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HaloPSA integration settings in the telephone system

MobeX for HaloPSA Setting up your HaloPSA configuration

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...

HaloPSA Setting inside the MobeX UC Client

MobeX for HaloPSA Setting up your HaloPSA configuration

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...

HaloPSA tab for easy access

MobeX for HaloPSA Using Halo within MobeX UC

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...

Getting your call transcriptions into the HaloPSA tickets

MobeX for HaloPSA Call transcriptions

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 ...

HaloSPA

Portal Feature Guide Partners Only

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 ...

Payments via MobeX - Automatic Stop / Start Calling Recording

MobeX UC Desktop App

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...

Beginning a chat session - simple chat message

MobeX + Mobile Application user guide Chat

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...

Send a file

MobeX + Mobile Application user guide Chat

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...

Contacts

MobeX + Mobile Application user guide Chat

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 ...

Group chat

MobeX + Mobile Application user guide Chat

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 ...

Chat notifications

MobeX + Mobile Application user guide Chat

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.

View received files

MobeX + Mobile Application user guide Chat

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 ...