Integration · Beta
Sainer × HaloPSA
Connect Sainer to each customer's own HaloPSA. The AI greets callers by name, opens tickets with the right type and priority during the call, and writes a structured summary back when the call ends — all using your live HaloPSA taxonomy.
Before, during and after the call
Sainer identifies callers across your HaloPSA Users and Clients.
- Phone-based match with Dutch normalisation, configurable scope (User / Client / both)
- Returns name, company, email and IDs so the AI greets callers correctly
- Never blocks the call — fails open on auth or rate-limit issues
The AI opens and annotates HaloPSA tickets while the conversation is live.
- Creates tickets with your configured type, status, team and category
- Maps a priority word (critical/high/medium/low) to the right Halo priority ID
- Adds private notes scoped to that call's ticket via session state, so the LLM can't target other tickets
Every call lands in HaloPSA as an action or summary ticket.
- Appends a private action with intent, AI summary, analysis and optional transcript
- Or opens a fresh summary ticket if no ticket was created during the call
- Includes a deep-link back to the Sainer recording
How it works
- 1
Create an API application in HaloPSA
In Halo, set up an API application with 'Client ID and Secret (Services)' auth. Collect your instance URL, auth and resource server URLs, client ID and secret.
- 2
Connect HaloPSA to Sainer
Paste the credentials into Sainer. Live ticket types, statuses, priorities, teams and categories load straight from your tenant.
- 3
Pick defaults and publish
Choose the required ticket type and status, set a fallback client for unmatched callers, decide whether unmatched calls get a summary ticket. You're live.
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