Halo CommunityGuides

StableN/ASyncedN/A

StableN/ASyncedN/A

Halo Guides

Every Halo knowledge base article — 1060 of them, searchable right down to the section.

Most read

Microsoft Entra ID Integration (Formerly: Azure Active Directory)
The article provides a comprehensive guide on integrating Microsoft Entra ID (formerly Azure Active Directory) with Halo applications. It details the setup process for app registration, single sign-on (SSO) configuration, and agent/user import. It explains how to grant permissions to non-admin agents for setup, utilize multi-tenancy, and select authentication methods. The guide covers advanced configurations, including field and site mappings, role and team mappings, license management, and import synchronization using the Halo Integrator. Additionally, it discusses delta queries and inbound logging for efficient data management.
55,729 views
Microsoft CSP Integration
The Microsoft CSP integration is designed for importing user data from Azure tenants managed under the Microsoft Cloud Reseller Program (CSP). It's mainly used by organizations with multiple client Azure tenants through CSP and facilitates user and device information retrieval. The article details the setup process, including configuring app registrations in Azure, setting API permissions, and managing customer and tenant mappings. It also addresses user and asset import settings, licensing, and subscription management. The integration requires specific configurations in the Halo system and permissions in Azure.
35,172 views
Halo Integrator
The Halo Integrator is an application for executing scheduled integration imports with the Halo Web Application. It offers hosting for specific users and requires configuration through the Halo Integrator module, which involves downloading the latest version, setting up an API-only agent profile, and managing integrations. Hosted customers have additional considerations regarding client secrets and connection settings. For self-hosted installations, organizations can follow steps for downloading and configuring the application. The Integrator also supports scheduling recurring sync tasks. Notifications for errors can be configured for agents.
31,419 views
Importing Data
This article provides a comprehensive guide on importing data into the Halo platform using spreadsheets. It covers the use of spreadsheet templates, the process for completing imports, and how to handle specific field imports. Key topics include the update of existing entities by including identifiers, managing errors during the import process through the developer console, and steps for adding custom fields. The article also outlines where to find import settings for various entities, such as tickets, assets, clients, and more.
26,046 views
Microsoft Teams Integration
The article provides a comprehensive guide on integrating Microsoft Teams with Halo. It covers configuration steps, enabling notifications, chat management, and chatbot communications within Teams. Users can configure workflows, set up webhooks for notifications, and customize templates. It details methods for agents to communicate via Teams directly from Halo, including calls, messages, and chats, as well as managing these interactions within the platform. The integration includes importing shifts from Teams and setting up presence notifications. Chatbot setup for end-user interactions and branding customization is also explained.
24,844 views
Self-Service Portal Customisation
This article provides a comprehensive guide on customizing and configuring the Self-Service Portal. It covers portal customization options including URL, title, color, and logo configurations. The guide explains how to manage access settings, such as allowing anonymous usage, setting up home screen menu buttons, and adjusting new ticket settings. Additional features like 'My Tickets' and 'My Assets' widgets, alignment of navigation buttons, and ticket details settings are also discussed. The article includes configurations for ticket actions, footer content, and miscellaneous settings, ensuring effective portal management.
22,678 views
Adding a Mailbox Without The Use of Azure or Google
The article provides a guide for setting up a mailbox in Halo Service Desk without using Azure or Google services. It includes steps for configuring both incoming and outgoing email settings, focusing on using IMAP for Gmail. Important considerations include starting with an empty mailbox to avoid converting all existing emails into tickets. Detailed instructions cover how to configure server addresses, ports, and security protocols, as well as customizing settings for different teams or departments. Finally, the article discusses email signature overrides and saving the configuration.
19,862 views
Call Management
The article provides a comprehensive guide on managing calls using the Call Management module in Halo. Topics include logging calls manually, configuring and using call scripts, customizing caller information, and integrating with calling software like Microsoft Teams. The guide emphasizes customizing settings to streamline call logging and automating information gathering through scripts. It also covers how to set default call scripts, log tickets efficiently, and configure ticket responses. Additionally, it explains how to enhance call handling using identity verification and decision trees.
19,788 views

Recently updated