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 […]
Runbook Level Variables
In this guide we will cover: – What are Runbook Level variables? – Creating Runbook Variables – Configuring Variables – Worked Example Related Guides: Custom Integrations/Runbooks Custom Integrations What are Runbook Level Variables? When obtaining data from the API chances are you are not going to want the entire response body, but only particular parts of […]
Splunk On Call Integration
In this guide we will cover: – What is the Splunk On Call Integration? – Connecting to Splunk On Call – Configuring and Integrating Splunk On Call – Creating Splunk On Call Webhooks What is the Splunk On Call Integration? Splunk on Call is an incident management platform designed to help teams respond quickly to problems […]
Sales Mailboxes – Google
In this guide we will cover: – What is the Sales Mailbox Integration? – Create a New Sales Mailbox Connection – Using Sales Mailboxes – Setting Overrides In this guide we will cover how to setup Sales Mailboxes using Google mailboxes. For information on setting up using Azure mailboxes, checkout Sales Mailboxes – Azure. The […]
Log Retention
In this guide we will cover: – What Logs Halo Stores and for How Long Related Guides: Backend Service Monitoring Redact Sensitive Audit Logs on a Ticket Redacting Card and Social Security Numbers (SSNs) What Logs Halo Stores and for How Long This table covers the basis of the most commonly referenced logs within the […]
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 […]
Hosting your own Halo Integrator
In this guide we will cover: – Installing the Halo Integrator – Configuring the Halo Integrator – Setting up different Scheduled Tasks for your Halo Integrator – Upgrading your Halo Integrator Related Guides: Halo Integrator Active Directory Lansweeper This guide will cover how to install, setup and upgrade the 'Locally Hosted' version of the Halo […]
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 […]