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Internal Conversations In Halo

Looping In Your Colleagues With Mention @ Functionality


In your Halo instance, you have the ability to mention agents or teams using the @ mentioning functionality.

This can be hidden from the user or not depending on the action used and how it has been configured. 



When a team or an agent is mentioned, they will receive a notification to tell them of this. 


NOTE: Please double check in your notification configuration that a notification has been set-up with the event trigger of 'mention'. 




Internal Chat


Halo has both an external live chat and an internal chat feature. For the internal chats, agents can talk with other agents in reference to tickets. 




Simply select the agent you'd like to talk to, insert the ticket number and a title of the chat - and talk about the ticket. 

Once the chat has ended, the transcript will be transferred onto the ticket for further reference. 


By default, this is NOT hidden from the end-user. To hide it, click here:



and ensure this is ticked:



Internal Conversations Using Ticket Types


You can set-up your Halo instance to have the ability to create a new ticket for internal conversations. This is especially useful if the ticket requires input from several agents from different teams. It keeps the parent ticket clean from internal notes and doesn't cause any confusion to the customer.


To do this: Go to 'Administration Console' > 'Processes' > 'Forms' > 'General Settings' > 'Internal Conversations'.





By default, HaloCRM has internal conversation functionality enabled and has an out-of-the-box ticket type created called 'Side Conversation'. 


The entire action of creating the internal conversation ticket is also hidden from the contact.


To create an internal conversation on a ticket, press the '+' on the action history you'd like to pull over into the side conversation.



This will then pull up the following screen:



By default, you will be the contact of this ticket. 


Here, you are able to assign the ticket to a specific team and/or specific agent. You are able to add any notes in addition to the content that has been pulled over. 

All of the information and conversation made on this ticket will of course be hidden from the original contact as they are not the owner of the ticket.


Once submit, the ticket can be found under the 'related tickets' tab on the original ticket.




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