Communication

CrewHu Integration

Embedding The Self-Service Portal within MS Teams with SSO

This article provides guidance on embedding a self-service portal within Microsoft Teams with single sign-on (SSO) using a verified custom domain in Azure. It details prerequisites, such as setting up SSO in Halo with Azure and verifying custom domains in Azure Entra. The article walks through steps like creating Azure app registrations for MS Teams and configuring API scopes. It concludes with instructions for integrating and testing the app within Teams, ensuring automatic sign-in functionality is achieved.

Embedding your Halo Self-Service Portal into Microsoft Teams

This guide explains how to embed the Halo self-service portal into Microsoft Teams, enabling users to access the portal directly within Teams for tasks like logging service requests and reporting incidents. The process involves two main parts: firstly, embedding the portal into Teams by creating and configuring Azure and Teams applications, and secondly, enabling automatic sign-in using single sign-on (SSO) with specific setup requirements from 2025 onwards. The guide includes step-by-step instructions for both embedding the portal and configuring SSO to enhance user convenience.

Facebook Integration

Forethought AI Solve Integration

Locate your Facebook Business Manager ID (FB BM ID)

Mailchimp Integration

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.

Microsoft TeamsBot

This article provides a guide on integrating Microsoft TeamsBot with Halo, allowing Halo actions to be triggered from Teams chats. It details manual installation steps, configuring Halo for bot usage, and using the bot to handle tasks like ticket creation and management. The guide also includes instructions for connecting, disconnecting, following, and unfollowing tickets, as well as searching for tickets via Teams. Additionally, it outlines network requirements such as IPs for whitelisting and necessary communication protocols and ports.

Pushing the Teams Embedded Self Service Portal to Customers Microsoft Teams Tenants

Slack Integration

The article provides a comprehensive guide on integrating Slack with Halo, detailing various functionalities across different application versions. The integration allows users to connect Slack channels to Halo, send notifications, create tickets from Slack messages, and use shortcuts and slash commands, especially in version 2. Users can create and manage Slack channels through Halo and integrate end-user chatbots for interactive communication. It covers setting up notifications for approvals, creating tickets, and leveraging AI virtual agents within Slack. Detailed instructions for configuring these integrations and functionalities are provided.

Twilio for SMS Integration

This article provides guidance on integrating Twilio for SMS with Halo, allowing SMS messages to log tickets in the system and enabling agents to respond via SMS. It details how to connect Twilio, set up incoming and outgoing SMS, configure call notifications, and utilize SMS templates. Important considerations include using API keys for authentication, enabling ticket creation via inbound SMS, and using correct country codes for phone numbers. The integration supports multiple phone numbers for receiving calls but restricts SMS sending to a default number.

Twilio for WhatsApp Business Integration

This article covers integrating Twilio with WhatsApp Business in HaloCRM, allowing seamless message exchanges between WhatsApp and Halo. It details the steps to enable and configure the module, manage incoming and outgoing messages, and handle attachments and voice notes. The guide also explains using content templates for automating messages, setting workflow automations, and restricting account access. It includes instructions for transcribing voice notes and enabling the Halo Integrator for backup message processing. The integration facilitates ticket creation from WhatsApp messages and interaction within the Halo environment.

Zoom Integration