Documentation

Getting started

Set up Saetta in about 15 minutes. You'll need admin access to HaloPSA and to your Microsoft 365 tenant.

1. Sign in

2. Connect HaloPSA

In HaloPSA, go to Configuration → Integrations → HaloPSA API → View Applications → New.
Set Authentication Method to Client ID and Secret (Services) and Login Type to Agent.
For Agent to log in as, choose an agent with full permissions, such as an administrator or a dedicated API agent with an administrator role. A limited agent causes permission errors.
On the Permissions tab, grant all. Save, then copy the Client ID and Client Secret.
In the Saetta console, paste your HaloPSA URL, Client ID and Client Secret. Saetta installs its webhooks and custom fields automatically.

3. Link your technicians

In Console → Users, link each HaloPSA agent to their Microsoft 365 account. Each linked technician is one seat. Linking lets Saetta route tickets to the right person in Teams.

4. Install the Teams app

Add Saetta from Microsoft Teams (Apps). Each technician should open the Saetta chat once so it can message them. To route a HaloPSA queue to a channel, also add the app to that team.

5. Install the Outlook add-in (Pro and Enterprise)

A Microsoft 365 admin deploys the add-in in the Microsoft 365 admin center (Integrated apps). It then appears in Outlook for the users you choose.

6. Route tickets and SMS

Saetta follows your HaloPSA assignment rules. A ticket assigned to a technician goes to that technician in Teams. A ticket waiting in a queue goes to the channel you map in Console → Settings → HaloPSA queues. Replying from the card assigns the ticket to you.

7. SMS (SMS Layer and Enterprise)

SMS setup is currently assisted. Email support@saetta.io and we'll enable texting on your business number and handle carrier registration with you.

8. Choose a plan

Before your trial ends, pick a plan in Console → Billing. You can change plans or cancel at any time.

Need help? See Support.