Halo PSA

Version 1.0 · Last updated 2026-08-10

Context

Halo PSA is a professional services automation platform for managed service providers, pairing ticketing with the billing and contract management an MSP needs to run support for many client organizations at once, not just one.

Resolved Halo PSA tickets, whichever client they belong to, flow into Living Knowledge as grounding content, so the agent learns from every case your team has actually closed. The Team Assistant works on top of Halo PSA, answering tickets directly from Living Knowledge and a search of related tickets, which matters most when several clients are hitting the same issue at once. When a question needs a person, the agent hands off by opening a ticket in Halo PSA where that’s supported, or by email.

Key benefits

• Learn from every ticket, across every client: Resolved Halo PSA tickets feed Living Knowledge, so the agent answers common questions on its own, whichever client organization raised them.
• Team Assistant on top of Halo PSA: Your team answers tickets inside Halo PSA, drawing on Living Knowledge and related tickets, without switching tools.
• Handover, your way: When a person is needed, the agent opens a ticket in Halo PSA where that’s supported, or hands off by email, always with full context.

How does it work?

Unless pulls tickets from Halo PSA into Living Knowledge, where they ground the agent across every client account you support, not just one. The Team Assistant then answers on top of Halo PSA using Living Knowledge and a search of related tickets. For handover, it opens a ticket in Halo PSA where that’s supported, or routes by email.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the Halo PSA integration. This will open a popup where you can connect your Halo PSA account and set up the integration.