AI Ticket Clustering
In this guide we will cover: – What is AI Ticket Clustering? – Clustering Runs – Viewing & Using Ticket Clusters – New Clustering Runs & Archiving Related Guides: – Contents of AI Guides – Leveraging AI in Halo – AI Insights – Vector Search Databases Configuration Settings Guide: – AI Ticket Clustering is now a part of Halo's AI […]
AI Agents
In this guide we will cover: – What are AI Agents? – API Application – Creating AI Agents – AI Agents in Runbooks Admin Guides: AI Related Guides: Connecting AI to Halo Leveraging AI in Halo Custom Integrations/Runbooks AI Abilities What are AI Agents? Available from v2.234.1+, an AI Agent is a custom set […]
AI Case Clustering
In this guide we will cover: – What is AI Case Clustering? – Enabling Ticket Clustering – Running a Clustering Job – Viewing Cluster Data on a Ticket What is AI Case Clustering? The AI Case Clustering feature in Halo ITSM automatically groups tickets into clusters based on their vector embeddings, using a KMeans algorithm […]
AI Abilities
In this guide we will cover: – What are AI Abilities? – Creating AI Abilities – AI Abilities in Virtual Agents – AI Abilities in Runbooks Admin Guides: AI Related Guides: Connecting AI to Halo Leveraging AI in Halo Virtual Agents in the Chat Bot Custom Integrations/Runbooks AI Agents Note: If you are looking for […]
AI Functionalities Available When Using Own Connection vs Default Connection
If you would like more information on any of the AI functionalities listed in the matrix below, please see the following article that lists all AI guides and their contents: Contents of AI Guides Functionality Default Halo Connection Own Connection Indexing (& control of indexing via ticket rules) ✓ ✓ Built-in Insights (& customisation within […]
A Break down of the Automated Statement of Work Generation & AI Project task Creation
In this guide we will cover: – Automated SoW Creation – The Breakdown – AI Project Task Creation – The Breakdown 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. If the opportunity is for a project, you can […]
MCP Endpoint: Use the Chatbot to Query and Update Data in your Instance
In this guide we will cover: – Overview – Setup Steps for Instances Deployed before January 19 2026 (or HaloITSM, HaloCRM) – Setup Steps required for (HaloPSA) Instances Deployed after January 19 2026 – Using the MCP Endpoint to query instance data Related Guides: Halo MCP Server Connection Overview The MCP endpoint can be utilised […]
Connect AI to Halo using Azure OpenAI
In this guide we will cover: – Video Walkthrough – Create an AI model in Azure and connect this model to Halo – Entering Details in Halo In order to use AI in your Halo instance you will need to connect and AI model. In this article we will walkthrough how to configure and […]
Connecting Copilot Studio to Halo’s MCP Server
In this guide we will cover: – What is the Halo MCP Server Connection to Copilot Studio? – Creating an Authorisation Code API Application – How to connect Halo's MCP server to Copilot Studio – Example Request to Halo's MCP Server – Invoking lead generation based on service gaps of a whitespace report Pre-requisites: You […]
Contents of AI Guides
In this guide we will cover: – Summary – AI Guides Summary Halo provides various AI features to help you integrate AI into your standard operating procedures. If you are looking at using AI in your Halo instance but you are not sure where to start, read the following overviews on the AI functionalities we […]