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 What is AI Triage? From September 2025 any trials of HaloPSA downloaded will include the functionality to have AI […]
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 […]
OpenAI MCP Server Connection
In this guide we will cover: – What is the OpenAI MCP Server Connection? – Enabling the MCP Server – Example Usage – Adding Functions What is the OpenAI MCP Server Connection? Available as of v2.204.1+, the Model Context Protocol (MCP) HTTP endpoint allows AI assistants such as OpenAI to connect and dynamically invoke tools […]
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 Available as of v2.200.1+, Virtual agents can be integrated with the chat functionality to allow AI-responses to […]
Knowledge Article Creation from Ticket Clustering using AI
This process leverages AI to analyse incoming tickets and optimise the knowledge management lifecycle by identifying opportunities for new article creation. When a cluster of tickets with high semantic similarity is detected, and no existing knowledge article meets the minimum vector match score threshold, the system automatically flags the issue as a candidate for documentation. […]
MI Automatic Communications with AI Integration
This process automates the generation and distribution of Major Incident (MI) communications using AI to ensure timely, clear, and consistent messaging. Upon MI creation, the runbook automatically extracts incident details and leverages AI prompts to generate three tailored communication outputs: an Executive Summary for leadership, Public Stakeholder Communications for external audiences, and Internal Communications for […]
AI Change Optimisation for Standard Change Automation
This process leverages AI to analyse and optimise change requests by identifying patterns in historic changes. When a new change request is submitted, the runbook automatically evaluates its details against a dataset of previously implemented changes. If the request matches a known low-risk, frequently approved change, AI assigns it a standardised classification and flags it […]
AI Risk Advisory For Change Management
The Change Risk Advisory workflow in the online repository analyzes change requests to assess risk levels. It automatically retrieves linked CIs, evaluates their dependencies, and identifies similar past changes. This data is then leveraged by Halo's AI connection, which returns a predicted failure risk (e.g., "22.5%"), along with a comment providing risk context and recommendations. […]