Software Releases

Configuration > Software Releases Related Guides: Software Releases Field Type Description Setup Products Button Opens up the menu for creating and configuring Software Products.  Release Types Button Opens up the menu for creating and configuring Software Release Types.  Release Note Groups Button Opens up the menu for creating and configuring Software Release Note Groups. Use […]

Recurring Billing Profiles

Configuration > Billing > Recurring Billing Profiles Related Guides: Recurring Billing Profiles Field Type Description View/Edit XLS Profiles for Recurring Invoice Lines Button This opens up a menu for creating and editing XLS Recurring Invoice Line import templates. These are used for importing and updating quantities on Recurring Invoices via XLS/CSV. Import Recurring Invoice Lines […]

Virtual Agents in the Chat Bot

In this guide we will cover:  – What are Virtual agents in Halo? – Functions of Virtual Agents – Using Virtual Agents – Creating a new virtual Agent – Plugging a Virtual Agent into a Chat Profile – Custom Functions (against the chat profile) – Customising Virtual Agent functions  – Disable System functions – Restrict […]

Custom Buttons

Configuration > Custom Objects > Custom Buttons Related Guides: Custom Buttons Button Details    Field Type Description Button Name Free Text The name given to the button. Button Label Free Text Give a label for the button Button Icon Single Select Give a default icon to this button.  Button Use Single Select Choose what the […]

Super Ops RMM Integration

Halo has an integration with SuperOps RMM. The guide below goes through how to connect with Halo and how to sync asset types, etc and there is also a video attached to the written guide. Integrating HaloPSA with SuperOps.ai.

Canned Text

Configuration > Tickets > Canned Text Configuration > Sales > Canned Text Related Guides: Canned Text Overview Screen Field Type Description Import Canned Text via Spreadsheet Button This will open up the menu for importing Canned Text content via an XLS import. This will require the upload of a correctly formatted .xls file which will […]

Introduction to Asset Management

Asset Management will allow you to store & organise your managed devices, track detailed information against your Assets & assign Assets to Tickets for Incident/Request volume analysis per Asset. Check out the "Asset Management" FAQ Group on the Portal for detailed descriptions of asset configuration settings (Fields, Types, General Settings). Terminology Before we look at […]

AI Suggestions (Tickets and Articles)

In this guide we will cover: – Ticket matching – AI Ticket suggestions  – AI Article suggestions Before configuring AI functionality ensure you have first configured your AI connection, see our guide on how to do this here. AI can be used to match a ticket to an existing ticket in your database and suggest […]

Remote Support General Settings

Configuration > Remote Support > General Settings Field Type Description Default User Single Select Remote Sessions that do not have a valid User will be saved against this User. Allow Agents to invite Users to Remote Sessions for other Agents Checkbox When checked, Agents will be able to invite Users to remote sessions that are […]

SMS Settings

Configuration > Email > SMS Settings Related Guides: Email to SMS Twillio for SMS Integration Field Type Description SMS Type Single Select This will allow you to choose whether you are configuring Halo's own "Email to SMS" service or the Twilio integration's "Twilio SMS" service. These will present different options below. Email to SMS Field […]