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 alongside […]
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 […]