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: – What is Embedding the self-service Portal into Microsoft Teams? – Part 1 – Embed your Halo Portal into Teams – Part 2 – Configure Automatic Sign in – Error Troubleshooting What is Embedding the self-service Portal into Microsoft Teams? Embedding your Halo self-service portal into Microsoft Teams allows […]

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 is now depreciated. The up to date guide on how to embed your Halo portal into MS Teams with SSO (automatic sign in) can be found here. 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 […]

Twilio for SMS Integration

In this guide we will cover: – What is the Twilio for SMS Integration? – Connecting Twilio – Incoming SMS – Outgoing SMS – Call Notifications (v2.206.1+) What is the Twilio for SMS Integration? The Twilio for SMS integration can be used to have SMS messages sent to Twilio numbers log tickets in Halo. It […]

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 […]

Microsoft TeamsBot

In this guide we will cover: – What is the Microsoft TeamsBot Integration? – Installing the Bot – Halo Configuration – Using the Bot – IPs for Whitelisting – Protocol and Ports What is the Microsoft TeamsBot Integration? The TeamsBot can be integrated with Halo to trigger Halo actions from a Teams chat. Installing the […]

Twilio for WhatsApp Business Integration

In this guide we will cover: – What is the Twilio for WhatsApp Business Integration? – Enabling the Module – Configuration Options – Configure Incoming Messages  – Configure Outgoing Messages – Receiving Messages – Restrict access to a WhatsApp Account – Message Attachments – Transcribing Voice Notes – Enable Halo Integrator What is the Twilio […]