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 […]
CrewHu Integration
This integration has been created by CrewHu, Halo has provided a link here: CrewHu – Halo Integration
Embedding your Halo Self-Service Portal into Microsoft Teams
In this guide we will cover: – Creating a Teams App This guide details how to embed your Halo Self-Service portal into Microsoft Teams. Creating a Teams App In order to embed your Halo portal in Microsoft Teams, you will need to create a Microsoft Teams app for it. There are a few steps needed […]
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 […]
Pushing the Teams Embedded Self Service Portal to Customers Microsoft Teams Tenants
Prerequisites for this include setting up the following guides: Microsoft Teams Integration Embedding your Halo Self-Service Portal into Microsoft Teams This use case of the Microsoft Teams embedded portal, was created by homotechsual: https://github.com/homotechsual/Blog-Scripts/blob/main/Microsoft%20365/Teams/WebTabForPartners.ps1 Alternate link
Embedding The Self-Service Portal within MS Teams with SSO
This guide will explain how to embed your self service portal within teams and allow for automatic sign in with SSO. Prerequisites You need to have already setup SSO, within Halo, with Azure. Please Note: As of 2025, Microsoft are now enforcing verified domains when adding an Application ID URL Microsoft Learn. Therefore, this feature […]
Twilio for SMS Integration
In this guide we will cover: – Retrieving Twillio SMS Details – Connecting Twillio – Sending SMS The Twillio for SMS integration can be used to send SMS with templates in Halo. Note: Twilio Trial accounts cannot be used for this integration as trial accounts can only send SMS messages to specific numbers. Retrieve Twillio […]
Facebook Integration
In this guide we will cover: – Connecting to Facebook – Setting up Facebook in Halo 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 and find the 'Facebook' integration and switch it on by pressing […]
Microsoft TeamsBot
In this guide we will cover: – Installing the Bot – Halo Configuration – Using the Bot – IPs for Whitelisting – Protocol and Ports Installing the Bot Installing the bot is currently a manual process, although it will be made available in the Microsoft Teams app store in the near future. Begin by downloading […]
Twilio for WhatsApp Business Integration
In this guide we will cover: – Enabling the Module – Configuration Options The Twillio for WhatsApp Business integration allows tickets to be created in Halo upon receiving a WhatsApp message. You can respond within Halo and it will reply to your customer seamlessly on WhatsApp. You can connect multiple Twilio WhatsApp Numbers, and there […]
