AI Voice Agent for HaloPSA

How MSP Triage Works with HaloPSA

Every call to your support line is answered by the MSP Triage AI voice agent. It identifies the caller, works through a structured triage script, and extracts everything needed for a properly formed ticket: the affected user, the system or service involved, the problem description, and the urgency. When the call ends, MSP Triage delivers that data to HaloPSA via webhook, creating a fully populated ticket in seconds.

Your HaloPSA team sees a clean, structured ticket — not a note that says "called, had an issue." The agent who picks it up already has the context they need to start resolving.

Fields Populated in HaloPSA

• Client and user record matched from your HaloPSA CRM
• Ticket summary and detailed description from the triage conversation
• Category and sub-category mapped to your HaloPSA taxonomy
• Priority level derived from urgency and impact signals
• Full call transcript as a note on the HaloPSA ticket
• Team or queue assignment based on issue type routing rules

Why HaloPSA MSPs Choose This Integration

HaloPSA is built for MSPs that want flexibility and automation depth. Its ticket workflows, SLA policies, and custom fields give teams precise control over how support is delivered. MSP Triage feeds that system with the high-quality intake data it needs to work properly — structured, consistent, and immediate.

HaloPSA teams that adopt MSP Triage stop relying on dispatchers for call intake entirely. The AI enforces the same triage questions on the first call of the morning and the last call of the night. HaloPSA gets consistent ticket data; your SLA compliance improves because the clock starts at call end, not when a dispatcher finally creates the ticket.

For MSPs managing multiple clients with different support contracts, HaloPSA's client-level configuration pairs naturally with MSP Triage's per-client routing logic. You can route calls differently based on the client's contract tier, applying distinct escalation paths and on-call rules without any dispatcher judgment required.

Getting Connected

The HaloPSA integration uses the HaloPSA API and MSP Triage's outbound webhook. Configuration lives entirely in your MSP Triage dashboard — no code, no middleware, no professional services. Most teams complete setup in under an hour and are taking live calls the same day.