Ticketing
Halo PSA
Version 1.0 · Last updated 2026-06-09
Context
Halo PSA is an all-in-one professional services automation and ticketing platform. With Unless, Halo PSA works in three ways.
First, your tickets flow into Living Knowledge as grounding content, so the agent learns from every resolved case and keeps your Help Center current. Second, the Team Assistant works on top of Halo PSA, answering questions directly from Living Knowledge and a search of related tickets. Third, when a question needs a person, the agent hands off by opening a ticket in Halo PSA where it supports that, or by email.
This is where Living Knowledge differs from a built-in help center: it combines and deduplicates everything you connect, from documents and tickets to websites and merge requests, into one holistic, always-current Help Center, instead of a view limited to a single tool.
Key benefits
- Learn from every resolution: Resolved Halo PSA tickets feed Living Knowledge, so the agent answers common questions on its own.
- 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 the system supports it, 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 and keep your Help Center current. 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 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.