Talkative
HaloPSA

Add Note to HaloPSA Ticket

Adds a private note to an existing HaloPSA ticket.

Unverified

Add this first. This tool needs an access token, so add Get HaloPSA Access Token to the same bot. The bot calls it first and passes the token in.

What the model is told

Get a HaloPSA access token first if you do not already have one. Add a private note to an existing ticket, for example to record extra detail the customer has just given. Confirm the ticket ID and wording first. The note is hidden from the customer.

Request

POSThttps://YOUR_INSTANCE.halopsa.com/api/Actions

Headers

  • Content-Typeapplication/json
  • AuthorizationBearer {{accessToken}}

Body

[{"ticket_id":{{ticketId}},"note":"{{note}}","hiddenfromuser":true}]

Parameters

  • ticketId numberThe HaloPSA ticket ID.
  • note stringThe text of the note.
  • accessToken stringThe access_token value returned by Get HaloPSA Access Token. Reuse it for the rest of the conversation.

Engage payload

{
  "source": "VOICE_AI",
  "tool": {
    "id": "b008ca29-12e5-46c2-b919-c4e3dab412dd",
    "type": "HTTP_REQUEST",
    "label": "Add Note to HaloPSA Ticket",
    "name": "add_note_to_halopsa_ticket",
    "customName": false,
    "description": "Get a HaloPSA access token first if you do not already have one. Add a private note to an existing ticket, for example to record extra detail the customer has just given. Confirm the ticket ID and wording first. The note is hidden from the customer.",
    "parameters": [
      {
        "name": "ticketId",
        "type": "number",
        "description": "The HaloPSA ticket ID."
      },
      {
        "name": "note",
        "type": "string",
        "description": "The text of the note."
      },
      {
        "name": "accessToken",
        "type": "string",
        "description": "The access_token value returned by Get HaloPSA Access Token. Reuse it for the rest of the conversation."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://YOUR_INSTANCE.halopsa.com/api/Actions"
      },
      "headers": [
        {
          "name": "Content-Type",
          "value": "application/json"
        },
        {
          "name": "Authorization",
          "value": "Bearer {{accessToken}}"
        }
      ],
      "body": "[\n  {\n    \"ticket_id\": {{ticketId}},\n    \"note\": \"{{note}}\",\n    \"hiddenfromuser\": true\n  }\n]",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.