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MSP Process

HaloPSA AI VoiceAssist with Authenticator verification and SMS

Your callers verified.
Your team ready.

AI VoiceAssist

Luke F.

Northwind Dental

00:18
  1. 00:00

    Caller matched to your roster

    The caller's number matches HaloPSA contact #2218 in 0.8s, ready for the identity check that follows.

  2. 00:18

    +2 stepsVerified ticket ready for support

Your clients verify through Authenticator, Duo, SMS, or Microsoft Teams before ticket creation, giving your team proof before password resets or sensitive actions. A caller pretending to be someone else must complete the same verification before their request reaches your team.

Median verification time
< 3s
Available verification methods
13
First-attempt verification success
99.7%

WHY IT MATTERS

Give your team proof.
Keep support moving.

AI Voice Verification records identity proof in your PSA (professional services automation), giving your team a clear starting point for each request. A caller saying "this is the CEO" can leave your technician with 30 seconds to decide whom to trust.

  • Proof before sensitive requests

    Voice was the #1 MSP attack vector, with 80% of confirmed MSP service-desk breaches in 2024 starting with a voice call.

    • Caller verification before sensitive actions
    • Identity proof for your technicians
    • Verification records alongside each request
    Top attack path
  • A shared standard for callers

    We replace "I'll trust them this once" with a consistent process: the platform requests proof, your caller provides it, and the ticket records both.

    • Consistent checks across your team
    • Caller approval before ticket creation
    • Recorded proof for each request
    Repeatable
  • A record your team shares

    Each verification step adds a tamper-evident audit row to your ticket, giving reviewers evidence beyond "the caller sounded right".

    • Verification history within the ticket
    • Tamper-evident records of each step
    • Evidence for your compliance reviews
    Audit-ready
  • Proof for compliance reviews

    AI Voice Verification records cryptographic proof before privileged actions, giving your team evidence mapped to the framework controls.

    • Cybersecurity Maturity Model Certification (CMMC) controls
    • Health Insurance Portability and Accountability Act (HIPAA)
    • System and Organization Controls (SOC 2)
    Framework-aligned

HOW IT WORKS

From the first ring.
To a verified ticket.

Each inbound call moves through five automated stages, bringing caller verification into the ticket flow your team already handles.

  1. Your support line answered

    Your client calls your support line and gets a live answer in < 1 ring, 24/7, across every queue and overflow path.

  2. Your caller's roster match

    In 8s, we match the caller's number against your PSA contact roster and greet them by name, before asking for proof.

  3. Proof from their device

    Identity Gate takes 2.1s median: your caller approves through Authenticator, Duo, SMS Secure Link, or Teams on a device cryptographically tied to their identity.

  4. Your verified ticket opened

    We automatically open your PSA ticket with the caller, their request and verification proof attached before your technician sees it.

  5. Your verification record attached

    We record the method, device fingerprint and timestamps in a structured, tamper-evident audit row mapped to CMMC, HIPAA, and SOC 2 controls.

INSIDE THE PROCESS

Familiar ways to verify.
Proof in your ticket.

We select the verification method from your caller's contact profile, using their existing identity setup without extra apps or new logins.

  • Verify with Microsoft Authenticator

    Your caller receives a Microsoft Authenticator push on their enrolled device and approves with FaceID / fingerprint, the default for tenants using Entra ID.

    • Push notifications to enrolled devices
    • Biometric approval for caller verification
    • Default verification for Entra ID
    Push + biometric
  • Verify with Duo Push

    Your caller approves through Cisco Duo on their registered phone, with an optional number-match challenge for added verification.

    • Native integration with Cisco Duo
    • One-tap approval on registered phones
    • Optional number-match challenges for approval
    Cisco Duo
  • SMS Secure Link

    Your caller receives a brandable, single-use, time-boxed link on their verified mobile and taps to confirm identity during the call.

    • Secure links to verified mobiles
    • Single-use links with time limits
    • Fallback for callers without push
    Universal fallback
  • Verify within Microsoft Teams

    Your caller receives a verification challenge in Microsoft Teams and approves it there, keeping the check inside an app they already use.

    • Verification challenges inside Microsoft Teams
    • Caller approval within the app
    • Verification suited to enterprise tenants
    In-Teams

SEE IT IN ACTION

Bring your support process.
See verification at work.

In a walkthrough, we'll show AI Voice Verification in a sample PSA environment and walk through a verified call. You'll see the caller complete verification and the audit row on the sample ticket.

  1. Walkthrough

  2. Product walkthrough

  3. Your quote