Remove Your Company Details from the Self-Service Portal

In this guide we will cover: – New Method (Recommended) – Old Method (Deprecated as of v2.145) By default your organisation details will appear in the footer of your self-service portal. These include your organisation address, phone number, email address and (as of v2.178+) website. All these organisation details are set under configuration > organisations. […]

Google Analytics in the Self-Service Portal

In this guide we will cover: – Setting up Google Analytics Setting up Google Analytics Google Analytics can be connected to your Halo Self Service portal, allowing you to track the traffic and user behaviour on the portal.  To set this up you will first need to obtain the measurement ID of your Google Analytics […]

Raising a Service Request

In this guide we will cover: – Creating the Ticket Type – Priority Field – Configure the Menu Button – Menu Button List – New Form Screen Admin Guides: Self Service Portal  Ticket Types Related Guides: Service Catalogue Creating the Ticket Type When tickets are raised by agents in (or by end-users on the Self-Service Portal) […]

Showing your Roadmap

In this guide we will cover: – Adding the Roadmaps Option to the Self-Service Portal – Enabling Roadmap Columns  Admin Guides: Self Service Portal You can show your upcoming changes on the Self-Service Portal via the inclusion of the 'Roadmaps' menu option. This will show Tickets of ITIL type 'Change Request' in a Kanban format, […]

Appearance/Home Screen

In this guide we will cover: – Basic Configuration Options – Home Screen Configuration Admin Guides: Self Service Portal Basic Configuration Options The Self-Service portal can be personalised to give your end-users a unique experience when providing self-service. All configuration options around customising your Self-Service portal can be found via heading to Configuration > Self-Service […]

Virtual Agents in the Chat Bot

In this guide we will cover:  – What are Virtual agents in Halo? – Functions of Virtual Agents – Using Virtual Agents – Creating a new virtual Agent – Plugging a Virtual Agent into a Chat Profile – Custom Functions (against the chat profile) – Customising Virtual Agent functions  – Disable System functions – Restrict […]

The Service Catalogue – Advanced Configuration

In this guide we will cover:  – What are services and when are they used?  – Creating a new service with a breakdown of each setting – Change the service image/logo What are services and when are they used? Services in Halo are used to organise the services you provide to your end users, rather […]

Pushing the Teams Embedded Self Service Portal to Customers Microsoft Teams Tenants

Prerequisites for this include setting up the following guides:  Microsoft Teams Integration Embedding your Halo Self-Service Portal into Microsoft Teams This use case of the Microsoft Teams embedded portal, was created by homotechsual: https://github.com/homotechsual/Blog-Scripts/blob/main/Microsoft%20365/Teams/WebTabForPartners.ps1 Alternate link

Viewing Child Tickets on the Portal

In this guide we will cover: – Showing Child Tickets on the User Portal – Configuring the Tab Showing Child Tickets on the User Portal For End-Users to see child tickets on the portal you will first need to set the ticket type level setting to determine what child tickets they can see: Configuration > […]

Service/Application Availability Management

In this guide we will cover: – What is Service availability tracking? – How to set up service availability tracking – Be notified if a service is down – Reviewing downtime  What is Service availability tracking? Service and application availability tracking in Halo allows you to track the amount of uptime and downtime that has […]