Halo Service Desk Guides
Documentation to assist with the setup and configuration of the Halo Service Desk platform
There is no configuration in Slack required for this integration, apart from making sure that you have at least one Slack channel, which by default, you will. To create a new channel, all you need to do is select the plus symbol in the left-hand tree view next to Channels:
This section details the configuration that must be carried out in Halo to make the integration function.
Connecting to Channels
Before you can configure notifications to be sent to Slack, you first need to create a connection between Halo and the channels that you’d like to use. To do this, go to Configuration > Integrations, where you will see an option to enable the Slack integration:
Make sure the module is enabled by highlighting the integration button and clicking the plus symbol in the top right corner. Once enabled, click the button to start setting up channels.
The initial screen that you can see has all of your current authorised channels listed in front of you. You can add a new channel by clicking the new option in the top right-hand corner.
By clicking new you will initially see a button to connect to Slack. Pressing this will redirect you to the Slack login page. Once logged in, you can then choose from a list of all of the available channels that Halo will then be able to post too. After choosing a channel and selecting allow, you will be redirected back to the Halo Slack configuration screen.
This time, instead of a connect button, you will now see a different set of options:
You can choose whether the channel is active or not, and also which agent should be able to use this channel. If you choose a specific agent for this channel, then the channel will only be available to use for agent notifications for that specific technician. Once happy, save your channel, and you should now see this in your list of authorised channels in Halo.
To add new notifications, go to Configuration > Notifications and select the new option in the top right-hand corner of the screen. There are then two types of Slack notifications that we can configure.
- We can choose a Notification Type of “Slack Notification”. This then gives us an additional option to choose our channel that we’d like to post too:
- The second option is to choose a single agent notification, and then choose a delivery method of “Send to Slack”. This will then give us an option to choose which channel to send the notification too:
Once you have configured your notifications, you need to ensure you are running the NHServer program with the following option enabled to send your notifications to Slack:
If you are using a hosted solution of Halo, or a trial instance, please speak to a member of the Halo team who will be able to assist you with getting this activated.