Get More Done with Zenzap’s Halo PSA AI Agent

Zenzap’s Halo PSA AI agent works across your workflows and alongside your team, all through a familiar chat interface.

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How Zenzap AI Agents Work

Connected

Halo PSA

Halo PSA agent

Talk to Halo PSA Like You Talk to Your Team

Tell your agent what you need in a message or voice note. It can work in Halo PSA for you, finding information, taking action, and keeping track of tasks.

Dana Reyes

Works for me. Let’s lock that in.

You

Hey @Halo PSA agent, follow up on our discussion and make the updates.

Halo PSA agent

Done. It’s all in Halo PSA.

Automate Workflows with Halo PSA

Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Halo PSA.

Your agent, your control

Choose what your agent can access and how it can act in Halo PSA. Require approval before actions, keep access read-only, or allow approved work to run automatically.

What Can Zenzap’s Halo PSA AI Agent Do?

Find clients and service work

Search Halo PSA for supported clients, tickets, projects, time, resources, contracts, or service records.

Create service records

Create supported tickets, project work, time entries, notes, or client-service records in Halo PSA.

Update assignments and status

Change supported owner, priority, status, dates, time, or service details in Halo PSA.

Flag operational exceptions

Check Halo PSA for SLA risk, overdue work, unbilled time, or service items that need attention.

Summarize service operations

Bring supported client, ticket, project, and service information from Halo PSA into the chat.

Run recurring service reviews

Monitor supported service operations and surface work that needs follow-up.

Security & Compliance

Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.