Connecting Copilot Studio to Halo’s MCP Server

In this guide we wil cover: – Creating an Authorisation Code API Application – How to connect Halo's MCP server to Copilot Studio – Invoking lead generation based on service gaps of a whitespace report Related Articles – Halo MCP Server Connection – Download a HaloPSA trial to access the out of the box reports […]

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 […]

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 This integration is available as of v2.216+ of Halo. What is the SailPoint Integration? The SailPoint integration allows you to import users and roles from SailPoint […]

Contents of AI Guides

In this guide we will cover: – Summary – AI Guides Summary Halo provides various AI features to help you integrate AI into your standard operating procedures. If you are looking at using AI in your Halo instance but you are not sure where to start, read the following overviews on the AI functionalities we […]

UserWay Integration

In this guide we will cover: – What is the UserWay Integration? – Enabling UserWay on the Self Service Portal – Enabling UserWay on the Agent Application  What is the UserWay Intgration? UserWay is an accessibility tool which can be integrated with Halo on the Self Service Portal and the Agent Application (v2.214+).  Enabling UserWay […]

Kaseya VSA X Integration

In this guide we will cover: – What is the Kaseya VSA X Integration? – Connecting to Kaseya VSA X – Customer Imports – Asset Imports – Alert Webhooks – Syncing with the Halo Integrator Related Guides: Kaseya VSA Integration What is the Kaseya VSA X Integration? Available as of v2.214.1+, Kaseya VSA X can […]

Vector Search Databases (for AI Search)

In this guide we will cover: – What is a Vector Search Database? – Indexing – Vector Search Database Options What is a Vector Search Database? A vector search database is a database that is designed to store and search embeddings.  Embeddings – Numerical representations of data used to find items that are semantically similar. […]

Single Sign-On in Halo

In this guide we will cover: – The Single Sign-On Module – Setting up Single Sign-On – Single Sign-On Options – Matching Users – Claim Validations – User Provisioning (creation) – Adding SSO buttons to login Page – Customise Single Sign-On Buttons The functionality outlined in this guide is available as of v2.210+. If you […]

Google Maps Integration

In this guide we will cover: – What is the Google Maps Integration? – Connecting to Google Maps – Configuring the Map – Bulk Updating Data What is the Google Maps Integration? Available as of v2.212.1+, Google Maps can be integrated with Halo to show your Customers and Opportunities on a map, estimate their addresses […]