Automated Statement of Work Generation and AI Project task Creation
In this guide we will cover: – How to automate SoW creation – How to create project tasks based on your SoW using AI The statement of work against your opportunity tickets in Halo can now be generated automatically based on the services you are quoting the customer for. When quoting customers for products that […]
Forethought AI Solve Integration
In this guide we will cover: – What is the Forethought Integration? – How to connect the Forethought integration -Customising the widget -Embedding the widget to your portal -Setting which widget is used in each portal -Using Forethought widgets with Chat profiles What is the Forethought Integration? The Forethought integration allows you to embed Forethought […]
Use AI to Analyse Business Performance
In this guide we will cover: – How can AI be used to Analyse Business Performance – Overview of the Process – Customise this process This functionality is available as of v2.184+ of Halo. This functionality is only available out-of-the-box to customers using HaloPSA, if you are using another Halo product and would like to […]
AI Client Profiling
In this guide we will cover: – What is AI Client Profiling? – How to configure AI client profiling This feature is available as of version 2.182+ of Halo. What is AI Client Profiling? AI Client profiling allows you to use AI to analyse a customer's recent ticket information to formulate a summary of their […]
Azure OpenAI and OpenAI Integrations (Improve Agent Responses)
In this guide we will cover: – Options for OpenAI Connections – Improve Agent Notes – Configuring your own AzureAI Models Options for OpenAI Connections In Configuration > AI, the following connection options are made available. Fig 1. OpenAI connection options. The option chosen from the AI module determines which AI Integration module is turned […]
Boost Ticket Processing using AI
In this guide we will cover: – Use AI to Generate automatic user responses – Sending auto-generated responses automatically – Improve Agent responses with AI – Previewing responses -Thank you detection AI can be used to enhance the responses written by agents to improve spelling, vocabulary, tone, etc. and even generate an automatic response based on […]
Connecting AI to Halo
In this guide we will cover: – How to connect AI to your Halo instance Before AI can be leveraged in your Halo instance you will first need to set up an AI connection. In this guide we will run through how to connect your Halo to various AI models. How to connect AI to […]
AI Insights
In this guide we will cover: – What are AI insights? – Configuring AI insights – Sentiment Analysis & Emotion Detection – See AI insights when hovering over a ticket What are AI insights? AI insights use AI to analyse a ticket to give further insights into the ticket, such as customer tonality, summarise the […]
Additional AI Functionalities
In this guide we will cover: – Creating Knowledge Base Articles Using AI – AI Surveys Creating Knowledge Base Articles Using AI Knowledge base articles can be created automatically using AI, taking in the correspondence between the user and the agent of the ticket and creating a description and resolution for the article. This can […]
Virtual Agents in the Chat Bot
In this guide we will cover: – What are Virtual agents in Halo? – Functions of Virtual Agents – Using Virtual Agents – Creating a new virtual Agent – Plugging a Virtual Agent into a Chat Profile – Custom Function What are Virtual Agents in Halo? Virtual Agents can be used in conjunction with the Chat […]
