Log Retention
In this guide we will cover: – What Logs Halo Stores and for How Long Related Guides: Backend Service Monitoring Redact Sensitive Audit Logs on a Ticket Redacting Card and Social Security Numbers (SSNs) What Logs Halo Stores and for How Long This table covers the basis of the most commonly referenced logs within the […]
HaloAPI Full Documentation
In addition to a simplified API documentation that can be found at <Your Halo URL>/apidoc/info, there is a full documentation of all endpoints available at usehalo.com/swagger.
Handling Attachments/Files in Runbooks
In this guide we will cover: – Attachment Endpoint – Sending Files in your Halo Instance to another Halo Instance or to Another Tool as Form Data – Sending Files in your Halo instance to another Halo instance or to another tool as a Downloadable Link – Obtaining Files from another Tool – Obtaining Attachment […]
API Applications with Organisation access
Enable Multi-tenancy so that you can create multiple organizations Create departments within the organizations. These departments will be assigned to your API Agents. Create an Agent and enable the setting for "Is API Agent", then assign them access to a department from the correct organization Go to the customer records that should be part of […]
Custom Integrations
In this guide we will cover: – What are Custom Integrations? – Creating a Custom Integration – Custom Integration Methods – Executing Custom Integration Methods – Runbooks What are Custom Integrations? Custom Integrations in Halo are used to authenticate access and execute requests to other APIs. This allows you to integrate your Halo instance with […]
Troubleshooting API Errors
In this guide we will cover: – What are API errors – How to obtain and interpret API errors in Halo – HTTP Status Codes – Error Examples in Halo In this guide we will cover what each of the HTTP status codes and API error codes means in the context of Halo and how […]
Webhook and Integration Runbook Access Control
In this Guide we will cover: – What is Webhook and Integration Runbook Access Control? -Giving Access Control What is Webhook and Integration Runbook Access Control? Access control can be set against integration runbooks and webhooks to allow certain agents configuration access to selected webhooks and runbooks. This allows you to grant configuration access to […]
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 […]
Automated Statement of Work Generation and AI Project task Creation
In this guide we will cover: – How to automate SoW creation – How to create project tasks based on your SoW using AI The statement of work against your opportunity tickets can be generated automatically based on the services you are quoting the customer for. When quoting customers for products that each have their […]
Automated New Starter Requests into Microsoft Entra
In this guide we will cover: – Configuring Automated Creation of New starters – The End-User Portal Experience This guide outlines how to configure automated onboarding for new users into Entra. New users can be created in Entra automatically from Halo, using the user details logged on a new starter request form in the Halo […]