Connect AI to Halo using Azure OpenAI
Virtual Agents in the Chat Bot
Connecting AI to Halo
Connecting Copilot Studio to Halo's MCP Server
9
Halo AI - Security Implications
Connecting Claude to Halo's MCP Server
10
AI Ticket Clustering
AI Surveys
AI Suggestions (Tickets and Articles)
AI Azure Translator
AI Article Creation
MCP Endpoint: Use the Chatbot to Query and Update Data in your Instance
8
Halo MCP Server Connection
1
Boost Ticket Processing using AI
AI Abilities
Vector Search Databases and Embeddings (used for AI Search)
AI Agents
AI Client Profiling
Contents of AI Guides
AI Functionalities Available When Using Own Connection vs Default Connection
Chat Web Searching with Virtual Agents
Halo AI - Frequently Asked Questions
Use AI to Analyse Business Performance
MCP AI Agent: Chat Setup Guide
6
AI Article Summary and Article Duplication Detection
Forethought AI Solve Integration
Nixtla TimeGPT Integration
Best Practices for Claude Code in Halo
Use Case: Procuring & Installing Software In Halo
4
Using the Halo MCP AI Agent With The ChatBot (Pre-Configured Environments)
7
Amazon Bedrock Integration
Use Case: Triggering N-Central Scripts From Halo
5
Embedding Optimisation
Leveraging AI in Halo
Improve Search Using AI
AI Auto Triage
Open AI Integration
AI
AI
Connect AI to Halo using Azure OpenAI
Virtual Agents in the Chat Bot
Connecting AI to Halo
Connecting Copilot Studio to Halo's MCP Server
Halo AI - Security Implications
Connecting Claude to Halo's MCP Server
AI Ticket Clustering
AI Surveys
AI Suggestions (Tickets and Articles)
AI Azure Translator
AI Article Creation
MCP Endpoint: Use the Chatbot to Query and Update Data in your Instance
Halo MCP Server Connection
Boost Ticket Processing using AI
AI Abilities
Vector Search Databases and Embeddings (used for AI Search)
AI Agents
AI Client Profiling
Contents of AI Guides
AI Functionalities Available When Using Own Connection vs Default Connection
Chat Web Searching with Virtual Agents
Halo AI - Frequently Asked Questions
Use AI to Analyse Business Performance
Halo MCP AI Agent: Chat Setup Guide
AI Article Summary and Article Duplication Detection
Forethought AI Solve Integration
Nixtla TimeGPT Integration
Best Practices for Claude Code in Halo
Connecting To External MCP Servers Use Case: Procuring & Installing Software In Halo
Using the Halo MCP AI Agent With The ChatBot (Pre-Configured Environments)
Amazon Bedrock Integration
Connecting To External MCPs Use Case: Triggering N-Central Scripts From Halo
Embedding Optimisation
Leveraging AI in Halo
Improve Search Using AI
AI Auto Triage
Open AI Integration
HaloITSM/ESM
1
HaloPSA
2
HaloCSM
3
HaloCRM
4
An Introduction to Halo
An Introduction to Halo
Introduction to HaloITSM/ESM
Introduction to HaloPSA
Introduction to HaloCSM
Introduction to HaloCRM
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Billing
Billing
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CMDB
CMDB
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Custom Automations
Custom Automations
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Custom Objects
Custom Objects
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Changing your Halo URL
Languages
Agent Check In
Application Colour and Theme
Customising the Agent Application
Customising the Navigation Menu in Halo
Halo Tab Customisation
Progressive Web Application
PDF Templates
Customising and Branding Halo
Customising and Branding Halo
Changing your Halo URL
Languages
Agent Check In
Application Colour and Theme
Customising the Agent Application
Customising the Navigation Menu in Halo
Halo Tab Customisation
Progressive Web Application
PDF Templates
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Email Configuration, Calendars and Appointments
Email Configuration, Calendars and Appointments
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Configuration Change Tracking and Instance Pipeline Management
Importing Additional Fields via CSV
DataImporter (Data Importer) for Custom Tables via CSV
SQL Imports
Customers and Importing/Migrating Data
Importing Opportunity Tickets
SQL Imports - Licences and Subscriptions
Services Import - CSV/XLS/Spreadsheet Method
1
Importing Data
Importing/Migrating Data
Importing/Migrating Data
Configuration Change Tracking and Instance Pipeline Management
Importing Additional Fields via CSV
DataImporter (Data Importer) for Custom Tables via CSV
SQL Imports
Customers and Importing/Migrating Data
Importing Opportunity Tickets
SQL Imports - Licences and Subscriptions
Services Import - CSV/XLS/Spreadsheet Method
Importing Data
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Knowledge Base and Document Management
Knowledge Base and Document Management
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Organisations/Customers, Sites and Users
Organisations/Customers, Sites and Users
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Products/Items and Stock Control
Products/Items and Stock Control
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Project Management
Project Management
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Purchase Orders
Navigating the Quotes and Orders module
The Ready For Purchasing Area
Automating Procurement
Purchase Orders
Purchase Orders
Purchase Orders
Navigating the Quotes and Orders module
The Ready For Purchasing Area
Automating Procurement
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Quotes and Sales Orders
Quotes and Sales Orders
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Reporting and Dashboards
Reporting and Dashboards
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Sales and Opportunities
Sales and Opportunities
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Self Service Portal
Self Service Portal
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Service Desk
Service Desk
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Syncing Tickets Between Instances
Supplier Agreements/Contracts
Sending Requests Across 2 Instances
Supplier Contacts/Users
Allow Suppliers to use the Portal
Recurring Bills
Suppliers
Access Restrictions on Suppliers
Suppliers
Suppliers
Syncing Tickets Between Instances
Supplier Agreements/Contracts
Sending Requests Across 2 Instances
Supplier Contacts/Users
Allow Suppliers to use the Portal
Recurring Bills
Suppliers
Access Restrictions on Suppliers
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The ChatBot
The ChatBot
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No items found.
Your Organisation Structure
Your Organisation Structure
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ITIL Processes
ITIL Processes
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Log Retention
Automatic Logout Issues
Xero Integration Errors
Refreshing an Azure Token
Backend Services Monitoring
Backend Services: Common Errors, Causes and Resolutions
Authentication Methods for Microsoft Integrations
Troubleshooting Issues with CNAME DNS Records
IronPDF Errors
Email Start Tag being Auto-Filled with your email address (Keeper Browser Extension)
Action Not Showing on a Ticket
Finding Missing Entities
Accounting Tool Not Syncing
Exchange Calendar Integration Errors
Mail Processing FAQs
Changing Date and Time Formats
Troubleshooting FAQs
Troubleshooting FAQs
Log Retention
Automatic Logout Issues
Xero Integration Errors
Refreshing an Azure Token
Backend Services Monitoring
Backend Services: Common Errors, Causes and Resolutions
Authentication Methods for Microsoft Integrations
Troubleshooting Issues with CNAME DNS Records
IronPDF Errors
Email Start Tag being Auto-Filled with your email address (Keeper Browser Extension)
Action Not Showing on a Ticket
Finding Missing Entities
Accounting Tool Not Syncing
Exchange Calendar Integration Errors
Mail Processing FAQs
Changing Date and Time Formats