Mail Campaign flows

In this guide we will cover: – What are Mail Campaign flows?  – Creating a Campaign flow  – Step Types – Flow sequence  Admin Guides: Mail Campaigns Related Guides: Mail Campaigns Mail Campaigns and Distribution Lists What are Mail Campaign flows? Available from v2.236+, Mail Campaign flows are a configuration method which allows Mail Campaigns […]

Triggering Mail Campaigns From Opportunities

This guide will cover: – Automatically Adding Opportunity Contacts to Distribution Lists – Triggering A Mail Campaign From An Opportunity Setting The End Of A Mail Campaign To Update The Relevant Opportunity With the dynamic members list functionality within distribution lists, you are able to have users and prospects added and removed from your distribution […]

Call Scripts

In this guide we will cover: – What are Call Scripts? – Creating a Call Script – Question Types – Choosing and Following a Call Script Admin Guides: Call Scripts Related Guides: Call Management What are Call Scripts? Call scripts are a series of questions used to guide agents through a dialogue when on call […]

Custom HTML Banner on the Self-Service Portal

In this guide we will cover: – Adding a Custom Banner to the Self-Service Portal – Using Sticky Banners Adding a Custom Banner to the Self-Service Portal In Configuration > Self-Service Portal, scroll to the "Home Screen" section and enable "Display custom HTML". Further options will then show underneath to choose the position(s) of the […]

Mail Campaigns and Distribution Lists

In this guide we will cover:  – What are Distribution Lists? – What are Mail Campaigns? – How They Work Together – Creating a Mail Campaign – Sending Emails Distribution lists and mail campaigns work in tandem to send email campaigns to a list of contacts. In this guide, we will go over what both […]

Email Templates and their System Use – A Basic Walkthrough

In this guide we will cover: – Navigating to Email Templates – When Email Templates are Used Admin Guides: Email Templates Related Guides: Canned Text vs Email Templates: What's The Difference? Setting Up Email Templates  Note: This guide covers the base templates that are most commonly used to reference as a starting point. For a […]

Execute Automation Runbooks from the Chatbot

In this guide we will cover: – Introduction – How to trigger a Runbook from the chatbot – Use Chat Data in a Runbook – Keep the User updated on Runbook progress – Auditing the Runbook – Restrict the chat progress based on Runbook Result message Related Guides:  Chat Bot and Chat Profiles Virtual Agents […]

Live Chat in Halo

In this guide we will cover: – What is Live Chat in Halo? – Starting Live chat – The Chat Area – Translating Live Chat – Waiting for Live Chat Agents  – Abandoned Live Chats – Reporting on Live Chat – Allowing Attachments in the Live Chat – Virtual Agents Admin Guides: Chat Related Guides: Chat […]

Forethought AI Solve Integration

In this guide we will cover: – What is the Forethought Integration? – How to connect the Forethought integration -Customising the widget -Embedding the widget to your portal -Setting which widget is used in each portal – Choose Which Pages of the Portal the Widget Appears On -Using Forethought widgets with Chat profiles What is […]

3CX Integration Methods

In this guide we will cover: – Web Client Method – CRM Template Method – Desktop Softphone Method Halo can display incoming call pop-ups, place outgoing calls, and display the call handling screen when a call is accepted in 3CX. After recent changes by 3CX the below methods only work on Pro and Ent (Professional […]