How to Enable Chat and Timepad Custom Tabs in HaloPSA
With Halo, you can seamlessly chat with your customers in real-time through a custom tab. Whether you're ready to explore Thread's full-featured inbox or want to manage your daily tasks more efficiently within Halo, we've got you covered.
Note: Custom tabs are automatically created when a new workspace is set up. If you don’t see them listed under Configurations (Configurations → Custom Objects → Custom Tabs → Tickets), please contact Thread Support for assistance.
Two Experiences with Thread
Thread Chat
- Bring the power of Thread directly into Halo! Access all the robust features our inbox offers, including:
- Real-time chat and collaboration
- Magic AI chat
- Snippets
- @mentions
- And much more!
Thread Timepad
- Automate your time entries to streamline your workflow with ease.
How to Add Thread to Your Service Ticket View in Halo
- Log in to Halo.
- Navigate to the Configuration section.
- Go to Tickets → Ticket Types.
- Select the Ticket Type where you want to add Thread Chat and Timepad.
- Go to the Allowed Values tab.
- Scroll down to Custom Tabs.
- Ensure Allow all Custom Tabs is checked, or click the + icon to add custom tabs manually.
- Add the following custom tabs:
- Thread: Auto time entries
- Thread: Real-time notes
- Click Save.
- Repeat these steps to add custom tabs for Thread Chat and Timepad to any other ticket types.
Tip: You can adjust the order of the Thread Chat and Timepad custom tabs to make them appear before others when viewing a ticket in HaloPSA. To do this, go to Configuration → Custom Objects → Custom Tabs. Select the "Thread: Auto time entries" or "Thread: Real-time notes" custom tab and modify the number under Sequence. For example, setting the sequence to 0 will place the custom tab at the front, making it more accessible when viewing a ticket in HaloPSA.
