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 Teams to Launch the Halo Call Screen This guide takes you through how to configure Microsoft Teams to launch the Halo call screen when answering inbound calls from Teams. Turn the option on in Teams Admin Centre. Voice > Calling Policies > select relevant policy/policies > “URL to open […]
IPECS Integration
In this guide we will cover: – Enabling Call Management – Connecting IPECS Enabling Call Management First, we want to ensure that your Call Management module is enabled. To do this, head to the Configuration > Channels > Call Management. Fig 1. Call Management module. If it is enabled, it will be coloured and if […]
RingCentral Integration
In this guide we will cover: – Enabling Call Management – Connecting RingCentral Enabling Call Management First, we want to ensure that your Call Management module is enabled. To do this, head to the 'Administration Console' > 'Channels' > 'Call Management'. Fig 1. Call Management module. If it is enabled, it will be coloured. If […]
GoIntegrator Integration
In this guide we will cover: – Enabling Call Management – Connecting GoIntegrator Enabling 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. Fig 1. Call Management module. If it is enabled, it will be coloured and […]
Bvoip Integration
In this guide we will cover: – Enabling Call Management – Connecting to Bvoip Enabling Call Management First, we want to ensure that your Call Management module is enabled. To do this, head to the Configuration > Channels > Call Management. Fig 1. Call Management module. If it is enabled, it will be coloured and […]
8×8 Integration
In this guide we will cover: – Enabling Call Management – Connecting 8×8 Enabling Call Management First, we want to ensure that your Call Management module is enabled. To do this, head to the Configuration > Channels > Call Management. Fig 1. Call Management module. If it is enabled, it will be coloured and if […]
Zoom Integration
In this guide we will cover: – Enabling the Zoom Module – Configuring the 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 for this integration. Enabling the Zoom Module To enable Zoom for […]
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 […]
