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 […]

Rapid7 Integration

In this guide we will cover: – What is the Rapid7 Integration? – Enabling the Rapid7 Module – Connecting to Rapid7 – Runbooks from Rapid7 What is the Rapid7 Integration? The Rapid7 integration is runbook-based and can be used for Ticket creation and alert management. Enabling the Rapid7 Module In Configuration > Integrations > Asset […]

UserWay Integration

In this guide we will cover: – What is the UserWay Integration? – Enabling UserWay on the Self Service Portal – Enabling UserWay on the Agent Application  What is the UserWay Intgration? UserWay is an accessibility tool which can be integrated with Halo on the Self Service Portal and the Agent Application (v2.214+).  Enabling UserWay […]

Kaseya VSA X Integration

In this guide we will cover: – What is the Kaseya VSA X Integration? – Connecting to Kaseya VSA X – Customer Imports – Asset Imports – Alert Webhooks – Syncing with the Halo Integrator Related Guides: Kaseya VSA Integration What is the Kaseya VSA X Integration? Available as of v2.214.1+, Kaseya VSA X can […]

Google Maps Integration

In this guide we will cover: – What is the Google Maps Integration? – Connecting to Google Maps – Configuring the Map – Bulk Updating Data What is the Google Maps Integration? Available as of v2.212.1+, Google Maps can be integrated with Halo to show your Customers and Opportunities on a map, estimate their addresses […]