Execute Automation Runbooks from the Chatbot
In this guide we will cover: – Introduction – How to trigger a Runbook from the chatbot – Use Chat Data in a Runbook – Keep the User updated on Runbook progress – Auditing the Runbook – Restrict the chat progress based on Runbook Result message Related Guides: Chat Bot and Chat Profiles Virtual Agents […]
Custom Field Value Storage
In this guide we will cover: – Enabling the New Value Storage Method – Selecting a Storage Method – Differences Between the Two Enabling the New Value Storage Method The new value storage method can be enabled within Configuration > Advanced Settings > Performance section, by enabling the following checkbox. Note: This method will only […]
Live Chat in Halo
In this guide we will cover: – What is Live Chat in Halo? – Starting Live chat – The Chat Area – Translating Live Chat – Waiting for Live Chat Agents – Abandoned Live Chats – Reporting on Live Chat – Allowing Attachments in the Live Chat – Virtual Agents – Triggering Webhooks From Chat Admin […]
Licences/Subscriptions Overview
In this guide we will cover: – The Difference Between Licences and Subscriptions – Adding Licences/Subscriptions to Customers – Linking Licences/Subscriptions to Assets – Assigning Licences/Subscriptions to Users – Automatic Billing Quantities – Viewing Change History – Adding Attachments – Handling Licence & Subscription End Dates Related Guides: Custom SQL Query for Licence/Subscription Count on […]
ISL Online Integration
In this guide we will cover: – What is the ISL Online Integration? – Enabling the Module – Connecting to ISL Online – Attended Access Matching – Opening an Asset in ISL Online Admin Guides: General Settings (Remote Support) What is the ISL Online Integration? The ISL Online integration allows remote access to devices when […]
Site Contacts
In this guide we will cover: – Creating a Site Contact – Site Contact Types – Setting Site Contact Access Level – Logging Tickets on Behalf of Others within the Site – Notifications for Site Contacts Admin Guides: Site Contact Types Related Guides: Customer, Site and User Records Sites Site contacts can be assigned to […]
Supplier Contacts/Users
In this guide we will cover: – Creating Supplier Users – Importing Supplier Users – Logging to Supplier Users – Supplier Portal Access Admin Guides: Suppliers Related Guides: Asset Import – CSV/XLS/Spreadsheet Method Suppliers in Halo Supplier users can be used as contacts of a ticket, and can be given access to tickets they are […]
Snipe-IT Integration
In this guide we will cover: – What is the Snipe-IT Integration?– Enabling the Snipe-IT Module – Connecting to Snipe-IT – Customer Import – Asset Import – Enabling Syncing What is the Snipe-IT Integration? Snipe-IT can be integrated with Halo to import and manage assets. Enabling the Snipe-IT Module In Configuration > Integrations > Asset […]
Automating Procurement
In this guide we will cover: – How to have purchase orders automatically create when item stock is below a set level This functionality helps to automate stock management, rather than monitoring stock manually this allows stock to be monitored and have purchase orders raised accordingly to replenish stock. Pre-requisites: You must be using our […]
Use AI to Analyse Report Data
In this guide we will cover: – Enabling AI Report Analysis – Analysing a Report – Reporting on Summaries – Adding Summaries to Report PDFs AI can be used to analyse data contained within Reports, and provide a summary that shows at the top of the Report. This summary can be reported on or added […]