Review Prerequisites

  • Updated on Dec 26, 2025
  • Published on Dec 26, 2025
  • 4 minute(s) read
  • CS
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Getting Started with QuantumOps

Welcome to QuantumOps! This guide covers everything you need to know before setting up your AI-powered helpdesk platform.

Feedback & Support

  • Use the feedback mechanism at the top of every QuantumOps page to provide feedback or get support [insert screenshot of feedback button here]
  • Reports can include: bug reports, feature requests, usability feedback, or improvement suggestions
  • Submitting feedback or support requests through the feedback widget is preferred as we receive important log data via this mechanism that is correlated to your report. This makes solving your issue much faster and is preferred instead of email.

Beta Module Expectations

  • Bugs are expected - This is bleeding-edge AI technology under active development - beta modules will be marked as such and could behave in unexpected ways.
  • Features may change - UI, workflows, and functionality will evolve during beta feature development
  • Performance varies - AI response times and accuracy will improve throughout testing of new features
  • Documentation updates - Guides will be updated frequently based on your feedback

System Requirements

HaloPSA Prerequisites

QuantumOps requires active HaloPSA integration

✅ Required Access:

  • HaloPSA Agent URL (e.g., yourmsp.halopsa.com)
  • HaloPSA Admin-level access to create API applications
  • Ability to configure webhooks in HaloPSA

✅ Supported Regions:

  • US (United States)
  • CA (Canada)
  • UK (United Kingdom)
  • AU (Australia)
  • EU (European Union)
  • APAC (Asia Pacific)
  • SA (South America)
  • SH (Self Hosted)

✅ Supported Versions:

Additional Info about HaloPSA Versions

Halo makes frequent undocumented/unannounced changes to their API. Because of this, we cannot provide support for HaloPSA instances running outside of the Production track if you run into integration problems. We regularly develop against Beta and RC tracks to ensure future compatibility but cannot guarantee stability outside of the Production track.

  • Production (Recommended)
  • Beta
  • Release Candidate
  • Bleeding Edge (not recommended for production)

Technical Infrastructure

✅ Network Requirements:

  • HaloPSA runbook with publicly accessible webhook endpoint (QuantumOps will provide)
  • Inbound HTTPS access to your HaloPSA instance from your dedicated QuantumOps Instance
  • Outbound HTTPS access to your dedicated QuantumOps instance
  • No special firewall rules required

✅ Browser Support:

  • Firefox (Recommended)
  • Edge
  • Chrome
  • Safari

Organizational Prerequisites

✅ Team Readiness:

  • At least one designated system administrator
  • Clear understanding of current ticket volume and workflows
  • Management buy-in for AI-powered automation
  • Willingness to adapt existing processes if necessary

Pre-Setup Preparation Checklist

🔐 Gather Required Credentials

Before starting the setup wizard, collect the following information:

HaloPSA Integration:

  • HaloPSA Agent URL (without https://)
  • HaloPSA Client ID (from API application)
  • HaloPSA Client Secret (from API application)
  • Preferred Region
  • HaloPSA Version (Click the ? in Halo -> About)

Organization Information:

  • Organization/MSP Name
  • Billing Contact Name
  • Billing Address (Street, City, State/Region, ZIP, Country)
  • Monthly AI Consumption Budget (optional - $0 = unlimited)

AI Provider Keys (Optional - Managed Service Available):

  • Anthropic API Key (for Claude models)
  • OpenAI API Key (for GPT models)
  • Azure Foundry API Key (If using Azure Foundry in lieu of Anthropic/OpenAI)
  • Service tier information (Anthropic rate limiting)

📋 HaloPSA API Application Setup

Before starting QuantumOps setup, create a dedicated API application in HaloPSA:

  1. Login to HaloPSA as an administrator
  2. Create an API only Agent called "QuantumOps" and assign it the Administrator role (or equivalent in your instance)
  3. Navigate to Configuration → Integrations → API Applications
  4. Create New Application with these settings:
    • Application Name: "QuantumOps Integration"
    • Authentication Method: Client Credentials
    • Agent to Log In As: Select your API only agent
    • Grant Type: Client Credentials
    • Permissions: Admin, All
  5. Note the Client ID and Client Secret - you'll need these for setup

[insert screenshot of HaloPSA API application creation here]

👥 Team Planning

Identify Key Personnel:

  • System Administrator: Will complete initial setup and manage integrations
  • Support Manager: Will configure Q-Director rules and analytics
  • Power Users: 2-3 technicians who will test advanced features first
  • Customer Success Manager/Account Manager (optional): Will work with the Customer Success Center

Process Documentation:

  • Document current ticket routing rules
  • List current alert/escalation procedures
  • Note integration requirements (Slack, Teams, etc.)

AI Service Options

QuantumOps offers flexible AI service configurations:

🤖 Managed AI Services

Zero setup, immediate value

  • All AI models managed by QuantumOps
  • No API key management required
  • Usage-based billing with clear limits
  • Automatic rate limiting and optimization
  • Best for: Getting started quickly, predictable costs

🔑 Bring Your Own Keys (BYOK)

Maximum control, potentially lower costs

  • Direct API relationships with Anthropic/OpenAI/Azure Foundry
  • Custom rate limiting configuration
  • Full usage visibility and control
  • Best for: High-volume MSPs with existing AI relationships

Integration Planning

Communication Platforms

Slack Integration:

  • Identify target Slack workspace
  • Determine notification channels
  • Plan slash command usage
  • Consider bot permissions needed

Microsoft Teams:

  • Identify target Teams tenant
  • Plan notification distribution
  • Consider compliance requirements
  • Review admin permissions needed

Support & Resources

📞 Support Channels

  • Technical Issues: Use in-app feedback mechanism
  • Bug Reports: Use in-app feedback mechanism
  • Feature Requests: Use in-app feedback mechanism
  • Emergency Issues: support@techpulsecloud.com

📖 Training & Resources

  • Monthly Webinars: Partner training sessions
  • Documentation Updates: Released weekly based on feedback
  • Best Practices Sharing: Partner community calls
  • Peer Group/Partner Advisory Council: Partner community in our Discord
  • Direct Access: Development team availability for critical issues

Ready to Begin?

Once you've completed the preparation checklist above, you're ready to start the QuantumOps setup wizard.

Next Steps:

Setup Wizard - Complete onboarding process