3CX Integration Methods
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 and Enterprise) versions of 3CX Method 1 – Web Client (Pro and Enterprise versions only) This should be […]
Call Pop-Up for Microsoft Teams
How to configure Microsoft Teams to launch the Halo call screen when picking up a call. This guide takes you through how to configure Microsoft Teams to launch the Halo call screen when answering inbound calls. Turn the option on in Teams Admin Centre. Voice > Calling Policies > select relevant policy/policies > “URL to […]
IPECS Integration
First, we want to ensure that your Call Management module is enabled. To do this, head to the Configuration > Channels > Call Management. If it is enabled, it will be coloured and if it is disabled, it will be grey. To enable, hover over the module and press the '+'. Click into the module, […]
RingCentral Integration
Integrating with RingCentral allows your Halo URL to be launched when incoming calls are answered. *This functionality was disabled when RingCentral removed their Desktop App which enabled it's use. Our development team are currently looking into another solution for this, but we do not have an ETA, as of the time of writing this. Apologies for […]
GoIntegrator Integration
How to set up Gointegrator integration for call management First, we want to ensure that your Call Management module is enabled. To do this, head to the Configuration > Channels > Call Management in Halo. If it is enabled, it will be coloured and if it is disabled, it will be grey. To enable, hover over […]
Bvoip Integration
First, we want to ensure that your Call Management module is enabled. To do this, head to the Configuration > Channels > Call Management. If it is enabled, it will be coloured and if it is disabled, it will be grey. To enable, hover over the module and press the '+'. Click into the module, […]
8×8 Integration
First, we want to ensure that your Call Management module is enabled. To do this, head to the Configuration > Channels > Call Management. If it is enabled, it will be coloured and if it is disabled, it will be grey. To enable, hover over the module and press the '+'. Click into the module, […]
Zoom Integration
The Zoom integration can be used for call management in your Halo instance. NOTE: Zoom Phone is required for this integration. To enable Zoom for call management, head to the Zoom integration and enable it. Not sure where to find it? Head to the 'Administration Console' > 'Workspace' > 'Integrations' > 'Zoom'. Make sure that […]
Setting Up Call Functionality In Halo
Call Management is a feature that is primarily used when you have agents answering the phone or making calls to log tickets in Halo. 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 […]
