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 – 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 of […]

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 […]

Use AI to Analyse Business Performance

In this guide we will cover: – How can AI be used to Analyse Business Performance – Overview of the Process – Customise this process This functionality is only available out-of-the-box to customers using HaloPSA, if you are using another Halo product and would like to use this functionality please contact our support team.  How […]

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 […]

Syncing Tickets Between Instances

In this guide we will cover: – Connecting instances – Determine how Tickets and actions are synced (mappings) – Action Configuration – How to Pass tickets and updates between Instances – Worked Example  – Troubleshooting The functionality outlined in this guide is available as of v2.184+ of Halo. For functionality prior to this version see […]

Zendesk Migration

In this guide we will cover: – What is the Zendesk Migration Tool? – Getting Zendesk Credentials – Connecting to Zendesk – Importing Data What is the Zendesk Migration Tool? The Zendesk migration tool can be used to import data from your Zendesk instance into Halo. It can import organisations (customers), users, articles, and incidents […]

ServiceNow Migration

In this guide we will cover: – What is the ServiceNow Migration Tool? – Getting Details from ServiceNow – Connecting to ServiceNow – Importing Data What is the ServiceNow Migration Tool? The ServiceNow migration tool can be used to bring over data from a ServiceNow instance into Halo. It can migrate companies and locations, users, […]