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 […]
Agentic AI
In this guide we will cover: – What is Agentic AI? – Halo's Agentic Building Blocks – How Halo Facilitates Agentic AI – Agentic Architecture Patterns – Design Considerations Related Guides: Virtual Agents In the ChatBot Custom Integrations/Runbooks Halo MCP Server Connection Connecting AI to Halo Halo AI – Security Implications What is Agentic AI? […]
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 […]
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? From September 2025 and January 2026 […]
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 – 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 MCP Server – Example Usage – Adding Functions What is the OpenAI MCP Server Connection? The Model Context Protocol (MCP) HTTP endpoint allows AI assistants such as OpenAI to connect and dynamically invoke tools in the Halo API […]