Connecting Claude to Halo’s MCP Server
In this guide we will cover: – What is the Halo MCP Server Connection? – Enabling the MCP Endpoint – Creating an API Application – Adding the Connector to Claude – Using the Connection Configuration Settings: AI Related Guides: Halo MCP Server Connection Note: The endpoint required for this functionality is available as of v2.236+. […]
AI Ticket Clustering
In this guide we will cover: – What is AI Ticket Clustering? – Clustering Runs – Viewing & Using Ticket Clusters – New Clustering Runs & Archiving Related Guides: – Contents of AI Guides – Leveraging AI in Halo – AI Insights – Vector Search Databases Configuration Settings Guide: – AI Ticket Clustering is now a part of Halo's AI […]
AI Agents
In this guide we will cover: – What are AI Agents? – API Application – Creating AI Agents – AI Agents in Runbooks Admin Guides: AI Related Guides: Connecting AI to Halo Leveraging AI in Halo Custom Integrations/Runbooks AI Abilities What are AI Agents? Available from v2.234.1+, an AI Agent is a custom set […]
AI Case Clustering
In this guide we will cover: – What is AI Case Clustering? – Enabling Ticket Clustering – Running a Clustering Job – Viewing Cluster Data on a Ticket What is AI Case Clustering? The AI Case Clustering feature in Halo ITSM automatically groups tickets into clusters based on their vector embeddings, using a KMeans algorithm […]
AI Knowledge Base Discovery
In this guide we will cover: – What is AI Knowledge Base Discovery? – Internal Knowledge Discovery – Universal Knowledge Discovery – Knowledge Gap Detection Using AI Suggestions What is AI Knowledge Base Discovery? Halo ITSM provides three distinct modes of AI-powered knowledge discovery, available across both the Virtual Agent and Operations Assistant. These modes […]
AI Risk Advisory For Change Management
In this guide we will cover: – What is AI Risk Advisory For Change Management? – How It Works – The Risk Scoring Model – Fields Updated on the Change Record What is AI Risk Advisory For Change Management? The AI Risk Advisory for Change Management capability in Halo ITSM provides an automated, AI-powered risk […]
AI Abilities
In this guide we will cover: – What are AI Abilities? – Creating AI Abilities – AI Abilities in Virtual Agents – AI Abilities in Runbooks Admin Guides: AI Related Guides: Connecting AI to Halo Leveraging AI in Halo Virtual Agents in the Chat Bot Custom Integrations/Runbooks AI Agents Note: If you are looking for […]
AI Functionalities Available When Using Own Connection vs Default Connection
If you would like more information on any of the AI functionalities listed in the matrix below, please see the following article that lists all AI guides and their contents: Contents of AI Guides Functionality Default Halo Connection Own Connection Indexing (& control of indexing via ticket rules) ✓ ✓ Built-in Insights (& customisation within […]
A Break down of the Automated Statement of Work Generation & AI Project task Creation
In this guide we will cover: – Automated SoW Creation – The Breakdown – AI Project Task Creation – The Breakdown The statement of work against your opportunity tickets in Halo can now be generated automatically based on the services you are quoting the customer for. If the opportunity is for a project, you can […]
MCP Endpoint: Use the Chatbot to Query and Update Data in your Instance
In this guide we will cover: – Overview – Setup Steps for Instances Deployed before January 19 2026 (or HaloITSM, HaloCRM) – Setup Steps required for (HaloPSA) Instances Deployed after January 19 2026 – Using the MCP Endpoint to query instance data Related Guides: Halo MCP Server Connection Overview The MCP endpoint can be utilised […]