Canned Text vs Email Templates: What’s The Difference?
Canned text are text templates that can be used in actions. Agents can add canned text to an action by pressing the plus icon. They can also start typing the first few words of canned text and it will appear as a suggestion, which they can select to autocomplete their typing. Once the action that […]
Automated Tickets – Next Call Date
In this guide we will cover: – How to create an automated ticket based on the Next Call Date field Within Halo, you can set up automated tickets to monitor the agreement next call date field. This is useful for setting up a date to be notified as to when you should contact clients regarding […]
Automated Tickets
In this guide we will cover: – What are Automated Tickets used for? – Configuring Automated Tickets Admin Guides: Automated Tickets Related Guides: Automated Tickets – Next Call Date What are Automated Tickets used for? Automated Tickets are created with the purpose of prompting relevant Agents of events such as: Agreements commencing/expiring. Customers Next call […]
Making Use Of Canned Text and $ Variables
In this guide we will cover: – Using Canned Text – Creating Canned Text – Variables – Canned Text Access Control – Team Specific Canned Text – Canned Text Favourites Note: Any variable written in this guide is written with a hyphen between the $ sign and the word. This is so there is no […]
Scheduled Tickets
In this guide we will cover: – What are Scheduled tickets? – Creating Scheduled tickets – Adding From Client Level What are Scheduled Tickets? Using Scheduled Tickets can inform your Agents of recurring events and monitoring to be done. This will generate a Ticket at a set time with a given interval (such as every […]
Canned Text
In this guide we will cover: – What is Canned Text? – Using Canned Text – Adding new Canned Text From an Action – Managing Canned Text – Importing Canned Text Admin Guides: Canned Text What is Canned Text? Canned text is pre-written, easily accessible content designed to allow speed and consistency in your actions. […]