HaloCRM Guides

First, we want to ensure that your Call Management module is enabled. 

To do this, head to the Configuration > Channels > Call Management in Halo.

If it is enabled, it will be coloured and if it is disabled, it will be grey. To enable, hover over the module and press the '+'.

Click into the module, then select 'General Settings'. Then grab the URL given under the 'Integrations' tab.

Fig 1. URL for call management

Next, we will set up the GoIntegrator side. 

Open up your 'Configuration Menu' and head to 'Integrations'. Here you can add a new one. 

Halo does have a standard integration with GoIntegrator, which means you should be able to find us on the drop-down type menu. Depending on your version of GoIntegrator, this may show as 'NetHelpDesk'. 

Press 'set' once you have selected the integration type, you can tweak the given settings to your liking, test it, and once happy, you can save.

Next, head to Configuration > Events > Call Events.

Fig 2. Call Events in Gointegrator

Here, you can create a custom event that opens up your Halo instance upon answering a call. 

Press add, and choose the trigger 'direction: inbound'.

Then for action, select 'open web page'. Underneath, you can then add the Halo URL you copied from the call management page.

Once happy, save that and your calls will automatically open up your Halo instance upon answering the call.

You can read more on GoIntegrator's page here. 

*NOTE: Halo products are compatible with ALL GoIntegrator products.