One-click actions an agent runs from the contract. Each shows the call it would make to the Worker and the Halo action or email behind it. These fire on demand — scheduled alerts live on the Notifications tab.
Email service-credit scorecard
Send the current month's weighted score and any credit due to the Contract Manager and BU liaison.
POST /notify/scorecard {ticket, month}
Scorecard emailed
To: CM (contracts@…), BU liaison · Jun 2026 · score 96.15%, no credit
Simulated — no live call made.
Raise credit-note task
Open a task on this contract to process the outstanding service credit through finance.
POST /Tickets/{ticket}/Actions {type:'credit-note'}
Task created
Credit-note task on ticket #3163 · assigned Contracts · amount R 9,259.20
Simulated — no live call made.
Request updated B-BBEE certificate
Email the supplier a reminder for their annual B-BBEE certificate (expires in 18 days).
POST /notify/certificate {ticket, type:'BBBEE'}
Reminder sent
To: Apex supplier contact · due 25 Aug 2026 · CM cc'd
Simulated — no live call made.
Flag breach for review
Escalate the April breach to the review queue with the scorecard attached.
POST /Tickets/{ticket}/Actions {type:'breach-review'}