HaloPSA AI Automation
Squash integrates deeply with HaloPSA so MSPs can use AI to close service tickets without moving work out of the PSA. HaloPSA stays the operating record while Squash writes activity back as work happens.
Good fit when
- Built for service tickets that already live in HaloPSA.
- Supports PSA-first review when technicians need to stay in HaloPSA.
- Applies access and approval rules before Squash acts.
Resolve tickets end to end
For approved workflows, Squash moves beyond suggestions. It reads the request, pulls the right client and system context, runs the configured action path, verifies the result when possible, and escalates when judgment is needed.
- Identity, Microsoft 365, endpoint, access, and common L1/L2 requests
- Client context and runbook checks before action
- Escalation packets with diagnosis, work attempted, and next step
Keep HaloPSA as your source of truth
HaloPSA remains the record your team works from. Squash writes the working record back to the original ticket: notes, status, and workflow updates. When your team wants the PSA to remain the operating surface, Squash-driven work can be reviewed and managed from inside HaloPSA.
- Technicians open the same ticket they already work from.
- Squash-driven work appears in the existing service workflow.
- Escalations carry context forward instead of starting over.
Govern what Squash can see and change
Squash governance controls what it can see, touch, and modify in HaloPSA: which tickets it reads, which clients and queues it works in, which editable fields it can update, and which actions require approval.
- Scope access by HaloPSA team, ticket type, client, and workflow.
- Separate read access, editable fields, ticket edits, and downstream tool actions.
- Require approvals for sensitive updates before they run.
Squash dispatcher
Keep your PSA organized and updated automatically.
Squash dispatcher updates ticket metadata and custom fields automatically, keeping routing, categorization, and billing context organized inside HaloPSA.
Get a workflow assessment
See how Squash fits your workflow.
Review how Squash can triage, resolve, and document work inside your HaloPSA-centered service desk.
Get a workflow assessment