HaloCRM New Features: Q1 2023
At HaloCRM, we are constantly improving our all-inclusive software to provide the most seamless experience for agents and contacts alike. We listen to our clients and deliver features that we think will benefit your team the most.
Read below to see our favourite features that are coming soon!
1. Seamless Channel Switching
If you’re integrating with social media on your HaloCRM instance, you are now able to automatically select the channel to respond to your contact all from within the ‘reply’ action.
These will automatically be available you have already integrated your Twitter and Facebook channels with us, and if the ticket source is Twitter or Facebook.
Available from version 2.115
2. Virtual Agent Improvements
Contacts will now be able to add attachments when using the chatbot! With a simple addition to the bot flow, contacts will be able to add attachments to the conversation before the ticket has been logged to Halo – resulting in a quicker resolution and less touches with the contact.
Available from version 2.115
3. List Groups.
Clearly see your ticket information organised using list groupings! The lists filters are completely configurable to your liking and then can be further grouped for simple organisation.
Any uncategorised lists will remain at the bottom of the list view. Restrictions can be set as list level so your agents will only see the lists and list groups relevant to them.
Available from version 2.115.
Keen to try HaloCRM out for yourself? Grab a free 30-day trial today and check it out for yourself!
