MSPStuff

AI agents for your MSP

An AI agent for every job in your MSP. Just ask.

Once Switchboard is connected to your systems, tell Grace, your in-app guide, the job you want done. She sets up the agent (name, brief, which Space it works in, which systems it may read) and you confirm. Make as many as you want. Each one is read-only and can be limited to the systems you choose.

The twelve below are examples we've designed. The point is the ones you make yourself.

Apply for the betaSee the examples

Yours, as many as you want

How it works

How making an AI agent works.

  1. 01

    Connect your systems once

    Your PSA, RMM, security, backup and Microsoft 365 connections are the foundation every agent reads from.

  2. 02

    Describe the job

    “I want an agent that checks my backups and gives me a morning report of which clients failed.” Plain words, to Grace, your in-app guide.

  3. 03

    Confirm what she sets up

    Grace asks what to call it and which Space it works in, then shows you the agent: its name, its brief and the systems it may read. You confirm it in the app.

  4. 04

    Put it to work

    It works in the Space you put it in, remembers what it learns, and builds dashboards and scheduled reports when you ask.

What every agent gets

What every agent gets.

Whether it is one of our examples or one you describe, every AI agent is built the same way.

  • A clear job

    One brief: the questions it answers and the known-good ways to investigate them.

  • The systems you choose

    Limit it to the connections you pick, or let it read everything you have connected.

  • A memory of its own

    It keeps notes on what it learns about your MSP, so the next answer starts from them.

  • Read-only with guardrails

    It reads and reports. Any change a platform could make stays held back.

  • Dashboards and reports on request

    Ask it for a dashboard or a scheduled report and it builds one.

  • Honest coverage

    It says what it can see and what it cannot.

01 / 04

Know your clients

Spot change early and give every account a clearer story.

Elena, Client Churn Radar

Meet Elena

Client Churn Radar

Know which clients are drifting before the renewal call.

  • Find quiet clients, falling spend and neglected accounts.
  • See single-contact risk and agreements nearing an end.
  • Track whether a client's signals are getting worse.

Reads from

ConnectWise PSA

Ask it for

Dashboard: At-risk clients

Report: Weekly churn watch

Coverage note. PSA signals only today. Ticket-note sentiment and CSAT are not yet available, so reasons need human review.

Ask Grace: “Make me an AI agent that helps me know which clients are drifting before the renewal call”

Maya, Account Manager & QBR Writer

Meet Maya

Account Manager & QBR Writer

Bring the whole client story into the next conversation.

  • Flag approaching renewals.
  • Pull a client health story from connected systems.
  • Draft a QBR for a client when you need one.

Reads from

ConnectWise PSAConnected RMMMicrosoft 365

Ask it for

Dashboard: Renewals calendar

Report: QBR draft on demand

Coverage note. The story is strongest when PSA, RMM and Microsoft 365 are connected. Coverage follows the systems you enable.

Ask Grace: “Make me an AI agent that helps me bring the whole client story into the next conversation”

Ezra, Owner's Briefing

Meet Ezra

Owner's Briefing

Start Monday with a one-page view of your MSP.

  • See what worsened across clients and service.
  • Check margin, receivables and team load together.
  • Bring security exposure into the weekly picture.

Reads from

ConnectWise PSAConnected security & RMM

Ask it for

Dashboard: State of the MSP

Report: Monday briefing

Coverage note. The briefing is only as broad as the systems connected and the data available in them.

Ask Grace: “Make me an AI agent that helps me start Monday with a one-page view of my MSP”

02 / 04

Run a stronger service desk

See the work, the workload and the quality of the data behind both.

Jamal, Technician Performance

Meet Jamal

Technician Performance

Give managers a fairer starting point for coaching.

Best kept private to managers

  • Review utilisation, billable time and response speed.
  • See uneven load, after-hours work and breadth of work.
  • Surface strengths and coaching points for each technician.

Reads from

ConnectWise PSA

Ask it for

Dashboard: Team scorecard

Report: Monthly coaching summary

Coverage note. Best kept private to managers: a new agent stays private until it is shared with the company, so keep this one unshared. This is for coaching, not ranking people for dismissal. Ticket-note quality and work outside PSA are not covered yet.

