AI Acknowledgement Emails

In this guide we will cover: – Using AI to Generate Acknowledgement Emails – Adding an AI response to a template Related Guides: Boost Ticket Processing using AI Using AI to Generate Acknowledgement Emails AI can be used to send out acknowledgement emails when a ticket is logged. From v2.216 you can set this per […]

Sophos Integration

In this guide we will cover: – What is the Sophos Integration? – Connecting to Sophos – Importing Customers – Importing Licences   – Halo Integrator  What is the Sophos Integration? Available as of v.2.216+, the Sophos integration can be used to import customers and their licences into Halo.  Connecting to Sophos In Configuration > […]

UserWay Integration

In this guide we will cover: – What is the UserWay Integration? – Enabling UserWay on the Self Service Portal – Enabling UserWay on the Agent Application  What is the UserWay Intgration? UserWay is an accessibility tool which can be integrated with Halo on the Self Service Portal and the Agent Application (v2.214+).  Enabling UserWay […]

Project Setup Wizard

In this guide we will cover: – What is the Project Setup Wizard? – Creating Projects – Creating Project Tasks What is the Project Setup Wizard? Available as of v2.214.1+, the Project Setup Wizard is a tab available on Quotations and Sales Orders to directly create a custom project setup based on products that have […]

Peppol e-Invoicing via Tickstar

In this guide we will cover: – What is Peppol e-Invoicing via Tickstar? – Installing the Integration – Authentication Configuration – Integration Customisation – Enabling the Integration – Invoicing Syncing and Error Logs What is Peppol e-Invoicing via Tickstar? Peppol e-Invoicing via Tickstar allows you to configure the Peppol (Pan-European Public Procurement Online) e-Invoicing integration […]

API Applications with Organisation access

Enable Multi-tenancy so that you can create multiple organizations Create departments within the organizations. These departments will be assigned to your API Agents. Create an Agent and enable the setting for "Is API Agent", then assign them access to a department from the correct organization Go to the customer records that should be part of […]

Advanced Agent Restriction

In this guide we will cover: – What are Departments? – What are Teams? – What are Roles? – Restricting Administrator Access – Restricting Reporting on Tickets – Build Permissions without Administrator Access Admin Guides: Agents  Departments Roles  Teams Related Guides: Access Control  Departments Roles Teams This guide outlines how Agents, including those with the […]

Acknowledgement Email Hierarchy

In this guide we will cover: – Acknowledgement Email Flow – Setting locations – Additional Settings to Consider There are various places in Halo to set whether an acknowledgement email is sent out to a user. This allows you to automate who receives an acknowledgement email.  Acknowledgement Email – An email sent out to user(s) automatically […]

Kaseya VSA X Integration

In this guide we will cover: – What is the Kaseya VSA X Integration? – Connecting to Kaseya VSA X – Customer Imports – Asset Imports – Alert Webhooks – Syncing with the Halo Integrator Related Guides: Kaseya VSA Integration What is the Kaseya VSA X Integration? Available as of v2.214.1+, Kaseya VSA X can […]

Creating Users

In this guide we will cover: – What are Users? – Manual Creation      – Customers Area      – New Ticket Screen      – New Call Screen      – Changing End-User      – Converting from an Opportunity – Portal Registration – Email Matching – CSV/XLS Import – Integration Import Admin […]