Lemhi
Integration
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Overview

Lemhi is the virtual Chief AI Officer platform for MSPs. It turns client AI demand into a recurring managed service. Engage runs the assessment and builds the plan. Compass manages the roadmap, governance, and adoption work for each client.

The HaloPSA integration puts that work where your technicians already are. Push a Compass task, or a set of tasks, into HaloPSA as a ticket under the right client, with the ticket type and team you choose. Each ticket links back to its Compass task, and each Compass task shows its Halo ticket number and current status.

Setup takes one admin. Create an API-only agent and API application in HaloPSA with a narrow role you control, connect it in Lemhi, set your ticket defaults, and map your clients.

Features & Benefits

  • Push one Compass task, or a set of tasks, to HaloPSA as a ticket
  • File tickets under the mapped Halo client, with the ticket type you set and the team you pick when pushing
  • Send default Impact, Urgency, and Category values when your ticket type requires them
  • Open the Compass task from a link at the top of the ticket
  • See the Halo ticket number and current status on the Compass task, and open the ticket in one click
  • Link a Compass task to a ticket a technician already opened
  • Connect through an API-only agent with a narrow role you control
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