Automated Statement of Work Generation and AI Project task Creation

In this guide we will cover: – How to automate SoW creation – How to create project tasks based on your SoW using AI The statement of work against your opportunity tickets can be generated automatically based on the services you are quoting the customer for. When quoting customers for products that each have their […]

Prometheus Integration

In this guide we will cover: – What is the Prometheus Integration? – Connecting to Prometheus – Configuring Asset Imports – Automatically import/update Assets on a schedule – Alerting – Have assets create instantly in Halo when created in Prometheus What is the Prometheus Integration? The Prometheus integration can be used to import targets from […]

SaaSAlerts Integration

In this guide we will cover: – What is the SaaS Alerts Integration? – Link to SaaS Documentation – Solution Overview – Integration Benefits What is the SaaS Alerts Integration? The SaaS Alerts and Halo integration allows you to more easily create, organize and manage medium and critical alerts from SaaS Alerts. Link to SaaS […]

Backend Services: Common Errors, Causes and Resolutions

In this guide we will cover: – Halo Integrator Log Errors – Incoming Log (incoming email) Errors – Outgoing log (outgoing email) Errors – Automation Log Errors – Schedule Occurrence Log Errors Related Guides: Backend Services Monitoring Log Retention Halo Integrator Log Errors These error messages are found under the 'Halo Integrator Log' when selecting […]

Backend Services Monitoring

In this guide we will cover: – What is Backend Services Monitoring?  – Navigating the Backend Services Monitoring area – Backend Service Monitoring for UAT Instances (v2.230.1+) – Common Errors Related Guides: Log Retention What is Backend Services Monitoring?  Backend services monitoring allows you to monitor services, automations and events that run on the backend […]

Forethought AI Solve Integration

In this guide we will cover: – What is the Forethought Integration? – How to connect the Forethought integration -Customising the widget -Embedding the widget to your portal -Setting which widget is used in each portal – Choose Which Pages of the Portal the Widget Appears On -Using Forethought widgets with Chat profiles What is […]

CrewHu Integration

This integration has been created by CrewHu, Halo has provided a link here: CrewHu – Halo Integration

Hopewiser Integration

In this guide we will cover: – What is the Hopewiser Integration? – Enabling the Hopewiser Module – Connecting to Hopewiser – Using the Address Lookup on a User – Using the Address Lookup on a Ticket What is the Hopewiser Integration? The Hopewiser integration can be used to search addresses from Hopewiser on a […]

New Relic Integration

In this guide we will cover: – What is the New Relic Integration? – How to connect to the New Relic Integration – Choosing an Integration version – Legacy- Halo Integrator method – Current – Webhooks – Viewing Alerts What is the New Relic Integration? The New Relic integration allows you to manage incidents from […]

Branding in Halo

In this guide we will cover: -What can be branded in Halo?  – How to Brand Email Templates  – How to Brand the Self-service Portal What can be branded in Halo?  User facing entities in Halo can be branded to, reflect the organisation or team that is providing the service to the user, or they […]