AI Surveys
In this guide we will cover: – What are AI Surveys and how to set them up The AI-powered survey functionality can analyse ticket data to estimate the satisfaction score and potential comments a user might give, based on the interaction between the user and the agent. This provides additional feedback data beyond what users […]
Datadog Integration
In this guide we will cover: – What is the Datadog Integration? – Connecting to Datadog – Creating an Authorisation Application – Additional Configuration for Security Alerts – Default Ticket Type and End User – Creating the Webhooks – Triggering Webhooks for Monitoring Alerts – Triggering Webhooks for Security Alerts – Customise the Created Alert […]
Snow Integration
In this guide we will cover: – What is the Snow Integration? – Connecting to Snow – Customers – Assets – Software Licences – Syncing What is the Snow Integration? On-Prem instances of Snow can be integrated with Halo to import and manage assets. The integration will work for both internal and publicly accessible instances […]
Confluence Integration
In this guide we will cover: – What is the Confluence Integration? – Connecting to Confluence – Using the Integration – Viewing Confluence Articles in the Portal What is the Confluence Integration? The Confluence integration is used to import and update knowledge base articles from Confluence into Halo. Allowing you to use the formatting tools […]
ServiceNow Webhooks
In this guide we will cover: – How to set up Webhooks used with the ServiceNow integration ServiceNow webhooks allow you to have tickets in Halo create automatically when incidents, change requests, service requests, change requests and problem tickets are raised in ServiceNow. They also allow work notes and additional comments added to the tickets […]
RingCentral Integration
In this guide we will cover: – What is the RingCentral Integration? – Enabling Call Management – Connecting RingCentral What is the RingCentral Integration? RingCentral can be integrated with Halo to display the call screen when a call is received from RingCentral. Enabling Call Management First, ensure that your Call Management module is enabled. Head […]
Dynatrace Integration
In this guide we will cover: – What is the Dynatrace Integration? – Connecting to Dynatrace – Site Mappings – Host and Service Imports – Alerting What is the Dynatrace Integration? The Dynatrace integration can be integrated with your Halo to allow the import of hosts and services, as well as for tickets to be […]
AI Azure Translator
In this guide we will cover: – Enabling Azure AI Translator – Configuring Azure AI Translator – Using Translations on a Ticket – User Translations in the Self-Service Portal – Translations in the Live Chat – Language Pack AI Translations – Action Toggles The Azure Translator integration allows you to instantly translate notes from users or […]
Microsoft Entra ID: Single Sign On (B2B)
In this guide we will cover: – Introduction – Configuration Options – App Registration Configuration – Halo Configuration – Grant Consent for the Application – Configure Additional SSO Behaviour Related Guides: Microsoft CSP Integration Microsoft Entra Integration (Formerly: Azure Active Directory) Single Sign-On (B2C) Introduction What is B2B Single Sign-On (SSO)? Single Sign-On via a B2B […]
SharePoint Integration
In this guide we will cover: – What is the SharePoint Integration? – Enabling the SharePoint Module – Creating folders in Document Management – Connecting SharePoint – Configuring Mappings – Using the Integration Admin Guides: Document Management Related Guides: Document Management Area Document Management for Customers, Sites and Users What is the SharePoint Integration? The […]