Changing the Self-Service Portal Language
In this guide we will cover – Setting the General Language for the Self Service Portal – Changing the Language of the Self Service Portal for each Customer Site Related guides: Languages in Halo Setting the General Language for the Self Service Portal The default language your Halo uses is set under Configuration > Language, […]
Halo Chat Widget Properties and Examples
Quickstart You can embed chat on your website by adding the following to the end of your html body. You can retrieve your chat config id and key from Config > Chat > Chat Profiles, in the Halo Agent Application. <div id="halo-chat"></div> <script> var haloChatConfig = { chatServiceUrl: "https://yourHaloUrl.com/api", configId: "your-chat-config-id", configKey: "your-chat-config-key" } </script> […]
Chat Bot and Chat Profiles
In this guide we will cover: – What is the Chat Bot? – How to Configure a Chat Profile – User Verification – Start Live Chat – Translate Live Chat (Using Azure Translator) – Example Bot Flow – Customising the Chat Bot Profile – Setting which Chat Profile is used – Determine the start step […]
Embedding The Self-Service Portal within MS Teams with SSO
This guide is now deprecated. The up to date guide on how to embed your Halo portal into MS Teams with SSO (automatic sign in) can be found here. This guide will explain how to embed your self service portal within teams and allow for automatic sign in with SSO. Prerequisites You need to have […]
Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL
In this guide we will cover: – Setting up Anonymous Ticket Logging Setting up Anonymous Ticket Logging You can allow users to log requests anonymously (without authentication to the portal) for certain ticket types in the following way. The form can be accessed via a link or can be embedded on a website by adding […]
Agent Resource Booking
In this guide we will cover: – Agent Resource Booking Configuration – Ticket Type Configuration – Resource Booking via the Self-Service Portal – Linking to the Resource Booking screen via an Email Agent resource booking allows your technicians to send links to Customers directly & allows Customers to find a suitable time to book an […]
How long is welcome/password reset e-mail sent from web app valid for?
In this guide we will cover: – Default Expiry – Changing the Default Expiry Default Expiry Welcome or password reset emails are valid for 24 hours by default. After this time, they will expire and the user will not be able to reset their password and login. Changing the Default Expiry This default can be […]
Web Announcement
In this guide we will cover: – What are Web Announcements? – Setting an End Date – Overrides – Visibility – Permissions What are Web Announcements? Web announcements are messages that are displayed to all users on the End-User Portal. They can be set as seen below. Fig 1. Web Announcement option. Setting an End […]
Making Dashboards Available to Users on the Self-Service Portal
In this guide we will cover: – Sharing a Dashboard to the Portal – Publishing a Dashboard Sharing a Dashboard to the Portal Configuration > Reporting > Dashboards > *Click New* When configuring an in-app dashboard Fig 1. Dashboard Type You can use the User Access tab to determine who can see the dashboard on […]
Service Status Monitoring
In this guide we will cover: – Monitored Services – Setting up a Monitored Service (Email Alerts) – Ticket Driven Service Monitoring – Service Monitoring in the Portal – Service Monitoring and Live Chat – Notify Users/Agents when a Service Status Changes Monitored Services Services in Halo can also be configured as 'monitored' services, which […]