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 only available out-of-the-box to customers using HaloPSA, if you are using another Halo product and would like to use this functionality please contact our support team.  How […]

AI Client Profiling

In this guide we will cover: – What is AI Client Profiling? – How to configure AI client profiling 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 recent experience. This summary will then be uploaded to the […]

Open AI Integration

In this guide we will cover: – What is the OpenAI Integration? – Connecting to OpenAI – Common Uses for OpenAI What is the OpenAI Integration? The native integration with OpenAI can be used to write responses on tickets or improve on response agent's have written themselves. It can also be integrated into your live […]

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 Related Guides: AI Acknowledgement Emails AI can be used to enhance the responses written by agents to improve spelling, vocabulary, tone, etc. and even generate […]

Connecting AI to Halo

In this guide we will cover: – How to connect AI to your Halo instance – AI Functionalities 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.  For the […]

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 – AI Suggested Category What are AI insights? AI insights use AI to analyse a ticket to give further insights into the ticket, such as […]

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 Functions (against the chat profile) – Customising Virtual Agent functions  – Disable System functions – Restrict […]

AI Suggestions (Tickets and Articles)

In this guide we will cover: – Ticket matching – AI Ticket suggestions  – AI Article suggestions Before configuring AI functionality ensure you have first configured your AI connection, see our guide on how to do this here. AI can be used to match a ticket to an existing ticket in your database and suggest […]

AI Article Creation

In this guide we will cover: – Configuring KB Articles to be Created by AI – Trigger using an action – Trigger using an event 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 […]

AI Surveys

In this guide we will cover: – What are AI Surveys and how to set them up The AI-powered survey functionality can analyse ticket data to estimate the satisfaction score and potential comments a user might give, based on the interaction between the user and the agent. This provides additional feedback data beyond what users […]