HaloPSA chatbot for IT Helpdesk

A basic FAQ bot explains how clients submit HaloPSA tickets. Workativ's HaloPSA chatbot automatically creates tickets under the correct client, site, and contract, applying the appropriate SLA and billing category without manual triage.

An end user or technician sends a message in Slack describing an issue. The chatbot identifies the correct client and contract, creates or updates the HaloPSA ticket, and posts ticket status updates back into the same Slack conversation.

As a native Microsoft Teams app, users can create support tickets, check ticket status, or request approvals, while Workativ keeps the corresponding HaloPSA ticket, time entries, and client records synchronized in real time.

Workativ automates HaloPSA ticket creation and updates, SLA and ticket status checks, approval routing, and common IT requests such as password resets, reducing manual triage across an MSP's client base.

Workativ integrates HaloPSA with Azure AD, Okta, Microsoft 365, Slack, Microsoft Teams, and 100+ additional applications, enabling technicians to manage identity, access, and ticketing tasks from a single interface.

With a pre-built HaloPSA API integration and ticketing templates designed for multi-client and multi-tenant environments, most MSPs can deploy within 5–7 days.

Workativ automatically maps each conversation to the appropriate HaloPSA client, site, and contract based on the requester's identity, ensuring tickets, SLAs, and billing categories are always assigned correctly.

Requests outside the automation scope are routed to the appropriate HaloPSA technician queue with the correct client, contract, priority, and complete conversation history attached, enabling technicians to continue with full context.

Yes. Workativ is SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliant, with role-based access control, per-client data isolation, audit logs, and MFA/SSO support designed for MSP multi-tenant environments.