Report Builder

In this guide we will cover: – Opening the Query Builder – Adding Fields – Adding Conditions – Generating the Report – Adding Filters – Saving the Report – Using the Report – Customising Fields (Sorting, Grouping, Count, Compare to previous period) – Using the Query Builder to create SQL Admin Guides: General Settings (Reporting) […]

Device42 Integration

In this guide we will cover: – What is the Device42 Integration?  – Enabling the Module  – Connecting to Device42 – Client Import – Device Imports – Webhooks What is the Device42 Integration? Device42 can be integrated with Halo to import and manage Clients and Devices, and update these when they are created or updated […]

Mail Campaign flows

In this guide we will cover: – What are Mail Campaign flows?  – Creating a Campaign flow  – Step Types – Flow sequence  Admin Guides: Mail Campaigns Related Guides: Mail Campaigns Mail Campaigns and Distribution Lists What are Mail Campaign flows? Available from v2.236+, Mail Campaign flows are a configuration method which allows Mail Campaigns […]

SeatGeek Integration

In this guide we will cover: – What is the SeatGeek Integration? – Enabling the Module – Generating your Client ID and Secret – Connecting SeatGeek to Halo What is the SeatGeek Integration? Avaliable from v2.234+, the SeatGeek integration allows you to import your User Change Events from SeatGeek into Halo. Multiple instances of SeatGeek […]

Start to Finish: Organisation Structure

In this guide we will cover: – Creating Organisation(s) – Creating Departments – Creating and assign Teams – Creating Agents – Creating and assigning Roles Admin Guides: Organisation Details Related Guides: Departments Organisations Roles Teams What is an Organisation? An Organisation represents your business, and stores key details such as the name and address. It […]

Using Apidog

In this guide we will cover: – Navigating Apidog – Uploading Test Data (CSV) – Creating a Test Scenario – Authorising the Request – Linking Dynamic Values to Test Data – Running the Request Related Guides: Setting up an API Agent Using Postman Apidog is a tool which can be used to make direct API […]

Triggering Mail Campaigns From Opportunities

This guide will cover: – Automatically Adding Opportunity Contacts to Distribution Lists – Triggering A Mail Campaign From An Opportunity Setting The End Of A Mail Campaign To Update The Relevant Opportunity With the dynamic members list functionality within distribution lists, you are able to have users and prospects added and removed from your distribution […]

Call Scripts

In this guide we will cover: – What are Call Scripts? – Creating a Call Script – Question Types – Choosing and Following a Call Script Admin Guides: Call Scripts Related Guides: Call Management What are Call Scripts? Call scripts are a series of questions used to guide agents through a dialogue when on call […]

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 […]

Data Storage And Security

Information on data storage and security within Halo. Where is my data stored? The application and database are hosted on AWS servers. This allows them to be highly available and reliable as well as providing strong data security. You can read more about AWS data centre controls here. Data backups Databases are synced over multiple […]