Call Pop-Up for Microsoft Teams
In this guide we will cover:– Configuring Teams to Launch the Halo Call Screen This guide takes you through how to configure Microsoft Teams to launch the Halo call screen when answering inbound calls from Teams. Turn the option on in Teams Admin Centre. Voice > Calling Policies > select relevant policy/policies > “URL to open […]
IPECS Integration
In this guide we will cover: – What is the IPECS Integration? – Enabling Call Management – Connecting IPECS What is the IPECS Integration? IPECS can be integrated with Halo to display the call screen when a call is received from IPECS. Enabling Call Management First, we want to ensure that your Call Management module […]
Locate your Facebook Business Manager ID (FB BM ID)
A Facebook Business account is not the Facebook page. The Facebook Business Manager ID ("FB BM ID") will be needed when submitting the request for WhatsApp access, as it is used by WhatsApp to identify your business. If you don't already have a Facebook Business Manager account, you must create one at business.facebook.com. If you […]
Date Formatting on Email Templates Using $-variables
By default when using $-variables to populate dates (e.g. date occurred), it will use the following format DD/MM/YYYY HH:MM tt. 21/09/2023 15:50 PM. Please note that capitalisation of letter within the brackets is case sensitive and if used differently to above will affect the outcome of the format. You can use {} […]
Setting Up Emails In HaloCRM
IMPORTANT: Adding a new mailbox will remove ALL emails from the inbox and turn them into tickets, deleting the emails in the process. Depending on your configuration, it may also send acknowledgement emails out of these tickets. For this reason it is recommended that you start with an empty mailbox. Start by opening the Configuration […]
Internal Conversations In Halo
This guide details different ways to loop other agents into tickets in your Halo instance. Looping In Your Colleagues With Mention @ Functionality In your Halo instance, you have the ability to mention agents or teams using the @ mentioning functionality. This can be hidden from the user or not depending on the action used […]
Setting Up Email Templates
Email templates are applied against messages sent out from Halo. These are set on action level so that you can have different templates for different occasions (e.g. replying vs closing, approval emails or sending quotes). If you are utilising multi-brand functionality, Halo will take the brand email overrides – so the branding will be correct. […]
Mail Campaigns
In this guide we will cover: – Enabling Mail Campaigns – Creating a Campaign – Blast and Nurture Campaigns – Using Metrics – History – Allow Users to Unsubscribe from Mail Campaigns – Cancelling/Completing Campaigns – Example Nurture Campaign This initial release of Mail Campaigns in Halo will allow you to queue up templated emails […]
RingCentral Integration
In this guide we will cover: – What is the RingCentral Integration? – Enabling Call Management – Connecting RingCentral What is the RingCentral Integration? RingCentral can be integrated with Halo to display the call screen when a call is received from RingCentral. Enabling Call Management First, we want to ensure that your Call Management module […]
Customising Your Self-Service Portal
Personalise to your self-service portal to make it suit your company's brand. PLEASE NOTE: If using multi-brand, any GLOBAL settings will apply to ALL portals. If you need a hand with this, please let a member of our team know! To customise your self-service portal, first head to: Configuration > Channels > Self-Service Portal. If you're […]