The HaloPSA – CloudRadial Integration, Rebuilt

After a wave of recent releases, HaloPSA now runs as deep as what our ConnectWise and Autotask partners have relied on for years offering the same experience and no compromises.

If you wrote us off over HaloPSA, now's the time to take another look. See it for yourself: https://www.cloudradial.com/demo

What is now possible, by product: 

Unified Client Portal 

1. Ticket dashboards
   Charts for ticket volume trends, ticket types, and user submissions now render for HaloPSA clients.
2. Ticket workflow actions
   Approve, Mark Resolved, and Escalate now work.
3. Full user sync overhaul
   Contact sync was rebuilt on the modern architecture the other PSAs use, bringing full create, update, and delete, M365 field sync (job title, phone, name), priority, and VIP contact sync, deactivated-user cleanup, and address and department fields.
4. Type-based user management
   HaloPSA partners can now drive sync, login access, group and role assignment, and priority status by contact type, using a custom type-mapping field.
5. Service Team filtering
   Ticket boards can be filtered by HaloPSA Service Teams, so the portal respects how a HaloPSA shop is actually organized.
6. HaloPSA ticket deep links
   Notification emails and dashboard items now link straight to the underlying Halo ticket.
7. Per-user ticket board overrides
   Ticket queries honor per-user and per-company board override settings.
8. Sample Demo
   The new one-click demo client (around 25 users across Admin, VIP, and Billing roles, plus tickets and endpoints, including a device with policy violations) works with HaloPSA. Now HaloPSA partners can explore the portal with realistic data for sales prospecting or before onboarding clients.

ServiceAI

1. HaloPSA pod
   The full in-PSA ServiceAI experience now ships for HaloPSA. Techs see an AI ticket summary, related tickets, and KB articles, and configurable one-click quick-action prompts, all themed to HaloPSA so it feels native rather than bolted on.
2. Triage support
   ServiceAI analyzes, drafts responses, and proposes field updates on HaloPSA tickets.
3. Post-triage briefings
   The internal note ServiceAI posts back into HaloPSA after triage now includes related tickets and KB articles, with links that point to HaloPSA's own URLs so a tech can jump straight to the source without leaving HaloPSA.
4. Native ticket numbers
   ServiceAI now displays the HaloPSA ticket numbers techs recognize instead of internal ServiceAI IDs, so a number copied from ServiceAI pastes straight into the HaloPSA search with no cross-referencing.
5. Configurable quick actions
   Per-tenant pod quick actions can be tailored to how a given HaloPSA team works. 

ChatAI

1. The ChatAI responder
   The ChatAI layer for ticket triage now ships for HaloPSA. The improved PSA integrated chat interviews the client, detects urgency, and creates a structured workable ticket in HaloPSA. 

Storefront

1. The e-commerce store
   Storefront is now live for HaloPSA, so you can offer clients a self-service purchasing experience built right into the way you already work.

Ready to see it?

The ServiceAI pod and Storefront setup are worth seeing in action. Book a demo to see what our new and improved HaloPSA integration looks like, across CloudRadial.