Twilio for WhatsApp Business Integration
In this guide we will cover: – What is the Twilio for WhatsApp Business Integration? – Enabling the Module – Configuration Options – Configure Incoming Messages – Configure Outgoing Messages – Receiving Messages – Restrict access to a WhatsApp Account – Message Attachments – Transcribing Voice Notes – Enable Halo Integrator What is the Twilio […]
Zoom Integration
In this guide we will cover: – What is the Zoom Integration? – Enabling the Zoom Module – Configuring the Integration What is the Zoom Integration? The Zoom integration can be used for call management in your Halo instance and can open the Halo call screen when answered on Zoom. Note: Zoom Phone is required […]
Restricting Agent Reporting Access
In this guide we will cover: – Setting Agent Restrictions for the Reporting Module – Setting Agent Restrictions for Specific Reports – Setting Restrictions for the Types of Reports Agents can Create – Reporting with Sensitive tickets Setting Agent Restrictions for the Reporting Module If you would like certain agents to have no access to the […]
Making Use Of Canned Text and $ Variables
In this guide we will cover: – Using Canned Text – Creating Canned Text – Variables – Canned Text Access Control – Team Specific Canned Text – Canned Text Favourites Note: Any variable written in this guide is written with a hyphen between the $ sign and the word. This is so there is no […]
Ninja Systray Icon
In this guide we will cover: – Modifying Ninja Emails – Creating a Halo Email Rule Related Guides: NinjaOne Integration If you are using the Systray Icon in NinjaOne that raises tickets, this can be modified so that tickets are created in Halo. Modifying Ninja Emails In Ninja, go to Configuration > Branding > Systray […]
Using HaloDBLookupService to set up a Database Lookup for an external SQL Server Database
In version 2.109+ there is a new connection option for database lookups "External SQL DB (different network from Halo)". This connection method allows you to host a web application called "HaloDBLookupService" on your own network which can connect to your own SQL Server databases. The Halo API then connects to this Service using requests signed […]
Kaseya VSA Integration
In this guide we will cover: – What is the Kaseya VSA Integration? – Obtaining Kaseya Credentials – Authenticating the Integration – Importing Clients – Importing Assets – Import Assets and Clients Automatically – Alerting Related Guides: Kaseya VSA X Integration What is the Kaseya VSA Integration? The Kaseya VSA integration allows assets and clients to […]
Creating a Report From an Action
In this guide we will cover: – 'Generate Report' System Use – Use on a Ticket – Filtering the Report with Variables 'Generate Report' System Use To create a report in a ticket you can use an action with the system use 'Generate Report'. When creating an action (Configuration > Tickets > Actions > Details) […]
Fair Use Policy
Fair Use Policy Glossary of terms Policy Rate Limit Fair Use Examples of Prohibited Use Enforcement Contact Us Additional Clauses for Hosted Platform Glossary of terms Fair use: Fair use is a legal doctrine that allows for the limited use of copyrighted material without permission from the copyright holder. Fair use is determined on a […]
PRTG Integration
In this guide we will cover: – What is the PRTG Integration? – Configuring the PRTG Module – Asset Imports – Halo Integrator – Webhooks What is the PRTG Integration? PRTG can be integrated with Halo to create and manage alerts. Configuring the PRTG Module To enable the PRTG integration in Halo, go to Configuration […]