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These settings need to be entered by the system owner. Please refer to your upstream provider. The initial settings required are as follows from the HaloPSA system. There is a Test Credentials button to ensure you have entered the correct information. Once...

After the system setup has been enabled on the portal, new settings will be available within the MobeX UC client. These appear on the settings page. Click your avatar to access the settings page. Then click on the system settings opt...

A new HaloPSA icon will conventionally appear on the left-hand side of the MobeX UC software as your destination for all things Halo. When opening the page it will first ask you to login to your HaloPSA portal.  Once you have logged...

Once HaloPSA has been enabled on the system portal, you can add extra features, such as call transcription, allowing any telephone conversations to be transcribed and viewed within the Halo ticketing system. To enable this, please ...

It is possible to add HaloSPA to the portal to enable incoming and outgoing calls from the MobeX UC product. This will also allow for transcriptions to be automatically entered into the HaloSPA system. Please note you need to have transcriptions enabled ...

You can automatically control the call recording system by enabling the payment option on the settings page. By enabling this, the system will automatically STOP any call recording when you enter the payment tab in MobeX and will automatically enable i...

When you want to start a chat or look at any messages, select the message icon at the bottom of the app, highlighted here in blue When it opens, you will see your conversations, with the most recent at the top. Click on the person...

You can send various files directly from your mobile phone. Press the file upload button to choose your picture, video or document.     Choose from your photo library, take a photo with your camera, or upload a file from your mobile phone's intern...

You can search for your MobeX contacts by clicking the Contacts tab at the top of the page. You can scroll up and down or use the search bar to enter their name. Click on their icon to start a direct chat messge. You can now send a ...

Start a group chat by first going to the Groups tab Then click on " Create Group". Search for the members you would like to add to the group or scroll down to find the people. Click on the avatar picture to add the ...

To ensure you receive notifications for new messages, go to Settings by clicking on your avatar. Look under general settings Make sure your chat notifications are enabled.

When you receive a file in chat, you can view, save, or share it again.   This is a video file received. Click on the play button to watch the video. You can then download the video to your device or click on the share file at the ...

Easily receive and access files shared in chat. Once you have received a PDF file, you can click on it to show an in-screen preview. Scroll up and down to preview your PDF. Click the download icon to save to you...

AI agents normally involve a fair amount of programming and tweaking. Because we have already done the hard part of embedding the Agent directly into the system's core network, the clever stuff is already set up and ready to roll out as soon as you set some ba...

Calls can be found under the AI submenu in the left menu. Date and time to show the start of the call. The Agent ID identifies the type of agent used. There are currently 3 types of agents, and the letter indicates the type....

Messages can be found in the left menu under the AI submenu. The full screen will give you a summary of each message received. You can search for messages within a particular time frame by adjusting the search options. Clicking...

Please visit the dedicated user guide for Speech Analytics

AI for extensions This section, 'for Extensions', enables the AI Agents to understand what is going on within the telephone system. How and who to transfer calls to, and what to do if the person isn't avaiable. Extension: The extension shows the...

AI for Feature codes This section, 'for Feature codes', enables the AI Agents to understand what is going on within the telephone system. Which Hunt Groups or Queues can calls be transferred to? Code: The code is the feature code that you can ...

Visual notifications during a call can be helpful, especially if your application is closed. When you are on a call but have the application minimised. You will see a flashing icon in your system tray on the bottom-right of your Windows PC screen. Thi...