Ask Grace: “Make me an AI agent that helps me give managers a fairer starting point for coaching”

Daniel, Service Delivery Manager

Meet Daniel

Service Delivery Manager

Get the service review onto one page.

  • Follow SLA performance and backlog growth.
  • Find aged, stalled, reopened and unassigned tickets.
  • Review first work, resolution time and priority discipline.

Reads from

ConnectWise PSA

Ask it for

Dashboard: Service health

Report: Weekly service review

Coverage note. Numeric service signals only today. Ticket notes and CSAT are not yet available for a quality review of how a case was handled.

Ask Grace: “Make me an AI agent that helps me get the service review onto one page”

Tess, PSA Admin & Data Hygiene

Meet Tess

PSA Admin & Data Hygiene

Keep the data behind every report trustworthy.

  • Find board and configuration gaps.
  • Spot ticket hygiene issues and stale records.
  • Check sync coverage before trusting a trend.

Reads from

ConnectWise PSA

Ask it for

Dashboard: Hygiene checklist

Report: Monthly cleanup report

Coverage note. ConnectWise PSA only today. Findings are a cleanup guide, not automatic configuration changes.

Ask Grace: “Make me an AI agent that helps me keep the data behind every report trustworthy”

03 / 04

Protect your margin

Find the hours, licences and pricing decisions that affect your bottom line.

Diana, Profitability & Pricing

Meet Diana

Profitability & Pricing

Know where the work costs more than it earns.

  • Compare margin by client and month.
  • Catch below-floor or falling accounts.
  • Review effective agreement rates, price spread and unbilled hours.

Reads from

ConnectWise PSA

Ask it for

Dashboard: Margin by client

Report: Monthly profitability

Coverage note. ConnectWise PSA only today. Cost and pricing conclusions depend on complete PSA entries.

Ask Grace: “Make me an AI agent that helps me know where the work costs more than it earns”

Aaron, Revenue Leakage & Billing Hygiene

Meet Aaron

Revenue Leakage & Billing Hygiene

Find the work that never became an invoice.

  • Find unattached time and billable hours without an agreement.
  • See unsent invoices and aging receivables.
  • Keep an eye on the money left on the table.

Reads from

ConnectWise PSA

Ask it for

Dashboard: Revenue leakage

Report: Weekly money left on the table

Coverage note. ConnectWise PSA only today. Review billing findings before making any financial change.

Ask Grace: “Make me an AI agent that helps me find the work that never became an invoice”

Clara, Licence & Procurement

Meet Clara

Licence & Procurement

Reconcile what you pay for with what clients use.

  • Find paid but unused licences.
  • Compare usage, subscriptions and billing.
  • See renewals and true-up opportunities.

Reads from

Microsoft 365Pax8ConnectWise PSA

Ask it for

Dashboard: Licence waste

Report: Monthly true-up

Coverage note. Needs Microsoft 365 and Pax8 for reconciliation; PSA adds billing context. Missing connections mean a partial picture.

Ask Grace: “Make me an AI agent that helps me reconcile what I pay for with what clients use”

04 / 04

Keep the estate healthy

Turn scattered security, patch and backup signals into a useful view.

Nadia, Security Posture Officer

Meet Nadia

Security Posture Officer

See where protection is thin across the estate.

  • Find endpoint protection and threat gaps.
  • Review risky users, admin sprawl and MFA or 2SV gaps.
  • Bring secure score and patch exposure into the same view.

Reads from

SentinelOneTrend Vision OneWebrootMicrosoft 365Google WorkspaceConnected RMM

Ask it for

Dashboard: Security posture

Report: Monthly client posture

Coverage note. Coverage varies by connected security, identity and RMM systems. Each finding must say where its evidence came from.

Ask Grace: “Make me an AI agent that helps me see where protection is thin across the estate”

Hector, Patch & Endpoint Health

Meet Hector

Patch & Endpoint Health

Find stale devices and missed patches before they pile up.

  • Track patch compliance across connected RMM tools.
  • Find offline devices and failed deployments.
  • Spot devices missing an agent.

