Processes

Making Use Of Canned Text and $ Variables

This guide helps users understand how to effectively utilize canned text and $ variables in their communications through Halo. It covers the creation and use of canned text, the application of variables, access control settings, team-specific canned text options, and how to set up favorites for quick access. The use of canned text ensures quick insertion of frequently used phrases, while variables allow dynamic content insertion. Access control and shortcuts are highlighted as means to streamline the workflow for agents.

Using HaloDBLookupService to run custom integration methods on internally facing APIs