WordPress.org Integration

In this guide we will cover: – What is the WordPress.org Integration? – Connecting to a WordPress.org Site – Importing Posts – Enabling the Halo Integrator What is the WordPress.org Integration? The WordPress.org integration can import posts from a self-hosted WordPress site as Knowledge Base articles in Halo.  Note: If the website is hosted by […]

WordPress.com Integration

In this guide we will cover: – What is the WordPress.com Integration? – Connecting to a WordPress.com Site – Importing Posts – Enabling the Halo Integrator What is the WordPress.com Integration? The WordPress.com integration can import posts from a hosted WordPress site as Knowledge Base articles in Halo.  Note: If the website is self-hosted, you […]

Trustpilot Integration

In this guide we will cover: – What is the Trustpilot Integration? – Enabling the Trustpilot Integration – Configuring Trustpilot Webhooks Related Guides: Surveys What is the Trustpilot Integration? The Trustpilot integration allows for tickets to be logged in Halo when reviews are left on Trustpilot below a certain score. Note: This integration requires Trustpilot […]

Connecting Halo to BI Tools: Publish Profiles & Direct Database Access

In this guide we will cover: – Creating a Publish Profile – Adding the Report – Connecting to Postman – Connecting to Power BI – Upload Scheduled Reports to SharePoint Creating a Publish Profile On the "Availability" tab of reports there is a checkbox for publishing reports. The "Scheduled Emails" tab will eventually include a […]

Reacting Personal Information on Tickets – PII Data Flagging

In this guide we will cover: What is PII Data Flagging? Setting up PII Data Flagging Scanning Tickets for PII Viewing Detected PII for a Particular Ticket Redacting Data See all Active PII Detections and Redact/Ignore History What does Redacting Data Do? The functionality in this guide is available from v2.238+.  What is PII Data […]

User Roles

In this guide we will cover: – What are User Roles? – Creating User Roles – Assigning User Roles Manually – Assigning User Roles Automatically – Additional Restrictions by User Role Configuration Settings: User Roles What are User Roles? User Roles are roles that can set permissions and various settings against the user the role […]

Column Profiles

In this guide we will cover: – Available Entities and Defaults – Creating a Column Profile – Sorting Tickets – Display Types (Kanban, Tile, Gantt) – Column profiles and Child Tickets – Using Dashboard Column Profiles – Access Control – Billing Column Profiles – Filtering via the Column Profile Admin Guides:  Ticket Types Views Self […]

Automatic Logout Issues

In this guide we will cover: – Steps to Stop Automatic Logouts Sometimes you may find that certain agents are getting logged out of Halo on a repeated basis, often at a certain time or after a certain event. This guide will cover common places to check, explaining the logic throughout.  If you have any […]

Report Builder

In this guide we will cover: – Opening the Query Builder – Adding Fields – Adding Conditions – Generating the Report – Adding Filters – Saving the Report – Using the Report – Customising Fields (Sorting, Grouping, Count, Compare to previous period) – Using the Query Builder to create SQL Admin Guides: General Settings (Reporting) […]

Account Managers

In this guide we will cover: – Setting Account Manager Types – Functionality Available per Account Manager Type Related Guides: Cc and Bcc Email Configuration Setting Account Manager Types Multiple types of Account Manager field can be set against a client's profile. Within the "Details" tab, open the "Assigning and Account Manager" dropdown to see […]