HaloCRM Guides
Remote Support
Halo supports a range of remote support integrations - which you can see below.
To enable one, go to the 'Administration Console' > 'Workspace' > 'Integrations' > 'Remote Support'.
Hover over it until a '+' shows, then click the '+' to enable.
Click into your integration, and follow the set-up steps. For more information on setting up the integrations, check out our integrations guides.
Next, head back to the 'Administration Console', go to 'Processes' and then turn on 'Remote Support'.
Click into it, and then head to 'General Settings'.
There is not much to set up here.
All of the above settings are completely optional.
If you'd like your remote session invites to be standardised, you can set these up using canned texts or modifying the email template. You can do this by selecting the correct action button. You can also set up remote sessions through your live chat - this will need to be added to your chat bot flow as well as creating the canned text to be sent out to the recipient.
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