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? […]

HaloAPI Full Documentation

In addition to a simplified API documentation that can be found at <Your Halo URL>/apidoc/info, there is a full documentation of all endpoints available at usehalo.com/swagger.

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 […]

Project Management Overview

In this guide we will cover: – What is a Project? – Ways of Creating Projects – Example Overview of a Project What is a Project? Projects are used to track progress on larger objectives that require several smaller steps to be completed. A project consists of a main objective and its associated sub-tasks, known […]

Optional Services

In this guide we will cover: – What are Optional Services? – Displaying Optional Services in the Service Catalogue   – Optional Services Visibility  Admin Guides:  Services Related Guides: Allow Users to Self-Issue Items The Service Catalogue Service Catalogue The Service Catalogue – Advanced Configuration What are Optional Services? Optional services allow your users to pick additional […]

Progressive Web Application

In this guide we will cover:– What is the Progressive Web Application – Agent Application Progressive Web App  – Portal Web Progressive App What is the Progressive Web Application The progressive web app allows you to install Halo on your desktop for easy access. Opening the app will take you straight to your Halo, meaning […]

Opinyin Integration

In this guide we will cover:  – What is the Opinyin Integration? – Connecting to the Opinyin Service – Using the Opinyin Data in Halo Related Guides: Setting up an API Agent What is the Opinyin Integration?  Opinyin Feedback Analysis is an Agentic AI solution that gathers feedback from Halo’s native surveys*, intelligently analyses and […]

Rapid7 Integration

In this guide we will cover: – What is the Rapid7 Integration? – Enabling the Rapid7 Module – Connecting to Rapid7 – Runbooks from Rapid7 What is the Rapid7 Integration? The Rapid7 integration is runbook-based and can be used for Ticket creation and alert management. Enabling the Rapid7 Module In Configuration > Integrations > Asset […]

Handling Attachments/Files in Runbooks

In this guide we will cover: – Attachment Endpoint – Sending Files in your Halo Instance to another Halo Instance or to Another Tool as Form Data – Sending Files in your Halo instance to another Halo instance or to another tool as a Downloadable Link – Obtaining Files from another Tool – Obtaining Attachment […]

SailPoint Integration

In this guide we will cover: – What is the SailPoint Integration?– Enabling the SailPoint Module – Connecting to SailPoint  – Role Mappings – User Mappings – Halo Integrator What is the SailPoint Integration? The SailPoint integration allows you to import users and roles from SailPoint as various Halo entities. Enabling the SailPoint Module In […]