QuantumOps documentation

QuantumOps adds AI ticket analysis, dispatch and service-desk tools to HaloPSA; start here to find the guide for your role and for each part of the product.

Written By Chris Scaminaci

Last updated About 2 hours ago

QuantumOps adds AI ticket analysis, dispatch and service-desk tools to HaloPSA. This help center explains each screen and each task. If you are new, read What is QuantumOps? first: it covers how QuantumOps works and where it shows up.

Where to start

If you want to	Read
Understand what QuantumOps does	What is QuantumOps?
Find the screens your role uses first	Quick start by role
Set up a new organisation	Before you begin
Look up a term	Glossary
Report a problem or ask a question	Getting help
See what changed in the latest update	What's new

What the help center covers

Section	What you find there	Start with
Introduction	What QuantumOps is, a quick start for each role, release notes and how to get help.	What is QuantumOps?
Getting started	Activating your account, signing in, finding your way around, the setup wizard, adding QuantumOps tabs to HaloPSA, importing ticket history, and what to do when a sign-in or access error blocks you.	Before you begin
Dashboards and ticket work	Home, the dashboards that open inside HaloPSA, Copilot, Sherlock research and Agent Assist, with a table of where each screen opens and how to reach it.	Home: the QA Pipeline, then the other ticket screens
How tickets are analysed	What happens to a ticket, what QuantumOps writes into HaloPSA, sentiment and stale alerts, pausing AI work.	How ticket analysis works
Qubit and AI	Chat with Qubit, its tools and sources, approvals, MCP sources, Agent Runners and support memory.	Chat with Qubit
Q-Director and AI settings	The administrator settings for analysis, triage, research, AI providers and models, and the communication policy for AI replies.	Q-Director Settings
Slack and Teams	Asking Qubit in chat, linking your account, commands, routines and setting up the Slack app and Teams bot.	Qubit in Slack and Teams
Dispatch	The dispatch board: pings, the queue, the cockpit, recommendations and the settings behind them.	Opening the dispatch board
Calls and call recordings	Taking a call, call scripts, connecting your phone system and working with recordings.	Taking a call
Identity verification	Proving a caller is who they say they are, with Authenticator step-up or Verified ID.	Identity verification
Q-Notices and alerts	Notices attached to tickets, clients, users and agents, and how they are delivered.	Q-Notices
Customer success	The Customer Success Center, its alert feed and its settings.	Customer Success Center
CSAT and NPS surveys	Survey administration, e-mail snippets, NPS campaigns, the leaderboard and the wall screen.	CSAT Administration
QBR Studio	Building, reviewing, publishing and presenting quarterly business reviews.	QBR Studio
Reporting and analytics	The Agent Performance Hub and the AI usage, chat and Copilot analytics.	Agent Performance Hub
Timeclock and payroll	Clocking in and out, time off, schedules, pay rules, the payroll run and paystubs.	Clocking in and out
Browser extension	The side panel and dispatch board that follow your HaloPSA pages, tab by tab.	The QuantumOps browser extension
Extension for IT admins	Rolling the extension out to technicians and what each part of it needs.	Rolling out the extension to technicians
Integrations	Your HaloPSA connection and documentation sources.	Your HaloPSA connection
System and administration	Tenant settings, Team Management, roles and Module Management.	Tenant settings
Reference	Roles and access, the modules reference, the e-mails QuantumOps sends and the glossary.	Roles and access

How the help center works

The footer of each page names the build it describes. Opened from Get help in the app, the pages normally match the build shown at the foot of the sidebar. On the public help center they may be a release ahead or behind, so compare the two builds.
The Get help button in the app header opens the page for the screen you are on. A screen without a page of its own opens this home page. Getting help explains the button, the guided tours and how to contact TechPulse.
The search box above the page list filters the list by page title.
White-label partner documentation is not public. It opens inside the app, from the same Get help button, for the people allowed to read it: Administrators and white-label partner staff.

Was this helpful?

Still need help? Ask the team