Appearance/Home Screen
In this guide we will cover: – Basic Configuration Options – Home Screen Configuration Associated Admin Guide: 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 > […]
Managing Multiple End User Portals
In this guide we will cover: – How to have a second end user portal set up – Customise the Branding of each portal – Customise Portal CSS – Customise Portal Language – Setting Portal Access – Distributing portal URLs using $-Variables – Restricting Portal Button Access – Restricting Portal FAQ list access – Restricting […]
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 Function […]
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 […]
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, […]
How to Restrict Users Access to Reports
In this guide we will cover: – Making Reports Available in the Portal – Restricting which Reports Users can see in the Portal – Making a Report Publicly Available Making Reports Available in the Portal Head to Configuration > Self Service Portal, and then to the Menu Buttons area. Here, add the button called 'My […]
Halo Chat Widget Properties and Examples (v2.172+)
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> […]