<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Summary</strong></p><p><strong>- AI Guides</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">Summary</span></strong></p><p>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 offer. To learn more, follow the link to the dedicated guide for each functionality. </p><p><br></p><p><strong><span style="font-size: 14pt;">AI Guides</span></strong></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2385" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Connecting AI to Halo</span></strong></a></p><p>This guide will run you through the types of AI connection we have available (Halo, Azure, OpenAI), the pros and cons of each method and how to connect using each one. This is useful in understanding which functionalities are achievable with each connection method. </p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/1667" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Open AI Integration</span></strong></a></p><p>This guide will run you through how to connect AI to Halo using the OpenAI connection method. </p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2316/" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Connect AI to Halo using Azure OpenAI</span></strong></a></p><p data-pasted="true">This guide will run you through how to connect AI to Halo using the Azure OpenAI connection method. </p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2387" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">AI Insights</span></strong></a></p><p>This guide will show you how to use the AI Insights functionality. AI insights use AI to analyse a ticket to give further insights into the ticket, such as customer tonality, summarise the ticket conversation, create a search term and suggest a priority.</p><p data-pasted="true"><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2386" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">AI Suggestions (Tickets and Articles)</span></strong></a></p><div><span style="font-size: 11pt;">This guide will show you how to set up and use the AI Suggestions functionality. AI suggestions can be used to automate ticket processing by making suggestions to agents on how certain ticket fields should be completed based on historically similar tickets. </span></div><p><br></p><p><span style="font-size: 12pt;"><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2125" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong>Improve Search Using AI</strong></a></span></p><div><span style="font-size: 11pt;">This guide will show you how to setup use AI to improve searching within Halo. In order to use this functionality you must have connected your instance to a vector search database.<br></span></div><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2673" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Vector Search Databases (for AI Search)</span></strong></a></p><p>This guide will outline what a vector search database is, when they are needed and what each vector search database connection option allows you to do. This is also useful if you are looking for information on the processes behind AI functionalities, such as indexing and embeddings. </p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2138" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">AI Article Creation</span></strong></a></p><p>This guide will show you how to create knowledge base articles automatically using AI.</p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2169" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">AI Azure Translator</span></strong></a></p><p>This guide will show you how to translate notes from users or other agents using AI. </p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2146" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">AI Surveys</span></strong></a></p><p>This guide will show you how to use AI-Surveys in Halo. AI-Surveys analyse ticket data to estimate the satisfaction score and potential comments a user might give, based on the interaction between the user and the agent. This provides additional feedback data beyond what users typically submit. </p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2389" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Boost Ticket Processing using AI</span></strong></a></p><p>This guide highlights various AI functionalities that can be used to automate ticket processing in Halo. This includes generating automatic responses to users, improving agent responses and thank you detection functionality. </p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2631" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">AI Article Summary and Article Duplication Detection</span></strong></a></p><p>This guide shows how to use AI to generate summaries for your knowledge base articles and detect duplicate articles.</p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2445" data-pasted="true" target="_blank" rel="noopener noreferrer" style="font-size: 12pt;"><span style="font-size: 12pt;"><strong>AI Client Profiling</strong></span></a></p><p>This guide shows how to use and setup AI Client Profiling. AI Client profiling allows you to use AI to analyse a customer's recent ticket information to formulate a summary of their recent experience. This summary will then be uploaded to the customer's profile as a CRM note.