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 […]
GoIntegrator Integration
In this guide we will cover: – What is the GoIntegrator Integration? – Enabling Call Management – Connecting GoIntegrator What is the GoIntegrator Integration? GoIntegrator can be integrated with Halo to display the call screen when a call is received from GoIntegrator. Enabling Call Management First, we want to ensure that your Call Management module […]
Bvoip Integration
In this guide we will cover: – What is the Bvoip Integration? – Enabling Call Management – Connecting to Bvoip What is the Bvoip Integration? Bvoip can be integrated with Halo to display the call screen when a call is received from Bvoip. Enabling Call Management First, we want to ensure that your Call Management […]
Google Mail Using SMTP error- The SMTP server requires a secure connection or the client was not authenticated.
When you encounter the following error with Gmail SMTP: Log into the gmail account. Click manage your google account Click Security (safety if translated from another language) Click access less secure apps Click allow less secure apps on Run a new test for the mail box in Halo and you should get the following:
8×8 Integration
In this guide we will cover: – What is the 8×8 Integration? – Enabling Call Management – Connecting 8×8 What is the 8×8 Integration? 8×8 can be integrated with Halo to display the call screen when a call is received from 8×8. Enabling Call Management First, we want to ensure that your Call Management module […]
Embedding A Form Onto Your Website
Using the web-widget feature on HaloCRM to your website. The web widget functionality can be used to embed any HaloCRM form onto your website. If you're wanting to do this, simply head to the Configuration > Channels > Web Widget. From here, you'll be presented with a pre-written block of code as seen below: You […]
Facebook Integration
In this guide we will cover: – What is the Facebook Integration? – Connecting to Facebook – Setting up Facebook in Halo What is the Facebook Integration? The Facebook integration automatically processes messages, posts and comments into your Halo instance depending on your set-up. Connecting to Facebook First, head to the integrations module on Halo […]
SMS Set Up
A guide on implementing SMS functionality Halo is compatible with select third party email-to-SMS services which allows Halo to send emails to the SMS provider. To set this up, please see the below: 1) Go in to Configuration>Email and scroll down to SMS Settings2) Here you will need to fill in the domain of your […]
Zoom Integration
In this guide we will cover: – What is the Zoom Integration? – Enabling the Zoom Module – Configuring the Integration What is the Zoom Integration? The Zoom integration can be used for call management in your Halo instance and can open the Halo call screen when answered on Zoom. Note: Zoom Phone is required […]
Setting Up Call Functionality
Call Management is a feature that is primarily used when you have agents answering the phone or making calls to log tickets. You can have your agents run through call scripts to automate the process of information gathering and then log this in the ticket. When enabled, you can edit the settings for this feature. […]