Trustpilot Integration

In this guide we will cover: – What is the Trustpilot Integration? – Enabling the Trustpilot Integration – Configuring Trustpilot Webhooks Related Guides: Surveys What is the Trustpilot Integration? The Trustpilot integration allows for tickets to be logged in Halo when reviews are left on Trustpilot below a certain score. Note: This integration requires Trustpilot […]

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 […]