</p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2651" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">AI Auto Triage</span></strong></a></p><p>This guide shows how to use AI to automatically triage your tickets, without requiring historical ticket data or setting up AI Suggestions. </p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2336" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Virtual Agents in the Chat Bot</span></strong></a></p><p>This shows how to setup and use Virtual Agents. Virtual Agents use AI technology to return information and carry out actions based on a user's input.</p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2582" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Chat Web Searching with Virtual Agents</span></strong></a></p><p>This guide shows how to use Virtual Agents to complete web searching in the chatbot. </p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2482" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Automated Statement of Work Generation and AI Project Task Creation</span></strong></a></p><p>This guide shows how AI can be used to automatically generate a statement of work based on the services you are quoting your customers for. Projects tasks can then be created based on this statement of work. </p><p><br></p><p><a data-fr-linked="true" href="https://halo.haloservicedesk.com/kb?id=2469" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Use AI to Analyse Business Performance</span></strong></a><span style="font-size: 12pt;"><strong><br></strong></span></p><p>This guide shows you how to use AI to analyse your business performance based on data in your Halo instance. </p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2137" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Leveraging AI in Halo</span></strong></a></p><p>This guide provides an overview of all AI functionality in Halo. This outlines what each functionality does and how it can be utilised. </p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2597" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">OpenAI MCP Server Connection</span></strong></a></p><p>This guide outlines what the MCP Server connection is and how to enable it. This feature is still in Beta and only available to be utilised in custom developer apps (this cannot be plugged into front end systems). </p><p><br></p><p><a href="https://usehalo.com/haloitsm/guides/2638" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Ticket Volumes and Forecasting</span></strong></a></p><p>This guide outlines how to use AI to provide future forecasts based on previous Ticket Volumes, either with a built-in connection or enhanced with the Nixtla TimeGPT integration.</p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2584" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Nixtla TimeGPT Integration</span></strong></a></p><p>This guide outlines how to setup the Nixtla TimeGPT Integration. This integration uses AI to provide future forecasts based on previous Ticket Volumes.</p><p><br></p><p data-pasted="true"><a href="https://usehalo.com/haloitsm/guides/2711" target="_blank" rel="noopener noreferrer" style="font-size: 18pt;"><span style="font-size: 12pt;"><strong>Connecting Copilot Studio to Halo's MCP Server</strong></span></a></p><p data-pasted="true">This guide outlines how to connect Co-Pilot Studio to Halo's MCP Server.</p><p><br></p><p data-pasted="true"><a href="https://usehalo.com/haloitsm/guides/2798/" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Connecting Claude to Halo's MCP Server</span></strong></a></p><p data-pasted="true">This guide outlines how to connect Claude.ai to Halo's MCP Server.</p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2460" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Forethought AI Solve Integration</span></strong></a></p><p>This guide outlines how to setup the Forethought AI Solve Integration. This integration allows you to embed Forethought AI Solve widgets into your Halo self service portal. </p><p><br></p><p><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2633/" data-pasted="true" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Halo AI – Security Implications</span></strong></a></p><p>This guide outlines the security implications of connecting an AI model to your Halo instance, including how your data is stored and managed.</p><p><br></p><p><a href="https://usehalo.com/haloitsm/guides/2721" target="_blank" rel="noopener noreferrer"><strong><span style="font-size: 12pt;">Agentic AI</span></strong></a></p><p data-pasted="true">This guide outlines how to use Agentic AI in Halo. It explains how Virtual Agents, Runbooks, and the MCP Server can work together so that an AI system can interpret intent, decide which tools to use, carry out actions, and adjust its behaviour based on outcomes.</p><p><br></p><p><a href="https://usehalo.com/haloitsm/guides/2776/" target="_blank" rel="noopener noreferrer" style="font-size: 14pt;"><span style="font-size: 12pt;"><strong>AI Abilities</strong></span></a></p><p data-pasted="true">This guide outlines how AI Abilities act as a custom set of instructions that can be sent to an AI to generate a response. This can be used to replace complex methods in Runbooks. <a href="https://usehalo.com/haloitsm/guides/2776/" target="_blank" rel="noopener noreferrer" style="font-size: 14pt;"> </a></p><p><br></p><p><span style="font-size: 12pt;"><a href="https://usehalo.com/haloitsm/guides/2783/" target="_blank" rel="noopener noreferrer"><strong>AI Agents</strong></a></span></p><p data-pasted="true">This guide outlines how AI Agents can act as a custom set of instructions that can be sent to an AI to generate a response and perform certain tasks. </p><p> </p>
