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? Kaseya VSA X can be integrated with Halo […]

Creating Users

In this guide we will cover: – What are Users? – Creating Users Manually      – Customers Area      – New Ticket Screen      – New Call Screen      – Changing End-User      – Converting from an Opportunity – Creating Users via Portal Registration – Create Users from Anonymously Logged […]

Major Incident Management

In this guide we will cover: – What is a Major Incident? – Tha Major Incident Console – Identifying a Major Incident – Logging a Major Incident Ticket – Actioning the Major Incident Ticket – Resolving and Closing the Major Incident What is a Major Incident? A Major Incident is effectively an Incident that is […]

Vector Search Databases (for AI Search)

In this guide we will cover: – What is a Vector Search Database? – Indexing – Vector Search Database Options What is a Vector Search Database? A vector search database is a database that is designed to store and search embeddings.  Embeddings – Numerical representations of data used to find items that are semantically similar. […]

Single Sign-On (SSO) in Halo

In this guide we will cover: – The Single Sign-On Module – Setting up Single Sign-On – Single Sign-On Options – Matching Users – Claim Validations – User Provisioning (creation) – Adding SSO buttons to login Page – Customise Single Sign-On Buttons The Single Sign-On Module A Single Sign-On module is available in Halo, a […]

Google Maps Integration

In this guide we will cover: – What is the Google Maps Integration? – Connecting to Google Maps – Configuring the Map – Bulk Updating Data What is the Google Maps Integration? Google Maps can be integrated with Halo to show your Customers and Opportunities on a map, estimate their addresses and automatically add these […]

Trigger a Microsoft Power Automate flow using Halo Webhooks

In this guide we will cover: – Pre-Requisites – Setup – Use data from the webhook payload in the flow Halo can be integrated with Microsoft Power Automate allowing you to create automated flows that interact with the Halo API. Halo webhooks can be used to have events in Halo trigger the start of a […]

Eracent Integration

In this guide we will cover: – What is the Eracent Integration? – Connecting to Eracent – Site Mappings – User Mappings – Asset Imports – Miscellaneous Settings – Syncing  What is the Eracent Integration? The Eracent integration can be used to import Assets from Eracent into Halo. If there is a User and/or Software […]

Knowledge Base Article Feedback

In this guide we will cover: – What is Article Feedback? – Allowing Article Ratings – Allowing Article Comments – Using a Ticket Type to Receive Feedback – Tracking Feedback What is Article Feedback? Article Feedback can be left by either Agents or Users on an Article through an upvote/downvote system, alongside the option to […]