Call Scripts

In this guide we will cover: – What are Call Scripts? – Creating a Call Script – Question Types – Choosing and Following a Call Script Administrator Guides: Call Scripts Related Guides: Call Management What are Call Scripts? Call scripts are a series of questions used to guide agents through a dialogue when on call […]

3CX Integration Methods

In this guide we will cover: – Web Client Method – CRM Template Method – Desktop Softphone Method Halo can display incoming call pop-ups, place outgoing calls, and display the call handling screen when a call is accepted in 3CX. After recent changes by 3CX the below methods only work on Pro and Ent (Professional […]

Call Pop-Up for Microsoft Teams

In this guide we will cover: – Configuring the Teams Admin Centre – Configuring each User Administrator Guides: General Settings (Call Management) Related Guides: Call Management Microsoft Teams Integration This guide takes you through how to configure Microsoft Teams to launch the Halo call screen when answering inbound calls from Teams. Configuring the Teams Admin […]

IPECS Integration

In this guide we will cover: – What is the IPECS Integration? – Enabling Call Management – Connecting IPECS What is the IPECS Integration? IPECS can be integrated with Halo to display the call screen when a call is received from IPECS. Enabling Call Management First, we want to ensure that your Call Management module […]

RingCentral Integration

In this guide we will cover: – What is the RingCentral Integration? – Enabling Call Management  – Connecting RingCentral What is the RingCentral Integration? RingCentral can be integrated with Halo to display the call screen when a call is received from RingCentral. Enabling Call Management First, we want to ensure that your Call Management module […]

GoIntegrator Integration

In this guide we will cover: – What is the GoIntegrator Integration? – Enabling Call Management – Connecting GoIntegrator What is the GoIntegrator Integration? GoIntegrator can be integrated with Halo to display the call screen when a call is received from GoIntegrator. Enabling Call Management First, we want to ensure that your Call Management module […]

Bvoip Integration

In this guide we will cover: – What is the Bvoip Integration? – Enabling Call Management – Connecting to Bvoip What is the Bvoip Integration? Bvoip can be integrated with Halo to display the call screen when a call is received from Bvoip. Enabling Call Management First, we want to ensure that your Call Management […]

8×8 Integration

In this guide we will cover: – What is the 8×8 Integration? – Enabling Call Management – Connecting 8×8 What is the 8×8 Integration? 8×8 can be integrated with Halo to display the call screen when a call is received from 8×8. Enabling Call Management First, we want to ensure that your Call Management module […]

Zoom Integration

In this guide we will cover: – What is the Zoom Integration? – Enabling the Zoom Module – Configuring the Integration What is the Zoom Integration? The Zoom integration can be used for call management in your Halo instance and can open the Halo call screen when answered on Zoom. Note: Zoom Phone is required […]

Setting Up Call Functionality

Call Management is a feature that is primarily used when you have agents answering the phone or making calls to log tickets.  You can have your agents run through call scripts to automate the process of information gathering and then log this in the ticket. When enabled, you can edit the settings for this feature. […]