MCP Endpoint: Use the Chatbot to Query and Update Data in your Instance
In this guide we will cover: – Overview – Required Setup – Using the MCP Endpoint to query instance data Related Guides: Halo MCP Server Connection Overview The MCP endpoint can be utilised alongside the Halo Chatbot to have OpenAI evaluate data in your Halo instance and carry out actions in your Halo. Useful for […]
Customising Ticket Views in Halo
In this guide we will cover: – An Overview of Viewing Tickets – Levels of Filtering and Customising the Ticket View An Overview of Viewing Tickets There are various customisation options in Halo to organise where different tickets show and how agents can view them. Allowing you to configure your service desk to be optimal […]
Create Knowledge Base Articles using files/documents
In this guide we will cover: – Enable Document Based Knowledge Articles – Create Document based Knowledge Articles – Searching on Document Articles – Updating Document Articles Functionality outlined in this guide is available as of v2.218+. Knowledge base articles in Halo can be created by uploading a document/file to the knowledge base. The contents […]
Runbook Level Variables
In this guide we will cover: – What are Runbook Level variables? – Creating Runbook Variables – Configuring Variables – Worked Example Related Guides: Custom Integrations/Runbooks Custom Integrations What are Runbook Level Variables? When obtaining data from the API chances are you are not going to want the entire response body, but only particular parts of […]
Splunk On Call Integration
In this guide we will cover: – What is the Splunk On Call Integration? – Connecting to Splunk On Call – Configuring and Integrating Splunk On Call – Creating Splunk On Call Webhooks What is the Splunk On Call Integration? Splunk on Call is an incident management platform designed to help teams respond quickly to problems […]
Call Scripts
In this guide we will cover: – What are Call Scripts? – Creating a Call Script – Question Types – Choosing and Following a Call Script Administrator 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 […]
Custom CSS in the Self-Service Portal
In this guide we will cover: – Adding CSS – How to customise the look of your Self service portal using CSS – Customisation Examples Various options are available to allow you to customise your end user portal. These can be set and adjusted easily in the UI. This includes changing elements such as your […]
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 […]
Connect AI to Halo using Azure OpenAI
In this guide we will cover: – Video Walkthrough – Create an AI model in Azure and connect this model to Halo – Entering Details in Halo In order to use AI in your Halo instance you will need to connect and AI model. In this article we will walkthrough how to configure and […]
Hosting your own Halo Integrator
In this guide we will cover: – Installing the Halo Integrator – Configuring the Halo Integrator – Setting up different Scheduled Tasks for your Halo Integrator – Upgrading your Halo Integrator Related Guides: Halo Integrator Active Directory Lansweeper This guide will cover how to install, setup and upgrade the 'Locally Hosted' version of the Halo […]