AI Risk Advisory For Change Management
In this guide we will cover: – What is AI Risk Advisory For Change Management? – How It Works – The Risk Scoring Model – Fields Updated on the Change Record What is AI Risk Advisory For Change Management? The AI Risk Advisory for Change Management capability in Halo ITSM provides an automated, AI-powered risk […]
SailPoint Identity Now Integration
In this guide we will cover: – What is the SailPoint Identity Now Integration? – Enabling the SailPoint Module – Connecting to SailPoint – Role Mappings – User Mappings – Map User and Agent Fields – Import Users/Agents – Import Users/Agents on a Schedule This integration is available as of v2.234+. What is the SailPoint […]
SeatGeek Integration
In this guide we will cover: – What is the SeatGeek Integration? – Enabling the Module – Generating your Client ID and Secret – Connecting SeatGeek to Halo What is the SeatGeek Integration? Avaliable from v2.234+, the SeatGeek integration allows you to import your User Change Events from SeatGeek into Halo. Multiple instances of SeatGeek […]
AI Abilities
In this guide we will cover: – What are AI Abilities? – Creating AI Abilities – AI Abilities in Virtual Agents – AI Abilities in Runbooks Admin Guides: AI Related Guides: Connecting AI to Halo Leveraging AI in Halo Virtual Agents in the Chat Bot Custom Integrations/Runbooks AI Agents Note: If you are looking for […]
Using Apidog
In this guide we will cover: – Navigating Apidog – Uploading Test Data (CSV) – Creating a Test Scenario – Authorising the Request – Linking Dynamic Values to Test Data – Running the Request Related Guides: Setting up an API Agent Using Postman Apidog is a tool which can be used to make direct API […]
Active Directory Integration (LDAP)
In this guide we will cover: – Setting Up A New Connection The Details Tab Field Mappings Agent/User Mappings CAB Mappings New User Onboarding Imports – Running the Sync – Helpful Information Fields Child Domains Halo's integration with Active Directory (AD) allows you to configure an LDAP connection for syncing Agents and Users from AD into […]
Zapier Integration
In this guide we will cover: – What is the Zapier Integration? – Enabling the module – Configuring Zapier What is the Zapier Integration? Zapier is a platform that connects with different apps in order to automate processes and workflows. The Zapier Integration allows you trigger an action in another application based on an event […]
Intermedia Contact Centre Integration
In this guide we will cover: – What is the Intermedia Contact Centre Integration? – Obtain Connection Details – Create Webhook in Intermedia – Enable Intermedia for each Agent – Integration settings – User Matching – Tracking Calls What is the Intermedia Contact Centre Integration? The Intermedia Contact Centre Integration allows you to manage and […]
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 […]