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🚀Getting started

QuantumOps documentation What is QuantumOps?Quick start by role What's new Getting help Before you begin Activating your account Signing in The setup wizard Setup wizard: HaloPSA and your organisation Setup wizard: AI and Q-Director Adding QuantumOps tabs to HaloPSA Importing your ticket history Finding your way around Access denied and sign-in errors

Dashboards and ticket work

Home: the QA Pipeline Ticket details, sentiment and sanity scores The Ticket Dashboard in HaloPSA Copilot suggestions and reply drafts Sherlock research and live context The Ticket Triage Dashboard Duplicate tickets and recurring issues Agent Assist (Interactive Guide)Guide notes in HaloPSA and their action pages The Client Dashboard The User Dashboard The Agent Dashboard

Dispatch

Opening the dispatch board The dispatch board at a glance Needs you: pings and the focus card Queue, tracked tickets, lists and agents The ticket cockpit and assigning work Board shortcuts, notices and troubleshooting Intel: alerts, capacity and AI insights Recommendations and plans Pulse, live calls and notice ribbons Board configuration Workspace: how pings reach you Board setup wizard and tour Board rules: what every board hides Team settings and attention health Dispatch workflow and scheduling settings Guided work and HaloPSA colour sync Override and feedback review

Qubit and AI

Chat with Qubit What Qubit can use: tools and sources Approving Qubit's actions Files and charts in chat Chat with Qubit from a HaloPSA dashboard MCP sources StackJack HaloPSA's native MCP source Tool Governance Agent Runners Connecting external AI clients over MCP Support memory The Memory Graph screen

Alerts and notices

Q-Notices Issuing a Q-Notice How Q-Notices are delivered Q-Notice auto-rules Q-Notice categories, templates and audit log Alert Engine (legacy)

Customer success and reporting

Customer Success Center Working the alert feed Customer Success tickets and pending CSATs Acting on alerts from Slack and Teams Customer Success settings

Call recordings

Taking a call Call scripts and creating the ticket Call Taking settings Building call scripts Connecting your phone system Call recordings Call recording settings Matching your own recordings

Identity verification

Identity verification Setting up identity verification Clients and per-client policy Issuance campaigns Verifying a caller Issuing credentials and supervised overrides Credentials and the verification log Sandbox, configuration and HaloPSA integration

Timeclock and payroll

Clocking in and out Requesting time off and bidding for holiday shifts The timeclock and payroll Admin Hub Pay schedules Employee schedules (shift patterns)Payroll rule groups Holiday calendars and holiday shift bidding Payroll employees Time-off balances, accruals and bulk changes How pay is calculated Pay periods The payroll run (wizard)Payroll wizard: reconcile Payroll wizard: preview and summary Payroll wizard: finalize and paystubs Giving your accountant access Supervising punches, exceptions and time off Timeclock reports and exports Payroll projections Timeclock and payroll e-mail notifications Colombian payroll defaults backfill

Browser extension

The QuantumOps browser extension Setting up the extension Finding your way around the side panel Ticket tab Triage tab Assist tab Chat tab Client, User and Agent tabs Call tab Clock tab Approvals tab Troubleshooting the extension

System and administration

Tenant settings Team Management Inviting people, roles and agent links Importing agents and organisation settings Module Management

Reference

Roles and access Modules reference E-mails QuantumOps sends Glossary

BillingBot

BillingBot

BillingBot Quick Start Guide

4 articles

BillingBot Functions

2 articles

BillingBot Integrations

3 articles

BillingBot Release Notes

6 articles

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