Google reCAPTCHA Integration
In this guide we will cover: – Connecting to reCAPTCHA – Adding to Anonymous Ticket Logging – Adding to Feedback Forms Related Guides: Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL One-Click Feedback The Google reCAPTCHA integration can be used to allow for security validation when […]
Mail Campaigns and Distribution Lists
In this guide we will cover: – What are Distribution Lists? – What are Mail Campaigns? – How They Work Together – Creating a Mail Campaign – Sending Emails Distribution lists and mail campaigns work in tandem to send email campaigns to a list of contacts. In this guide, we will go over what both […]
Email Templates and their System Use – A Basic Walkthrough
In this guide we will cover: – Navigating to Email Templates – When Email Templates are Used Admin Guides: Email Templates Related Guides: Canned Text vs Email Templates: What's The Difference? Setting Up Email Templates Note: This guide covers the base templates that are most commonly used to reference as a starting point. For a […]
Entity Relationships
In this guide we will cover: – Various entities in HaloCRM and how they relate to each other Related Guides: Creating A Knowledge Base To Reduce Enquires Navigating The Customers/Contacts Modules Ticket Statuses Using SLAs and Priorities On Halo This guide will cover how different entities within Halo are linked and work together. However, there […]
Introduction to HaloCRM
In this guide we will cover: – The basics of each part of HaloCRM along with the appropriate terminologies Associated Admin Guides: Actions Agents General Settings (Asset Management) General Settings (Tickets) Self Service Portal Related Guides: Action Button Configuration AI Report Builder Customising Your Self-Service Portal Organisation Basics Reports and Scheduling Report Builder Ticket Statuses This […]
Automatic HTML Additions to Reporting
In this guide we will cover: – Example of Automatic Additions – List of Column Names Automatic HTML additions can be added to reports to apply hyperlinks within certain columns. Example of Automatic Additions Halo supports the addition of hyperlinks on rows without the need for writing custom HTML for the report. The links are […]
Using HaloDBLookupService to run custom integration methods on internally facing APIs
In version 2.184+ there is a new connection option for Custom Integrations to connect to internally facing APIs: This connection method allows you to host a proxy application called "HaloDBLookupService" on your own network which can access your internally facing APIs. The Halo API then connects to this Service using requests signed by a common […]
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 […]
Live Chat in Halo
In this guide we will cover: – What is Live Chat in Halo? – Starting Live chat – The Chat Area – Translating Live Chat (v2.172+) – Waiting for Live Chat Agents – Abandoned Live chats (v2.178+) – Virtual Agents Associated Administrator Guide: Chat Related Guides: Chat Bot and Chat Profiles What is Live Chat in […]
SQL Injection Vulnerability Patched
General Information This article contains frequently asked questions relating to the SQL injection vulnerability affecting various Halo versions. This security update addresses an issue that could allow malicious actors to execute unauthorised database queries by supplying a carefully constructed payload. Are hosted Halo instances affected? Hosted customers have been automatically updated to a patch to […]
