Getting started
Everything you need for your first day with TechPulse Cloud Concepts.
- QuantumOps documentationQuantumOps 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.
- What is QuantumOps?QuantumOps reads every HaloPSA ticket, analyses it with AI and returns the results as dashboards, notes, alerts and suggested actions; this page explains the loop and where you meet it.
- Quick start by roleFind the first screens to learn for each QuantumOps role.
- What's newHow the update banner and the release notes dialog work, how to hide the banner for a version, and where to see which version you are on.
- Getting helpHow to open the documentation for the screen you are on, send feedback from the app, and contact TechPulse support.
- Before you beginWhat an administrator needs to have ready before running the QuantumOps setup wizard, what can wait until after setup, and the order to work in.
- Activating your accountHow the first person on a new instance, and anyone invited later, sets a password and a second sign-in factor from the e-mail the sign-in service sends, and what to do when an e-mail does not arrive or a link has expired.
- Signing inHow to sign in and out of QuantumOps through your organisation's sign-in service, where you land afterwards, when a change to your roles applies, and which parts of QuantumOps ask you to sign in.
- The setup wizardThe eleven-step setup wizard that connects HaloPSA, creates your organisation and chooses how AI and Q-Director behave, with how it saves progress, what completing it does and how to reopen it.
- Setup wizard: HaloPSA and your organisationSteps 2 and 3 of the setup wizard: connecting QuantumOps to HaloPSA, then entering billing details, creating your organisation, adding company e-mail domains and inviting your team.
- Setup wizard: AI and Q-DirectorSteps 4 to 9 of the setup wizard: choosing managed AI or your own keys and models, then setting Q-Director's analysis, triage, intelligence, web search and Customer Success options, with safe choices for a first setup.
- Adding QuantumOps tabs to HaloPSAAdd the QuantumOps dashboards to HaloPSA as iFrame tabs, set the tenant tab key that lets technicians give feedback and run actions, and allow other sites to frame the dashboards.
- Importing your ticket historyImport your past HaloPSA tickets into QuantumOps, check the estimate before you start, and follow or stop the import while it runs.
- Finding your way aroundA tour of the QuantumOps header, sidebar, notifications and banners, and what to check when a link is missing or a page refuses you.
- Access denied and sign-in errorsWhat the sign-in error, Access Denied, error and not-found pages mean, and what to check when a menu item is missing or a page refuses you.