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
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 of […]
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 […]