Customising and Branding Halo

Agent Check In

Application Colour and Theme

Changing your Halo URL

To change your Halo URL to a custom one, add a CNAME record pointing your desired URL to your original Halo subdomain. An SSL certificate is required for security, either provided by you or generated by Halo's team. The process for altering the Self-Service Portal URL is similar, with a CNAME pointing to a specific portal subdomain.

Customising the Agent Application

This article covers the customization of the Agent Application to enhance user experience with the new UI and various configurations like ticket types, SLA settings, dashboards, and more. The new UI includes features such as customizing the ticket icon, hiding ticket IDs, adding widgets, and changing sidebar content. Additionally, users can manage agent and dashboard configurations by adjusting widget appearances, asset lists, and sidebar controls. Advanced settings offer options to personalize the tree view and navigation menu colors, and enable branding ticket areas with images, enhancing both functionality and appearance.

Customising the Navigation Menu in Halo

This guide provides a comprehensive overview of customizing the navigation menu in Halo. It covers how to configure ticket/navigation areas, adjust the layout of the navigation menu, create navigation profiles for different entities, and override screen layouts per agent. Additionally, it explains how to create a custom URL navigation module and set it in the list, including an option to open links in new tabs. The guide emphasizes the importance of customizing navigation to suit organizational needs, providing detailed steps for managing ticket categories, permissions, and configuration settings.

Halo Tab Customisation

This article provides a guide to customizing Halo tab functionality, detailing how to enable and use multiple tabs within the Halo interface. It includes instructions on necessary prerequisites such as using the 2025 UI and configuring browser settings. The guide explains how to set preferences for opening items in new tabs and how to manage tabs, including opening, closing, and duplicating them. It emphasizes seamless navigation without cluttering the browser and provides visual figures for better understanding of the settings and processes involved.

Languages

This guide explains how to manage language settings within the Halo platform. It covers steps for changing an agent's language, setting a default language, and customizing language options. Users can import or export language packs, and adjust individual terms through the language configuration settings. Custom translations can also be added, and specific fields can be translated using an 'Add translations' shortcut. This allows flexible and precise control over language settings to suit organizational needs.

PDF Templates

This guide explains the use and customization of PDF templates within Halo software. It includes instructions on selecting, editing, and configuring templates for various entities like tickets, invoices, and reports. The guide outlines customization options such as appearance, detailed tables, and HTML modifications. It also covers permissions needed for agents to create and edit templates, and how to preview template changes. Additionally, it touches on XML templates as an alternative file type for ticket entities, and the implications of switching between PDF and XML formats.

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