NEW: Planner support for HaloPSA
HaloPSA users can now use Thread Planner to schedule and plan when work can be accomplished. Planner is an integrated request tracking and scheduling tool in Inbox, tailored to help MSPs plan which day a thread should be tackled and define down-to-the-minute scheduling. Inspired by decades of Agile best practices, Planner lets MSPs adopt the well-embraced practice of "scheduling" within Inbox.
With Planner, Inbox users can:
- Schedule tasks for specific times
- Triage requests with a single click
- Dispatch work instantly with full context
- Send TimeZest meeting invitations directly from Inbox
- Seamlessly sync plans with HaloPSA
Thread Partners using the HaloPSA integration can access Planner directly from Inbox. Find it in the main left-side navigation menu under @mentions or within a thread via the Planner card in the right-side actions menu.
.
NEW: Magic Agents: Drag-and-Drop Reordering for Intent Fields!
Admins can now
reorder form fields by dragging and dropping
them when editing a Magic Agents intent
. Technicians can now click and hold on a field to drag it up or down to create a more logical and prioritized flow for troubleshooting.Previously, Admins were unable to change the order of questions and had to manually remove and re-add them to adjust their sequence.
Getting Started
- Go to Admin > Magic AI > Agent tab > Select Intent or Create New.
- Drag and drop fields to reorder them as needed, then hit save.
🌍 This feature is now available for all partners and PSAs
Improved:
- One-click ID and link copying: Inbox users can now copy a thread's ID and link with a single click while viewing the thread.
- 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.