HaloPSA
xop.ai

AI-Powered HaloPSA Integration for MSPs

AI-powered automation for the fastest-growing PSA platform. Auto-documentation, intelligent triage, and client-facing AI — built for MSPs who chose HaloPSA because they want modern tools.

Native HaloPSA Capabilities

Create and manage tickets with full field mapping
Update ticket status and priority in real time
Time entry automation from every call and interaction
Client and contact synchronization
Asset management integration
Knowledge base access and search
SLA and workflow automation support
Bi-directional data sync across all modules

Engineer Efficiency Inside HaloPSA

AI Voice Assist captures every call and generates ticket notes, time entries, and resolution summaries — posted directly into HaloPSA. Built for the modern PSA experience Halo users expect.

Real-time call transcription and automatic ticket notes
Time entries synced directly to HaloPSA tickets
Knowledge search across IT Glue, Hudu, and ticket history
Resolution suggestions trained on your HaloPSA data

Intelligent Triage for HaloPSA

Incoming tickets get classified, prioritized, and routed instantly. AI learns your HaloPSA workflow structure and routes tickets to the right team and engineer.

Automatic classification matching your HaloPSA categories
Smart routing based on engineer skills and availability
Sentiment analysis to flag frustrated client communications
Escalation signals detected before they become problems

Client-Facing AI That Creates HaloPSA Tickets

Your clients get 24/7 AI support through chat, voice, and email. Every interaction automatically creates a properly documented ticket in HaloPSA.

Microsoft Teams chatbot with your MSP branding
AI voice agent for after-hours and overflow calls
Email agent that triages and routes support requests
Full conversation context attached to every HaloPSA ticket

What HaloPSA MSPs Are Seeing

15-30%
Engineer Productivity Gain
From automated documentation and knowledge surfacing
20-30%
Tier 1 Ticket Deflection
Via client-facing chatbot and self-service AI
100%
Call Capture Rate
Every call logged with accurate time entries
200%
2-Year ROI
From time savings, revenue recovery, and deflection

Frequently Asked Questions

How does xop.ai integrate with HaloPSA?

xop.ai connects to HaloPSA via native API integration. It reads and writes tickets, time entries, contacts, and notes bi-directionally. Setup takes under an hour — connect your API credentials and AI starts learning from your ticket history immediately.

We chose HaloPSA because it is modern and flexible. Does xop.ai match that?

Absolutely. xop.ai was built with the same philosophy — modern architecture, clean integrations, and no legacy baggage. We work with HaloPSA's API natively, respecting your workflow configurations and field mappings rather than forcing you into a rigid structure.

Can xop.ai help us as we migrate to HaloPSA from another platform?

Yes. xop.ai supports ConnectWise, Autotask, HaloPSA, and ServiceNow simultaneously. During a PSA migration, you can run xop.ai on both platforms — your AI configuration and learned patterns work across all supported PSAs.

Do I need a long-term contract?

No. xop.ai is month-to-month with no annual commitment required. We believe your AI should earn your business every month, not lock you in.

What documentation platforms does xop.ai search alongside HaloPSA?

xop.ai provides cross-platform knowledge search across IT Glue, Hudu, SharePoint, Confluence, and your HaloPSA ticket history. Engineers get the right answer surfaced in real time during calls, regardless of where the documentation lives.

See xop.ai + HaloPSA In Action

Get a live demo tailored to your HaloPSA environment. See how AI documentation, triage, and voice agents work inside your PSA.

Schedule a Demo