. Slack).
Schedule an event with them (e.g. Google Calendar).

🗒️ Note: You must have the calling, messaging, or scheduling app installed on your phone for these actions to work.

This makes the mobile app a practical companion for finding experts, aligning with teammates, and scheduling time in the flow of work.

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.
Press and hold a bookmarked post to remove it as a bookmark.

This is helpful for managers, project owners, or anyone needing a “working list” of key conversations.

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.

These controls ensure each employee can tailor the app to how they work and what information matters most.

Notification Settings (within Settings)

In Notification settings, you can:

Adjust push notifications (the alerts you receive on your mobile device).
Adjust notification priority for Channels you have access to.

The Channel list shows:

All Channels you can manage.
Their current priority level (High, Medium, Low, or Muted).

Tap the pencil icon next to a Channel to set its priority to:

High priority.
Medium priority.
Low priority.
Muted.

This mirrors the options described earlier under Channel notification management, but in a single consolidated view.

Integration Settings

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

For each integration you’ll see:

A toggle switch on the right.
- On = authorized.
- Off = not yet authorized.

To enable an integration:

Tap the toggle to turn it on.
Follow the authorization steps.

To disable an integration:

Tap the toggle to turn it off.

How authorization works by integration type

Google and Microsoft integrations:
- Require separate authorization on each device.
- Even if you’ve authorized them on the web app, you must authorize again on mobile.
Custom App Integrations:
- Authorization is shared between web and mobile.
- Once authorized in the Happeo web app, you can search and use them in mobile without additional authorization.

This ensures secure access to external tools, while keeping cross-tool search tightly governed.

Language settings

To change the app language:

Go to Settings → Change language.
Select your preferred language.

🗒️ Note: Changing the language in the mobile app also changes the language in the desktop version.

This helps maintain a consistent experience for multilingual organizations.

Custom apps

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

Contact your Customer Success Manager (CSM).

Dark Mode

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

For example:

If your iPhone display is set to dark mode, the Happeo app will also appear in dark mode.

This helps reduce eye strain and aligns with users’ preferred device theme.

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. You can learn more about branding permissions in this article.

To access branding settings:

Click your avatar in Happeo’s main navigation (web).
Select Admin Settings.
Go to Branding → Mobile App.

Choose a primary color

Select a primary color for key elements like buttons, active elements, and links.
Ensure the color is readable in light mode and on white backgrounds.
The system will automatically generate a corresponding color for dark mode.

Upload logos

You can upload separate logos for light and dark mode:

Light mode logo.
- Drag and drop an image, or select from your computer.
- Use the trash can icon to remove the logo.
Dark mode logo.
- Drag and drop an image, or select from your computer.
- Use the trash can icon to remove the logo.

Preview your changes

Use the phone preview on the right side of the page.
Toggle between light mode and dark mode at the bottom of the preview to see how the app will look.

This gives admins a clear way to align the mobile experience with organizational branding.

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, such as permissions and access levels, is currently only available in the web version of Happeo.

This ensures Channel configuration is done in a more comprehensive interface.

Can I access the Admin Panel from the mobile app?

No. The Admin Panel is not available in the mobile app. Some administrative features need a full web interface for better control and configuration.

Admins should use the web version of Happeo to access the Admin Panel.

Can I create and edit Pages in the mobile app?

Currently, creating and editing Pages isn’t supported in the mobile app. Page creation and editing require more advanced tools and layout controls, which are provided in the web experience.

However, you can still access and view all existing Page Groups, Pages, and Subpages on mobile, ensuring key knowledge remains accessible to everyone on the go.

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