Open AI Integration

In this guide we will cover: – What is the OpenAI Integration? – Connecting to OpenAI – Common Uses for OpenAI What is the OpenAI Integration? The native integration with OpenAI can be used to write responses on tickets or improve on response agent's have written themselves. It can also be integrated into your live […]

Quotations

This guide outlines the core features available for Quotations. Related articles: Sales Orders Purchase Orders Configuring PDF Templates Quotations Quotations are the start of sales processing and allow you to quickly create, preview and send clear and highly customisable PDF quotation documents. To use quotations, make sure you have the sales module enabled in the […]

Datto RMM Integration

In this guide we will cover: – What is the Datto RMM Integration? – Connecting to Datto RMM – Configuring Asset Imports – Import assets and Customers/Sites automatically on a schedule – Remote into Assets from Halo – Alerting What is the Datto RMM Integration? Halo can be integrated with Datto RMM to have devices […]

Advanced Settings

Configuration > Advanced Settings   Field Type Description Application Colour Single Select Determines the default application colour. This will be the colour given to i.e. the navigation bar (which is displayed on the left hand side of Halo) and the configuration modules. Can be overridden per agent via their preferences, if permitted. To change this […]

Ticket Area Breakdown

A breakdown of each option in a ticket area.  The Halo Ticket screen is likely to be the most used page within Halo. So, we’ve designed it for the way that teams want to work. Fig 1. The Ticket Screen 1. Agent – This is a technician in a team, the small green circle attached to […]

Contracts

How to create customer contracts in Halo. Related Articles: Importing your data Supplier Contracts Assets Client contracts are used to track a specific agreement you have with a customer in regards to the service you provide them. For example, how much you charge the customer per period and what service level agreement (SLA) you work […]

Importing Data

                                                                                                                              In this guide we will cover: – Spreadsheet templates for imports – How to complete an import – Importing Data to Specific Fields – Finding Errors When Importing Spreadsheet templates for imports How to import data into the relevant areas of your system. Importing data via a spreadsheet allows you to create […]

Azure Mail Integration (Azure Mailbox Scan Method)

This is a legacy guide – we recommend using our guide 'Office 365/Azure Mailbox Setup' for the most comprehensive and up to date setup information.  In this guide we will cover: – How to set up a Mailbox in Halo using the Azure Mailbox scan method Note: Incoming mail can take up to 5 minutes to […]

Holiday Management

Configuration > Teams & Agents > Holiday Management Related Guides: Holiday Management General Settings Field Type Description Agent Status to set when an Agent is on Holiday Single Select Agents will be set to this Status when they are marked as being on Holiday i.e. when they create an 'Appointment' of Event Type 'Holiday' and […]

Chat Profiles

Configuration > Chat > Chat Profiles Related Guides: Live Chat in Halo Details Field Type Description Name Free Text This is the name of the Chat Profile as it will appear elsewhere throughout the system. Access Single Select The choice made here will determine which Users are able to use this Chat Profile. You may […]