SFTP CSV imports Integration
In this guide we will cover: – What is the SFTP CSV imports Integration? – Enabling the module – Setting up SFTP CSV imports – The Halo Integrator SFTP CSV imports Integration Available from v2.226.1+, When a Supplier updates products on a file in a FTP sever, the SFTP CSV imports Integration connects to […]
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 […]
Custom Buttons
In this guide we will cover: – The benefits of using custom buttons and tabs – How to create a custom button – Create Custom buttons via the API Admin Guides: Custom Buttons Related Guides: Asset Custom Buttons The Benefits of using Custom Buttons and Tabs This video By Connor from Renada, goes over the […]
Security Questions
In this guide we will cover: – What are Security Questions – Setting up Security Questions – Setting answers to Security Questions – Using Security Questions on a call Admin Guides: Security Questions Related Guides: Call Management The functionality outlined in this guide is available from v2.236+. What are Security Questions Security Questions allow an […]
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 […]
SLA Escalation Rules and Automations
In this guide we will cover: What are SLA Escalation Rules? Configuring SLA Warning Thresholds (1st and 2nd Warnings) Setting Up SLA Breach Notifications Escalating via Workflows AI-Driven Automation Based on Cluster Breach Percentage Related Guides: Service Level Agreements (SLAs) Notifications Quick Actions Modifying and Adding Workflows What are SLA Escalation Rules? HaloITSM allows you […]
SailPoint Identity Now
In this guide we will cover: – What is the SailPoint Identity Now Integration? – Enabling the SailPoint Module – Connecting to SailPoint – Role Mappings – User Mappings – Map User and Agent Fields – Import Users/Agents – Import Users/Agents on a Schedule This integration is available as of v2.234+. What is the SailPoint […]