Profitability Reporting
2 guides
Agent Cost Tracking and Profitability Reporting
Use AI to Analyse Business Performance
This article provides a guide for using AI to analyze business performance using HaloPSA. It explains how AI can generate and analyze reports from your Halo instance, with results automatically formatted into PDFs for user review. The process can be customized in multiple ways, including the triggering event for report generation, the specific report analyzed, and how AI interprets the data. Customization options include modifying ticket types, selecting different reports, and adjusting AI prompts for analyses. Pre-requisites include setting up an AI connection and configuring specific system actions.