u/Pontster

Been using Halo for a while at our MSP and kept running into the same friction - email is where most conversations start, but getting that context into Halo still meant manual data entry. So I built something to fix it.

The Add-In lets you:

• Create tickets or opportunities without leaving Outlook
• AI pre-populates fields from the email content
• Custom fields update dynamically based on ticket type
• Track on Send - outbound emails automatically logged back to Halo

Wrote it up with a short demo video if anyone wants to see it in action: Create Halo Tickets and Opportunities directly in Outlook

Happy to answer any questions about how it works or the tech behind it. It still needs a little bit of work before I stick it live. The way that these Add-Ins work means that a Teams Add-In should be a fairly straightforward upgrade.