NEW: Halo release: Auto-Categorize both Ticket Type and Category 1
Halo Partners can now automatically categorize the "Ticket Type" field in addition to "Category 1", making it easy for Halo MSPs to kick of workflows and organize their work using both categorization tools.
To get started, Admins can navigate to Admin > Magic > Categorization, select
Ticket Type
from the category options, and add plain-language instructions for categorizing each field. Magic will auto-categorize both fields if they are configured.This was one of our most requested asks from Halo partners who rely on both Ticket Type and Category 1 to accomplish separate goals.
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This is available to Partners with a HaloPSA integration set up for their Thread workspace.
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NEW: Status Mapping for Magic Agents ✨
The new Status Mapping feature enables users to assign custom statuses for
Magic Agents
in Inbox, Preferences, and Workspace settings. Now, with each workflow step (like starting a thread, completing triage, or confirming resolution), admins can map statuses
for each board directly in Inbox, replacing the previous checkbox for setting status to ‘In Progress.’This update enables clear status tracking, offering teams more flexibility in managing workflows and improving user experience.
Getting Started
- Go to Inbox > Preferences > Workspace and select the board you want.
- Use the dropdown to map each status to fit your workflow needs.
🌎 This feature is now available for all partners and PSAs, with updated Inbox workspace settings on the web and coming soon to the desktop app.
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Bug fixes
- Halo Image Attachment sync: Image attachments sent in any chat or inbox product will now automatically upload to HaloPSA as message attachments. This keeps Thread workspaces synced with HaloPSA and ensure a consistent source of truth.