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 […]
AT&T Integration
In this guide we will cover: – What is the AT&T Integration? – Connecting to AT&T – Using the Catalog What is the AT&T Integration? AT&T can be integrated with Halo to fully automate quoting and billing of telecom solutions. Connecting to AT&T AT&T integration has been added to the 'Product Catalogs' integration group: Fig […]
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 (v2.172+) – Waiting for Live Chat Agents – Abandoned Live chats (v2.178+) – Virtual Agents Associated Administrator Guide: Chat Related Guides: Chat Bot and Chat Profiles What is Live Chat in […]
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 – Automatic Billing Quantities – Viewing Change History – Adding Attachments (v2.186.1+) Related Guides: Custom SQL Query for Licence/Subscription Count on Recurring Invoice Lines Managing a Recurring Invoice's Lines Quantity, Price and […]
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? Available of of v2.188.1+, the ISL Online integration allows remote […]
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 […]
Charge Type Overrides Explained
In this guide we will cover: – The charge type hierarchy – Overriding charge type rates – Worked example Charge Type Hierarchy The default hierarchy used for Charge Types is as follows (with ticket type overriding all): Ticket Type Action Agent With the charge type applied on an action and the setting "Charge Type will […]
Supplier Contacts/Users
In this guide we will cover: – Creating Supplier Users – Importing Supplier Users – Logging to Supplier Users – Supplier Portal Access (v2.186.1+) 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 […]
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 […]