Ticket Sources

In this guide we will cover: – What is a Ticket Source? – Adding to Columns and Lists – Ticket Rule Criteria – Setting Source by Actions – Notifications – Excluding/Ordering Ticket Sources What is a Ticket Source? Ticket source is a field that is automatically set to display where a ticket has been created […]

Halo MCP Server Connection

In this guide we will cover: – What is the OpenAI MCP Server Connection? – Enabling the MCP Server – Example Usage – Adding Functions What is the OpenAI MCP Server Connection? The Model Context Protocol (MCP) HTTP endpoint allows AI assistants such as OpenAI to connect and dynamically invoke tools in the Halo API […]

Raynet Integration

In this guide we will cover: – What is the Raynet Integration? – Determine Asset Site – Asset Imports – Import Assets automatically on a schedule What is the Raynet Integration? The Raynet integration with Halo can be used to import sites and assets from Raynet into Halo. Assets and sites can be set to […]

Mail Processing FAQs

In this guide we will cover: – Frequently asked questions about how emails are processed in Halo This guide will cover a list of frequently asked questions about how mailboxes work within Halo. If you have additional questions following reading the below, please contact support to assist you. How are emails processed by a mailbox […]

Tanium Integration

In this guide we will cover: – Connecting to Tanium – Determine Asset Site – Asset Imports – Import Assets automatically on a schedule – Alerting What is the Tanium integration? The Tanium integration with Halo can be used to import sites and assets from Tanium into Halo. Assets can be set to import automatically […]

Keeper Integration

In this guide we will cover: – What is the Keeper Integration? – Connecting to Keeper – Runbook Creation – Ticket Creation What is the Keeper Integration? The Keeper integration allows tickets to be created from Keeper alerts via a Halo runbook. The alerts are set up on your Keeper account, so can be set […]

Redact Sensitive Audit Logs on a Ticket

In this guide we will cover: – Enabling the Audit Log Tab – Redacting Sensitive Information from Logs Audit logs can be redacted from view, allowing sensitive information such as password or HR fields to be hidden from audit logs and reports. Enabling the Audit Log Tab The auditing tab can be enabled per ticket […]

Barracuda RMM

In this guide we will cover: – What is the Barracuda Integration? – Connecting to Barracuda RMM – Import Customers/Sites – Import Assets – Automatically import Assets/sites on a schedule – Sync Alerts What is the Barracuda RMM Integration? This integration allows you to import customers/sites and assets from Barracuda RMM into Halo. Allowing you […]

Chat Web Searching with Virtual Agents

In this guide we will cover: – Creating a Custom Virtual Agent – Configuring a Chat Profile – Configuring the Runbook – Using the Chat Related Guides: Chat Bot and Chat Profiles Virtual Agents in the Chat Bot Virtual agents can be integrated with the chat functionality to allow AI-responses to agent or user questions. […]

Service Users

In this guide we will cover: – What are Service Users? – Bulk Updating Service Users – Importing Service Users from CSP – Excluding Service Users from Automatic Billing – Service User Pop Ups – Service User Ticket Rule Criteria – Service User Dynamic Distribution List Criteria What are Service Users? Service users are a […]