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 […]

How are user passwords stored?

This article discusses the method used when users are stored in Halo. When users are stored in the Halo database their passwords are stored hashed. Halo uses the Pbkdf2 key derivation function with a suitably high iteration count, to hash the password for storage in the database. Each password has its own salt applied prior […]

Opinyin Integration

In this guide we will cover:  – What is the Opinyin Integration? – Connecting to the Opinyin Service – Using the Opinyin Data in Halo Related Guides: Setting up an API Agent What is the Opinyin Integration?  Opinyin Feedback Analysis is an Agentic AI solution that gathers feedback from Halo’s native surveys*, intelligently analyses and […]