Setting up a platform
The Settings page: the agent and its AI key, automatic replies, limits, code, your ticket system, setup assistants, the log watcher, the content writer and notifications.
The agent
- Agent settingsChoose the agent's AI key, name the platform, tell the agent what your system looks like and how its replies should sound, and give it a machine of its own.
- Run the agent on your own systemsInstall a runner in your own Kubernetes cluster, or on one server with Docker, so the agent works there, next to your systems. It calls us for work; you open no ports.
- Automatic repliesLet an acknowledgement or a confident, simple answer go out without waiting for a person, and stop them all at once.
- LimitsHow much money and time the agent may spend on this platform, so nothing runs away.
What the agent can look at
Where requests come from
- Connect your ticket systemConnect HaloPSA, ConnectWise, Autotask, Zendesk, Freshdesk, Jira Service Management, ServiceNow, Zoho Desk, Jira, Linear or YouTrack, or your own ticket system through our API and a signed webhook. Then set the ticket rules.
- Connect ConnectWise PSAConnect ConnectWise PSA with an API member's keys. We set up the callback in ConnectWise for you. Tickets come in by themselves, and approved replies go back to ConnectWise.
- Connect AutotaskConnect Autotask PSA with an API user. We set up Autotask's webhooks for you, tickets come in by themselves, and approved replies go back as ticket notes.
- Connect ZendeskConnect Zendesk with an OAuth client, then add a webhook and a trigger in Zendesk. Tickets come in by themselves, and approved replies go back to Zendesk.
- Connect Jira Service ManagementConnect a Jira Service Management cloud site with an API token. Requests from your service desks reach the agent, and approved replies go back to the customer or stay as internal notes.
- Connect Zoho DeskConnect Zoho Desk with a Self Client from Zoho's API console and one webhook. Tickets come in by themselves, and approved replies go back to Zoho Desk.
- Connect JiraConnect your team's Jira Cloud projects with an API token. New issues reach the agent, and approved replies and findings go back as comments on the issue.
- Connect LinearBring your team's Linear issues to the agent with a personal API key. Approved replies and the agent's findings go back as comments on the issue.
- Connect FreshdeskConnect Freshdesk with an agent's API key, then add two automation rules in Freshdesk. Tickets come in by themselves, and approved replies go back to Freshdesk.
- Connect ServiceNowConnect ServiceNow with an integration user, then paste one business rule into ServiceNow. New incidents come in by themselves, and approved replies go back to the incident.
- Connect YouTrackBring your team's YouTrack issues to the agent with a permanent token and YouTrack's Webhook Triggers app. Approved replies and the agent's findings go back as comments, which a team group can keep to itself.
- Import tickets from HaloBring in Halo tickets opened before you connected, with their conversation, and choose which ones the agent starts on now.
- Setup assistantsLet your customers set things up by chatting, inside your portal. The assistant uses only the parts of your API you choose, and every change waits for the customer to press Approve.
Runs on its own
- Log watcherTurn errors in your logs into tickets the agent investigates, one ticket per distinct error, with a daily limit.
- Content writerBlog articles written only from what your product really does. Every article waits for your approval, then can go to your own website.
- Platform notificationsChoose which Telegram chats and Slack channels hear about this platform, and about what.