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 (v2.172+) – Waiting for Live Chat Agents – Abandoned Live chats (v2.178+) – Virtual Agents Associated Administrator Guide: Chat Related Guides: Chat Bot and Chat Profiles What is Live Chat in […]
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 -Using Forethought widgets with Chat profiles What is the Forethought Integration? The Forethought integration allows you to embed Forethought […]
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 […]
ChatGPT Integration
The native integration with ChatGPT can be used to write responses on tickets or improve on response agent's have written themselves. It can also be integrated into your live chat to respond to a customer, taking the customer's given context into account. Additionally, ChatGPT's use can be extended into further use using the 'custom integration' […]
Azure Mail Integration (Azure Mailbox Scan Method)
In this guide we will cover: – How to set up a Mailbox in Halo using the Azure Mailbox scan method Note: Incoming mail can take up to 5 minutes to be processed into Halo using this method. For a faster ingestion of emails, the "Webhook" connection method is recommended. This integration facilitates the connection of Azure […]
Applying Rules To Incoming Emails
In the HaloCRM platform, you can set email rules to specify different outcomes based on criteria for emails that come into the system. There are several different types of email rules that you can use in the HaloCRM platform, which are set up by heading to the Configuration > Channels > Email and clicking into 'Email […]
Live Chat Functionality
How to use the live chat functionality in Halo. The live chat functionality means that agents can communicate with contacts in real-time. The live chat can be embedded into your own website as well as being available on Halo's self-service portal. We have added optional, out-of-the-box automations to the live chat so that some enquiries […]
