Vector Search Databases (for AI Search)

In this guide we will cover: – What is a Vector Search Database? – Indexing – Vector Search Database Options What is a Vector Search Database? A vector search database is a database that is designed to store and search embeddings.  Embeddings – Numerical representations of data used to find items that are semantically similar. […]

AI Auto Triage

In this guide we will cover: – What is AI Triage? – How to use Halo's AI Triage Out of the Box – How this works – Customising AI Triage – Download AI Auto Triage Runbook – Use AI Triage with your own AI connection What is AI Triage?  When a ticket is logged, details […]

Nixtla TimeGPT Integration

In this guide we will cover: – What is the Nixtla TimeGPT Integration? – Connecting to Nixtla TimeGPT – Configuring Forecasting Related Guides: Ticket Volumes and Forecasting What is the Nixtla TimeGPT Integration? Nixtla TimeGPT can be integrated with Halo to provide future forecasts based on previous Ticket Volumes. Connecting to Nixtla TimeGPT Within Nixtla […]

AI Article Summary and Article Duplication Detection

In this guide we will cover: – What are AI Article Summaries and AI Article Duplication Detection? – Enable AI Article Summaries – Enable AI Article Duplication detection What are AI Article Summaries and AI Article Duplication Detection? AI can be used in Halo to generate summaries of articles in your Knowledge Base. Useful for […]

Halo AI – Frequently Asked Questions

The attached articles answers some FAQs on AI functionality, data usage and security. If you are viewing this page on our website, you will need to head to our portal to download this security document. 

Halo AI – Security Implications

This document outlines the security implications of connecting an AI model to your Halo instance, including how your data is stored and managed. This will depend on the 'Default AI Connection' you have chosen for your Halo instance. For information on how to connect using each model and the pross/cons of using each model checkout […]

Halo MCP Server Connection

In this guide we will cover: – What is the OpenAI MCP Server Connection? – Enabling the Halo MCP Server – Example Usage – Adding Functions – Tool Collections – External MCP Server connections (v2.236+)  Related Guides: MCP Endpoint: Use the Chatbot to Query and Update Data in your Instance What is the OpenAI MCP […]

Chat Web Searching with Virtual Agents

In this guide we will cover: – Creating a Custom Virtual Agent – Configuring a Chat Profile – Configuring the Runbook – Using the Chat Related Guides: Chat Bot and Chat Profiles Virtual Agents in the Chat Bot Virtual agents can be integrated with the chat functionality to allow AI-responses to agent or user questions. […]

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 can be generated automatically based on the services you are quoting the customer for. When quoting customers for products that each have their […]

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 – Choose Which Pages of the Portal the Widget Appears On -Using Forethought widgets with Chat profiles What is […]