HaloPSA, from ticket to resolution.
Neo reads every Halo ticket, applies your workflows, and resolves L1 work end-to-end, without rewriting the rules you've already built.
What Neo does with HaloPSA.
Category, Team, SLA, Priority
Neo reads every ticket and populates the full Halo classification, matching the way your senior techs would route it.
Skills-based assignment
Routes using agent availability, skillset, and current load, while respecting Halo's team and workflow rules.
L1 fixes, end-to-end
Password resets, MFA unlocks, permission changes, printer queues, license requests, executed and closed inside Halo.
Concrete work Neo handles in HaloPSA.
New hire onboarding
Reads the request, checks the client's runbook, provisions across M365 + Entra + Pax8, and posts the outcome to the Halo ticket.
Respects Halo workflows
Neo works inside your existing Halo workflow engine. Custom fields, statuses, and actions all stay intact.
Actions logged as time
Every action Neo takes posts a Halo time entry with the resolution and notes, ready to invoice.
Reads your docs
Pulls client-specific docs from IT Glue or Hudu to apply per-customer conventions before acting.
Live in under an hour.
Connect, configure, go. No code, no long implementation.
Connect HaloPSA
Authenticate with a dedicated Halo API user. Scope permissions tightly with None / Read / Write.
Map your structure
Neo ingests your Halo categories, teams, and historical tickets. Confirm the scope of automation.
Go live
Test mode first, then propose or autonomous per action. Your existing workflows keep running.
Questions about the HaloPSA integration.
Is HaloPSA fully supported?+
Yes. Neo supports HaloPSA's tickets, workflows, custom fields, and time entries end-to-end.
Does Neo respect Halo's workflow engine?+
Yes. Neo works inside your existing Halo workflows, automations, and SLA rules. It adds intelligence, not replacement logic.
Can we start in read-only mode?+
Yes. Test mode runs everything as notes first, so you can see what Neo would do before you let it act.
Ready to wire up HaloPSA?
14-day free trial. No credit card. Live in under an hour, right inside your stack.