Reads from

AutomateNinjaOneAsioImmyBot

Ask it for

Dashboard: Patch health

Report: Weekly patch summary

Coverage note. RMM-dependent. The view names the connected platform behind each signal; absent systems are not silently counted as healthy.

Ask Grace: “Make me an AI agent that helps me find stale devices and missed patches before they pile up”

Ines, Backup Assurance

Meet Ines

Backup Assurance

Know which clients need a backup check today.

  • See failed and missing backup jobs.
  • Find devices without protection.
  • Watch vault capacity and health.

Reads from

Axcient

Ask it for

Dashboard: Backup status

Report: Daily exceptions

Coverage note. Axcient only today. A clear dashboard cannot certify backups in other systems or replace restore testing.

Ask Grace: “Make me an AI agent that helps me know which clients need a backup check today”

Make your own

Ideas for your own.

There is no fixed list and no limit on how many you make. A few asks MSPs start with:

  • “Watch new-client onboarding and tell me which checklist steps are overdue.”
  • “Build me a morning report of the tickets that came in after hours and who picked them up.”
  • “Track vendor and licence renewals due in the next 60 days.”
  • “Flag devices that have been offline for more than a week, grouped by client.”
  • “Before each account review, summarise that client's open tickets and projects.”
  • “Find tickets that bounced between three or more technicians this month.”

MSP automation

MSP automation with agents you describe.

Here, MSP automation means agents you make by asking. They read the systems you connect and report what they find. They change nothing today. This is how that covers the service desk, and how it compares with scripted automation.

Automated ticket triage for MSPs

Triage starts with reading the queue. Connect ConnectWise PSA and an agent you describe can read new tickets on every board, along with the boards, priorities and ticket types your instance actually uses. Ask it each morning for the tickets nobody is assigned to, and which board and priority each one looks like it belongs on. The NinjaOne helpdesk and the ConnectWise Asio service queue are read too. This is AI ticket triage as a report: the agent suggests, and your team moves the ticket. Nothing in the PSA can be opened, assigned, moved or closed from a session.

  • “Each morning, list the tickets with nobody assigned and suggest a board and priority for each.”
  • “Tell me which Help Desk tickets have been waiting on us for more than three days.”

AI automation for MSPs, and where scripts fit

Scripted automation runs steps someone wrote, every time a trigger fires. An agent here starts from a brief you describe in plain words: it reads the systems you chose, keeps notes on what it learns, and builds a dashboard or a scheduled report when you ask. When a new client comes on, an agent can check endpoint coverage: with SentinelOne connected alongside ConnectWise Automate or NinjaOne, it names the machines the RMM manages that carry no SentinelOne agent, and installing one stays with your team. Automation that makes changes is built with you on a dedicated EdgeKeeper Server. Any change a platform could make stays held back.

Comparing MSP automation tools

Three questions sort MSP automation tools quickly. What can it read? What can it change? Can you see the call behind each answer? Here the answers are: the PSA, RMM, security, backup and Microsoft 365 connections you choose; nothing today, because every change is held back; and yes, every answer is traced to the tool call that produced it.

Beyond read-only

When you want it to do things.

Your agents read and report today. Automation that makes changes is built with you on a dedicated EdgeKeeper Server. Guidance, shared playbooks and automations we release for everyone are included with Dedicated. Bespoke automation builds are scoped separately. Any change a platform could make is held back — refused by our server before anything reaches the platform — until a person switches it on, and nothing is switched on today.

Dedicated-server customers get the playbooks and automations we create for everyone at no extra cost. As that shared library grows, you benefit from what we build across the community.

Discuss an automation with BrianRead the full security workupExplore dedicated infrastructureSee pricing

  1. Define the outcome

    Agree the systems, inputs, expected result, and approval owner.

  2. Vet the playbook

    Review the steps, required access, and what happens if a step fails.

  3. Test and verify

    Validate proposed behaviour before rollout.

  4. Approve and run

    Run only the agreed scope, with permission gates and the audit trail in place.

Get AI connected to your stack.

Apply for the beta: 14 days free on the Hosted plan against your own environment, read-only, every answer traced. Accepted MSPs get half off seats and client tenants for the first year. Dedicated infrastructure is priced separately.

Apply for the beta
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