SMS Set Up

A guide on implementing SMS functionality Halo is compatible with select third party email-to-SMS services which allows Halo to send emails to the SMS provider. To set this up, please see the below: 1) Go in to Configuration>Email and scroll down to SMS Settings2) Here you will need to fill in the domain of your […]

Google Calendar Integration

In this guide we will cover: – What is the Google Calendar Integration? – Key Details – Google Configuration  – Halo Configuration – Deprecated Method What is the Google Calendar Integration? The Google Calendar integration can be used to link agent calendars within Halo to their Google calendar. This allows you to import appointment from […]

Charts and Graphs in Reports

In this guide we will cover: – Adding a Chart – Displaying Charts in Scheduled Reports – Types of Chart – Trendlines – Labels Admin Guides: General Settings (Reporting) Related Guides: AI Report Builder Halo In-App Dashboard Reports and Scheduling  Report Builder  Report Data Sources Using the graphing function can provide powerful visual insight into […]

A Quick Guide to Scheduling Reports

Related Articles: Reports screen explained Reports and Scheduling Scheduled reporting is a tool that can email reports to relevant parties on specified schedule. This can be anything from SLA stats on tickets raised/closed in a period to managerial staff all the way to a daily breakdown of agent hours and interactions in the day. To […]

The Report Screen Explained

The core elements of the report screen detailed. Related Articles: Scheduling reports Adding new reports System and Custom Fields The reporting feature is a very powerful tool which allows you to explore your Halo database in full. With this it is possible to view metrics specific to your service desk, interpret this information and subsequently […]

Creating API Applications

In this guide we will cover: – API Details – Application Configuration Related Guides: Halo Integrator This guide outlines the configuration of Halo applications which can be used to connect applications to your instance of Halo via the API. API Details Navigate to Configuration > Integrations > Halo API to see the related configuration page. […]

Beyond Trust Integration

In this guide we will cover: – What is the Beyond Trust Integration? – Enabling the Module – Remote Support Configuration – Connecting to Beyond Trust – Teams and Agents – Remote Session Data/Webhooks – Sending Invites – Linking Sessions – Custom Button to Open the Device Automatically What is the Beyond Trust Integration? Beyond […]

Azure Automation Integration

In this guide we will cover: – What is the Azure Automation Integration? – Creating the Webhook – Sending the Webhook – Advanced Configuration What is the Azure Automation Integration? Azure Automate can be integrated with Halo to automate service requests like mailbox creation, access granting and new users. Creating the Webhook This integration uses […]

Lansweeper Integration

In this guide we will cover: – What is the Lansweeper Integration? – Pre-Requisites – Enabling the Module – SQL Details – Key Fields – Field Mappings – Advanced Configuration – Halo Integrator What is the Lansweeper Integration? On-prem Lansweeper instances can be integrated with Halo to import and manage assets. Pre-Requisites Your Lansweeper database […]

Jira Software Integration

In this guide we will cover: – What is the Jira Integration? – Pre-requisites-Jira side – Connecting Halo to Jira – Pre-requisites-Jira side – Syncing To Jira – Manually linking a ticket to an existing Jira issue – Send a Ticket to Jira – Managing linked issues – Syncing Updates back to Halo – Monitoring […]