Want to pull historical HaloPSA tickets into a RAG (Retrieval Augmented Generation) setup so Claude can suggest fixes for incoming ones. Has anyone done this?
If so, what are you using for the vector store and retrieval layer, and how are you keeping token usage sane?
Hey everyone,
I’ve been working on a Chrome extension for Halo called **HaloPlus** and wanted to share it here first with people who actually live in Halo day to day.
The idea came from my own frustration with how many small repetitive things slow you down when working in Halo. Nothing huge on its own, but all those extra clicks, searches, tab switches, and “where was that field again?” moments add up.
So I built HaloPlus as a small toolkit that sits inside the Halo interface and helps with the things I kept wanting faster access to.
A few things it does:
It’s aimed mostly at admins, consultants, service desk teams, and power users who spend a lot of time inside HaloPSA or HaloITSM.
The extension is not live in the Chrome Web Store yet as i'm waiting for them to approve the extension, but it should be available soon. I’m at the point where I’d really value feedback from actual Halo users before pushing it further.
Website is here: https://gethaloplus.com
Would love to hear what you think, especially:
Not trying to spam the sub, just genuinely proud of what I’ve built and hoping it can be useful to other Halo users too.--
--------------------Update 08/05/2026--------------------
HaloPlus has now officially been approved and is live on the Chrome Web Store 🎉
Really appreciate the interest and the security/transparency discussions on the original post. A few people asked about open source/code inspection, so I’m currently planning to make the extension code publicly available so people can inspect what it’s doing themselves.
Now that it’s actually live, I’m hoping to get more real-world feedback from people using it day-to-day inside Halo. If anyone has questions about how it works, permissions, security, or specific features, feel free to ask here as well.
Please leave a review ❤️ Spread the word!
Chrome Web Store:
https://chromewebstore.google.com/detail/haloplus/ondioamcpkphlebmeocbhjmpdodpmklp
Website:
https://gethaloplus.com
Hi all, wanting some ideas and help with reflecting best possible route to take with automating user onboarding.
At this current stage, we have forms set up for our clients to fill out when a new user is required, however, we're wanting to get rid of the manual account creation stage. I've looked at a couple of different options, but we're most likely going to head the native Halo route and not implement any 3rd party applications.
Has anyone gone the PowerShell route for user account creations? If you have, have you created individual onboarding scripts for each client, or created a "God" script for all? At this stage I'm wanting to have a workflow post the details of the form in the ticket, have our Helpdesk manually check the details are correct, and then select the "Create User" action to push through the PowerShell script.
If there are any better ways, I would love to hear how others are automating this currently.
With our previous sytem, we used to be able to enter a block of time and add a deduction.
For example, if we worked the whole day, we could go 9 to 5 and deduct one hour for lunch.
It became even better when we had one big task the whole day, and five other mini jobs. Those mini jobs could be logged, then the big task logged at the end of the day, deducting all of the total time spent elsewhere.
HaloPSA is different.
Though the ticket has a timer which stops and starts every time you open the ticket, time is still logged in the worksheet as an explicit start/end time, no deductions. This is either through specifiying the start time and the length, the end time and the length, or the start and end time.
It's not then possible to split that time down into separate chunks to slow them in at the appropriate times in the day.
So one must duplicate and adjust everything.
Even the scenario from our previous system, means that as well as the five mini timesheet entries, we would then need to enter six blocks of time to fill in the gaps.
It seems Halo is designed from the perspective that you should be working on one task, no interruptions, log the time, move on to the next task. Which doesn't suit some small MSP's.
Is there any plan for this side of things to be improved?
I've noted we can add time directly the timesheet, but it is either logging as QuickTime, or logging to a specific ticket. It doesn't give an option to choose between the two. That would be good if nothing else!
Hello Friends,
I am Curious to know if any of you are currently using the Mail Campaigns feature within Halo. I would like to know how well is is working for you. I really do not want to attempt to spend hours on its configuration just to find out it has some unforseen flaws or drawbacks.
Any feedback would be helpful.
P.S. if you have any starter templates that you will be able to share, I would gladly review them as well. Thanks in advance.
I don't like how Halo has a nonsensical string of characters as the ticket ID. Example:
ABCZ:00000342 as a ticket number
I would much rather have:
Incident #342
or
Service Request #342
or
Change Request #342
ETC
Is this achievable with configuration?
Hey All,
I wanted to see if I was just missing something. We have many device types in Ninja. For exmample we have VM's in Ninja that I would like to map to a certain device type in Halo. Is there a way to accomplish this? In the integration I only see the one mapping for default type.
Hi there
HaloPSA is awesome! 😄
But i'm missing translations for fields, and ask myself if it would smart to play around with Custom Variables for translation.
In my case the Agent Ressource Booking on Mail Replays.
Or how did you solve that on your site?
Trying to figure out how we can disable this to restrict agents to use the right click drop down on a ticket.
For example: We have a workflow and actions in place for this ticket type, when the agent is in the ticket, they cannot add notes or do any action until the ticket is approved.
However, they are able to bypass all these hidden actions by right-clicking the ticket and perform the action without the ticket being approved.
A quick google search shows that we can change the agents permission but we still want the agents to be able to perform these action once the ticket is approved..
Please advise if you have any suggestion.
Does anyone know if the AI summary of tickets is something saved for each ticket or is it only created when the option is requested on an individual ticket?
Basically wondering if there's a simple report than can be made to output the summaries of a client's monthly tickets. If this is a SQL variable that can be called on for each ticket what...
I am not new to Halo but I am just starting to use quoting. When I create a quote on the Halo screen everything looks fine. When I generate a PDF, the sales tax calculation is as much a 4 decimal places and does not appear to calculate correctly. Does anyone know why my PDFs would be showing different numbers than what I see on the screen?
How do I direct emails from a specific mailbox to a specific team. We have this setup currently for various teams but it was done by our supplier who we don't have access to anymore. A new mailbox has been added but all tickets are coming in to the service desk rather than the team they need to go to. I've looked at various places and can't identify how to do this myself, any help would be greatly appreciated
