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AI Functionalities Available When Using Own Connection vs Default Connection
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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; 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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><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><style> p { margin: 0; } span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; 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} 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><style> p { margin: 0; font-family: "Poppins", sans-serif, "Roboto"; } 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; } .styled-table thead tr th:first-child { width: 28em; min-width: 28em; max-width: 28em; word-break: break-word; } .styled-table thead tr th:nth-child(2) { width: 8em; min-width: 8em; max-width: 8em; word-break: break-word; } .styled-table thead tr th:nth-child(3) { width: 8em; min-width: 8em; max-width: 8em; word-break: break-word; } .styled-table thead tr th:nth-child(4) { width: 8em; min-width: 8em; max-width: 8em; word-break: break-word; } .styled-table thead tr th:nth-child(5) { width: 8em; min-width: 8em; max-width: 8em; word-break: break-word; } .styled-table { border-radius: 5px;border-collapse: collapse; margin: 25px 0; font-size: 1rem; font-family: "Poppins", sans-serif, "Roboto"; width: 100%; box-shadow: 0 0 20px rgba(0, 0, 0, 0.15); } .styled-table thead tr { text-align: left;border-radius: 5px; } .styled-table th { border-radius: 5px; padding: 12px 15px; } .styled-table td { padding: 12px 15px; } .styled-table tbody tr { border-bottom: 1px solid #dddddd; } .styled-table tbody tr:nth-of-type(even) { background-color: #fafafa; } .styled-table tbody tr:last-of-type { border-bottom: 2px solid $orcolor; } .tick-icon { font-size: 50px; color: green; } .cross-icon { font-size: 15px; color: red; text-align: center; } </style><p>For more information on any AI functionalities listed below, please see the following article that lists all major AI features and their guides: <a href="https://usehalo.com/haloitsm/guides/2699/" target="_blank" rel="noopener noreferrer" data-pasted="true" style="font-size: 11pt;"><span style="font-size: 11pt;">Contents of AI Guides</span></a>&nbsp;</p><p><br></p><p><span style="font-size: 18pt;" data-pasted="true"><strong><span style="color: rgb(97, 189, 109);">*&nbsp;</span></strong></span><span style="font-size: 11pt;" data-pasted="true">= When executed using AI Agents &amp; AI Abilities.&nbsp;</span></p><p><br></p><table class="styled-table grid" style="width: 100%; height: 1854px;"><colgroup><col style="width: 40.0338%;"></colgroup><colgroup><col style="width: 29.9831%;"></colgroup><colgroup><col style="width: 29.9831%;"></colgroup><tbody><tr style="height: 51px;"><td style="text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Functionality</span></strong></td><td style="text-align: center; background-color: rgb(0, 204, 248);"><div style="text-align: center;"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Default Halo Connection</span></strong></div></td><td style="text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Own Connection</span></strong></td></tr><tr><td>Indexing (&amp; control of indexing via ticket rules)</td><td class="tick-icon"><div style="text-align: center;" id="isPasted"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" id="isPasted"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr style="height: 70px;"><td>Built-in Insights (&amp; customisation within the AI configuration module)</td><td><div style="text-align: center;" id="isPasted"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Full customisation of AI Insights (via runbooks)</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">&nbsp; &nbsp;✓ *</span></strong></span></div></td><td><div style="text-align: center;"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Ticket matching (Halo Vector Store v1 vector search database)</td><td><div style="text-align: center;" id="isPasted"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" id="isPasted"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr style="height: 63px;"><td>Ticket Matching (Azure AI Search vector search database)</td><td style="text-align: center;"><div data-pasted="true">❌</div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Ticket Matching (AWS OpenSearch vector search database)<br><br><span style="font-size: 10pt;">(To use Halo&#39;s instance of AWS OpenSearch please request credentials from Halo Support)</span></td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Linking of AI Matched Tickets</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>AI Suggestions (Built-in)</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>AI Suggested Resolution&nbsp;</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">&nbsp; &nbsp;✓ *</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Customised AI Suggestions (via runbooks)&nbsp;</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">&nbsp; &nbsp;✓ *</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>AI Query Builder</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Thank you Detection</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>AI Surveys</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>AI Report Analysis</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>AI Action Operations (Generate user response &amp; improve agent note)</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Project task creation from SoW custom field set in AI configuration module</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Project task creation runbook&nbsp;</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">&nbsp; &nbsp;✓ *</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Virtual Agent (Out of the box)</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Customised virtual agents</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr style="height: 63px;"><td>Sentiment Analysis</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">&nbsp; &nbsp;✓ *</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr style="height: 63px;"><td>Customer Profiling</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Knowledge Base Article Creation&nbsp;</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">&nbsp; &nbsp;✓ *</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Knowledge Search<br><br><span style="font-size: 10pt;">(To use Halo&#39;s instance of AWS OpenSearch please request credentials from Halo Support)​​​​​</span><br></td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>MCP Server&nbsp;</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">&nbsp; &nbsp;✓ *</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>AI Auto Triage&nbsp;</td><td style="text-align: center;"><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">&nbsp; &nbsp;✓ *</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>AI Azure Translator</td><td style="text-align: center;"><div data-pasted="true">❌</div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr></tbody></table><p><br></p><p><span style="font-size: 11pt;">This matrix applies to deployed production instances of Halo.&nbsp;</span></p><p><br></p><p><strong><em>Note: For the Ticket matching functionality or Knowledge Search, you will need your own database connection in Azure if you opt for the Azure AI Search. This connection is separate to the AI connection. As this connection is separate, you are able to use you<strong style="box-sizing: inherit; font-weight: 700; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-pasted="true"><em style="box-sizing: inherit;">r own Azure AI search service whilst using the default Halo connection for all other AI functionality. If you would like to use Halo&#39;s AWS OpenSearch service, then please request credentials for the database connection from Halo support.&nbsp;</em></strong></em></strong></p>
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