Halo Agent Documentation

How to navigate the Halo home screen, access key features, customize your workspace, and efficiently manage support activities.

How to create, manage, and update Halo support tickets to track requests, communicate with support staff, and resolve technology issues.

How to create, update, assign, and manage support tickets in Halo to streamline service requests and issue resolution.

How Halo agents create new support tickets, capture request details, assign ownership, and manage requests efficiently.

How to send and manage email communications directly from Halo tickets to keep users informed and maintain complete support records.

How to check the status of Financial Operations requests, monitor progress, and stay informed throughout the request lifecycle.

How to create and use canned text in Halo to streamline responses, improve consistency, and respond to support requests more efficiently.

How to follow Halo tickets, add followers, receive updates, and keep stakeholders informed throughout the ticket lifecycle.