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 […]
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' […]
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 […]
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 […]
Halo Live Chat – Embedded on Other Sites
In this guide we will cover: – Embedding Live Chat on Other Sites – Populate custom fields with data from a chat session started by the Events API of the chat Embeddable Widget (v2.188+) Embedding Live Chat on Other Sites Within the Chat Profile configuration, set "Access" to "Self-Service Portal & External Websites". This will […]
