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Sales & support integration

HaloPSA integration for AI agents

Insiro connects AI agents to HaloPSA so they can act in it under your rules. HaloPSA is a service desk platform for managing IT support tickets, customers, assets, and service operations. It brings support workflows into one place so teams can resolve issues faster and keep work organized. Every HaloPSA action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0).

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What can AI agents do with HaloPSA?

With Insiro, agents can triage new tickets by urgency and topic, draft replies from past resolutions and policy, escalate bugs with full context and summarise account health before a call, all inside the permissions you set for HaloPSA.

  • Triage new tickets by urgency and topic.
  • Draft replies from past resolutions and policy.
  • Escalate bugs with full context.
  • Summarise account health before a call.

A journey through Insiro

HaloPSA logo HaloPSAInsiroJira

Example: HaloPSA → Insiro → Jira to escalate a ticket as a bug with the full conversation. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about HaloPSA

Can Insiro AI agents use HaloPSA?

Yes. Insiro connects AI agents to HaloPSA through its governed MCP gateway. Agents can triage new tickets by urgency and topic and draft replies from past resolutions and policy using each person's own HaloPSA access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to HaloPSA?

HaloPSA connects with OAuth 2.0. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make HaloPSA read-only for agents?

Yes. In Insiro Governance, set HaloPSA to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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Put HaloPSA to work with governed AI agents.

A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

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  • 13governance checks on every agent tool call
  • 1,700+SaaS apps agents can act in
  • 30+data dialects for plain-English questions