Rallied
Integration
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Integration guide

Overview

Rallied is an AI technician for MSPs that works directly from HaloPSA. It reads incoming tickets, gathers context from connected tools, carries out the fix, updates the end user, and closes the ticket in HaloPSA.

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Rallied handles routine L1 and L2 work such as password resets, account unlocks, MFA resets, permission changes, onboarding, and offboarding. When a ticket needs a human, it gathers the missing information and routes it to the right technician with the context already attached.

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Rallied connects HaloPSA with your RMM, Microsoft 365, licensing and documentation tools while keeping HaloPSA as your system of record. It takes direction in plain English, so you can get started without months of building workflows or hiring a dedicated automation administrator.

Features & Benefits

• Autonomous L1 and L2 resolution — Rallied diagnoses requests, completes the fix, communicates with the user, and closes the HaloPSA ticket.

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• Cross-stack execution — Rallied works across HaloPSA, RMM, Microsoft 365, identity, and documentation tools without technicians switching between systems.

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• User onboarding and offboarding — Turn one HaloPSA ticket into a complete process covering accounts, licences, groups, applications, and contact updates.

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• Approval-aware automation — Rallied requests the correct approval before sensitive actions and continues the work once approval is received.

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• Context-first escalation — Unresolved tickets reach the right technician with missing information already gathered and relevant context attached.

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• Complete HaloPSA records — Statuses, notes, user communications, approvals, and resolution details are written back to HaloPSA.

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• Quick to get running — Start with selected ticket types and describe how you want them handled in plain English. No code or dedicated automation administrator is required.

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