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 What is AI Triage? From September 2025 all trial environments will include the functionality to have AI automatically triage […]
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? 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. […]