Operations Assistant for Agents & Team Leaders

In this guide we will cover: – Chat Profiles for Agents – Agent App Virtual Agents – Virtual Analyst Use – Default Agent App Virtual Agents – Chat Improvements Chat Profiles for Agents Chat Profiles are available within the Agent Application, which allows the Virtual Agent feature to be utilised by Agents for quick actions […]

Incoming Webhook Processing Service

In this guide we will cover: – What is the Incoming Webhook Service? – Available Integrations – Processing Methods – Viewing Webhook Logs – Viewing Individual Webhooks and Managing Attempts What is the Incoming Webhook Service? The incoming webhook service allows behaviour customisation of how Halo processes webhooks from integrations. In addition to the previous […]

ArrowSphere Integration

In this guide we will cover: – What is the ArrowSphere Integration? – Connecting to ArrowSphere – Importing Customers – Importing Subscriptions – Halo Integrator What is the ArrowSphere Integration? The ArrowSphere integration can be used to import customers and their subscriptions into Halo. This is a multi-tenanted integration, so multiple instances of ArrowSphere can […]

Refreshing an Azure Token

In this guide we will cover: – What is an Azure Token? – When does a Token Need Refreshing? – Refreshing the Token What is an Azure Token? An Azure token is the method Microsoft use to allow access from external sources (in this case, Halo) temporarily. However, this token will eventually expire and need […]

Cloudfare Integration

In this guide we will cover: – What is the Cloudfare Integration? – Setting up the Integration – Customise the ticket that is logged What is the Cloudfare Integration? The integration between Halo and Cloudflare allows you to have notifications in Cloudflare log tickets in Halo. Allowing you to manage your Cloudflare notifications from Halo.  […]

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 […]

Avalara Integration

In this guide we will cover: – Enabling the Avalara Module – Connecting to Avalara – Importing Customers – Syncing Entities – Voiding an Invoice – Excluding Customers What is the Avalara Integration? The Avalara integration allows you to complete a two way sync of customers between your Halo and Avalara instance. You can also […]

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 […]

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 […]