Execute Automation Runbooks from the Chatbot
In this guide we will cover: – Introduction – How to trigger a Runbook from the chatbot – Use Chat Data in a Runbook – Keep the User updated on Runbook progress – Auditing the Runbook – Restrict the chat progress based on Runbook Result message Related Guides: Chat Bot and Chat Profiles Virtual Agents […]
Automated Statement of Work Generation and AI Project task Creation
In this guide we will cover: – How to automate SoW creation – How to create project tasks based on your SoW using AI 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. When quoting customers for products that […]
Automated New Starter Requests into Microsoft Entra
In this guide we will cover: – Configuring Automated Creation of New starters – The End-User Portal Experience This guide outlines how to configure automated onboarding for new users into Entra from HaloPSA. New users can be created in Entra automatically from Halo, using the user details logged on a new starter request form in […]
Backend Services Monitoring
In this guide we will cover: – What is Backend Services Monitoring? – Navigating the Backend Services Monitoring area – Common Errors What is Backend Services Monitoring? Backend services monitoring in Halo allows you to monitor services, automations and events that run on the backend of Halo. This includes integration syncs, incoming and outgoing email, […]
Filtering responses via the ‘datesearch’ query parameter
In this guide we will cover: – Using the 'datesearch' Query Parameter – Relevant Endpoints – Example Using the 'datesearch' Query Parameter When querying the API, the response can return a filtered list of entities based on a date range. This can be done via the application of 3 query parameters: datesearch, start_date and end_date. […]
Webhook To Trigger a Runbook
In this guide we will cover: – How to setup a webhook to trigger a runbook Within the Runbooks module of Halo you can generate a link to the runbook from which you can send payloads to. To begin configuring this, create a new runbook by navigating to Configuration > Integrations > Custom Integrations and […]
Runbook: Update the Estimated Time Based on the Category Chosen
Credits to – Connor Fagan (Video) and Robbie Emerson (Author of the Guide) from Renada. This Below video goes over the use case of this runbook and a high level overview of the set up. The purpose of this runbook is to update the estimated time field of a ticket, based off of the category […]
Runbook: Append a Recurring Invoice from Sales Order lines
DISCLAIMER: This is just an example of using runbooks, configuring an automation to work in this way is very difficult due to the different set up you may have on your sales orders and invoices. The idea of this guide is to give a good example of the different configuration options within runbooks. After creating […]
Runbooks – Authorising API Access into Your Own Halo Instance
In this guide we will cover: – Creating an API Application – Creating an API-Only Agent – Creating a Custom Integration Creating an API Application Within Halo you can create an API Application and then a custom integration, in order to perform GET's, POST's, etc… to API Endpoints in your Halo. For the purposes of […]
Creating Report Data Within a Runbook (Matching and Merging to Existing Alert Tickets)
In this guide we will cover: – Creating Report data within a Runbook – Worked Example – have email alerts merge based on alert ID – Copying The JSON From This Runbook Disclaimer: If this setup is something that you are finding difficult to configure, please contact support. The JSON can be imported for this […]
